1.Detect new invoice PDF file
Integrate Microsoft SharePoint and storage tools to catch new invoice folder uploads and start invoice processing.
Create invoice and circuit item records from folder PDFs
Automatically monitor new file in the specified invoice folder across Microsoft SharePoint and turn each PDF into structured AP-ready records. Create and update when invoice PDFs upload, ledger lookups miss, or circuit items are extracted β so you can add ledger rows, create circuit item rows, and log invoice tokens without manual data entry.
How this automation structures invoice and circuit items for AP
When a new invoice PDF lands in SharePoint, delays can stall AP and create reconciliation gaps. This automation OCRs invoices, parses and normalizes fields, and populates Excel ledger rows and circuit item rowsβso your team can process invoices faster.
Microsoft SharePointor swap with your favorite app
2.Extract invoice text with OCR
Integrate PDF4me and OCR tools to send the SharePoint PDF and return searchable invoice text output.
PDF4meor swap with your favorite app
3.Parse invoice fields from OCR
Integrate AI by Zapier and document parsing tools to extract invoice metadata like vendor, dates, totals, and notes.
AI by Zapieror swap with your favorite app
4.Normalize account and invoice tokens
Integrate Code by Zapier and enrichment tools to normalize numeric values, generate tokens, and flag ambiguous matches.
Code by Zapieror swap with your favorite app
5.Find or create ledger row
Integrate Microsoft Excel and accounting workbooks to look up ledger rows and create invoice rows when missing.
Microsoft Excelor swap with your favorite app
6.Add circuit item rows
Integrate Microsoft Excel and project reconciliation tools to add circuit items per invoice with evidence and service details.
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Accelerate invoice processing with automated invoice capture, approval routing, and payment updates
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