Overview

Accounts Payable Automation is a workflow for intake, screening, and extraction of key invoice information so finance teams can review invoices quickly and consistently.

It extracts vendor, invoice, line-item, and tax details; runs 2-way (invoice–PO) or 3-way (invoice–PO–receipt) matching; and routes invoices for approval based on threshold rules.

What you get: a structured table of extracted fields you can review, edit, and export.

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To set up the workflow (creating sessions, uploading documents, running a workflow, and exporting), see Setting Up a Workflow for a comprehensive guide.

This page focuses on what’s specific to Accounts Payable Automation.

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When to use Accounts Payable Automation

Use this workflow when you need a consistent, compliant first-pass review of supplier invoices, including:

• Vendor identity and tax details
• Invoice dates and payment terms
• Line-item and tax breakdown
• PO/receipt matching (2-way or 3-way)
• An approval tier and recommendation driven by rules

Step-by-step usage

1. Navigate to Workflows > Template gallery and select Accounts Payable Automation.
2. Upload the invoice documents (PDF only).
3. (Optional) Upload supporting documents for matching (PO and receipt/GRN), if your process requires 2-way or 3-way matching.
4. Click Run to begin extraction and matching.
5. Review the extracted fields and edit anything that is incorrect.
6. Export results (CSV or Excel) for reporting or downstream processing.