Invoice Approval Workflow
Approve and pay invoices with a one-click Slack workflow — no email chains needed.
What is this automation?
Invoice approvals get stuck in email threads for days. This automation extracts invoice data, routes for approval in Slack, and schedules payment in Xero — all with one click.
The Problem
Invoices arrive as PDFs in your inbox. Someone needs to read them, check if they're correct, find the right approver, get sign-off, and then manually process the payment. It takes days.
The Solution
AI extracts invoice data from email or PDF. An interactive Slack message is sent to the approver. One click approves and schedules payment in Xero. The vendor is notified automatically.
Step-by-step workflow
Invoice Received
Invoice arrives via email or is uploaded to a monitored folder.
AI Extracts Data
AI reads the PDF and extracts vendor, amount, due date, and reference.
Create Xero Bill
Draft bill created in Xero with all extracted data.
Send Slack Approval
Interactive Slack message sent to approver with invoice details and approve/reject buttons.
Approver Clicks Approve
One click approves the bill in Xero.
Schedule Payment
Payment scheduled in Xero on due date.
Notify Vendor
Email sent to vendor confirming payment has been scheduled.
Tools used
What you can expect
Related automations
Want this automation built for you?
We'll set up the entire workflow — integrated with your tools, tested, and ready to go. Typical turnaround: 2–5 business days.