Automated Invoice Processing System
James Stone
A system that turns inbound emails, attachments, and PDFs into structured quotes or invoices, then routes them for approval and pushes into accounting/CRM.
Problem it solves
Sales ops and finance teams spend hours retyping line items and fixing formatting errors.
How it works
Extract text from emails and documents, normalize line items, validate totals.
Map fields into a quote/invoice template and generate a final PDF.
Key automation
Auto-detect vendor, customer, pricing, taxes, and terms.
Approval flow with change tracking and versioning.
Push to QuickBooks/Xero/NetSuite and notify teams in Slack/email.
Tech highlights
Document parsing, structured output validation, workflow orchestration.
Storage, audit trails, retries, and error queues.
What to report as results
Manual entry time saved, error rate reduction, faster quote turnaround, improved cash collection speed.
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Posted Feb 16, 2026
Automated email and document processing for streamlined invoice creation.
