Finance · Workflow
Check every supplier invoice
Invoices are read from the PDF, checked, and passed on for payment once a person approves.
Template: Invoice Reader. It is waiting in your workspace after you sign up.
The problem
Invoices arrive as PDFs in a mailbox. Each one has to be opened, matched to the order and checked by hand.
Where a person decides
- Finance lead approves. Sees the invoice, the check and any difference.
What you need
- Workflows with an email trigger. Free has 2 workflows and 1 trigger; Business has no limits on workflows.
- Works with
Outlook
Gmail
Exact Online - Each run shows its price in euros before it runs, and is paid from your workspace balance.
Start · Outlook
Invoice arrives
New email with a PDF in invoices@
Document
Reads the PDF
Supplier, number, dates, amounts, VAT lines
AI step · Exact Online
Checks it
Against the purchase order and the supplier’s open items
Asks first
Finance lead approves
Sees the invoice, the check and any difference
Board
Ready to pay
A task with the invoice and the check for whoever pays
How it runs, the way the workflow canvas shows it.
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