Library · Finance & Controlling
Invoice pipeline: capture & checks
Invoices arriving by email are detected automatically; the document (PDF attachment or email text) is fetched read-only from the mailbox and…
Finance & Controlling · Management / Finance
Overview
Who it's for
Management / Finance
You need
Requires: Foundation
You get
A clean invoice channel; Duplicate and fraud protection
Problem. Invoices arrive via five channels, get paid twice or forgotten — and an unnoticed change to the recipient on an invoice is a real fraud risk.
Solution. Invoices arriving by email are detected automatically; the document (PDF attachment or email text) is fetched read-only from the mailbox and evaluated: invoice number, date, net, tax, gross, bank details and payment term. Duplicates are detected instead of silently dropped; if the bank details differ from the master data, a red warning appears before any payment. Filing by naming convention and payment-term deadlines run alongside automatically. Unclear documents go onto a review list, private senders can be excluded. Handover to your tax advisor and payment stay with you.
automatic approval manual
Results
- A clean invoice channel
- Duplicate and fraud protection
- Deadlines are tracked automatically
Key metrics
- Double payments = 0
- Late payments = 0