What processes does Nanonets Workflows cover?
Receive invoices: Import invoices from your vendors — upload directly, receive via email or connect a Drive folder. You can also integrate via API to connect your existing portal.
Data Capture: Your AP team checks to see that all the data captured by our AI was accurate. They can manually make corrections if required.
Data Formatting and Post-processing: Clean up or enhance data without having to make manual corrections like date formatting etc. Search for matching PO's or add missing information from your database like Vendor details.
Approval: If the information is correct, the invoice is then routed for approval in accordance with company policies.
Export for payment: Once approved, the invoice will be exported to your ERP for bookkeeping or payment processing.
How to set this up?
On the Workflows page, you will see 4 sections:
- Your AI Model
Navigate to a section to see the options available under each and add 'blocks' as per your business requirements or existing workflow.