01
Invoice intake from many channels
We collect invoices from email, folders, forms, or source systems and route them into one structured workflow.
Invoice automation · documents · accounting workflows
Invoice automation
without manual retyping.
We build workflows that collect invoices from email or folders, extract data, run basic checks, and route documents to approval, accounting, or an exception report.
- Sources PDFs, scans, inboxes, forms, folders
- Data tax IDs, vendor, amounts, dates, line items, currency, invoice number
- Control validation, exceptions, statuses, decision trail
- Integrations spreadsheets, CRM, accounting tools, approval workflows
Implementation scope
From document to usable data.
02
Data extraction from PDFs and scans
We extract header data and line items, while marking uncertain fields for human review when scan quality is weak.
03
Validation and exception detection
We check missing fields, duplicates, totals, currency, tax IDs, and approval rules defined by your company.
04
Approval workflow
We route invoices to the right people, send reminders, and store status so decisions are not buried in email threads.
05
Accounting export
We send structured data to a spreadsheet, accounting system, CRM, or another tool already used by your team.
06
Exception reporting
We create a clear queue of documents that should not be approved automatically: missing data, mismatches, and duplicates.
Best fit
It matters most where invoices are a daily bottleneck.
Invoice automation helps companies receiving documents from many sources, where teams lose time on retyping, status checks, and manual reminders. It does not replace accounting. It structures data and workflow before accounting review.
How we work
No promise of magical 100% OCR.
Step 01
Document sample
We review real invoices: formats, scan quality, languages, currencies, edge cases, and data that needs to move downstream.
Step 02
Rules and integrations
We define what can happen automatically, what needs approval, and where the processed data should go.
Step 03
Controlled rollout
We launch with human review first, measure errors, and only then expand the automation scope.
FAQ
Questions about invoice automation.
Will the system read every invoice?
We do not promise perfect extraction from every document. The workflow is designed so uncertain fields go to review instead of blind automation.
Does this replace an accountant?
No. Automation prepares data, structures the workflow, and flags exceptions. Accounting judgment and responsibility stay where they belong.
Can you integrate with our accounting system?
It depends on the system and available API or exports. If direct integration is not sensible, we start with a safe structured export.
How many documents do we need to start?
A representative sample is enough: different formats, vendors, and problematic cases. That lets us estimate the realistic automation level.
Are invoices living in email threads?
Show us the workflow using anonymized examples. We will tell you what is worth automating and what should remain under human control.