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Overview

Accounts Payable Automation is a workflow for intake, screening, and extraction of key invoice information so finance teams can review invoices quickly and consistently. It extracts vendor, invoice, line-item, and tax details; runs 2-way (invoice–PO) or 3-way (invoice–PO–receipt) matching; and routes invoices for approval based on threshold rules. What you get: a structured table of extracted fields you can review, edit, and export.
To set up the workflow (creating sessions, uploading documents, running a workflow, and exporting), see Setting Up a Workflow for a comprehensive guide. This page focuses on what’s specific to Accounts Payable Automation.

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When to use Accounts Payable Automation

Use this workflow when you need a consistent, compliant first-pass review of supplier invoices, including:
  • Vendor identity and tax details
  • Invoice dates and payment terms
  • Line-item and tax breakdown
  • PO/receipt matching (2-way or 3-way)
  • An approval tier and recommendation driven by rules

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Step-by-step usage

1

Open the workflow

Navigate to Workflows > Template gallery and select Accounts Payable Automation.
2

Upload documents

Upload the invoice documents (PDF only).
3

Upload supporting documents (optional)

Upload supporting documents for matching (PO and receipt/GRN), if your process requires 2-way or 3-way matching.
4

Run extraction

Click Run to begin extraction and matching.
5

Review extracted fields

Review the extracted fields and edit anything that is incorrect.
6

Export

Export results (CSV or Excel) for reporting or downstream processing.

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Inputs

  • Required: access to alk.wamiri.com
  • Required: stable internet connection
  • Required document type: invoice documents (PDF only)
  • Optional (recommended for matching): purchase order and receipt/GRN documents

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What’s specific to Accounts Payable Automation

  1. Columns are your screening criteria. Invoice review works best when your columns mirror how your team screens invoices. Feel free to edit columns where necessary.
  2. Matching is part of the workflow. Choose whether to run a 2-way match (invoice–PO) or a 3-way match (invoice–PO–receipt) depending on what documents you provide and how your process is configured.
  3. Approval routing is rule-driven. The workflow assigns an Approval Tier based on thresholds and/or matching outcomes and provides an Approval Recommendation to speed up review.

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Standard fields (default columns)

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Customising Accounts Payable Automation columns

You can tailor columns to match how your finance team reviews invoices.
  • Add columns for any additional data you need to extract (e.g., WHT rate, bank details, cost center, GL code).
  • Rename columns to be explicit (for example, include the expected format).
  • Keep column names clear and unambiguous to improve extraction quality.

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Important notes

  • Always validate critical identifiers (invoice number, vendor name, totals) against the source document.
  • If a field is consistently wrong, simplify the column name or add a short instruction to the column prompt.
  • Matching quality depends on document completeness and clarity. Provide PO/receipt documents when you expect 2-way/3-way matching.

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Need help?

If you run into issues, contact the Wamiri support team at support@wamiri.com. Include:
  • What you were trying to do
  • What happened instead
  • Any error messages
  • Steps to reproduce
  • Screenshots or recordings (if available)