By process · Accounts payable
Invoices arrive from every channel. Finance should not type a single one.
Automate intake, reading and structuring of invoices in PDF, XML and images. Data moves to validation, approval and ERP posting, with exceptions and audit.
Receive the document
Classify the type
Read the fields
Validate the data
Complete what's missing
Route to the flow
Document intake still slows accounts payable
Invoices arrive through different channels. The team opens each file, hunts for data, types into the ERP, checks duplicates and figures out who should approve. That work burns time, increases errors and delays payment.
What automation solves in capture
Continuous intake
Documents arrive automatically by email, portal, upload or integration, without someone downloading attachments.
Structured reading
PDF, XML and images become usable data: supplier, amounts, taxes, due date and purchase order.
Ready routing
The structured document moves to validation, approval or posting, with human exception when something is missing.
Workflow
From document intake to ERP-ready data
Capture is not just OCR. It is the first step of a complete finance process.
Receive the document
Receive invoices automatically by email, portal, upload, shared folder or integration.
Classify the type
Identify the document type before extracting fields.
Read the fields
Extract the fields finance needs to validate and post.
Validate the data
Check required fields, format, consistency, duplicates and basic tax rules.
Complete what's missing
When a field is missing or ambiguous, open a human exception and return to the flow.
Route to the flow
Send the document to validation, approval or ERP posting.
Document types and inputs
- NF-e, NFS-e and CT-e
- Invoices and debit notes
- Payment slips and receipts
- PDF, XML, image and spreadsheet
- Email, portal and upload
Intake rules and checks
- Required fields and format
- Amount and tax consistency
- Duplicate detection
- Organization by entity or cost center
Exception handling
- Unreadable or incomplete document
- Ambiguous field for human review
- Possible duplicate
- Unexpected document type
Illustrative operational tracking example
1.248
Documents received
1.107
Validated
84
Awaiting approval
42
With exception
15
Ready to post
Connect automation to the stack you already use
Use cases
Automation patterns that show up in real operations
Industry
Fiscal document capture and validation, purchase-order matching and ERP posting preparation.
Services
Recurring billing, expense approval and receivables follow-up.
Distribution
Document checks, slips, suppliers and payments by due date.
Multi-unit operations
Different rules by entity, cost center, branch and approval tier.
Growing companies
Document intake automation without growing the ops team at the same pace.
Automation with control, not a black box
Every step can have rules, owners, approvals and evidence. The team tracks what came in, what was extracted, which rule ran, who reviewed, who approved and what the outcome was.
Access control
Each user only sees and approves what matches their role.
Audit trail
Decisions, changes and evidence stay recorded.
Human exception
Ambiguous cases go to review without stopping the whole queue.
Idempotency
The flow prevents duplicates in postings, payments and reprocessing.
Which step of your finance process still depends on a spreadsheet?
Bring an inbox, an approval flow, a matching routine or a remittance. Abstra helps turn the process into an automated, auditable pipeline.
Talk to an expertFrequently asked questions
Which formats can be processed?+
PDF, XML, images, spreadsheets and documents received through digital channels, depending on the configured process.
What if the information is unreadable?+
The document becomes an exception for human review or completion. Then it returns to the flow without losing the audit trail.
Does Abstra only read the PDF?+
No. Reading is only one step. The process can also validate, detect duplicates, route for approval and prepare ERP posting.
Can documents be captured from email?+
Yes. The inbox can be monitored and documents routed into the correct accounts payable flow.
Start with the process that slows your operation the most
Validation and matching
Compare invoice, PO, receipt and contract.
See processApproval workflows
Route each decision to the right person.
See processPayment scheduling and execution
Organize due dates, remittances and confirmations.
See processSupplier management
Control onboarding, compliance and bank data.
See processReimbursements and expenses
Automate expense reports and payouts.
See processAutomate the finance routine that consumes the most team time.
From document intake to payment or collection, connect people, rules and systems in one process.
Talk to an expert