Finance & automation
Keep invoices moving. Keep decisions in your hands.
An invoice workflow connecting document collection, AI extraction, bank matching and accounting handover, with autonomous actions or human approval where the user chooses.
THE BUSINESS NEED
Invoices arrive through different channels, while the evidence of payment sits somewhere else. The work is in bringing the documents and transactions together, spotting missing information and deciding what is ready for accounting.
MY APPROACH
I built InvoiceFlow around that full workflow. Documents come in through email and uploads; OCR and AI extract supplier details, invoice numbers and amounts. Bank connections bring transactions, income and expenses into the same process.
HOW THE WORK CONNECTS
INSIDE THE PROJECT
Bring invoices from email and uploads into one review workspace.
Read invoice details so the operator can check the information beside the original document.
Compare invoices with transactions and keep income and expenses visible together.
Trigger follow-up and reminders when documents or details are missing.
Navigate invoices, inspect details and make review decisions from the keyboard, keeping attention on the document.
Use the system on mobile, with one-click export of invoice photos from the phone.
AUTOMATION & HUMAN JUDGEMENT
Users decide where InvoiceFlow acts autonomously and where a person checks or approves the next step. The hotkey system makes that human review fast and focused. The system learns from the choices made during review.
PROJECT SCOPE
The product brings the review interface and its surrounding automation into one system. Documents can be forwarded to the accountant after the relevant checks.