INVOICE PROCESSING
AI-code supplier invoices to GL accounts and route to the owning ClickUp list
Uses an LLM to read each Outlook invoice, classify it to a GL account and cost center, validates the code against the Postgres chart of accounts.
How it runs
The automated pipeline, trigger to output.
- TriggerNew supplier invoice email in OutlookOutlook
- ActionLLM proposes GL account and cost centerOpenAI
- ActionValidate code against Postgres chart of accountsPostgres
- LogicBranch: confident valid code vs. needs coding
- OutputCreate ClickUp approval task in owning listClickUp
What it does
Replaces manual GL coding at intake. An LLM reads the invoice text and proposes a general-ledger account and cost center, the proposal is checked against the live chart of accounts in Postgres, and the invoice is filed as an approval task in the ClickUp list belonging to the responsible cost-center owner.
When to use it
Use it when AP keys GL codes by hand and invoices pile up waiting for the right department head to be assigned. It pre-codes spend and puts each invoice in front of the person who owns that budget line.
How it works
- 1A new supplier invoice email in Outlook triggers the run.
- 2An LLM reads the invoice and proposes a GL account, cost center, and confidence.
- 3The proposed code is validated against the Postgres chart of accounts.
- 4A branch routes low-confidence or invalid codes to a Needs-Coding holding list.
- 5Valid, confident codes resolve the owning ClickUp list for that cost center.
- 6A ClickUp approval task is created with the GL code, amount, and owner assigned.
Set it up
What you configure once, before turning it on.
- 1Connect OutlookMail, calendar, contacts.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect PostgresAny Postgres URL — query, write, migrate.
- 4Connect ClickUpDocs + tasks + chats in one workspace.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
More Invoice Processing workflows
Catch duplicate invoices as they hit your AP inbox
Watches your accounts-payable Gmail inbox for incoming invoice emails, fingerprints each one, and routes likely duplicates to a review label instead of into the approval queue.
Gate invoice approvals on a duplicate cross-check
When an approver clicks Approve in your AP system, a webhook re-validates the invoice against paid history in Postgres and Stripe charges.
Nightly audit that flags duplicate payments already made
Runs every night to scan the last 90 days of Stripe payments against your Postgres invoice ledger.
Block duplicate Stripe payouts before they send
When a new vendor invoice is queued for payment in Stripe, cross-check it against your paid-invoice history in Postgres and halt any payout that matches an already-paid invoice.
Agent that codes Front invoices to GL accounts and drafts a bill
An agent reads each Front vendor invoice, assigns GL account codes per line item using your chart of accounts and past coding history.
Detect duplicate Front invoices and archive originals to S3
Parses each Front vendor invoice, checks it against a history table for duplicates, archives the source PDF to S3 with a normalized key, and alerts AP when a duplicate is caught.
Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.