The reality of invoice processing today
Finance teams spend countless hours on invoice processing: opening emails, downloading PDFs, manually entering data into the ERP, chasing approvals, and reconciling discrepancies. This creates problems:
Your finance team manually keys invoice data into the ERP — prone to errors and slow
Approvals happen in messy email threads, making audits a nightmare
Duplicate payments cost money; missed discounts cost even more
Month-end close is stressful because of processing backlogs
How this flow looks in Triform
In this setup, your AP inbox stays the single intake point. When invoices arrive, Triform extracts all data with AI, validates against purchase orders, routes for approval, and syncs approved invoices to your ERP — all without manual data entry.
Integrations used in this flow
Gmail
Draft context-aware email responses, auto-categorize messages, and trigger workflows from inbox patterns.
Slack
Trigger workflows from messages, approve requests with buttons, and build knowledge bots for your team.
Xero
Auto-generate invoices from deals, reconcile transactions with AI matching, and streamline bookkeeping.
Start from a single prompt
Describe your full workflow in one go and let Triform design the flow with you.
Example prompt for this automation
Where this automation fits
Pure automation for the majority, human for exceptions
Most invoices that match a PO flow straight through without human intervention. Your team only gets involved for exceptions or high-value approvals. This means:
- Straight-through processing for 70-90% of invoices
- Consistent policy enforcement — no more approval shortcuts
- Complete audit trail for every invoice
From manual entry to touchless AP
Connect your invoice sources (email, portals, shared folders)
Define your matching rules and approval thresholds
Integrate with your ERP system
Go live and monitor exceptions