Build custom automation rules that route invoices, trigger approvals, send notifications, and take action — without writing code.
Build rules like: If invoice > $10K and new vendor → require VP approval. If PO match is exact → auto-approve. No code required.
Trigger emails, Slack messages, or webhook calls when conditions are met. Keep your team informed without manual follow-up.
Unreviewed items auto-escalate after configurable timeouts. Nothing falls through the cracks.
React to document arrivals, status changes, anomaly detection, or approval decisions. Chain multiple actions together.
Every invoice gets the same treatment. Every approval is a manual step. Every missed deadline is someone’s oversight.
Every invoice gets manually forwarded to the right approver based on amount, vendor, or department. Someone has to decide who sees what — every single time.
Payment terms slip because nobody noticed the invoice sat in a queue for two weeks. Late fees pile up. Early payment discounts expire unused.
Your current system treats every document the same regardless of amount, vendor, or risk level. A $50 office supply invoice gets the same workflow as a $50K equipment order.
Define conditions. Assign actions. Let the system handle the rest.
Create rules with conditions — amount, vendor, document type, anomaly flags — and actions like approve, route, email, or hold. Visual interface. No code required.
Multi-step approval chains with escalation. Auto-approve invoices below thresholds. Require sign-off above them. Skip steps when conditions are met.
Send automated notifications to vendors, approvers, or teams when conditions are met. Custom templates with dynamic fields from the document.
Full audit trail of every rule execution. See what triggered, what action was taken, and when. Filter by rule, document, or time range.