Happy Invoicing
Supplier invoices, extracted and checked
A scripted walk-through with a sample company. Invoices arrive from an accounts inbox and supplier portals, the fields the process needs are extracted, and each invoice runs through agreed checks. Invoices that do not pass are flagged for a person, who decides what happens next.
Invoices arrive
Incoming invoices
The approver is assigned from the invoice total. The system routes; a person approves.
Invoice history (for check 4)
Extracting
The fields are read from each invoice, then the six checks run. Nothing is approved here.
Extracted fields
Checks
Invoice queue
Each invoice with its source, extracted fields and check results. Invoices that pass every check are ready for approval; a person approves.
Review and approval
The reviewer chooses what happens to each invoice. Supplier messages are prepared from those decisions and are not sent.
Supplier messages prepared
Generated from the decisions · editable · not sent
Messages are prepared for a person to check and send. Nothing is sent from this demo.
What the team sees for this invoice run. Sample data.
Want these checks set up on your own invoices?
We scope the sources, checks, approval limits and review points with your team before anything is built.