Automates email processing for Accounts Payable teams, focusing on invoice handling, payment approval, and vendor communications.
Finance & AccountingAutomates email processing for Accounts Payable teams, focusing on invoice handling, payment approval, and vendor communications.
Talk to your agent anytime. Ask it to find emails, test responses, or take actions on demand.
Activate your agent and it monitors your inbox. When matching emails arrive, it acts automatically.
subject contains: invoice, payment due, receipt, vendor question, remittance OR from: @vendor.com, billing@, invoices@, payments@, accounts@
1. If email contains 'invoice' or 'payment due', searchDocuments for vendor agreements and recent transaction history. Forward to ap@company.com for processing and approval. Label as 'Pending Invoice'. 2. If email includes 'receipt' or 'remittance', markAsRead, save attachment to document system, and archive email. 3. For emails containing 'vendor question', reply with standard FAQ answers from the knowledge base or escalate to ap-inquiries@company.com if complex. Label as 'Vendor Communication'. 4. If the email relates to compliance queries, forward to compliance@company.com with high priority and label 'Compliance'. 5. Apply SOX compliance procedures where necessary and ensure correct documentation retention.