Pull in a period of supplier invoices at once, look at them in the preview first and then post them in one step. The document lands in storage right beside the entry. Run the same period a second time and nothing is posted twice.
The Agentic Part
An agent pulls the invoices and the totals the supplier itself reports for a chosen period and shows them first as a preview. Only after the check does it book them in one step and file the document alongside. If the same period runs a second time, it recognizes that and books nothing twice. Invoices settled from a credit balance it leaves out by design.
Main Features
- Invoices and their official totals are pulled straight from the supplier
- The import can be previewed as a trial run before anything is booked
- A second run books nothing twice
- Each document is archived right alongside the booking
- Every record booked this way is marked as machine-booked
Use Cases
- A supplier sends the same maintenance invoice every month, and nobody wants to retype it each time. The invoice and its total are pulled automatically, shown as a preview, then booked.
- The import accidentally runs twice for the same month. The second run recognizes the invoices already booked and books nothing twice.
- A supplier settles an invoice against an existing credit balance. That invoice is deliberately left out of the automatic import.
- A new supplier first needs its account, contact and voucher type decided. That mapping then applies to every future import.
What we build for you
- The supplier and its interface for invoice data
- The access enabled for it
- The account, contact and voucher type this supplier books to
- The rule for what must never be booked
