Invoice data capture
Invoice data capture is an automation Rosada Automation builds for Professional & B2B firms. Bills you receive are read and entered into your accounting tool for you to check.
Who it's for
- Professional & B2B firms
Example run with sample data
Manual ~5 min of your time
Automated seconds
Illustrative contrast for this sample run. Not a guaranteed result.
1 of 4
Invoice email
A sample bill arrives by email. The draft is ready, so you only check the words.
ToSample Customer <sample@example.com>
SubjectInvoice email
A sample bill arrives by email.
Example run. Nothing here is sent for real.
Nothing is posted to your books until you confirm the draft.
Where you approve
Nothing is posted to your books until you confirm the draft.
What you get after go-live
After go-live you get a handoff guide that's yours to keep. Your guide will include:
- A clickable map of your workflow.
- Plain-English answers for how to change the parts that are yours to edit.
- How to pause or stop it safely.
- A go-live checklist.
- Who to ask.
For this automation, your guide will include how to change:
- Which fields get read
- Where the draft entry goes
- How you confirm or correct it