1.Detects new invoice attachment
Integrate Microsoft Outlook and invoice attachment folders to detect and route new PDFs to processing.
Create invoice records from incoming email attachments for billing team
Automatically monitor new invoice attachments across Microsoft Outlook and OneDrive. Create and update files when invoice PDFs arrive, invoice numbers extract successfully, or invoice references are missingβso you can extract invoice numbers, find invoice matches, and name files without manual reconciliation.
How this automation speeds up invoice reconciliation
When invoice PDFs arrive without a consistent reference, document matching slows and billing teams get stuck. This automation extracts invoice numbers, finds invoices in Xero, and creates named files in OneDriveβso your team can reconcile faster.
Microsoft Outlookor swap with your favorite app
2.Extracts invoice number from filename
Integrate Formatter by Zapier and filename parsing to extract the invoice number to use for matching.
Formatter by Zapieror swap with your favorite app
3.Finds invoice by extracted number
Integrate Xero and accounting lookup tools to find the invoice by number and return a match or not found.
Xeroor swap with your favorite app
4.Creates named file in shared folder
Integrate OneDrive and shared storage to create the PDF with the matched invoice reference for easy retrieval.
OneDriveor swap with your favorite app
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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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