✦ AI-Powered Salesforce-Native AP Automation

Salesforce Accounts Payable Automation Software

Automate invoice capture, matching, approvals, payments, and vendor management all in Salesforce. Process invoices faster, reduce costly errors, speed up approvals, and get complete visibility into your AP from invoice to payment.

AI Invoice Processing
Automated Approvals
Real-Time AP Visibility
 Accounts Payable dashboard
The Core Difference

AP Automation Built Natively on Salesforce

Many AP automation platforms run as separate systems that connect with Salesforce through integrations. Quick Payable runs inside Salesforce, keeping your AP data, workflows, and reporting connected to the platform your team already uses.

Your existing Salesforce roles, permissions, and security controls apply to your AP process, keeping everything in one familiar environment.

Runs Inside Your Salesforce Org

  • No separate AP platform to manage
  • Inherits your existing user permissions
  • AP reports live alongside your other Salesforce data
  • Listed on Salesforce AppExchange

Everything Your AP Team Needs to Automate Invoice Processing

Quick Payable combines AI invoice processing, approval automation, exception handling, vendor management, and AP reporting in one platform.

AI OCR Invoice Capture

Automatically extract invoice data from emails, PDFs, and scanned documents using AI-powered OCR, reducing manual data entry.

Invoice Matching & Validation

Match invoice data with purchase orders and vendor records to identify mismatches before approval.

Automated Approval Workflows

Route invoices to the right approvers based on vendor, department, amount, or approval rules.

Duplicate Invoice Detection

Identify potential duplicate invoices before approval to help prevent duplicate payments and costly errors.

Vendor Invoice Management

Manage vendor invoice records, invoice history, and payment status from one centralized platform.

Real-Time AP Reporting & Visibility

Track invoice approvals, spending, payment status, and AP activity with Salesforce dashboards and reports.

From Invoice to Approval, Without the Manual Work

Less time keying in invoice details, more time reviewing exceptions and approving what actually needs a decision.

01

Receive

Invoices arrive from your supplier email inbox, with manual upload available for one-off documents.

02

Extract

AI-powered OCR reads PDFs, scans, and images to capture invoice numbers, due dates, tax amounts, PO references, and line items automatically.

03

Validate

Extracted data is checked against purchase orders, vendor records, and your approval rules, flagging duplicates and mismatches before they reach approval.

04

Approve

Invoices route to the right approver based on department, vendor, or amount. Invoices above an approval limit can automatically move to the configured manager.

05

Sync

Approved invoice data can sync with your ERP or accounting system through supported integrations, APIs, or file-based options.

06

Track

Track invoice and payment status through Salesforce dashboards and reports.

Fits Into Your Existing Finance Stack

Quick Payable connects your Salesforce AP workflow with the accounting and ERP systems your finance team already uses, through a direct sync or the Salesforce API.

Direct ERP & accounting sync Keeps invoice, vendor, and payment data aligned between Quick Payable and your accounting system.
Salesforce API access Connect Quick Payable with your existing systems or middleware through the Salesforce API.
CSV / Excel fallback Export or import invoice and vendor data for systems without a direct connection.

How QuickPayable Transformed AP for Pella Windows & Doors

Pella Windows & Doors needed better control over invoice processing and payment cycles. Quick Payable helped the team streamline invoice capture, automate approvals, and improve visibility across the AP process.

Pella Windows & Doors Eliminated Late Payment Penalties

Pella Windows & Doors faced increasing vendor complaints due to delayed invoice payments, resulting in high penalty costs and operational inefficiencies.

By implementing QuickPayable, their finance team streamlined invoice processing, automated approvals, and gained full visibility into payment cycles.

Automated invoice data capture
Streamlined approval workflows
Improved visibility and control

Secure, Controlled AP Operations

Quick Payable runs on Salesforce, so your AP process inherits the controls your finance and compliance teams already rely on.

Role-Based Access

Control who can view, process, and manage AP data using Salesforce permissions and Quick Payable roles.

Monetary Approval Limits

Invoices above a user's approval limit route automatically to their configured manager, no manual escalation needed.

AppExchange Reviewed

Distributed as a Salesforce AppExchange managed package, which passes Salesforce's own security review before publication.

Salesforce Security Model

Quick Payable runs on Salesforce and can use applicable Salesforce security controls for user access and data protection.

Why Quick Payable for Salesforce?

Quick Payable helps finance teams simplify AP inside Salesforce: less manual work, faster approvals, and a clearer view of invoice and payment status.

Why Businesses Choose Quick Payable  AP Automation Software

Built for Salesforce-Native Accounts Payable

Manage your entire Salesforce Accounts Payable process from invoices and approvals to vendors and reporting without leaving Salesforce.

AI-Driven Invoice Processing

Capture and process invoices automatically with AI-powered OCR technology.

Flexible Approval Workflows

Route invoices to the right approvers using custom business rules.

Centralized Financial Visibility

Track invoices, approvals, payments, and spending from one dashboard.

Vendor Invoice Management

Manage vendor records, invoice history, and payment status in one place.

What Finance Teams Say About Quick Payable

See what customers say about using Quick Payable to simplify invoice processing and automate accounts payable in Salesforce.

Verified Salesforce Customer Reviews

Salesforce AppExchange Customer Reviews

Ready to Automate Accounts Payable in Salesforce?

See how Quick Payable can automate invoice processing, approvals, and AP workflows for your finance team.

Try it free for 15 days. No credit card required

Up to99%

Invoice Data Accuracy

Up to90%

Higher Efficiency

Up to95%

Cost Savings

FAQs

What does Quick Payable automate?

Quick Payable automates invoice capture, invoice matching, approval routing, duplicate detection, vendor management, and AP reporting.

Can Quick Payable pay invoices directly?

Yes. Once an invoice is approved, it can be paid directly from Quick Payable through a built-in BILL payment integration, using connected bank accounts or cards.

Does Quick Payable support invoice matching?

Yes, including configurable 2-way and 3-way purchase order matching, checking invoice line items against PO details and, for 3-way matching, the corresponding Goods Receipt.

Does Quick Payable support multi-entity or multi-company AP?

Yes. Approval hierarchies, vendor records, and reporting can be kept separate by entity or subsidiary, with reporting consolidated centrally for finance leadership.

Can vendors submit invoices directly?

Yes, through a separate, authenticated vendor portal that supports vendor-submitted invoices and payment status checks.

Is Quick Payable suitable for small or growing finance teams?

Yes. It's built to support both small teams handling a lighter invoice volume and larger, multi-entity organizations, with pricing that scales as you grow.