Automate invoice processing from capture to payment
Manual invoice processing slows down accounts payable, adds cost, and creates delays that nobody planned for. Quick Payable moves routine invoices from receipt to payment on their own, so your team only steps in for the ones that actually need a person.
Every hand an invoice passes through adds a delay
Manual invoice processing slows down accounts payable, increases costs, and creates delays that add up fast. Teams spend valuable hours entering data, validating documents, routing approvals, and following up on payments instead of doing the financial work that actually needs their judgment.
Data entry by hand
Every invoice field typed manually is another chance for a typo to become a payment problem later.
Approval routing guesswork
Figuring out who needs to approve an invoice, and chasing them, eats hours that should go elsewhere.
Duplicate and missing data
Without automatic checks, duplicate invoices and missing fields slip through until they cause a real problem.
Costs that scale with volume
More invoices should not mean proportionally more manual work, but for most AP teams, it does.
Invoices that move from receipt to payment on their own
Touchless invoice processing is a fully automated accounts payable process where invoices move from receipt to payment without manual handling under normal conditions. Instead of relying on your team to enter data, validate invoices, and route approvals by hand, the system performs those tasks automatically using artificial intelligence, OCR technology, and the business rules you set.
Your finance team only reviews invoices with missing information, exceptions, or policy conflicts. Everything else keeps moving without anyone touching it.
What "touchless" doesn't mean
- It doesn't mean nobody ever looks at an invoice
- It doesn't mean exceptions get approved automatically
- It doesn't mean you lose visibility into what's happening
- It means routine invoices stop requiring a person to move them forward
One connected process, from inbox to paid
Each stage below is a real step in the workflow, and each connects to the last automatically, without anyone handing an invoice off manually.
Capture invoices automatically
Invoices are collected from email, PDFs, vendor portals, scans, and connected ERP systems. No manual sorting or document prep required.
AI OCR extracts invoice data
AI-powered OCR identifies and extracts fields like vendor name, invoice number, dates, purchase order, line items, tax, and total, regardless of supplier layout.
Validate invoice information
Extracted data is checked against your business rules: duplicate detection, PO matching, vendor verification, tax validation, and amount checks. Only valid invoices continue.
Route for approval
Invoices are assigned to the correct approvers automatically, based on department, amount, business unit, cost center, vendor, or your own custom rules.
Sync with ERP systems
Once approved, invoices synchronize with your accounting or ERP platform automatically, keeping financial records accurate without a manual update.
Automate payment processing
Approved invoices are scheduled for payment according to vendor terms, with full payment visibility and an audit trail behind every transaction.
Everything a touchless workflow actually needs
AI OCR invoice capture
Extract invoice information from different formats automatically, without manual data entry.
Intelligent invoice validation
Verify invoice accuracy against configurable business rules before an invoice moves any further.
Automated approval workflows
Route invoices to the right approvers automatically, with no-code workflow rules behind it.
Duplicate invoice detection
Catch duplicate invoices before payment, before they turn into a costly correction later.
Purchase order matching
Match invoices against purchase orders and receipts automatically for faster, more confident approvals.
Vendor management
Keep centralized vendor information with consistent validation throughout the invoice lifecycle.
ERP integration
Connect with leading ERP and accounting systems to automate financial posting end to end.
Real-time dashboard
Track invoice status, approvals, exceptions, processing time, and payment activity from one screen.
What changes once invoices stop needing hands
Process invoices faster
Automated workflows remove the delays that manual data entry and approval routing usually add.
Improve invoice accuracy
AI OCR and automated validation cut down on manual errors and keep invoice data consistent.
Reduce manual work
Routine invoices process on their own, freeing your team for exceptions and real financial planning.
Increase visibility
Invoice status, approvals, exceptions, and payment history stay visible from one dashboard.
Improve compliance
Every invoice follows the same approval workflow, with a full audit trail behind each decision.
Scale without adding headcount
As invoice volume grows, the workflow absorbs it without needing proportionally more people.
What changes when invoices stop waiting on people
| Manual invoice processing | Touchless invoice processing |
|---|---|
| Data entered by hand for every invoice | AI OCR extracts fields automatically |
| Duplicate and missing data found late | Validated automatically before approval |
| Approvals routed and chased manually | Routed automatically by rule |
| Financial records updated by hand | Synced to ERP automatically after approval |
| Payment runs tracked separately | Scheduled and tracked in the same workflow |
Complete touchless processing, not just OCR with extra steps
Plenty of invoice automation tools stop at document capture or OCR. Quick Payable combines AI, workflow automation, approvals, ERP integration, vendor management, and payment automation into one Salesforce-native platform, so your entire AP workflow runs from a single place instead of several disconnected tools.
- ✓AI-powered invoice capture and intelligent OCR
- ✓Invoice validation and duplicate detection built in
- ✓Centralized vendor management alongside your CRM data
- ✓Real-time analytics on a Salesforce-native architecture
- ✓Automated approval workflows with no-code rules
- ✓Purchase order matching for faster approvals
- ✓ERP synchronization and payment automation in one workflow
- ✓Enterprise-grade security, ISO 27001:2022 certified
Touchless invoice processing, explained
What is touchless invoice processing?
It's an automated accounts payable workflow where invoices are captured, validated, approved, and posted with little or no manual intervention, using AI, OCR, and workflow automation.
How does AI improve invoice processing?
AI recognizes invoice layouts automatically, extracts key data, validates invoice information, detects duplicates, and improves accuracy across the whole invoice lifecycle.
Does Quick Payable support OCR invoice capture?
Yes. AI-powered OCR captures invoice data from PDFs, scanned documents, emails, and multiple invoice formats without manual entry.
Can Quick Payable integrate with ERP systems?
Yes. Quick Payable integrates with ERP and accounting systems, automatically synchronizing approved invoice data to keep financial records accurate.
What happens when an invoice has missing information?
Invoices that fail validation or contain exceptions are flagged for review automatically, while standard invoices keep moving through the workflow without interruption.
Does touchless mean no one ever reviews an invoice?
No. Touchless refers to routine invoices moving through the workflow without manual handling under normal conditions. Invoices with exceptions, missing fields, or policy conflicts still go to a person for review.