Inventory & Procurement AutomationPurpose
1.2. Automates invoice capture from email, scanned documents, or supplier portals directly into accounting ledgers.
1.3. Enables automated validation, coding, and reconciliation of invoices to existing purchase orders and inventory updates.
1.4. Automates workflow notifications for approval and payment scheduling to streamline procurement and cash flow management.
Trigger Conditions
2.2. Inventory stock updated triggering reconciliation with outstanding purchasing invoices.
2.3. Approval status change of procurement orders or automated flag on invoice discrepancy.
2.4. Scheduled sync triggers such as end-of-day batch processing or on-demand automation.
Platform Variants
3.1. Xero
• API: Invoices endpoint — automate invoice creation with supplier details and attachment syncing.
3.2. QuickBooks Online
• API: Bill & Expense API — automates batch uploading and mapping of line items from invoices.
3.3. Sage Business Cloud
• Feature: Supplier Transactions API — automate posting of approved invoices and matching payments.
3.4. MYOB
• API: Purchase Invoice endpoint — automates data extraction from PDF or email and directly creates supplier bills.
3.5. Zoho Books
• API: Vendor Invoices Module — automates entry of recurring or single-use supplier invoices.
3.6. Oracle NetSuite
• SuiteTalk API: PurchaseInvoice — automates batch entry, coding and reconciliation of invoices.
3.7. SAP Business One
• Integration Framework: Purchase Invoice Object — automates posting of new supplier invoices upon document detection.
3.8. FreshBooks
• API: Expenses section — automate invoice parsing and creation into accounting records.
3.9. Microsoft Dynamics 365
• API: Accounts Payable Automation — automates invoice imports with workflow triggers for validation.
3.10. Wave
• Purchases API — automate email-to-invoice creation and categorization.
3.11. KashFlow
• Purchases API — automates supplier data intake and invoice auto-matching.
3.12. Receipt Bank (Dext)
• API: Fetch and Publish — automate extraction and delivery to accounting platforms.
3.13. Bill.com
• API: Bill Entry — automates electronic invoice receipt and approval flows.
3.14. Intacct (Sage)
• Web Services: AP Bill — automate parsed invoice data into accounts payable with rules-based coding.
3.15. Odoo
• Invoicing Module API — automates supplier document import and ledger balancing.
3.16. SAP Concur
• Invoice Capture Service — automates supplier invoice ingestion, validation, and posting.
3.17. Hubdoc
• API: Auto Fetch — automate retrieval of supplier invoices from email or supplier portal for seamless accounting sync.
3.18. Google Workspace
• Gmail API — automates extraction of PDF invoices from designated supplier email folders.
3.19. Microsoft Outlook
• Graph API — automate identification and forwarding of invoice attachments to accounting integration endpoints.
3.20. Dropbox
• File Events Webhook — automates detection of new invoice files and triggers automated data capture into accounting apps.
3.21. OneDrive
• File Created Trigger — automates syncing of uploaded supplier invoice files to OCR and data entry workflows.
3.22. DocuSign
• Envelope Completed Webhook — automates the collection of digitally signed supplier invoices for instant sync.
Benefits
4.2. Automates compliance checks, improving audit readiness and accountability.
4.3. Increases speed of invoice processing and payment, supporting cash flow forecasting.
4.4. Automator-enabled systems provide real-time inventory and financial visibility.
4.5. Reduces costs associated with delayed, lost, or duplicate invoices, leveraging automation to optimize procurement efficiency.
4.6. Automates repetitive administrative tasks to allow electrician teams to focus on core installation and repair work.