Marketplace

Move invoices through coding and approval

Bring invoice requests, coding checks, and approval decisions into a shared workflow. The agent checks the information needed to route an invoice and keeps requesters and approvers updated as it moves forward.

How it works

A requester submits a invoice approval workflow through Slack, Teams, or the Invoice Approval Form, creating a tracked request row. The agent confirms the request type, retrieves context from finance system, vendor records, and invoice files, checks the relevant policy source, and asks for any missing details in chat.

Where policy permits, the agent completes matched invoices within PO, vendor, and value tolerances and records the outcome without waiting for manual handling. The agent escalates missing PO, amount mismatch, new vendor, tax issue, or approval threshold breach to the responsible owner with a decision summary and supporting context.

An approver reviews the escalation in chat or the Invoice Approval Queue, then approves, rejects, or returns it for more information.

Where people stay in control

People remain responsible for approval exceptions; risky or ambiguous requests.

Adapt it to your organization

Connect the systems listed alongside this description and configure the workflow for your organization’s data, permissions, and policies. Review the named agents, apps, and automations before using them with your own records.