Corporate Finance and CompliancePurpose
1.2. Reduce manual overhead, accelerate payment cycles, enhance auditability, enforce approval hierarchies, track approvals, trigger payouts, and notify stakeholders across global finance teams.
Trigger Conditions
2.2. Invoice record entered in ERP or procurement system.
2.3. API/webhook signaling incoming invoice from a connected vendor portal.
2.4. Scheduled batch processing of invoices due for approval/payment.
Platform Variants
3.1. SAP ERP
• Feature/Setting: SAP Business Workflow for invoice approval; configure with rule-based routing and transaction code FV60 for automated postings.
3.2. Oracle Fusion Cloud
• Feature/Setting: Payables Approval Workflow API; map invoice ingestion via REST API and set approval matrices.
3.3. Microsoft Dynamics 365 Finance
• Feature/Setting: Power Automate Flow with “When a record is created/updated” (Vendor Invoice entity) trigger.
3.4. Workday Financial Management
• Feature/Setting: Workday REST API “Put Supplier Invoice” and “Submit Business Process” for routing approvals.
3.5. Coupa
• Feature/Setting: Coupa Invoices API (“/invoices” endpoint) for extraction and approval status update.
3.6. QuickBooks Online
• Feature/Setting: QuickBooks API “Create Invoice” and “Send Invoice for Approval” (custom workflow).
3.7. NetSuite
• Feature/Setting: SuiteFlow customization for invoice approval and SuiteScript RESTlet for automation.
3.8. Sage Intacct
• Feature/Setting: Intacct Web Services “AP Bill” object insert/update and approval process automation.
3.9. DocuSign
• Feature/Setting: DocuSign eSignature API; trigger “Envelope Send” for invoice sign-off requests.
3.10. Adobe Acrobat Sign
• Feature/Setting: Adobe Sign REST API “POST /agreements” for digital invoice approvals.
3.11. Slack
• Feature/Setting: Workflow Builder/Incoming Webhook for invoice approval notifications and response capture.
3.12. Microsoft Teams
• Feature/Setting: Teams Connector “Post adaptive card in a channel” for approval tasks with actionable buttons.
3.13. Gmail
• Feature/Setting: Gmail API “watch” and “send” for receiving, parsing, and sending approval emails.
3.14. Outlook 365
• Feature/Setting: Graph API “Mail.Read” and “SendMail”; automation of invoice approval requests and tracking.
3.15. Box
• Feature/Setting: Box API “Create file upload webhook” for invoice reception and approval status folder updates.
3.16. Dropbox
• Feature/Setting: Dropbox API “/files/upload” and metadata update for automated routing of invoice files.
3.17. AWS S3
• Feature/Setting: S3 event notification trigger on PDF upload, Lambda function for further processing.
3.18. Google Drive
• Feature/Setting: Drive API “watch” and “comments” for automating invoice file status and collaborative approval.
3.19. Xero
• Feature/Setting: Xero API “POST /invoices” and workflow trigger for approval/payout scheduling.
3.20. Stripe
• Feature/Setting: Stripe API “Invoice.created” webhook for approved invoice payment initiation.
3.21. PayPal
• Feature/Setting: PayPal REST API “/v2/payments/payouts” for approved invoice automatic payout.
3.22. SAP Concur
• Feature/Setting: Concur Invoice API for ingestion and multi-tier approval process configuration.
3.23. Jira
• Feature/Setting: Jira REST API for automated creation and transition of invoice approval tickets.
3.24. Zoho Books
• Feature/Setting: Zoho Books API “Create & Submit Invoice” and “Approve Invoice” action.
3.25. Monday.com
• Feature/Setting: Board automation, item creation via API, approval status column, and workflow automation.
Benefits
4.2. Improves compliance through automated audit trails for every approval and payment event.
4.3. Reduces error, fraud risk, and missed payment deadlines.
4.4. Enables configurable authorization levels for procurement regulations.
4.5. Enhances visibility for finance managers and corporate controllers via real-time updates and custom reports.