Clauding...
Synchronizing Ledger Data
Clauding...
Synchronizing Ledger Data
Invoice Pilot turns billing emails into a clear approval workflow.It collects messages from Gmail, webhooks or other connected sources, then sorts them automatically: invoices go for approval, receipts are recorded, statements are flagged for document retrieval, and non-billing messages are ignored.It extracts billing details from PDFs and emails, tracks where each value came from, and uses AI only to fill gaps from available evidence. Editable rules route invoices into four approval queues and flag issues such as missing details, incorrect totals and duplicates.Duplicate checks survive re-imports, and you can safely fetch the latest 20 messages again. A built-in set of 13 sample invoices lets you try it without connecting any accounts.
n8n Workflow JSON
workflow json · 86 KB
Import via n8n → workflow menu → Import from File
Step-by-Step Setup Guide
document · 18 KB
Import, test, connect Gmail, AI extraction and Google Sheets, go live
Field Mapping Guide
document · 9 KB
Map your invoice fields, date order, email text and AI-filled values
Finance QA Checklist
document · 9 KB
Sign-off checklist for AP owners before go-live, including AI and register checks
Approval Register Template
other · 0 KB
Import into Google Sheets to create the approval register with the exact column headers
Sample Invoice Dataset
other · 2 KB
13 test invoices covering every route and exception, with expected outcomes
Live access
Browse live use cases, compare ROI evidence, and buy unlock credits when you need deeper financial data.