Order and Inventory ManagementPurpose
1.2. Automatedly extract line items, totals, supplier, and order details from digital or scanned invoices.
1.3. Automatically cross-reference invoices with purchase orders and goods received notes for automated reconciliation and alerts on discrepancies.
1.4. Automate data input into accounting, ERP, and inventory systems for timely financial updates and real-time stock accuracy.
1.5. Automate status notifications to relevant staff, supporting cash flow forecasting and supplier relationship management.
Trigger Conditions
2.2. Automation kicks off when a purchase order linked to a supplier is marked received.
2.3. Automated schedule for batch processing of invoices (e.g., nightly/weekly).
2.4. Manual trigger via a user action when uploading documents into the system.
Platform Variants
3.1. Microsoft Power Automate (Flow)
• Feature/Setting: “When a new email arrives with attachment” trigger, coupled with AI Builder for invoice data extraction.
• Config: Set up flow to parse invoice PDF/email and automatedly update records in Dynamics 365.
3.2. Zapier
• Feature/Setting: Zap trigger “New Attachment in Gmail” > Formatter > Google Sheets/APIs.
• Config: Automate routing of attachment to parsing tool and populate Google Sheets or QuickBooks via APIs.
3.3. Integromat (Make)
• Feature/Setting: Gmail/Outlook Watch module + PDF Parser + Xero/ERP module.
• Config: Automatedly transfer parsed invoice data to financial or stock software.
3.4. UiPath
• Feature/Setting: Document Understanding + Orchestrator
• Config: Automate OCR and field extraction, then automated posting to SAP or other ERP.
3.5. Blue Prism
• Feature/Setting: Digital Worker for document ingestion.
• Config: Automated reconciliation logic to flag outliers and sync with Sage or Oracle.
3.6. ABBYY FlexiCapture
• Feature/Setting: Train FlexiLayouts for invoice templates.
• Config: Automated upload triggers parsing and export to CSV/API.
3.7. Docparser
• Feature/Setting: Custom parsing rules for invoice PDFs/emails.
• Config: Send automated webhook or push to cloud accounting software.
3.8. Kofax
• Feature/Setting: Intelligent Automation platform with Invoice Processing workflows.
• Config: Automated batch import of supplier invoices; automated validation workflow.
3.9. Xero API
• Feature/Setting: POST /invoices endpoint.
• Config: Configure automator to push parsed invoice data to Xero programmatically.
3.10. QuickBooks Online API
• Feature/Setting: createInvoice endpoint.
• Config: Automatedly construct API calls from parsed invoice data.
3.11. SAP iRPA
• Feature/Setting: “Invoice Processing” bot.
• Config: Automate matching PO/invoice/receipt documents inside SAP.
3.12. Oracle Fusion Cloud ERP
• Feature/Setting: Supplier Invoice REST API.
• Config: Automate invoice upload and three-way match using cloud API endpoints.
3.13. Google Cloud Vision API
• Feature/Setting: OCR processing for scanned invoice images.
• Config: Automatedly submit attachments, retrieve extracted text for parsing.
3.14. Amazon Textract
• Feature/Setting: Document Text Extraction API.
• Config: Process supplier PDFs to automate data retrieval.
3.15. Smartsheet
• Feature/Setting: Data Uploader + Automated Workflows.
• Config: Automatedly ingest parsed invoice lines; send notifications for mismatches.
3.16. Airtable
• Feature/Setting: Automations with “When record created” + Webhook.
• Config: Trigger automated reconciliation routines upon new entry.
3.17. Slack
• Feature/Setting: Incoming Webhook + Scheduled Reminder bots.
• Config: Automated alerts for reconciliation exceptions or approval requests.
3.18. Monday.com
• Feature/Setting: Automations with “Item Created” + API Integration.
• Config: Automatedly add invoice details and update process statuses.
3.19. FreshBooks API
• Feature/Setting: invoice.create endpoint via API.
• Config: Automate pushing supplier invoice data from parsing workflow.
3.20. NetSuite SuiteTalk
• Feature/Setting: Invoice record operations.
• Config: Automator sends data to vendor invoice endpoint for real-time posting.
3.21. Google Sheets API
• Feature/Setting: appendCells method.
• Config: Automated entry of invoice details for reconciliation visibility and reporting.
3.22. Salesforce
• Feature/Setting: Data Loader/API for Invoice Object.
• Config: Automatedly populate invoice records and update deal statuses.
Benefits
4.2. Automated reconciliation reduces the time and risk of errors detecting mismatches between invoices, POs, and deliveries.
4.3. Frees up staff for more value-added activities and supports end-to-end automation in invoice management.
4.4. Offers audit trails and instant access to financial and inventory records through automation.
4.5. Provides scalability for multi-branch Gyudon operations through repeatable automation and centralized oversight.