Automate AP invoice processing without replacing your ERP
Docsumo reads every line of every invoice in the AP inbox, matches it to your vendors, POs and receipts, holds duplicates, routes it for approval and posts clean records to your ERP. Payments stay where they are.
- 65%+ lower cost at Valtatech
- 95%+ processed straight through
- SOC 2 Type 2, HIPAA and GDPR
- Vendor
- Bayside Foods99%
- Invoice number
- 778199%
- PO number
- 5512 · open98%
- Lines vs PO
- 13 of 14 match97%
- Total due
- $12,480.0099%
- Line 6 price
- 4.10 vs 3.85Over PO price
Trusted by 10,000+ mid-sized and enterprise teams, including
- Grid Finance
- Hitachi
- PayU
Most AP time goes into keying and checking.
The work that happens before an invoice can even be approved. Docsumo takes it over.
- The AP inbox
Sorting what arrives
Invoices, credit notes and statements arrive mixed, often several to a PDF.
- Invoice data entry
Keying every line
Header fields and each line item, copied into the ERP by hand.
- Against the PO
Matching POs
Prices and quantities compared with the purchase order, line by line.
- Before payment
Catching duplicates
The same invoice sent twice, by email and again as a reminder.
- Exceptions
Chasing exceptions
The invoices that don't match need a person, and the reason.
What AP automation covers, and the part Docsumo does.
Docsumo does the capture, checks, matching and approval routing. Payments and reconciliation stay in the ERP or accounting system you already run.
| Docsumo doesCapture to approval | Your ERP or accounting system keepsPayments and the ledger | |
|---|---|---|
| Capture: collect invoices | Email, upload or API | |
| Capture: sort and split | Invoices, credit notes and statements, sorted | |
| Capture: fields and line items | Every line, joined across pages | |
| Validation: vendor | Checked against your vendor master | Keeps the vendor master |
| Validation: duplicates | Held before payment | |
| Matching: PO and receipt | Line by line (Enterprise plan) | |
| Coding: GL, cost centre, project | Captured when they're on the invoice | Coding rules and chart of accounts |
| Exception resolution | Review queue, with the reason and source line | Vendor queries |
| ERP sync | Posted by API and webhooks | Records the bill |
| Approval routing | Routes invoices for approval (Business plan) | |
| Payment | Not included | Your ERP, AP tool or bank |
| Reconciliation and reporting | Audit log of documents and corrections | Your ERP |
Need payments in the same product too? AP automation software compared.
From the AP inbox to your ERP.
Invoices arrive in the AP inbox, by upload or through the API. Docsumo splits and sorts them, extracts the header fields and every line item, checks the vendor and duplicates, and on the Enterprise plan matches each line to its PO and receipt. Invoices that pass are routed for approval and post to your ERP by API or webhook; the rest wait in a review queue with the reason, so your team works only the exceptions. Approval routing is on the Business plan and matching on Enterprise. The six steps in detail are on the invoice processing software page.
Every invoice checked before it posts.
Each invoice is checked against your vendor master, your PO data and the invoices already processed. Only the ones that fail reach your team, with the reason.
Duplicates
An invoice whose number, or other fields you mark unique, matches one already processed is held.
Vendor master data
The vendor is matched to your vendor master before anything posts.
Purchase orders
The PO on the invoice must exist and be open. Line-by-line matching is below.
Invoice math
Line items, tax and freight must add up to the total.
Low-confidence fields
Values below the threshold you set go to a reviewer, with the source line highlighted.
Invoice, PO and delivery slip, matched line by line.
Docsumo reads purchase orders, delivery slips and receipts as well as invoices. On the Enterprise plan, each invoice line is matched to what was ordered and what was received.
- PO number
- 5512
- Lines
- 14
- Total
- $12,480.00
- Qty
- 120
- Unit price
- 4.10
- Amount
- 492.00
- Item BF-2210
- Qty 120 = 120
- Price 4.10 vs 3.85
- Vendor
- Bayside Foods
- Lines
- 14
- Status
- Open
- Qty
- 120
- Unit price
- 3.85
- Amount
- 462.00
- Item BF-2210
- Qty 120 = 120
- PO number
- 5512
- Lines received
- 14 of 14
- Received
- 2026-08-02
- Qty received
- 120
- PO number
- PO date
- Vendor
- Ship to
- Item code
- Description
- Quantity
- Unit price
- Discount
- Amount
Field names and the output schema are configurable. Matching is on the Enterprise plan.
Every document in the AP inbox, not just invoices.
Pre-trained on 250+ document types, and any other document by naming the fields you want.
- Invoices
Line-item extraction →
Header fields and every line, across pages.
- Recurring
Utility bills →
Account, period, usage and charges.
- Credits
Credit notes →
Credit amount and the invoice it refers to.
