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How to build a Invoice Processing Bot
Streamline your accounts payable process with this agent. It automatically extracts data from incoming invoices, validates it against purchase orders, and updates your accounting system without manual intervention.
Challenge
Streamline your accounts payable process with this agent. It automatically extracts data from incoming invoices, validates it against purchase orders, and updates your accounting system without manual intervention.
Industry
Finance, Industrials
Department
Finance
Integrations
GmailAirtable
This intelligent workflow transforms your process by automating the most labor-intensive aspects. Here's how it works:
1. Invoice Capture The agent monitors your Gmail inbox for incoming invoices or accepts them via manual upload.
2. Data Extraction & Validation Line items, tax details, and vendor info are extracted and validated against existing purchase orders in your database.
3. Approval Workflow If the invoice matches the PO within tolerance limits, it proceeds; otherwise, it's flagged for manual review in Slack.
4. System Update The agent automatically updates Airtable or your accounting system with the processed invoice data.
Key Benefits:
- Process invoices 24/7 without delays
- Prevent duplicate payments and fraud
- Seamless integration with existing tools
- Scale accounts payable without adding headcount