Invoice Automation package
For finance teams that spend too much time reading supplier invoices, matching purchase orders, and preparing approvals.
from $1,500
starting price
2-3 weeks
timeline
Invoice extraction with exception review
outcome
included
setup support
Included
Invoice intake and document field mapping
Supplier, tax, PO, and line-item extraction plan
Exception queue for mismatches and missing evidence
Export-ready approval checklist
Typical access
Sample invoices
Approval policy
PO or accounting export when available
Deliverables
Extraction template
Exception rules
Approval workflow instructions
Setup support
This starts as a scoped pilot, not an open-ended project.
After the request, ProcessForge confirms the workflow, required access, risks, and success metric before preparing the delivery workspace.
FAQ
What exactly do we receive?
You receive a client portal workspace with the agreed automation brief, installation instructions, files or links, setup notes, and a support chat for implementation questions.
Do you need passwords or full system access?
No. The pilot can start from exports, examples, and scoped access. If a live integration is needed, ProcessForge asks for the minimum permission required for that workflow.
What happens if installation does not work?
Use the order chat in your client portal. The package includes setup support for the pilot delivery so issues can be diagnosed and corrected.
Can we change the scope after submitting a request?
Yes. The first review confirms the workflow, data sources, risk level, and success metric before delivery work starts.
Is there a refund policy?
If the requested workflow cannot be scoped into a useful pilot, ProcessForge will recommend stopping or changing scope before implementation starts. Commercial terms should be confirmed in the project agreement.
How are files and data protected?
Delivery files are served from protected routes, customer orders require session access, and sensitive actions are kept behind human review and scoped permissions.
Start with Invoice Automation.
Create a private workspace, receive a scoped package, and use setup chat if installation needs help.