​
Quick Overview

Turn your invoice processing from hours to minutes. Your agent will:
  • Receive invoices sent to a dedicated email address
  • Extract vendor details, amounts, line items, and due dates
  • Validate against PO numbers and vendor database
  • Route for approval based on amount thresholds
  • Track payment status and send reminders
You can use the invoice processing template to get started.

​
Setting Up Invoice Automation

​
Step 1: Create Your AP Inbox

Set up a dedicated email system to capture all incoming invoices automatically.
Dedicated AP email setup
  1. Set up a dedicated email: invoices@yourcompany.com
  2. Configure Gmail – Email Received trigger
  3. Add filter: “Has attachment” = Yes
  4. Share this email with all vendors and internal teams
Add this email to your vendor portal profiles and email signatures: “Send all invoices to: invoices@yourcompany.com”

​
Step 2: Extract Invoice Data with AI

Use AI to extract all key invoice data with forensic precision and accounting expertise.
AI invoice data extraction
Add AI Agent – Extract Invoice Data with this enhanced prompt: 
You are a meticulous forensic accountant with 20+ years of experience in accounts payable. You have an eagle eye for detail and never miss critical financial information.

Extract the following from the attached invoice with absolute precision:
- vendor_name
- vendor_email  
- vendor_address
- invoice_number
- invoice_date
- due_date
- total_amount
- tax_amount
- subtotal
- payment_terms (e.g., Net 30, 2/10 Net 30)
- po_number (if present)
- line_items: [{description, quantity, unit_price, amount}]
- bank_details
- early_payment_discount (if applicable)
- currency

IF YOU CANNOT CONFIDENTLY FIND AN ATTRIBUTE LEAVE IT BLANK

Return as structured JSON. If any field is not found, mark as null. Double-check all amounts for mathematical accuracy.
The AI Agent automatically has attachments from Gmail in context - no need to reference them explicitly.

​
Step 3: Double-Check Extraction Quality

Add a quality control layer to ensure 100% accuracy before processing.
AI quality control validation
Add AI Agent – Quality Control with prompt: 
You are a senior audit manager reviewing extracted invoice data. Verify the previous extraction is complete and accurate.

Review the extracted data against the invoice attachment and check:
1. All required fields are captured (unless they cannot be found then its okay to leave blank)
2. Mathematical accuracy (line items sum to subtotal, tax calculations correct)
3. Date formats are consistent 
4. Currency symbols and amounts match
5. Vendor information is complete

If you find any errors or missing data, extract the correct information. If extraction is perfect, confirm with "VERIFIED" and the validated JSON data.

​
Step 4: Log Invoice Data

Organize extracted data into your preferred system — spreadsheets are just the starting point.
Data logging and integration options
Make sure the fields you are logging match the attributes extracted in the previous step.
Basic Option: Use Google Sheets – Append Row to log data by document type. Advanced Integrations: You can post this information anywhere using:
  • HTTP Request actions to send data to your ERP, CRM, or custom databases
  • Direct integrations with Airtable, Notion, or other platforms
  • Webhook endpoints for real-time processing
  • API calls to accounting software like QuickBooks or Xero
The real power comes when you integrate this with your ERP system using API calls or webhook connections from Google Sheets to update your accounting software directly.

​
Advanced Features

FeatureWhat it does
Auto-Approval RulesAutomatically approve trusted vendors under set thresholds
API IntegrationsDirect connection to QuickBooks, NetSuite, or SAP for seamless data flow
Duplicate DetectionPrevent double payments by checking invoice numbers and vendor combinations
Early Payment DiscountsFlag and calculate 2/10 Net 30 opportunities

​
Best Practices

​
Next Steps

Document Processing

Automate processing of all document types

Memo Generation

Generate financial analysis memos

Agent Steps

Build intelligent invoice analysis workflows

Credit Optimization

Optimize costs for high-volume processing