Shared inbox invoice capture
Capture invoices from AP inboxes, extract structured fields, and queue them for review and routing without manual download and rekeying.
Automated Invoice Capture for AP
Capture invoices from PDFs, emails, scans, and spreadsheets. Extract header and line items, validate, route approvals, and trigger ERP-ready workflows with an audit trail.
- Data protection
- GDPR
- Model training
- No training
- Certification
- ISO 27001
- Hosting
- In the EU
01 Overview
Invoice Capture & AP Invoice Processing
Invoice capture that fits real AP operations
Invoices arrive through shared inboxes, vendor portals, scans, and spreadsheets. Cloudsquid captures invoices from those sources, extracts consistent fields, and turns them into structured tables that AP can review and process.
From document to AP-ready data
Cloudsquid extracts invoice headers and line items and standardizes them across vendor formats. Your team sees the extracted data in a table, along with the reasoning trail for key decisions when matching or validating information. Review mode lets AP approve, reject, or request changes while keeping a clear audit trail.
Processing that continues after extraction
Invoice processing is rarely finished at capture. Cloudsquid can route approvals, request missing information, and trigger downstream actions through workflows and integrations. When an invoice is missing a PO reference, has inconsistent totals, or needs coding, workflows can request clarification, route to the right owner, and re-run processing when new data arrives.
Built for control and speed
You get structured invoice data, reviewable decisions, and repeatable processing logic across vendors and teams. This reduces manual rekeying and keeps AP moving without sacrificing control.
Get in touch and see it in action
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02 Use cases
Invoice Capture and AP Invoice Processing Use Cases
01
02
Line-item extraction for coding and validation
Extract invoice line items and normalize vendor formats so coding, checks, and downstream approvals can run on consistent data.
03
Invoice approvals and routing
Route invoices to the right approvers based on vendor, amount, cost center, category, or custom logic, and keep reviewer decisions traceable.
04
Exception handling for missing or inconsistent data
Identify missing PO references, mismatched totals, or incomplete vendor details and trigger workflows to request clarification and re-process when updates arrive.
05
Invoice processing at scale across vendors and entities
Standardize capture and processing across business units and vendor formats, while maintaining a consistent audit trail and review workflow.
03 Customers
In our customers’ words.
“We tackled a massive document backlog of over 50,000 PDFs in minutes. After cloudsquid we verify new customers in 1 hour instead of 1 day.”
04 Automate your process
Unlock hundreds of hours.
Without cloudsquid
View and understand thousands of files
Manual entry and work in spreadsheets and systems
Multiple days of work and dropped files
With cloudsquid
Flexibly extract any file type, format, or edge case without custom code
Agentic workflow builder with Python nodes and native warehouse connectors
Scale real-time processing or batch jobs seamlessly
05 Where to start
Start with a read-only lookback audit.
Hand us a bounded evidence set: ERP export, invoices, statements, contracts. We investigate the full scoped population in an isolated environment. You get quantified, evidence-backed cases: recoverable items, exception patterns, and recurring root causes.
06 Capabilities
Automate any finance and operations work.
01
Build easily with the AI assistant
02
Pull quality data from any file
03
Connect to any system in your stack
04
Export files into Excel and CSV
05
Solve hard tasks with AI agents
06
Update your ERP, CRM and SOR
07
Automate complex work in plain language
08
Save time and eliminate human error
07 Further reading
Learn more about this topic.
08 Frequently asked questions
Questions and answers.
What is invoice capture in AP?
Invoice capture is the process of turning invoices from PDFs, emails, scans, or spreadsheets into structured data that AP can validate, approve, and process.
What fields can Cloudsquid extract?
Cloudsquid can extract invoice header fields and line items, including vendor details, invoice identifiers, dates, amounts, taxes or fees when present, and line descriptions, quantities, and unit prices.
How do we review and control accuracy?
Invoices are presented in tables with a review interface. Reviewers can approve or reject results and leave comments, and the system retains an audit trail for each decision.
What happens when an invoice has missing information?
The invoice is flagged for review and can trigger a workflow to request missing details, route to an owner, or wait for additional documents before re-running processing.
Can this integrate with our ERP and tools?
Yes. Cloudsquid supports workflow automation with many integrations, so you can push validated invoice data into your ERP or downstream systems using your preferred integration path.
09 See it on your workflow
See cloudsquid on a real finance process.
Bring one process, its real inputs, and the exceptions your team handles today.