Automated invoice processing and payment reminders

Purpose

1.1. Automate extraction, validation, and data entry from incoming invoices for Baden restaurants in the food & beverage sector.
1.2. Automate generation, scheduling, and sending of payment reminders to vendors or clients.
1.3. Automate reconciliation of processed invoices with payments in accounting systems.
1.4. Automator ensures compliance and audit trails for region-specific financial requirements.
1.5. Automating approval workflows to minimize manual intervention and expedite processing.
1.6. Automator facilitates seamless integration between finance, administration, and POS systems.

Trigger Conditions

2.1. Automatedly receives a new invoice via email, upload, or scanning.
2.2. Invoice data change or ingestion in the finance ERP triggers automation.
2.3. Detects overdue invoices or upcoming due dates for payment reminders.
2.4. Automate periodic checks on existing invoices for status updates or payment reconciliation.
2.5. Scheduled automation to process end-of-day or weekly invoicing batches.

Platform Variants

3.1. Gmail API
- Feature/Setting: Watch for new emails with attachments, automate parsing PDF or DOC invoices.
3.2. Outlook 365 API
- Feature/Setting: Automate messageReceived trigger to analyze invoice emails and save attachments.
3.3. Dropbox API
- Feature/Setting: Automator on file upload to a dedicated "Invoices" folder, triggering document extraction workflows.
3.4. Google Drive API
- Feature/Setting: Watch Files automation, detect and extract new invoice PDFs.
3.5. Docparser
- Feature/Setting: Automate custom parsing rules for extracting structured data from invoices.
3.6. Rossum API
- Feature/Setting: Automate invoice capture, validation, and export of extracted fields via webhook.
3.7. QuickBooks API
- Feature/Setting: Automator for automated entry of invoice data and payment status synchronization.
3.8. Xero API
- Feature/Setting: Create/Update Invoice endpoint for automatedly synchronizing extracted data.
3.9. SAP Business One Service Layer
- Feature/Setting: Automate posting of invoice transactions and fetching payment status.
3.10. Fortnox API
- Feature/Setting: Automatedly pushes supplier invoice data and fetches payment reminders.
3.11. Zoho Books API
- Feature/Setting: Automate invoice and payment module for end-to-end workflow.
3.12. Microsoft Power Automate
- Feature/Setting: Flow for automating approval routing and alerting for overdue invoices.
3.13. Slack API
- Feature/Setting: Automated notifications sent to finance/admin channels for exception handling.
3.14. Twilio SMS
- Feature/Setting: Automated payment reminders sent as SMS to vendors or clients.
3.15. SendGrid
- Feature/Setting: Automation of email reminders for payment deadlines.
3.16. Mailgun
- Feature/Setting: Configure domain authenticated batch emailing for automated reminder distribution.
3.17. FreshBooks API
- Feature/Setting: Automate invoice fetching, creation, and overdue status reminders.
3.18. Airtable
- Feature/Setting: Automating tracking and updating invoice statuses in real time.
3.19. Monday.com
- Feature/Setting: Automate creation of tasks and reminders from incoming invoices.
3.20. Zapier
- Feature/Setting: Integration automator to orchestrate triggers and actions between all above systems.

Benefits

4.1. Automates data entry, eliminating manual errors and accelerating operational speed.
4.2. Automatedly manages reminders, ensuring timely vendor/client payments and optimized cash flow.
4.3. Automator improves financial visibility with real-time invoice and payment status updates.
4.4. Automating routine tasks frees up staff for higher-value finance activities.
4.5. Enables scalable, audit-ready automation compliant with regional food & beverage finance demands.