Concept: A reference design we can build for you. Not a client deployment.
Invoice intake agent: Reads supplier invoices into your accounting system
A reference design for an agent that reads incoming supplier invoices, matches them to orders and suppliers, and drafts entries in your accounting system for approval.
- Category
- Reads supplier invoices into your accounting system
- Stack
- Laravel, Claude, OCR, QuickBooks / Xero APIs
Project Goals
Finance teams still retype invoices from PDFs and photos, then check each one against purchase orders. Extraction tools pull text out, but the slow part is matching lines to the right supplier, order and account, and handling the exceptions.
The Result
The design reads each invoice from email or upload, extracts the supplier, dates, totals, tax and line items, and checks them against the supplier list and open orders. Clean matches become draft bills in the accounting system for one-click approval; anything that doesn't match goes to a review queue with the reason shown. Nothing posts without a person's approval, and every decision is logged. It builds on the statement import, OCR and approval rules in Finora and the QuickBooks export in SendSlip.
