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Invoice OCR to Xero with Approval Routing

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Extract line-item details from PDF vendor invoices via AI Vision OCR, routing amounts >$1,000 to manager appro…

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I
Invoice OCR to Xero with Approval Routing
G
Gmail
O
OpenAI Vision
X
Xero

How it works

Automate accounts payable without losing compliance oversight. This workflow extracts invoice numbers, line items, tax breakdowns, and payment terms from email attachments using GPT-4 Vision OCR, sends Slack interactive approval cards to department heads, and creates draft bills in Xero upon approval.

Key features

  • Multipage PDF & Image OCR extraction
  • Conditional threshold approval routing via Slack
  • Xero draft bill creation with line-item detail mapping

Step by step

  1. 01

    Email Attachment Ingestion

    Scans dedicated finance inbox for invoice attachments.

  2. 02

    AI Vision OCR Extraction

    Parses vendor name, total, due date, tax, and line items.

  3. 03

    Slack Approval Routing

    Prompts manager on Slack with Approve / Reject buttons if total > $1,000.

  4. 04

    Xero Bill Creation

    Pushes approved invoice directly to Xero Accounts Payable.

What you need to connect

You connect your own accounts on install. The template never carries anyone else's credentials.

  • Gmail OAuth2
  • OpenAI API Key
  • Xero OAuth2 Connection

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