Home » Accounts Payable and AI Invoice Automations

Automate Vendor Invoice Processing Without Giving Up Accounting Control

Receive invoices by email or upload, extract invoice information with AI, validate it against GoldFinch vendors, purchase orders, receipts, and accounting records, and create a draft Purchase Invoice for review — all within Salesforce.

Request an AP Automation Demo →

GoldFinch automates document entry and validation while keeping your AP team responsible for review, approval, and posting.

— THE PROBLEM

Reading an invoice is only the first step.

Basic OCR can recognize text, but accounts payable requires more than copying fields from a document. Invoice information must be matched to the correct vendor, purchase order, receipt, item, quantity, price, tax treatment, currency, and accounting dimensions.

GoldFinch combines AI-assisted extraction with ERP validation and controlled accounting workflows.

Receive

Email or upload

Extract

AI reads fields

Validate

Matched to records

Draft invoice

Ready for review

— HOW IT WORKS

How GoldFinch AI invoice automation works.

1. Receive the Invoice

Forwarded by email or uploaded through the console. An OCR Request with the source, attachment, and status is created.

2. Extract With AI

Vendor, invoice number, PO number, line items, quantities, taxes, totals.

3. Validate Against Records

Matched to vendor, PO, and receiving records, with duplicate checks applied.

4. Resolve Exceptions

Correct values in the OCR Result Editor and retry record creation. No re-extraction needed if the read was correct.

5. Draft Invoice

Created for AP review, approval, and posting under your accounting controls.

— TWO INVOICE PATHS

Handle PO-based and non-PO invoices.

PO-Based Invoices

Matched to purchasing and receiving activity.

Connect an invoice to the applicable purchase order and receiving activity. Review differences in quantities, prices, freight, taxes, and other values before posting.

Non-PO Invoices

Routed through coding and approval.

Capture invoices that do not originate from a purchase order and route them through the appropriate coding, review, and approval process.

— NO STARTING OVER

Manage exceptions without starting over.

GoldFinch keeps the original document, extracted values, validation status, and resulting record connected. Users can understand whether a problem comes from:

Document quality

An unmatched vendor

A missing or incorrect purchase order

A value that doesn’t match master data

EXCEPTION
FLAGGED

Extraction Was Incorrect

Re-extract

The AI misread the document — run extraction again.

Extraction Was Correct, Validation Failed

Correct & Retry

The document was read correctly, but a value didn’t match a GoldFinch record — fix it in the OCR Result Editor and retry record creation.

— ONE WORKSPACE

One console for invoice review.

The AI Document Processing Console gives AP users a central workspace.

OCR requests list – track every incoming request and its status

Processing status panel – monitor extraction and record creation live

Open created record – jump straight to the resulting Purchase Invoice

— SAME ENVIRONMENT

AP automation connected to your accounting system.

GoldFinch performs document processing within the same environment used for purchasing, receiving, vendor records, Purchase Invoices, approvals, and financial reporting. This connection helps your team:

— CONTROLS

Approval Stays With Your Team.

GoldFinch AI assists the AP team; it does not replace financial responsibility or internal controls. Your organization determines:

Who can submit or upload invoices

Who can correct extracted values

Which invoices require approval

Who can post Purchase Invoices

Every AI-created draft should be reviewed according to your accounting policies before posting or payment.

— SET EXPECTATIONS

What to expect from AI extraction.

AI accuracy depends on document quality, layout, language, and completeness. GoldFinch is designed to make the result reviewable and correctable rather than pretending every invoice can be processed without human involvement. For best results:

For Best Results

✓Use clear, machine-readable PDFs or high-quality images
✓Confirm vendor and purchasing master data are maintained correctly
✓Review low-confidence or unusual values
✓Retain human review before posting

Avoid Submitting

×Password-protected files
×Handwritten invoices
×Poor-quality scans

— COMMON QUESTIONS

Frequently asked questions.

Does GoldFinch automatically post AI-processed invoices?

GoldFinch creates a draft Purchase Invoice after successful processing. Your accounting team remains responsible for review, approval, and posting according to your internal controls.

Can invoices be submitted by email?

Yes. A forwarded invoice email can create an OCR Request containing the sender, original email, and invoice attachment. GoldFinch then processes the request and attempts to create the applicable Purchase Invoice.

Can users upload invoices manually?

Yes. Users can upload supported invoice files through the AI Document Processing Console.

What happens if GoldFinch cannot match the vendor?

The extracted invoice information remains saved. A user can correct the vendor value in the OCR Result Editor, save it, and retry record creation without re-extracting the document.

When should a user select Re-extract?

Use Re-extract when AI extraction is incorrect or incomplete. If the document was extracted correctly but a value must be changed to match a GoldFinch record, correct the value, save it, and retry record creation.

Does GoldFinch support PO-based invoices?

Yes. GoldFinch can use invoice information to locate and validate against applicable purchase-order and receiving records. Exact matching and tolerance rules should be confirmed for your configuration.

Does GoldFinch replace invoice approval?

No. AI-assisted document processing supports invoice intake, extraction, validation, and draft creation. Your organization continues to control approval and posting.

See GoldFinch AP Automation With Your Invoice Workflow

Schedule a demonstration based on your current invoice sources, purchasing process, approval requirements, and exception volume.

We will show you how GoldFinch:

Receives an invoice by email or upload

Extracts invoice and line information

Validates against GoldFinch records

Identifies and resolves an exception

Creates a draft Purchase Invoice

Preserves review, approval, and posting control

Request an AP Automation Demo

No obligation. Speak directly with an experienced ERP professional.