Supplier invoice processing and payment scheduling

Purpose

1. Automate the extraction of incoming supplier invoices, validate details (vendor, date, items, VAT), match to purchase orders, log in accounting systems, and schedule payments according to due dates, ensuring seamless inventory and financial recordkeeping for dessert shops in the Food & Beverage sector.

2. Deliver automated notifications for mismatches or approval needs, enhance transaction traceability, minimize manual entry, and automate expense allocation by category or item.

Trigger Conditions

1. Automation triggered by new supplier invoice email, file upload to drive, or entry in supplier portal.

2. Scheduled automator runs (e.g., daily or on delivery of specific dessert inventory).

3. Automated update via webhook from e-invoicing system or ERP integration.

Platform Variants

1. Gmail

• Feature/Setting: Filtering invoice emails, triggering extraction using Labels and "New Email Matching Search" API.
  

2. Microsoft Outlook

• Feature/Setting: "When a new mail arrives" in folders, automating attachments forwarding to OCR services.
  

3. Google Drive

• Feature/Setting: "New File in Folder" automation, sending PDFs to parsing services.
  

4. Dropbox

• Feature/Setting: "File Upload" Event, automate downloads to parsing workflow.
  

5. SAP Concur

• Feature/Setting: Invoice API, automate retrieval and automated validation of incoming electronic invoices.
  

6. QuickBooks Online

• Feature/Setting: "Create Bill" and "Fetch Vendor Info" APIs, automate posting of validated supplier invoices.
  

7. Xero

• Feature/Setting: "Bills Endpoint", automate bills entry, map against inventory, and automate payment scheduling.
  

8. Zoho Books

• Feature/Setting: Purchase Bills API, automating bill creation, automate reminders on due dates.
  

9. FreshBooks

• Feature/Setting: "Create Expense" and "Update Vendor" automator endpoints for automated invoice logging.
  

10. Docparser

• Feature/Setting: Document parsing workflows, configure invoice layout rules for automated data extraction.
  

11. Hubdoc

• Feature/Setting: Automated document fetch/sync with accounting platforms for streamlined invoice automation.
  

12. Stripe

• Feature/Setting: Vendor payouts via "Payouts API", automate payment execution based on scheduled logic.
  

13. PayPal

• Feature/Setting: "Payouts/Send Money" API for automated supplier payouts post-invoice approval.
  

14. Wise (TransferWise)

• Feature/Setting: Batch Payments API, automate cross-border invoice payments.
  

15. SAP Business One

• Feature/Setting: DI API "Vendor Invoice Entry", automate invoice input, automate matching with POs.
  

16. Oracle NetSuite

• Feature/Setting: RESTlet and SuiteTalk API, automate invoice ingestion, automate payment scheduling.
  

17. Microsoft Dynamics 365 Business Central

• Feature/Setting: Financials API to automate supplier invoice creation and automate batch payment schedules.
  

18. Bill.com

• Feature/Setting: "Invoices" and "Payments" APIs, automate invoice ingestion, automate payment queueing.
  

19. Airtable

• Feature/Setting: Automated form intake for expense and purchase log, automate approval workflows.
  

20. Twilio SMS

• Feature/Setting: Send SMS notification via programmable SMS upon automated invoice approval or exceptions.
  

21. Slack

• Feature/Setting: Automated message posting to financial team channels for payment status or invoice mismatches.
  

22. Trello

• Feature/Setting: Automated card creation for manual invoice reviews/exceptions in automated flow.
  

23. Zapier

• Feature/Setting: Multi-step automation builder integrating email, parsing, accounting, and notification services.
  

Benefits

1. Automated supplier invoice processing automates error reduction and approval cycles in dessert shop operations.

2. Automation provides real-time cashflow tracking and automates payment scheduling for optimal inventory levels.

3. Automation enables streamlined compliance and audit trails, fully automating adherence to financial best practices.

4. Automates reduction of manual workloads, empowering dessert shop staff to focus on customer engagement and core business functions.

5. Automation ensures supplier relationship continuity through prompt, automatedly scheduled payments and transparent communication.