The Invoice Approval Workflow (& How to Automate Processes)

The invoice approval workflow involves key steps like matching invoices with POs and receipts, submitting invoices for approval, and sending payments to vendors. While manual processes can be tedious, error-prone, and time-consuming, AP automation software can transform this workflow.

Manual Invoice Approval Challenges

• Receiving invoices through multiple channels and tracking duplicates
• Searching for matching POs and purchase slips
• Troubleshooting discrepancies with vendors
• Manually entering data and coding invoices
• Risk of errors, duplicate payments, and budget surprises

Benefits of AP Automation with ProcureDesk

ProcureDesk streamlines the entire AP process:

• Centralized Invoice Management: Automatically capture, organize, and detect duplicate invoices.
• Automated Invoice Matching: Support for two- or three-way matching to ensure accurate validation.
• Approval Routing: Automatically route invoices to the appropriate approvers.
• Real-Time Spend Tracking: Provide better control and visibility into spending to avoid budget overruns.
• ERP Integration: Seamlessly connect with accounting systems like QuickBooks, NetSuite, and Xero.

Why Choose ProcureDesk?

Our procure-to-pay software simplifies procurement and AP processes, improving efficiency and spend control for growing teams.

?? Schedule a free demo today to see how ProcureDesk can help your team automate and simplify invoice processing.