Watch an invoice-by-email automation work, step by step
An illustrative scenario: an invoice arrives by email. The system classifies it, extracts the data, checks your records, drafts an entry, routes it for approval, and updates the dashboard and audit log. You make the approval decision.
Try three outcomes of the same process.
Choose a scenario, step through it or press Play, and decide what happens at the approval step.
DemonstrationFictional company, fictional vendor, simulated systems. Nothing here connects to a real email account or accounting system, and nothing you click is stored or sent.
The point of the demo: automation handles the reading, matching, and drafting, flags what looks wrong, and a person makes the call. Real systems are scoped to your tools, rules, and approval policies.
A production version is built around your business.
This demo is deliberately simple. A real system is designed for your documents, rules, and software.
- Your vendors, purchase orders, chart of accounts, and approval limits
- Connection to your actual accounting or operations system through its API
- Your exception rules, such as tolerance for price variance
- Access controls, logging, and monitoring suited to your environment
- A phased rollout that starts with a person reviewing everything
Explore the pieces behind the demo.
About this demo
Is this a real integration?
No. It’s a demonstration with fictional data and simulated systems. Nothing connects to a real mailbox or accounting system, and nothing you do here is stored or sent.
What would a real version connect to?
Typically a shared mailbox or upload folder, your accounting or operations software through its API, and your approval and notification channels, built around your rules.
Why does a person approve at the end?
Because decisions that affect money, records, or customers should stay with accountable people. Automation does the reading, matching, and drafting.
Can this be built for our documents and software?
Usually yes, subject to access to your systems. Start with the Automation Opportunity Assessment or book a consultation.
Have a workflow like this in your business?
Bring one real process. We’ll tell you plainly whether automation fits and what it would involve.