- Expenses
Receipts →
Merchant, date, items and totals.
- Procurement
Purchase orders →
PO number, lines, quantities and prices.
- Freight
Bills of lading →
Shipper, consignee, items and weights.
- Handwritten
Handwritten invoices →
Handwritten amounts read; unsure values go to review.
- Vendor onboarding
W-9 forms →
Name, tax ID and address, from scans.
Built for AP teams that already run an ERP.
Four kinds of teams, and the documents they send Docsumo.
Manufacturing and distribution
Supplier invoices with long line items, matched to POs and deliveries.
- Supplier invoices
- Purchase orders
- Bills of lading
- Delivery slips
Healthcare
Supplier and service invoices across sites and departments.
- Supplier invoices
- Credit memos
- Vendor statements
Property management
Utility and contractor invoices, property by property.
- Utility bills
- Contractor invoices
- Vendor statements
Accounting firms and BPOs
Invoices in many clients' layouts, processed for each client.
- Client invoices
- Receipts
- Bank statements
What changes when AP stops keying invoices.
“Docsumo's self-learning capabilities and the accuracy of the invoice line-item data capture made it stand out for us.”
Jussi Karjalainen, Founder & Managing Partner, ValtatechEvery record traceable, from the inbox to the ERP.
Audited, access-controlled, and every correction on record.
SOC 2 Type 2Independently audited controls
HIPAAFor protected health data
GDPRFor EU personal data
Posted by API and webhook
Every field and line item, with its confidence score, sent to your ERP.
Exceptions with the reason
Reviewers see which check failed and the source line on the invoice.
Audit log and permissions
Access by role, team and document type; every approval recorded.
A test environment
Your team validates changes before they reach production.
What AP teams ask about accounts payable automation.
What is accounts payable automation?
Accounts payable automation is software that takes over the manual steps of paying suppliers: capturing invoices, checking and matching them, routing approvals, posting them to the ERP and paying. Docsumo is an intelligent document processing (IDP) platform: it automates the capture, checks, matching and approval routing, and posts clean records to your ERP. Payments stay where they are.
How does AP invoice processing work with Docsumo?
Invoices arrive by email, upload or API. Docsumo splits and sorts them, extracts the header fields and every line item, checks the vendor and duplicates, and on the Enterprise plan matches each line to its purchase order and receipt. Invoices that pass are routed for approval and post to your ERP; the rest go to a review queue with the reason.
Can AI do accounts payable?
AI can now read, check and match invoices, route them for approval and post them to an ERP, which is most of the manual work in AP. People still make the approval decisions and run payments. Docsumo sends only the exceptions to your team, with the reason and the source line highlighted.
Does Docsumo replace our ERP or accounting system?
No. Docsumo sits in front of it: it reads, checks and matches invoices, routes them for approval and posts clean records to the system you already run, so your payment runs and chart of accounts stay as they are.
Does Docsumo route approvals or pay vendors?
Yes for approvals: on the Business plan, Docsumo routes invoices for approval, so approvers see each invoice with its checks before it posts. It doesn't pay vendors: payments stay in your ERP, AP tool or bank.
How does Docsumo catch duplicate invoices before payment?
An invoice whose number, or other fields you mark as unique, matches one already processed is flagged as a duplicate and held before it reaches payment, whether the second copy came by email, upload or API.
Can Docsumo match invoices to purchase orders and receipts?
Yes, on the Enterprise plan. Cross-document validation matches each invoice line to its purchase order line and the delivery slip or receipt, on quantity, unit price and amount, which covers 2-way and 3-way matching. An invoice that doesn't match is held for review with the reason.
Which ERPs and accounting systems does it work with?
Any that can take data by API, webhook or file import. Docsumo sends every field and line item by REST API and webhooks, with a test environment to validate the setup before production. Tell us your system when you book a demo, and we'll show the output in that shape.
How accurate is it on line items, and what happens when it isn't sure?
Docsumo reaches 99% field-level accuracy on 250+ document types in production. Every field has a confidence score; values below the threshold you set per field go to your reviewers, who see the source line highlighted, and their corrections improve the model.
Can it capture GL codes, cost centres and project codes?
Yes, when they're printed or written on the invoice, they're extracted like any other field. The coding rules themselves stay in your ERP.
How much does AP automation cost?
Pricing for AP tools varies with volume and modules. Docsumo's free trial covers 1,000 pages over 14 days; paid plans are custom quotes, with up to 10% off annual plans. Approval routing is on the Business plan and invoice matching on Enterprise.
Can we try it on our own invoices?
Yes. Book a demo and bring last week's invoices, including the awkward ones, and we'll run them live. Or start a free trial with 1,000 pages over 14 days, including API and webhook access.
Send us last week's AP inbox.
We'll run it live and show what posts clean, what gets held and why.