Purchase invoice processor
Reads the purchase invoices in your mailbox and sets them up in your accounting package, for approval.
Saves, estimated: ± 2 hours a week
Purchase invoice processor is an AI agent from Altramano for administration and finance. An AI agent does a task that involves reading, assessing or writing, such as assessing an enquiry or drafting a reply. It puts it in front of you, or does it itself if you want it to.
What it does
- Picks every purchase invoice out of the mailbox, even as an attachment in a forwarded mail.
- Reads supplier, invoice number, amount and VAT and puts them in the file.
- Sets the invoice up in Exact, Visma, AFAS, SnelStart, e-Boekhouden, Twinfield and more.
- Flags deviations: an unknown supplier, an amount that does not match, a duplicate invoice.
An example
- In
- A mail from a wholesaler with a PDF of €1,284.50, VAT 21 percent, payment term 30 days.
- Out
- A booking ready on the right ledger account, with the PDF in the file and the question: approve?
Integrations it uses
Exact OnlineReading and creating relations, items, sales invoices, ledger lines and outstanding items in Exact Online.
Visma eAccountingAll 228 actions of Visma eAccounting: customers, suppliers, sales and purchase invoices, items, entries, bank and VAT, with triggers on new invoices and bank transactions.
AFAS ProfitReading and writing in AFAS Profit through GetConnectors and UpdateConnectors, per administration, with a trigger on new rows or a Profit notification.
SnelStartReading and creating relations, items, the ledger, sales and purchase invoices, purchase, bank and cash entries, documents, quotes and sales orders in SnelStart. A purchase invoice is booked straight from the attachment or a UBL file. Works with the SnelStart packages inZicht and inControle.
e-BoekhoudenReading and creating relations, sales invoices, entries, outstanding items, ledger accounts and balances, items and cost centres in e-Boekhouden. Purchase invoices are booked as received invoices; sales invoices can go out through Peppol if you wish.
BaseconeImporting, tagging and following documents in Basecone and reading transactions and master data per administration.
GmailFind, send and answer mail in Gmail, with a trigger on new mail.
Microsoft OutlookFind, send, answer and draft mail in Outlook and pull attachments, with a trigger on new mail.- TwinfieldTwinfieldCreating and updating relations and creditors in Twinfield, creating sales invoices, purchase entries, bank and journal entries and requesting outstanding items and ledger transactions, with a trigger on every new outstanding sales invoice.
Where the limit lies
By default you approve every invoice before it is booked. If you want invoices under a certain amount to go through by themselves, for example under €1,000, you set that limit yourself. A deviation always goes to the top of the list.
Templates it bundles
| Sjabloon | Soort | What it does |
|---|---|---|
| Purchase invoice from mail → dossier and approval | automation + assistant | Invoices arriving by mail are read, put in a table, saved to OneDrive and put forward for approval. |
| Purchase invoice from mail → Basecone | automation | Invoices arriving by mail go, once approved, as a document to the right company file in Basecone. |
Industries where this comes up
Frequently asked questions
Does it work with my accounting package?
With Exact Online, Visma eAccounting, AFAS Profit, SnelStart, e-Boekhouden and Basecone, using the package's official login. Another package through the general integration.
Who approves the booking?
You, or the colleague you assign. Above your limit nothing is booked without a yes. Every approval can be read back.
What does it do with an invoice it cannot read?
It sets it aside with the reason, for instance a scan without text. You add the details and the rest simply carries on.