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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.

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

GoldFinch AI invoice processing in Salesforce

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.

1

OCR requests list – track every incoming request and its status

2

Processing status panel – monitor extraction and record creation live

3

Open created record – jump straight to the resulting Purchase Invoice

AI Document Processing Console showing OCR requests, processing status, and the created 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:

  • 1
    Validate invoices against live records

    Current POs, receipts, and vendor data, not a nightly export.

  • 2
    Keep every invoice’s history connected

    The source document, extracted values, and payment history stay linked.

  • 3
    Use the access rules you already have

    Salesforce permissions control who uploads, corrects, approves, and posts.

  • 4
    Report on AP without reconciling

    Open invoices and approvals appear alongside your other financials.

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

  • ✓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.

See GoldFinch AP Automation With Your Invoice Workflow 

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

Request a Demo

What you’ll see:

  • Invoices received by email and turned into requests
  • Header and line details extracted by AI
  • Validation against vendor, PO, and receiving records
  • An exception caught and resolved without re-extracting
  • A draft Purchase Invoice ready for review and posting

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