Invoicing and vendor AP workflows, built into operations
Manage invoicing, email-driven intake, vendor registration, bill submission, and attachment-backed review in one coordinated system. Keep issue and work context attached from field execution through financial closure.
Everything needed for invoice and vendor operations
Replace fragmented AP workflows with one execution model across vendors, invoices, approvals, delivery, and accounting sync.
Invoice lifecycle controls
Create draft invoices, finalize for approval, monitor delivery outcomes, and queue accounting pushes from one workflow.
Email ingest and dispatch workflows
Use email-ready approval and bill intake links, ingest submitted invoice data, and route outbound invoice delivery through webhook-backed channels.
Vendor self-registration
Invite vendors into a guided registration flow with company profile, billing information, and compliance document uploads.
Bill submission and attachments
Issue secure submission links so vendors can submit invoice number, amount, service period, and optional bill attachments in one pass.
Issue and work context in billing
Keep invoice decisions grounded in operational context by linking work, issue, and site activity to invoice records.
Audit-ready AP trail
Preserve approval decisions, delivery attempts, handoff history, and status transitions for defensible finance operations.
Explore each financial workflow in detail
Use dedicated pages for onboarding, intake, and email-routing motions when building campaign or buyer-specific journeys.
Vendor registration
Invite-driven onboarding, compliance document collection, and readiness controls.
Bill submission
Secure vendor bill intake with structured fields, attachment support, and AP status workflows.
Email ingest
Route inbound email into issue intake and vendor bill workflows with policy-based security checks.
From vendor onboarding to accounting handoff
Invite and onboard vendors
Send registration links, collect required profile and compliance data, and move vendors through review states.
Collect bills and attachments
Provide secure bill submission links to ingest bill metadata and optional attachment evidence from vendor contacts.
Review and approve invoices
Route approvals by email link, SMS link, or in-app handoff while maintaining policy and idempotency controls.
Deliver and sync downstream
Send invoice delivery jobs and queue accounting pushes with retry-safe execution and clear operations telemetry.
What teams improve first
Finance and operations alignment
AP teams and field teams work from shared records instead of reconciling spreadsheets and inbox threads.
Faster invoice cycle times
Bill intake, approvals, and delivery happen in one controlled flow, reducing lag and manual follow-up.
Lower risk in vendor intake
Structured registration and document collection improve vendor readiness before billing volume scales.
Stronger evidence quality
Attachment-backed submissions and immutable activity trails improve review quality and audit confidence.
Launch invoicing and vendor workflows without adding tool sprawl.
Start with invoice and vendor intake flows, then connect issue and work execution context to speed financial decisions.