Document automation

AI Invoice and Document Automation

Invoices, forms, certificates and client documents arrive every day, and someone has to open each one, read it, rename it, enter the details and file it. Proweb Technologies sets up AI powered AP automation (accounts payable) and document automation that does this first pass for you. AI reads the document, extracts the key details, checks them and sends them to the right place, so your team only deals with exceptions. It works with the systems you already use, including Microsoft 365, SharePoint, your CRM and your finance or practice software.

AI invoice and document automation

What we automate

What we automate

Accounts payable

Capture invoices from a shared inbox or upload folder. Extract supplier, ABN, invoice number, dates, amounts and GST. Check for duplicates and missing details. Send for approval and pass approved invoices to your finance system.

Client and business documents

Read forms, applications, certificates and statements. Name files consistently and file them in the right client or job folder. Flag missing or expired documents and request replacements. Update CRM or job records with the extracted details.

Email attachments

Save attachments automatically to SharePoint or your document system. Route documents to the right team based on their content.

How it works

How it works

01

Documents arrive

By email, upload or scan.

02

AI reads them

Extracts the details you care about.

03

Rules check them

Duplicates, missing fields, amounts outside normal ranges.

04

Clean documents flow through

To approval, filing or your system.

05

Exceptions go to a person

With the reason highlighted.

You decide which steps need a human to approve them.

For SMEs

Accounts payable automation for small businesses

You don't need an enterprise AP platform to stop typing invoices. For small and mid-sized businesses we focus on:

  • Using tools you already have (Microsoft 365, Power Automate, your accounting software) where possible
  • One document type first, usually supplier invoices
  • A simple approval flow your team will actually use

Who it suits

Who it suits

Insurance brokers

Handling schedules, certificates and forms.

Schools and colleges

Processing enrolment and staff documents.

Healthcare, care and professional services

High document volumes with care around sensitive data.

Any SME

With a busy accounts inbox.

Security

Security and accuracy

  • Role-based, permission-aware access to documents
  • A human checks exceptions and anything unusual
  • A clear record of what was processed and when
  • Agreed data storage and processing locations

AI extraction isn't perfect, which is why we design every workflow with checks and an exceptions queue.

FAQ

Frequently asked questions

Stop typing what AI can read

Book a free AI audit · (02) 9897 2245

Or call (02) 9897 2245 · support@prowebtechnologies.com.au

Book a free AI audit