Invoice automation

Spendesk automates invoice processing by capturing supplier invoices in a centralized inbox, extracting data with OCR, applying two-way PO matching, and routing bills through configurable approval workflows. Spendesk's automated capture and real-time approval tracking reduce manual entry, enforce budget controls, and export validated invoice data to accounting systems via native integrations.

Spendesk integrates with major accounting and ERP systems including NetSuite, QuickBooks, Xero, Sage, and SAP through native connectors and API-based exports. Spendesk's integrations sync validated invoices, supplier profiles, and payment statuses to the ledger, enabling automated posting and reconciliation without manual CSV handling.

Spendesk routes invoices to approvers using configurable rules based on cost center, amount thresholds, or project codes and supports multi-level approvals, delegated approvers, and automated reminders. Spendesk records a visible audit trail for every approval step so finance teams can enforce policies, accelerate approvals, and maintain compliance.

Spendesk ensures invoice accuracy by using OCR extraction, mandatory field validation, duplicate detection, and two-way purchase order matching to flag discrepancies. Spendesk surfaces mismatches for in-app correction before approval and logs all edits in an immutable audit trail to reduce errors and simplify audits.

Spendesk manages supplier payments and reconciliation by exporting approved invoices to connected payment rails or ERP payment modules and supports ACH, SEPA, and virtual card payments. Spendesk's reconciliation features match payments to invoices automatically and update ledger statuses to provide end-to-end AP visibility.