Microsoft 365 · Power Automate · AI Builder
Stop Wasting $878,000 a Year on Manual Invoice Entry
AI-powered invoice automation for Microsoft 365. Extract data in seconds, route for approval automatically, and sync to your accounting system — no typing required.
30-day money-back guarantee · No coding required · Works with your existing Microsoft 365 subscription
✦ Built on Microsoft Power Automate · ✦ AI Builder 95%+ extraction accuracy · ✦ Integrates with QuickBooks, Xero & Excel
The Problem
Manual Invoice Processing Is Killing Your Productivity
Hours of Manual Data Entry
The average AP team spends 15+ hours per week re-typing invoice data that already exists as a PDF. That’s $878,000 in wasted labor annually for a 10-person team. Every hour spent on data entry is an hour not spent on decisions that move the business forward.
Approval Bottlenecks & Lost Invoices
Invoices get emailed to the wrong person, buried in inboxes, or simply forgotten. Late payments damage vendor relationships and often trigger penalty fees. Without a structured routing system, approvals depend entirely on someone remembering to follow up — and people forget.
No Visibility Into Invoice Status
When someone asks “where is this invoice?” the answer is usually a manual search through email threads, shared drives, and spreadsheets. Finance teams spend hours each month just answering status questions — time that compounds into a serious operational cost with zero upside.
How It Works
Three Steps. Fully Automated.
Submit Invoice
Email a PDF, upload directly to SharePoint, or snap a photo on your phone. The system picks it up automatically — no manual routing needed.
AI Does the Work
AI Builder extracts vendor, amount, due date, and line items. Power Automate routes it to the right approver. The manager approves in one click — from email or Teams.
Syncs to Accounting
Approved invoices sync automatically to QuickBooks, Xero, or Excel. No copy-paste. No re-entry. The record is updated and ready before you leave the approval screen.
What’s Included
Everything You Need to Go Live
- ✓3 Power Automate Flows — ingestion, approval routing, accounting sync
- ✓SharePoint Lists & Templates — pre-built, ready to deploy
- ✓AI Builder Invoice Extraction — 95%+ accuracy on standard invoices
- ✓Copilot Agent — query invoice status in plain English
- ✓Video Training — step-by-step, live in under 10 minutes
- ✓30-Day Email Support — direct access, real answers
- ✓Lifetime Updates — as Microsoft 365 evolves, so does the system
Pricing
Installation, Configuration, Training
Standard
AI Invoice Automation
Approval automation · no accounting sync
one-time · we do everything
- ✓ Deployed in your M365 tenant
- ✓ Custom approval rules configured
- ✓ AI invoice extraction set up
- ✓ Live team training session
- ✓ 90 days priority support
- ✗ Accounting integration not included
Full
AI Invoice Automation
With accounting integration
one-time · we do everything
- ✓ Everything in Standard
- ✓ QuickBooks / Xero integration
- ✓ GL account mapping configured
- ✓ End-to-end testing included
- ✓ 90 days priority support
30-Day Money-Back Guarantee
If you implement the system and it doesn’t work for your business within 30 days, email us and we’ll refund every penny. No questions asked. We stand behind this completely — and we’ve never had a refund request.
Ready to Automate Your Invoices?
Join businesses that have eliminated manual invoice entry. Setup, configured, ready to go in hours.
30-day guarantee · No coding required · Works with Microsoft 365 Business Basic and above