Finance
Invoice Agent
Invoices matched to payments, ready for sign-off.
GmailSheetsSlackNotionHubSpotWhatsApp
★ 4.4 · 310 deployments · from $89/mo · Approval required
What it does
Reads PDFs, scans, and e-invoices to capture line items and sales-tax fields, then reconciles them with payments. Duplicates and mismatches go to an approval queue for review.
Capabilities
Extract invoice dataMatch paymentsFlag mismatchesDuplicate detectionSales-tax field captureVendor summariesApproval queueExport to books
How it works
- InputIncoming invoice file
- ResearchCapture fields and line details
- DecisionReconcile with payment records
- ActionQueue mismatches for review
- ResultBooks prepared for approval
🛡️ Human approval — Approval required. You choose. Run it autonomously, or approve messages and actions before they go out.
85%less manual entry
99%extraction accuracy
5 hrssaved weekly
What customers say
“Our month-end close takes two days now, with every invoice already checked.”
NHNicole Harper
Finance Head, Logistics
Finance Head, Logistics
Questions about this agent
What invoice formats are accepted?
PDFs, scans, photos, and e-invoices, with sales-tax fields captured.
Does it post entries directly to our books?
It drafts entries for your review; posting happens only after you approve.
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