Features · Invoice Automation

Invoice Automation

Automate invoice processing from receipt to payment with AI-powered data extraction and 3-way matching.

Round Infinity's Invoice Automation eliminates manual data entry by automatically capturing invoice data from emails and PDFs using AI OCR, validating against purchase orders with 3-way matching, detecting duplicates, and routing for approval based on amount and GL code.

Reduce processing costs by 80%, eliminate errors, and accelerate payment cycles. Our AI handles invoices in any format, learns from corrections, and integrates with SAP, Oracle, NetSuite, or any ERP system for seamless posting and payment processing.

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① Email Capture 📧 Invoice received vendor@supplier.com 🤖 AI-POWERED ② AI OCR Extraction Auto-extract data ✓ Vendor, Amount, Date ✓ Line items extracted 🤖 AI-POWERED ③ 3-Way Matching PO vs Invoice vs GRN ✓ Match found: PO-482 Qty & Price validated 🤖 AI-POWERED ④ Duplicate Check Prevent duplicates ✓ No duplicates found Invoice unique ⑤ Approval Routing 👥 Based on amount & GL Awaiting approval ⑥ ERP Posting 💾 Auto-post to system ✓ Posted to SAP ⑦ Payment ✅ Scheduled payment ✓ Due: Mar 15, 2025 If mismatch → ⚠ Exception Queue Manual review needed Price mismatch: 5% Assigned to buyer Invoice Processing Dashboard 248 Invoices This Month $1.2M total value 92% Auto-Processed 228 no-touch invoices 12 Exceptions Price/Qty mismatch 1.8d Avg Process Time Down from 8.5 days $48k Early Pay Discounts 2% captured 84% Cost Reduction $12 → $2 per invoice
Email Invoice Capture
Automatically extract invoices from email attachments sent to dedicated inbox. Support for PDF, image, and scanned documents.
AI OCR Data Extraction
AI-powered extraction of vendor details, invoice number, date, line items, amounts, taxes, and GL codes from any invoice format.
3-Way PO Matching
Automatically match invoices to purchase orders and goods receipts. Validate quantities, prices, and terms with intelligent tolerance rules.
Duplicate Detection
AI identifies and prevents duplicate invoice processing using vendor, amount, date, and invoice number matching algorithms.
Exception Handling
Flag mismatches (price, quantity, PO not found) and route to exception queue for manual review with full audit trail.
Smart Approval Routing
Route invoices through multi-level approval workflows based on amount thresholds, GL codes, cost centers, and vendor categories.
ERP Integration
Post approved invoices to SAP, Oracle, NetSuite, QuickBooks, or any ERP system with automatic GL coding and vendor master sync.
Early Payment Optimization
Identify and capture early payment discounts automatically by scheduling payments based on discount terms and cash flow.
Invoice Analytics
Track processing times, approval bottlenecks, exception rates, cost per invoice, and vendor performance with detailed dashboards.