Inventory & Supply ChainPurpose
1.2. Enable automated matching of invoice data with purchase orders and goods received notes, reducing manual intervention.
1.3. Facilitate automated notification of discrepancies, automate reconciliation reporting, and automate compliance archiving.
1.4. Allow for automated integration with accounts payable, inventory systems, and supplier relationship management (SRM) platforms.
Trigger Conditions
2.2. Automate invocation on SFTP/FTP folder change or new invoice creation in procurement SaaS/PDF/EDI platform.
2.3. Automation initiates when ERP procurement order is flagged ‘Delivered’ or ‘Pending Invoice’.
Platform Variants
• Feature/Setting: Automate flow to trigger on Outlook email with invoice attachment; use AI Builder to extract data.
3.2. Zapier
• Feature/Setting: Automate Gmail/Outlook “new attachment” trigger → document parse → QuickBooks match.
3.3. UiPath
• Feature/Setting: Intelligent OCR activity for automated PDF data extraction; automate SAP/Baan API integration.
3.4. Boomi
• Feature/Setting: Automate process on EDI/X12 document arrival; configure AtomSphere for ERP update.
3.5. Integromat/Make
• Feature/Setting: Automated webhook trigger from supplier portal; automate parsing and Xero/ERP record matching.
3.6. Coupa
• Feature/Setting: Automate Supplier Actionable Notifications API for invoice receipt; automate purchase order match.
3.7. SAP Business Technology Platform
• Feature/Setting: Automated SAP Integration Suite “invoice.received” event; automate matching with PO service.
3.8. NetSuite
• Feature/Setting: REST API Invoice Import for automated entry; automate Saved Search for unmatched PO notifications.
3.9. Oracle Fusion Cloud
• Feature/Setting: ERP Integration SOA Suite; automate FTP/REST invoice load and match routines.
3.10. Xero
• Feature/Setting: Automate API for invoice creation; automate GET/POST to Bills and Purchase Orders.
3.11. QuickBooks Online
• Feature/Setting: Automated Bills API; automate matching via Purchase Order fields.
3.12. Docparser
• Feature/Setting: Automate parsing PDF/scan via webhook; automate export to ERP via webhook/API.
3.13. ABBYY FlexiCapture
• Feature/Setting: Schedule OCR capture process; automate export to structured XML for accounting interface.
3.14. TradeGecko (QuickBooks Commerce)
• Feature/Setting: Automate New Purchase Order trigger; automate webhook to invoice matching automator.
3.15. DocuWare
• Feature/Setting: Automation Platform for digital document receipt, matching, and archiving rules.
3.16. Basware
• Feature/Setting: Automated invoice capture and procurement matching API.
3.17. Esker
• Feature/Setting: Automate invoice data extraction/workflow; automate 3-way match against ERP.
3.18. Tipalti
• Feature/Setting: Automated Invoice OCR, PO matching and workflow configuration.
3.19. Stampli
• Feature/Setting: Automated invoice capture, automate matching logic, and automated AP push.
3.20. Airslate
• Feature/Setting: Automate document processing bots; automate ERP integrations.
3.21. Coupler.io
• Feature/Setting: Automate data pulling into Google Sheets for reconciliation; automate matching scripts.
3.22. ServiceNow
• Feature/Setting: Automated workflow on document submission; automate integration with procurement databases.
Benefits
4.2. Automating matching increases spend visibility, decreases overpayments, and speeds reconciliation.
4.3. Automated notifications rapidly resolve invoice discrepancies and automate communication with suppliers.
4.4. Automating record-keeping, archiving, and compliance lowers audit risk and enhances data integrity.
4.5. Automation automates closed-loop integration of purchasing, receiving, and accounts payable for condiments wholesalers.