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Automation recipe · Documents & Data Entry

Extract invoice data from PDFs into accounting software

Supplier invoices are read, validated and entered as draft bills — ready for approval.

Automate this process AI-assisted

Workflow

  1. 01Invoice email
  2. 02Extract fields & lines
  3. 03Validate & match
  4. 04Approve
  5. 05Create bill
The problem

Supplier invoices arrive as PDF attachments in different layouts. Someone retypes vendor, dates, line items and totals into the accounting system, and mistakes slip through.

What the automation does

Invoice attachments are captured automatically, key fields and line items are extracted, checked against the vendor and purchase order, and created as draft bills routed for approval.

The benefit

Hours of data entry saved each month, fewer keying errors, and a clear approval trail.

How it works

  1. 01

    Attachments from an accounts-payable mailbox are collected and stored.

  2. 02

    Intelligent document processing extracts vendor, invoice number, dates, totals, tax and line items.

  3. 03

    Validation checks totals, duplicates and (optionally) purchase-order matches.

  4. 04

    Approvers confirm or correct in one click; the bill is created in your accounting system.

Human in the loop. An approval step keeps a person responsible for every bill that is posted.

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Want this working in your business?

Every recipe is adapted to your systems and the way your team works. Tell us about your setup and we’ll suggest the simplest reliable approach.

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