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Finance back-office template

Invoice extraction and approval

AI extracts invoice data and flags anomalies; large invoices wait for a manager's approval before finance is told to pay.

Use this template Preview it in the demoSee pricing
  • Starts from a webhook
  • 1 AI step
  • Human approval
  • For finance teams, operations teams, founders

What it does

The whole workflow, at a glance.

Invoices arrive by email and upload in every format. AI extracts the vendor, amount, due date and PO number and flags anomalies like a missing PO or a changed bank account. Invoices of 5,000 or more pause for a manager's approval; approved ones are posted to your finance channel.

  1. TriggerInvoice received
  2. AI stepExtract invoice data
  3. LogicNeeds approval?
    • 5,000+:Manager approves
    • Under 5,000:Log small invoice
  4. Human approvalManager approves
    • Approved:Notify finance
  5. OutputNotify finance
  6. OutputLog small invoice

This is the workflow that opens in your canvas. Every step can be edited, moved or removed.

Step by step

What happens on each run.

  1. Step 1Invoice receivedYour AP inbox parser or upload form sends invoice details (or text) to the webhook.
  2. Step 2Extract invoice dataAI pulls vendor, amount, due date and PO number, and flags anything unusual.
  3. Step 3Needs approval?Invoices of 5,000 or more need a manager's approval; smaller ones are logged.
  4. Step 4Manager approvesA finance manager approves or rejects the invoice in Reviews.
  5. Step 5Notify financePosts the approved invoice to your finance channel for payment.
  6. Step 6Log small invoiceInvoices under the threshold are kept in the run history for your records.

Apps and AI

What it connects to.

Apps

Swap any of them for another app: connect it in Settings → Integrations, or call its API with an HTTP step and a key from the credential vault.

AI on your own key

Works with any of the 14 providers you can connect. AI steps use your provider's default model until you pick another, and you pay your provider directly, at cost.

  • OpenAI
  • Anthropic
  • Google Gemini
  • Mistral
  • Groq
  • xAI
  • DeepSeek
  • OpenRouter
  • Together AI
  • Fireworks AI
  • Azure OpenAI
  • AWS Bedrock
  • Google Vertex AI
  • Any OpenAI-compatible endpoint

Setup checklist

Before you switch it on.

The canvas highlights anything still missing, and Dry Run works before any of this is done.

  1. Send invoice details or extracted text to the workflow's webhook URL (from your AP inbox parser or an upload form).
  2. Connect an AI provider in Settings → AI Providers.
  3. Set your approval threshold on the router (5,000 by default).
  4. Connect Slack and pick the connection and channel in “Notify finance”.

FAQ

Questions about this template.

Does it pay invoices?

No. It extracts, flags and routes for approval. Payment stays in your accounting system.

Is it free to try?

Yes. Create a free account with no credit card and the template opens in your canvas. Build and Dry Run it free; run it live on any paid plan from $39/mo.

Which AI model does it use?

Whichever provider you connect. The AI step uses the default model of your connected provider (any of 14, on your own key), and you can pick a different model for each step.

Can I test it before it touches real data?

Yes. Dry Run walks through every step with simulated AI and app calls, so you can see the path it takes before you activate the trigger.

Open “Invoice extraction and approval” in your canvas.

Free account, no credit card. Connect your apps and AI key and dry run it, then switch it on with a paid plan from $39/mo.

Use this template Preview it in the demo