Module

Smart AP Automation

Invoices arrive as PDFs. They should not have to be typed in again.

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What you can do

Drop the PDF in

Upload a vendor invoice and it waits in Unprocessed PDFs until somebody turns it into a bill.

Fields read off the page

Vendor, invoice number, date, and amount are read from the document and pre-fill the entry form.

Scanned invoices too

A scan with no text layer goes through OCR, so a faxed invoice is handled the same as a native PDF.

It teaches itself your vendors

Correct where a field sits on one vendor's invoice and the next one from that vendor is read the same way.

The PDF stays attached

The original travels with the bill, so an approver sees the document rather than somebody's transcription of it.

It never blocks you

Extraction that cannot read a field leaves it blank for you to fill. It fails quietly into ordinary data entry rather than into an error.

An invoice from PDF to payment, and the manual path it falls back to The PDF arrives Emailed, scanned, or uploaded Read off the page Vendor, number, date, amount Coded to accounts Checked and corrected by you Routed To an approver Paid A field it cannot read is left blank for you to fill
Extraction is a convenience, never a dependency. Every field can be corrected and every invoice can be keyed by hand, because automation that stops the work when it fails is worse than none.

Reading is a convenience, not a dependency

Nothing in the AP process waits on extraction. Every field it fills can be corrected, and every invoice can be keyed by hand. That is deliberate: automation that stops the work when it fails is worse than no automation.

Related

Accounts Payable Smart Routing