Invoice Data Extraction for Lease Accounting
Structure invoice details for AP, CAM reconciliation, and portfolio review while keeping exceptions visible.
Line-item review
Extract candidate vendor, cost-code, tax, and total fields for operator verification.
Multi-layout support
Assess invoice, statement, and receipt layouts during setup; unusual formats may need additional review.
Tax & fee detection
Surface recoverable charges and passthrough items for review.
GL code suggestions
Scope chart-of-accounts suggestions against the accounting system and policy in use.
Lease-aware exports
Prepare reviewed invoice data for the accounting workflow that remains authoritative.
Structured delivery
Prepare reviewed invoice data for the system responsible for accounting records.
Exception queues
Flag totals or tax rates that fall outside policy.
Duplicate detection
Define which invoice identifiers and history should surface possible duplicates for review.
Availability and approval rules
Connect your property systems, payments, and communication channels. Available actions depend on your providers, permissions, and workspace rules.
Eligible workflows can run automatically, notify you, wait for approval, or stay human-only. High-Impact Actions defined in the Terms require qualified human review and explicit approval. Legal, safety, licensing, and provider requirements still apply.
Workflow availability, input formats, outputs, permissions, retention, and integrations depend on the enabled workspace configuration and connected source systems.
Reduce manual data entry
Extract vendor charges and compare them with lease terms before payment approval. Keep the source invoice available for review.
Tie extraction to lease terms
Compare invoice charges with lease clauses and escalation schedules, then review any mismatch.
Frequently asked questions
Do you handle handwritten invoices?
Handwriting quality varies. Treat extracted fields as candidates and verify them against the source invoice.
Can we enforce approval workflows?
Approval and hold behavior must follow the configured AP system and policy; scope that handoff during setup.
Is vendor onboarding required?
Existing invoice formats can be assessed during setup; unusual layouts may require additional review.