Orbox
Waitlist
All examples
Finance

Processing incoming invoices

How one team described it:
“Invoices land in Gmail. AI pulls out the data, the accountant checks it against the purchase order in QuickBooks, the team lead approves in Slack, then we book and pay them.”
  • Gmail
  • OpenAI
  • QuickBooks
  • Asana
  • Slack
  • +2
6 run on their own3 stay with people

Typically saves 4–6 h a week

Make this process yours

Orbox starts from this example and asks how your team does it.

No developer? Work with an Orbox Partner
FinanceProcessing incoming invoices
Process description
Trigger
An invoice arrives at invoices@company.com
Outcome
The invoice is booked in QuickBooks, paid and easy to find in the archive.
Tools
GmailOpenAIQuickBooksAsanaSlackWiseGoogle Drive
Steps
  1. 1
    Receive the invoice from emailAccountant, tool Gmail
    Can be automated
  2. 2
    Extract the data with AIAccountant, tool OpenAI
    Can be automated
  3. 3
    Match against the purchase orderAccountant, tool QuickBooks
    Can be automated
  4. 4
    Resolve mismatches with the supplierAccountant, tool Asana
    Stays with a person
  5. 5
    Approval by the team leadTeam lead, tool Slack
    Stays with a person
  6. 6
    Approval of invoices over $2,000CFO, tool Slack
    Stays with a person
  7. 7
    Book the invoiceAccountant, tool QuickBooks
    Can be automated
  8. 8
    Prepare the paymentAccountant, tool Wise
    Can be automated
  9. 9
    Archive the documentAccountant, tool Google Drive
    Can be automated

Want this process in your company?

Make this process yours

Orbox starts from this example and asks how your team does it.

No developer? Work with an Orbox Partner

More examples