Finance

Invoice Processing

Reads incoming invoices, extracts line items and totals, and posts them to your accounting system without manual data entry.

ideal foraccounting firms and finance teams keying 50+ invoices a week across multiple clients or suppliers

// the problem

Invoice data entry is one of the most expensive manual tasks in accounting. The process is the same every time: open the PDF, find the vendor, find the date, find the total, find the line items, key them into QuickBooks or Xero, attach the source document, and move to the next one. At 50 invoices a week, that's hours of work that adds zero judgment and carries a meaningful error rate from fatigue. Invoice processing reads incoming invoices from email or a shared folder, extracts fields using document AI, matches the vendor to your chart of accounts, and posts the transaction. Anything with a low confidence match goes to a human review queue with the uncertain field flagged. Nothing disappears into a black box.

what changes

  • Invoices are posted to your accounting system within minutes of arrival, not hours or days
  • Low-confidence extractions go to a human review queue with the uncertain field highlighted
  • Source documents are attached to every transaction automatically
  • Error rate from manual keying drops to near zero for high-confidence matches

// how it works

The mechanism, end to end. Each step is logged so you can see what the agent did and why.

invoice-processing · live pipeline
running
08:30:01invoice received: vendor PDF attached email inbox
08:30:02extraction: vendor, date, total, 4 line items document ai
08:30:03vendor matched to chart of accounts quickbooks
08:30:03confidence 0.94: auto-post approved threshold met
08:30:04transaction posted to ledger quickbooks
08:30:04source document attached and archived google drive

// surface area

connects to

  • QuickBooks
  • Xero
  • Gmail
  • Google Drive
  • Dext
  • Supabase

writes back to

  • QuickBooks / Xero (transaction record with line items, vendor, date, amount)
  • Google Drive (invoice PDF archived alongside the transaction reference)

all writes are logged to the audit trail

// works for

Invoice Processing is built to run inside any of these business types. The same agent, wired into your stack.

// ready to scope the build?

See Invoice Processing run on your workflow.

Book a 15-minute audit call. We map your real workflow against what this agent handles, scope what gets built and what it connects to, and you leave with the math. No pitch, no obligation past the call.

see it built on your workflow

15 minutes, no deck, just the working machine.