Invoice Processing

Invoices captured, read, matched against purchase orders and posted — with anything uncertain sent to a person rather than guessed.

What is included

Invoice Processing, in detail

Capture

Collected automatically from a shared mailbox, upload or scanner.

Extraction

Supplier, dates, totals, tax and line items pulled from PDFs and scans.

Matching

Checked against purchase orders and receiving records, with mismatches flagged.

Coding and approval

Coded to the right account and routed through your approval chain.

Posting

Written into Xero, QuickBooks, Sage or your ERP with the document attached.

How we work

Four steps, no surprises

  1. ConsultationWe learn the business and what success looks like.
  2. Audit & scopeA written plan: what we build, in what order, at what cost.
  3. BuildDelivered in stages you review as we go.
  4. SupportMonitoring and iteration once it is live.

Questions

Frequently asked

What happens with a poor-quality scan?

It falls below the confidence threshold and goes to a human. We would rather slow one invoice than post a wrong number.

Can this run alongside our current process?

Yes — most clients run parallel for a period before switching over.

Let us look at what you are trying to build

Tell us the problem and we will tell you honestly whether we are the right people to solve it — and what it would take.

Book appointment