Trigger → Action
The exact sequence this automation runs, end to end.
An invoice or statement arrives
Received by email or uploaded to a watched location
Line items are extracted
Amounts, dates, suppliers and references pulled and normalised
Records are matched
Reconciled against purchase orders and existing records automatically
Exceptions reach a human
Only genuine discrepancies are surfaced for review and approval
Ranges reflect typical outcomes across past engagements — we validate real numbers for your business on the strategy call.
Your close is only as fast as your slowest manual approval.
Bill approvals and payment runs are manual, slow, and error-prone — stuck in email threads, waiting on whoever’s free to review them. Purchase orders and vendor confirmations get lost the same way. Every delayed approval is a late payment, a strained vendor relationship, or a messier close at month-end.
Bill approvals get stuck in email threads for days
Late payments strain vendor relationships
Reconciliation turns into a scramble right before close
What we actually build.
- Automated Approval Routing: Bills move through sign-off automatically, matched to your actual approval hierarchy
- Purchase Order Automation: Generation and vendor confirmation triggered directly from the request
- Scheduled Reconciliation: Mismatches get caught before close, not during a scramble at month-end
- Smart Payment Scheduling: Respects approval hierarchies without slowing everything down
- Full Audit Trail: Every approval, every change, every payment — logged automatically
Related workflows we've shipped.
A sample — see the full workflow library for more.
- Accounts Payable — keeps bill approvals and payment runs moving without manual chasing
- Invoice Processing — turns inbound invoices into accounting entries without manual keying
- Purchase Orders — keeps PO requests and vendor confirmations from getting lost in email