Invoice Automation for a CA Firm

An automated invoice-approval workflow with AI data extraction and accounting sync.

Overview

Every supplier invoice was opened, checked, approved by email and then typed into the accounting system.

Approvals stalled in inboxes and manual data entry caused occasional errors at month-end.

Invoices are read automatically, routed by amount for approval, and posted to accounting once approved — with a full audit trail.

Email ingestion, AI-assisted field extraction with human review for low-confidence fields, approval rules and accounting sync.

Most manual steps removed from the approval process, with every decision recorded.

Tell us what you are planning. We will review it and reply with next steps — no obligation.