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Finance template
Extract invoice fields with AI, validate against rules, approve when required and post to accounting.
The problem
Invoices arrive as PDFs and emails and are re-keyed into an accounting system. Approvals happen in inboxes, exceptions are found late and it is hard to see what is waiting on whom.
Workflow
This is the complete workflow. Select a step to inspect it, run it with sample data, or simulate a failure to see recovery.
Trigger: Storage · Document received
Select a step to inspect it, or press Run Workflow to start a simulated execution.
No execution yet. Steps will appear here as they run.
Select any step on the canvas to see its configuration and simulated output.
Simulated demonstration with sample data. It illustrates how a run is presented and does not execute real customer workflows.
Steps
A document landing in storage starts the workflow.
An AI extraction step reads vendor, totals and dates into structured fields.
A validation rule checks purchase order match and amount thresholds.
Invoices above the limit go to a finance approver; others are auto-approved.
The approved invoice is posted to the accounting system through its API.
The requester is notified with the result.
Required integrations
Integrations are planned. Templates run against sample data in the demo.
Configuration
Storage location
Bucket or folder to watch
Extraction schema
Fields the AI step must return
Validation rules
PO match and amount limits
Accounting API
Endpoint and credentials for posting bills
Approver
Finance role for invoices above the limit
Expected output
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