Power Automate · AI Builder
Invoice processing with Power Automate, built for finance.
A Power Automate flow can read supplier invoices from a shared mailbox, extract the data with AI, check for duplicates, match the vendor and send the invoice for approval. We build that flow properly, with the controls an auditor expects.
Free · 30 minutes · video call · Tue to Thu, 10:00 to 16:00 CET
What the flow does
- Watches the AP mailbox and files every attachment in SharePoint
- Reads PDFs, scans and email bodies, header and lines, with AI document processing
- Scores confidence per field and sends anything under your threshold to a review queue
- Stops duplicates on invoice number, vendor, amount and date
- Matches the vendor on VAT ID, then IBAN, then name, even without a PO
- Accepts structured UBL and Peppol e-invoices next to PDFs
Where DIY flows usually break
A demo flow that reads one invoice is easy. A flow that handles 2,000 invoices a month needs more: retries, error alerts, a review queue, vendor master checks, a log of every decision and someone who knows what happens when a field is read wrong.
We build those parts in from day one and hand over written manuals and training, so your team can run it without us.
Cost to watch
AI document processing in Power Platform is billed per page, and the pricing is moving to Copilot Credits. We count your pages per month during the Audit and show the licence cost before you build anything.
The whole loop, in six steps
- Invoice. A flow watches the AP mailbox. AI reads every PDF and scores its confidence per field. Anything under your threshold goes to a person.
- Approval. The vendor is matched on VAT ID, then IBAN, then name. The approver gets the PDF and the data side by side in Teams or Outlook.
- Posting. Approved invoices go to your ERP through its import format or API, coded and VAT-split, with the audit trail attached.
- Payment. Due invoices are grouped by date and currency into a payment proposal. A person releases it, then the flow sends the bank file.
- Reconciliation. Bank statement lines are matched to payments by amount, reference and IBAN. Open items close. Only real differences reach your team.
- FX. If the rate on payment day differs from the invoice rate, the realized gain or loss is booked and both rates stay on record.
Questions
Can Power Automate read PDF invoices?
Yes. AI Builder document processing extracts header fields and line items from PDF and scanned invoices, with a confidence score for each field.
What happens when the AI reads a field wrong?
Every field has a confidence score. Fields under your threshold go to a person before anything is posted, and corrections are logged.
Can it handle Peppol e-invoices?
Yes. Structured UBL and Peppol invoices are processed alongside PDFs, so e-invoicing mandates do not need a second process.