Processing purchase invoices automatically with AI

An AI agent works with its own instructions and its own sources, which you start in the Studio or from an automation.

Every mail with an invoice in the folder you choose: the details (supplier, number, amount, VAT, due date) land in the "Purchase invoices" table, the attachment goes to OneDrive and the approver gets an approval request.

AFAS Profit: reading and writing in AFAS Profit through GetConnectors and UpdateConnectors, per administration, with a trigger on new rows or a Profit notification. Basecone: importing, tagging and following documents in Basecone and reading transactions and master data per administration. Exact Online: reading and creating relations, items, sales invoices, ledger lines and outstanding items in Exact Online. Microsoft OneDrive: read, upload and move files and folders in OneDrive, with a trigger on a new file. Microsoft Outlook: find, send, answer and draft mail in Outlook and pull attachments, with a trigger on new mail. Visma eAccounting: all 228 actions of Visma eAccounting: customers, suppliers, sales and purchase invoices, items, entries, bank and VAT, with triggers on new invoices and bank transactions.

Everything that goes out, this template puts to you first: you say yes before anything leaves.

Everything runs in your own environment in Amsterdam. You set the limit: what falls within it runs by itself; what falls outside it comes to you first. Every run is there to read back step by step in Runs.