1.Captures new paid invoice
Integrate Optix and invoice capture workflows to map invoice references, customer names, totals, and raw item text to structured invoice fields.
Create invoice records from paid booking line items
Automatically map new paid invoice details across Optix, Zapier Tables, and NetSuite. Create and update invoice records when paid invoice lands, payment posts, or paid booking invoice arrivesβso you can parse line items, resolve GL accounts, and assemble line_items without manual reconciliation.
How this automation protects your billing reconciliation
When new paid invoices arrive, delays can break billing reconciliation and slow review cycles. This automation parses raw invoice line items and creates and updates finance table recordsβso your team can reconcile faster with structured GL-mapped line items.
Optixor swap with your favorite app
2.Parses raw items and amounts
Integrate Code by Zapier and data parsing to normalize line item text and amounts into arrays to generate item and reversal flags.
Code by Zapieror swap with your favorite app
3.Creates finance invoice record
Integrate Zapier Tables and finance databases to create an invoice record with mapped invoice, contact, total, and reversal flag fields.
Zapier Tablesor swap with your favorite app
4.Iterates parsed line items
Integrate Looping by Zapier and workflow iteration to loop through each parsed item so every line is mapped to a GL account.
Looping by Zapieror swap with your favorite app
5.Finds GL code matches
Integrate Zapier Tables and GL lookup references to find the best GL code match using item description to support account mapping.
6.Searches account by GL code
Integrate NetSuite and ERP account search to look up the account id for each GL code so mappings are stored per item.
NetSuiteor swap with your favorite app
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Accelerate invoice processing with automated invoice capture, approval routing, and payment updates
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