“`html

Streamline Your Invoicing Process with Automated Solutions

“Backrun” helps businesses automate their backend — from lead generation to support, integrations, and operations — so you can focus on growth, not grunt work.

Overview

Managing invoices can be a daunting task for businesses of all sizes. With the right automation tools, however, you can simplify this process significantly. Our comprehensive invoicing solution offers a range of features designed to streamline your workflow, reduce errors, and enhance efficiency.

What You Can Do

• Integrate with various invoicing channels
• Utilize advanced OCR and AI extraction
• Maintain a robust vendor master database
• Implement dynamic approval workflows
• Enhance audit trails and payment scheduling

The Problem It Solves

Businesses often face challenges such as:

• High processing times for invoices
• Inaccuracies due to manual entry
• Difficulty in tracking approvals and payments
• Risk of duplicate payments

Our solution addresses these issues head-on, ensuring a smoother, more effective invoicing process.

Setup Instructions

Getting started is easy with our straightforward setup guide!

1. Google Drive Setup

Create dedicated folders for invoice intake to streamline document management.

2. PDF Vector Configuration

Set up API credentials with an appropriate rate for seamless integration.

3. Database Setup

Deploy the provided schema for vendor master and invoice to maintain accurate records.

4. Email Integration

Configure IMAP credentials for monitoring invoice emails, ensuring you never miss a document.

5. ERP Connection

Set up API access to your accounting system (QuickBooks) to facilitate data flow.

6. Approval Rules

Define approval thresholds and routing rules in the system for customized workflows.

7. Notification Setup

Configure Slack/email notifications for automatic updates on approval statuses.

Key Features

• Multi-Channel Invoice Ingestion: Automatically collect invoices from Google Drive and various email channels.
• Advanced OCR and AI Extraction: Process any invoice format efficiently for improved accuracy.
• Vendor Master Integration: Validate and enrich vendor data, maintaining a comprehensive record.
• 3-Way Matching: Automatically match invoices to purchase orders and goods.
• Dynamic Approval Routing: Route based on amount, department, vendor, or specific criteria.
• Duplicate Detection: Prevent duplicate payments using fuzzy matching.
• Real-Time Analytics: Track KPIs like processing time, approval delays, and more.
• Exception Handling: Intelligent routing of problematic invoices for manual review.
• Audit Trail: Complete tracking of all actions, approvals, and system interactions.
• Payment Scheduling: Optimize payment timing to capture discounts and manage cash flow.

Customization Options

Our platform is designed to adapt to your business needs, offering various customization options to enhance your invoicing process and integrate seamlessly with your existing systems.

To learn more about our services, visit Backrun Automations or explore Microsoft 365 Copilot. For additional insights into SaaS offerings, check out our SaaS services.

Take your invoicing to the next level with Backrun’s automated solutions. Contact us today at hello@backrun.us!

“`