Marketplace / Documents and data
CortiX Invoice Autopilot
Vendor invoices arrive by email or upload, are checked by the server, go through approval rules and are exported for QuickBooks Online, Xero, CSV or XLSX.
What it does
CortiX Invoice Autopilot takes vendor invoices by email or upload, checks them, routes them for approval and exports them to your books.
Intake: upload, API or a private inbox address for your workspace. Unroutable or refused mail is moved aside, never dropped.
Checks computed by the server: line items against the subtotal, subtotal plus tax against the total, duplicates, past-due dates, missing values, first-time vendors and senders that failed SPF or DKIM.
Approval: rules by amount and vendor give a chain of up to three approvers. Approvers are emailed.
Export: QuickBooks Online bill import CSV, Xero bill import CSV, plain CSV or XLSX. Direct posting through the QuickBooks or Xero API is not included.
The monthly plan includes 300 invoices.
Highlights
- A private inbox address per workspace; unroutable or refused mail is moved aside, never dropped.
- Server-computed checks for totals, duplicates, past-due dates, missing values, first-time vendors and failed SPF or DKIM.
- Approval chains of up to three approvers and QuickBooks Online or Xero bill import files.