Invoice AI: Next-Gen OCR for NetSuite

ai-enabled-ocr-hero@2x

Advanced Invoice Processing Automation

Scale AP automation with SquareWorks Invoice AI. Process invoices faster and more accurately, reliably handling even your most unique vendor invoice formats. Customize any part of your process with simple, natural language directions while maintaining the robust controls of our Real-Time 3-Way Match validation engine and audit trail.

Intelligent Invoice Data Capture

Invoice AI automatically identifies and populates invoice data with impressively high accuracy – including vendor information, invoice numbers, and line items. The system adapts to complex vendor formats with ease – no manual template setup required!

Upload Invoice in New UI w border

Click Image to Preview

Split Screen View in New UI w border

Click Image to Preview

Review Invoices Directly within NetSuite

Easily review invoices directly on your Vendor Bill form without leaving NetSuite. Invoice AI integrates natively with your existing workflows while adding powerful automation capabilities.

Self-Learning Process Optimization

When your team corrects an invoice entry, Invoice AI doesn’t just remember the change – it distills the underlying business logic and automatically applies these learnings to future invoices. This eliminates repetitive fixes and continuously improves accuracy, saving your team valuable time.

 

Self learning process optimization screenshot w border

Click Image to Preview

Processing rules screenshot edited w border

Click Image to Preview

Customize Rules Using Natural Language

Take control when you need it. While Invoice AI handles most scenarios automatically, you can also create global or vendor-specific rules using simple, natural language instructions. Whether you’re handling unique invoice formats or business logic, you can easily guide the system to meet your exact requirements – no technical expertise needed.

Features & Highlights

Allows users to automatically upload vendor invoices into NetSuite directly from an email inbox or by using drag-and-drop

Captures invoice details effortlessly using advanced AI-driven data recognition, auto-filling fields using historical data, and adapting to your unique vendor invoice formats.

Improves financial controls by integrating SquareWorks’ proprietary approval engine for invoices and purchase orders

Validates that Vendor Bills and/or Receipts match Purchase Orders and are in compliance with predefined thresholds using SquareWorks’ Real-Time 3-Way Match Technology

Delivers a full audit trail of every approval step in the AP Process

Simplifies the implementation and maintenance due to the solution being 100% NetSuite-Native. There are no integrations to maintain

Allows users to scan documents with our OCR technology in English, Spanish, French, German, and more. For a full list of languages, read more here.

Customer Success Story

Ultivue Updated

Using SquareWorks, Ultivue was able to streamline their Accounts Payable process by eliminating paper invoices, automating vendor invoice approval routing and introducing email approvals for everyone in the company.

From day one, I was able to take on more work because SquareWorks was able to automate the approval process. This automation was a huge step for us and now we can do more things for the company.

Christine Legal, Former Staff Accountant, Ultivue

More than 700 Companies Trust SquareWorks' Automation Solutions

VividSeats600
Orchard600
Transition Bio Feature Page Logo

Automate your financial operations today!

Contact us to find out more about SquareWorks Automate

©2019 SquareWorks Consulting. All rights reserved.