Duplicates, missing fields, and over-threshold amounts get caught before an approver sees the invoice.
Approvers shouldn't be the ones spotting that an invoice was already paid last month. A submitter uploads the vendor invoice and types its key fields. AI validates them (missing data, amounts over your threshold, line items that don't reconcile, possible duplicates already on file) and flags what it finds rather than guessing. The approver gets the details, the flags, and a link to the file, and taps once. Approved invoices notify accounting and can be booked straight to QuickBooks.
Free · no credit card · you connect your own apps
Installing provisions each one, wired together and ready to run.
Where anyone submits a vendor invoice, the file plus its key fields. Publishing it auto-creates the Invoices response sheet, the single system of record.
Validates the submission with AI, checks for duplicates, logs it with an internal reference, routes it for approval, then notifies accounting (optionally booking it in your ledger) or emails the submitter on rejection.
You connect your own accounts. Swap any app that offers an alternative at install.
Posts the approval request (with the secure review link and invoice file) to the approver, and notifies accounting once an invoice is approved. Swap for Telegram or Discord.
Emails the submitter if an invoice is rejected. Swap for Brevo.
Optionally books the approved invoice into your accounting ledger. Controlled by the "Record approved invoices in the accounting ledger?" install setting. Swap for Xero, Zoho Books, or FreshBooks.
The submitter uploads the invoice file through the Invoice Submission form and types its key fields: vendor, invoice number, dates, amount, currency, line items. Submitting fires the workflow. Type those fields carefully, they're what gets validated. The uploaded invoice travels with the approval request for the human reviewer.
The AI Validate Invoice step checks the submission for missing data, an amount at or above the threshold you configured, line items that don't reconcile against the total, and possible duplicate invoices already on file. It flags what it finds rather than quietly correcting it, the duplicate check alone is usually what pays for the recipe.
The invoice is written to the Invoices sheet with an internal reference and its validation flags, then routed to your approver in Slack with the submitted details, the flags, and a link to the file. Approve or Reject, one click, full context. Swap Slack for Telegram, Discord, or Google Chat at install.
On approval, accounting is notified and (if you switch it on at install) the invoice is booked automatically into QuickBooks, Xero, Zoho Books, or FreshBooks. On rejection, the submitter is emailed the outcome so they can correct and resubmit rather than wonder where it went.
Everything it creates is an ordinary form, table and workflow in your workspace. Edit any of it after install. Nothing is locked.
