What if the invoice doesn't match the purchase order?

It doesn't post it. The invoice goes to Slack with the lines that differ, and your team decides whether to pay, dispute or correct it.

Can it read scanned or photographed invoices?

It reads PDFs and clear scans or photos. Anything it can't read with confidence goes to a person instead of being guessed.

Does it work with Xero or Dext?

Yes. We can build the same flow with Xero, and Dext can stay in place if your bookkeeper already uses it.

Who approves payments?

The people who approve them today. We copy your current approval limits into the rules, and nothing is paid without that sign-off.

Accounts payable automation for QuickBooks

Accounts payable automation reads each supplier invoice, matches it to the purchase order in QuickBooks and schedules payment after approval. Your team approves bills instead of typing them in.

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Works with

#ops-requests

Read invoices from ap@, match them to POs in QuickBooks and schedule payment once approved

Invoice processing · done in 10s

Read the attachment
Extract the line items
Match the purchase order
Ask for approval
Schedule the payment

Step	Tool	Result	Time
Read the attachment	Gmail	INV-20931 · Prairie Steel Supply	2s
Extract the line items	Claude	14 lines · $12,480.00 + GST	5s
Match the purchase order	QuickBooks	PO-7731 · 3-way match passed	2s
Ask for approval	Slack	Over $10,000 · waiting on the controller	Approved
Schedule the payment	Plooto	EFT on Oct 3	1s

How accounts payable automation gets from inbox to payment

Trigger · GmailWhen this happensInvoice lands in ap@

Step 1 · GmailRead the attachmentINV-20931 · Prairie Steel Supply

Step 2 · ClaudeExtract the line items14 lines · $12,480.00 + GST

Step 3 · QuickBooksMatch the purchase orderPO-7731 · 3-way match passed

Step 4 · Slack · waits for approvalAsk for approvalOver $10,000 · waiting on the controller

Step 5 · PlootoSchedule the paymentEFT on Oct 3

Pay suppliers without the data entry

Line items, tax and the PO, matched

It reads the invoice from your AP inbox, pulls out the line items and GST/HST, and matches them to the purchase order and receipt in QuickBooks. Like the rest of our business process automation, it runs inside your own accounts.

Prairie Steel SupplyINV-20931

Steel angle 2×2×¼, 20 ft$6,240.00
Flat bar ½×4, 20 ft$3,980.00
Delivery, Saskatoon$2,260.00

Total + GST$13,104.00

Bill createdPO-7731 matchedGST 5% coded Plooto

EFT on Oct 3

Large invoices wait for the controller

You set the approval rules. Invoices over your limit go to Slack for the controller to approve, and Plooto schedules the supplier's EFT payment only after a yes.

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Automations/Invoice processingLive

Invoice processingWhen Gmail

Invoice lands in ap@

5Steps4Tools

Run #4,997 · started just nowRunning · 0/5

GmailTriggeredInvoice lands in ap@
GmailRead the attachmentINV-20931 · Prairie Steel Supply
ClaudeExtract the line items14 lines · $12,480.00 + GST
QuickBooksMatch the purchase orderPO-7731 · 3-way match passed
SlackAsk for approvalOver $10,000 · waiting on the controller
PlootoSchedule the paymentEFT on Oct 3

Related use cases

All use cases

Employee onboardingNew hires arrive without a login or a plan. Accounts, channels and a first-week plan are set up when the offer is signed.

Accounts payable automation questions

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