Quick Payable uses Google Document AI to read vendor invoices from PDF, PNG, and scanned files, then turns them into coded invoice records in Salesforce that are ready for matching and approval.
Google Document AI is a document processing service from Google Cloud that reads business documents and returns structured data. Quick Payable uses it at the very start of the accounts payable process, where invoices arrive in every format your vendors choose to send.
Instead of an AP clerk opening each PDF and typing the vendor, invoice number, and amounts into a system, Document AI reads the invoice and Quick Payable creates the invoice record in Salesforce. The record is then checked against vendors, purchase orders, and past invoices before it is routed for approval.
Because Quick Payable is 100% Salesforce-native, the extracted invoice lives next to the vendor, the approver, and the rest of your Salesforce data. For the full capture feature, see AI OCR invoice processing.
Invoice capture is where most AP delays and errors begin.
Invoice number, PO, and totals appear in a different place on every vendor's template, so manual entry never gets faster.
A transposed digit in an amount or invoice number can lead to an overpayment or a missed duplicate.
Invoices sit unread until someone has time to key them in, which delays approvals and can mean missed early payment discounts.
When the same invoice arrives by email and by post, manual entry makes it easy to record it twice.
From the moment an invoice arrives to the moment it reaches an approver, here is what happens inside Salesforce.
Vendors send invoices as PDF or PNG attachments, or your team uploads scanned paper invoices.
Google Document AI extracts header fields and line items such as vendor, invoice number, dates, PO number, tax, and totals.
Extracted values are checked against vendor records, open purchase orders, and existing invoices to catch duplicates.
Vendor-specific GL coding is applied based on how your team has coded that vendor before.
Low-confidence fields, PO mismatches, and unknown vendors go to the right reviewer with the source document attached.
Clean invoices continue into your approval workflow in Salesforce without anyone retyping data.
The change shows up in the first hour of every AP day.
Vendor, invoice number, dates, PO number, line items, tax, and totals.
Checks against vendor records, open POs, and existing invoices.
GL codes applied from each vendor's coding history.
Uncertain fields and mismatches go to a reviewer with the document attached.
Typical fields captured from vendor invoices. Final field mapping is agreed during implementation.
| Invoice field | Where it is used in Quick Payable |
|---|---|
| Vendor name and remit-to address | Vendor matching and payment details |
| Invoice number | Duplicate detection and audit trail |
| Invoice date and due date | Payment scheduling and aging reports |
| PO number | PO matching before approval |
| Line items and quantities | Line-level matching and GL coding |
| Subtotal, tax, and total | Amount validation and approval routing |
| Currency | Multi-entity and multi-currency reporting |
Captured invoices flow into invoice approval workflows and touchless invoice processing.
Quick Payable uses Google Document AI to read vendor invoices and extract fields such as vendor name, invoice number, dates, PO number, line items, tax, and totals. The extracted data becomes an invoice record in Salesforce that Quick Payable validates, codes, and routes for approval.
Quick Payable processes invoices received as PDF and PNG files, including scanned paper invoices. Invoices can be forwarded to your Quick Payable inbox or uploaded directly.
The invoice is flagged as an exception and routed to a reviewer with the original document attached, so the value can be confirmed before the invoice moves forward.
Document AI extracts the data. Quick Payable then compares the invoice number, vendor, and amount against existing invoices in Salesforce and flags possible duplicates before approval or payment.
Invoice records, approvals, and audit history are stored in your Salesforce org. Details about how documents are handled during processing are covered in the Quick Payable security documentation and confirmed during implementation.
Setup requirements are confirmed during implementation. Contact the Quick Payable team for current details for your org.
See vendor invoices turn into coded, routed invoice records inside your own Salesforce org. The demo takes 30 minutes.
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AI-powered Salesforce-native accounts payable automation software.