1.Monitors new or updated project rows
Integrate Zapier Tables and database tools to detect updated project rows with invoice attachments to route invoice inputs.
Create coded invoice records from uploaded PDF invoices
Automatically monitor project rows across Zapier Tables and extract attached invoice PDFs across PDF.co. Create and update coded invoice records when invoice PDFs are added or changed, when project rows are created or updated, or when invoice numbers matchβso you can parse line items, classify cost buckets, and post accurate records without manual entry.
How this automation protects invoice coding accuracy
When a project row is created or updated with an attached invoice PDF, delays can lead to incorrect or incomplete invoice coding. This automation parses invoice PDFs and normalizes line items and classifies cost buckets and writes coded recordsβso your team can keep AP work accurate.
Zapier Tablesor swap with your favorite app
2.Parses invoice PDFs into JSON
Integrate PDF.co and document parsing tools to extract invoice data from the provided PDF URL to return structured invoice JSON.
PDF.coor swap with your favorite app
3.Normalizes extracted invoice data
Integrate Code by Zapier and data transformation tools to normalize the parsed invoice JSON into a stable header and line-item schema.
Code by Zapieror swap with your favorite app
4.Classifies line items into cost buckets
Integrate ChatGPT (OpenAI) and AI classification tools to convert normalized line items into classified JSON for finance buckets.
ChatGPT (OpenAI)or swap with your favorite app
5.Creates or updates coded invoice records
Integrate Zapier Tables and table automation tools to match on invoice number and create or update coded invoice records with new line items.
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Explore all invoice processing & management automations
Accelerate invoice processing with automated invoice capture, approval routing, and payment updates
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