AI invoice processing and approval routing
Doe reads invoice PDFs from email or shared folders, extracts the data, checks for duplicates and mismatches, and routes each invoice with the context AP needs to act.
AI invoice processing and approval routing turns invoice PDFs into approval-ready packets with extracted fields, line items, and exception checks. AP teams move faster because clean invoices route forward and bad ones are flagged before they turn into month-end cleanup.
Inputs
Invoice PDFs from Gmail and Google Drive
Output
Approval-ready invoice packet in QuickBooks with exceptions
Human review
Duplicates, PO mismatches, and missing vendor records
What changes
| Dimension | Before | With Doe |
|---|---|---|
| Invoice entry | Fields and line items typed in by hand | Invoice data extracted from the document |
| Exception detection | Duplicates and mismatches found later | Exceptions flagged before approval routing |
| Approval speed | Invoices sit in a shared queue waiting for context | Clean invoices move forward with the needed details attached |
| Month-end cleanup | Problems surface during close | Bad invoices are isolated earlier in the process |
How Doe runs invoice processing
GmailDoe collected 18 new invoice PDFs from AP inboxes before the team opened the queue
Google DriveDoe found 9 additional invoices in Google Drive vendor folders and added them to the same processing run
Doe captured the invoice number, issue date, due date, subtotal, tax, total, and 14 line items from a five-page vendor invoice
Doe flagged 3 possible duplicates, 2 PO mismatches, and 1 invoice missing a vendor record before anything was routed
QuickBooksApproval-ready invoices were prepared in QuickBooks with the extracted fields attached and exceptions split into a separate review queue
SlackDoe posted the processed invoice count, exception list, and next approver status to the finance channel
AP teams spend too much time keying in invoices and chasing avoidable exceptions
An invoice lands in the inbox as a PDF, and someone has to open it, retype the fields, check whether it is a duplicate, and figure out who should approve it.
That work piles up fast when invoices are multi-page, line-item heavy, or missing context. The result is slow approvals, late exception discovery, and more cleanup at close.
Get started in under 10 minutes
Connect your tools
One-click OAuth for each integration. No API keys, no engineering.
Describe what you need
“When a new invoice arrives, extract the key fields and line items, check for duplicates and mismatches, prepare clean invoices for review, and send AP a summary of anything that needs attention.”
It runs on schedule
Runs when new invoice documents arrive or on demand for backlog cleanup.
Invoice Processing FAQ
Yes. Doe can process scanned invoices and multi-page PDFs. Low-confidence fields should still be reviewed before posting.
Related workflows
Stop doing the work your tools should do for you.
Set it up once. Doe runs it every time.
