Invoice capture and PO matching
Invoices read, matched to purchase orders, and created as draft bills.
How it works · Invoice capture and PO matching
STEP BY STEP
In
Gmail- PDF invoice
- Purchase orders
- 1
Extract01
Supplier, lines, tax read
Total: 4,820.00
- 2
Validate02
Totals and duplicates checked
Checks passed
- 3
Match03
Compared with the PO
1 line differs
Human checkpoint
- 4
Post04
Draft bill created
Draft in Xero
Out
Xero- Approval trail
- Exception list
How it works
01
The problem
Supplier invoices are keyed in by hand and checked line by line.
Step by step
- 01Extract. Supplier, lines, tax read.
- 02Validate. Totals and duplicates checked.
- 03Match. Compared with the PO.Human checkpoint
- 04Post. Draft bill created.
Tools and control
02
Connects
- Xero
QuickBooks- Gmail
OpenAI
Built on n8n. Equivalent tools can be swapped in.
Human control
A person stays in control at the "Match" step. Everything else runs on rules you agree, with every run logged.
More in Finance
03
Finance
Bank and payment reconciliation
Payments matched automatically, leaving only true exceptions to review.
See the workflowFinance
Payment reminders and dunning
Polite reminders on schedule, with escalation to a person at the end.
See the workflowFinance
Expense receipt capture
Receipts sent by email or chat are read, coded, and ready for approval.
See the workflow
Next step
What would you like to improve?
Tell us what is taking too much time, what is difficult to manage, or what you would like your systems to do differently. You do not need a technical specification to start.