Purchasing & Supply ChainPurpose
1.2. Enable automated extraction, validation, and cross-referencing of invoices to purchase orders and goods received notes, with exception handling, automated notifications, and consolidated reporting.
1.3. Integrate seamlessly with ERP, document management, and finance systems to ensure every invoice is matched, flagged for discrepancies, or automatically passed for payment.
1.4. Support compliance, auditability, and reconciliatory controls in the purchasing & supply chain process.
Trigger Conditions
2.2. Automated creation or update of purchase orders in ERP.
2.3. Automated arrival of goods received notes from warehousing systems.
2.4. Scheduled automation workflow to process batch invoices at defined intervals.
Platform Variants
3.1. Microsoft Power Automate
• Function: “When a new email arrives (V3)” for automated invoice capture.
• Function: “AI Builder – Form Processing” for automating invoice data extraction.
3.2. SAP Concur
• API: “Invoice Capture API” — automates importing and creation of invoice records for automated matching.
3.3. NetSuite
• SuiteTalk (SOAP/REST Web Services) — automates invoice, PO, and receipt data pull for automated reconciliation.
3.4. QuickBooks Online
• API: “CreateBill” and “QueryPurchaseOrder” — automates ingestion and automated matching of invoices to POs.
3.5. Xero
• API: “Invoices endpoint” and “Purchase Orders endpoint” — automate retrieval and matching logic.
3.6. Zoho Books
• API: “PurchaseOrders” and “Invoices” modules — automates lookups and status updates.
3.7. FreshBooks
• API: “Invoices” endpoint for automated invoice pulls, “Expenses” for matching against purchases.
3.8. Oracle Fusion Cloud
• REST API: “Invoices” and “Purchase Orders” — automate invoice ingestion and reconciliation.
3.9. Sage Intacct
• Web Services: “AP Bill” and “Purchasing Transaction” — automated matching and reconciliation through integration.
3.10. Coupa
• API: “Invoices” and “Orders” — automates extracting and matching financial documents.
3.11. DocuWare
• Feature: “Document Processing Automation” — automates extraction and matching of invoice files to ERP data via connectors.
3.12. Kofax
• Feature: “Invoice Processing Automation” — OCR + RPA to automate bidirectional matching and exception handling.
3.13. SAP Business One
• Service Layer API: “PurchaseInvoices” and “PurchaseOrders” endpoint — automates direct reconciliation within SAP.
3.14. Bill.com
• Endpoint: “Payables API” — schedules automated ingestion and automated reconciliation of supplier invoices.
3.15. Tipalti
• API: “Invoice Management” — automates processing, matching, and approval of supplier bills.
3.16. Basware
• Web Services: “Purchase-to-Pay Automation” — automates the match/invoice process, handles exceptions.
3.17. ServiceNow
• IntegrationHub: “Flow Designer” with finance plugins — automates ticketing and reconciliation steps.
3.18. UiPath
• Feature: “Document Understanding” — trains bots to automate invoice capture and cross-reference to PO/receipts.
3.19. Abbyy FlexiCapture
• Feature: “Invoice Automation” flow — automates invoice scanning, data extraction, and matching.
3.20. Invoiced
• API: “Post /invoices” and “GET /purchase-orders” — automate data flows for reconciliation.
3.21. Pipefy
• Automator: “Invoice Reconciliation Template” — triggers automated workflows on receipt of new invoices.
3.22. OneDrive/SharePoint
• Trigger: “When a file is created” — initiates automating data extraction and routing for invoice files.
Benefits
4.2. Error reduction through automated extraction, automatedly highlighting discrepancies and automating resolution workflows.
4.3. Cost savings by automating repetitive matching tasks, allowing staff to focus on exception cases.
4.4. Improved supplier relationships by automating timely, accurate payment cycles.
4.5. End-to-end audit trail via automated process logs for compliance and reporting.
4.6. Data consistency and process scale by automating the end-to-end supplier invoice lifecycle across platforms.