- Invoice Automation
- AI Invoice Generation
- Invoice workflow automation
Using AI: automate invoice data generation and organization
Automate invoice workflows end-to-end—from data extraction to organized insights—without manual intervention by connecting communication channels, spreadsheets, financial systems, and AI tools. This reduces human error, speeds up reporting, and keeps teams in sync with real-time updates. Use these automations to centralize invoice generation, distribution, and analysis seamlessly.
Filter by common apps:
FreeAgent
AI by Zapier
monday.com
Gmail
YNAB
Microsoft Outlook
ChatGPT (OpenAI)
Formatter by Zapier
Plug&Pay
Notion
Airparser
QuickBooks Online
Better Proposals
Webhooks by Zapier
Schedule by Zapier
Zapier Tables
Slack
RealWork
- Create new item in monday.com for each new invoice in FreeAgent, and analyze invoice details
- Extract invoice details from Gmail, analyze with AI, and create transaction in YNAB
Extract invoice details from Gmail, analyze with AI, and create transaction in YNAB
- Extract invoice data from Gmail, create draft replies, and analyze with AI
Extract invoice data from Gmail, create draft replies, and analyze with AI
- Send invoice to new members after receiving payment application via Microsoft Outlook and ChatGPT
Send invoice to new members after receiving payment application via Microsoft Outlook and ChatGPT
- Create new Notion database entry for customer from Plug&Pay invoice, and analyze details with AI
Create new Notion database entry for customer from Plug&Pay invoice, and analyze details with AI
- Extract data from documents, find customers, find products, and create invoices in QuickBooks Online
Extract data from documents, find customers, find products, and create invoices in QuickBooks Online
- Generate invoice and line items from signed proposal in Better Proposals, analyze data with AI, and send via webhook
Generate invoice and line items from signed proposal in Better Proposals, analyze data with AI, and send via webhook
- Send weekly invoice summaries to Slack channel, find records, analyze data, and post message
Send weekly invoice summaries to Slack channel, find records, analyze data, and post message
- Create or update job site with customer details from QuickBooks Online invoice
Create or update job site with customer details from QuickBooks Online invoice