Vendor invoice capture and approval routing

Purpose

1.1. Automate vendor invoice capture, digitalization, verification, and approval for meat dish restaurants.
1.2. Automatedly collect invoices from email, scans, portals, or uploads, reconcile with purchase orders, run compliance checks, and automate approval routing for accounting and payment.
1.3. Automate alerts for mismatches and automate audit trail creation for compliance and traceability.
1.4. Enable automated notifications and escalations to approvers and finance managers.

Trigger Conditions

2.1. Vendor invoice received via email, portal, scan, or direct upload.
2.2. New purchase order matched in ERP or accounting system.
2.3. Scheduled batch automation for periodic invoice processing.
2.4. Manual process initiation through web forms for urgent invoices.

Platform Variants

3.1. Microsoft Power Automate
• Feature: Automated workflows
• Setting: Trigger on new invoice in Outlook, automate attachment extraction
3.2. Google Apps Script
• Feature: Gmail/Drive API
• Setting: Automatedly monitor shared Drive folders for new PDFs and push to Sheets
3.3. SAP BTP Workflow Management
• Feature: Invoice approval flow
• Setting: Automate invoice routing to AP department using SAP APIs
3.4. Oracle Fusion Cloud
• Feature: AP Invoice Automation
• Setting: Automate PO-matching and approval task generation
3.5. DocuWare
• Feature: Intelligent Indexing
• Setting: Automate invoice data capture and assign to a pre-defined approval list
3.6. QuickBooks Online
• Feature: API/Webhooks
• Setting: Trigger automation on invoice upload to email/drive
3.7. Zoho Books
• Feature: Automated Approvals
• Setting: Set automated approval flows and automated matching rules
3.8. Xero
• Feature: Xero API
• Setting: Automate invoice entry from email automator and trigger approval
3.9. Bill.com
• Feature: Automated AP workflow
• Setting: Automate intake, data extraction, approval reminders
3.10. Sage Intacct
• Feature: Smart rules/Triggers
• Setting: Automate batch invoice imports and smart approval routing
3.11. Kissflow
• Feature: Invoice workflow automation
• Setting: Auto-capture data and notify approvers
3.12. Kofax
• Feature: AP Automation Suite
• Setting: Capture invoice data, automate validation, route for approval
3.13. UiPath
• Feature: Document Understanding
• Setting: Automate OCR of PDFs and email-based invoice extraction
3.14. Abbyy FlexiCapture
• Feature: Data extraction and workflow
• Setting: Automate scanning, digitalize details, and push to ERP
3.15. Workato
• Feature: Recipes
• Setting: Integrate email, ERP, and Slack for invoice automation
3.16. SAP Concur
• Feature: Invoice Automation
• Setting: Automate capture and approval routing via API
3.17. FreshBooks
• Feature: API/Webhook Integration
• Setting: Automate invoice ingestion and flag for manager review
3.18. ServiceNow
• Feature: Flow Designer
• Setting: Automate invoice intake and multi-stage approval
3.19. Salesforce (with MuleSoft)
• Feature: Automated Process Builder flows
• Setting: Trigger on new invoice attachment for AP automation
3.20. Smartsheet
• Feature: Automated workflows
• Setting: Invoice data capture and approval reminders with automatable escalation
3.21. AirSlate
• Feature: Document Workflow Automation
• Setting: Create automated flows from invoice capture to approval signature
3.22. Approve.com
• Feature: PO-to-Invoice Automation
• Setting: Automate matching, three-way check, and approvals

Benefits

4.1. Automates repetitive vendor invoice tasks to minimize human error and processing delays.
4.2. Automator ensures compliance with expense policies via automated audit trail.
4.3. Automated approvals and reminders reduce bottlenecks and improve cash flow management.
4.4. Automatable data capture and integration accelerates month-end closing.
4.5. End-to-end automation enhances visibility for financial and administrative reporting.