Data Assessment Solutions

Invoice Assistant

No more missing invoices at month-end close

Every month, the same routine: invoices are missing for the close — but which ones? Accounting asks around, searches mailboxes and downloads documents from various portals. The Invoice Assistant takes this over: it collects incoming invoices from emails and web portals in one place in your SharePoint, extracts the invoice data and tracks the status — so you can see what's there and what's missing.

Invoice Assistant collects invoices from email and portals, extracts their data and tracks completeness

The difference

What sets the Invoice Assistant apart

Missing invoices get noticed

The most expensive thing about a missing invoice is that nobody knows it's missing. The assistant keeps track of which invoices have arrived and which are still outstanding — visible to accounting, no asking around.

One place instead of many sources

Invoices arrive by email, sit in web portals or in a colleague's mailbox. The assistant collects them in one SharePoint — consistently named, with the extracted data: supplier, date, amount.

Portals at one click

Supplier portals where invoices have to be downloaded one by one get connected to the assistant: all portal invoices can be retrieved and filed centrally — one click instead of many logins.

How it works

From invoice inbox to a complete close

  1. 1

    Collect invoices

    The assistant watches the invoice mailboxes and recognises incoming invoices. Invoices from web portals are retrieved centrally at the press of a button.

  2. 2

    Extract the data

    The key data is read from every invoice: supplier, invoice number, date, amount, tax.

  3. 3

    File centrally

    Every invoice lands in your SharePoint, consistently named and sorted — findable for accounting and colleagues.

  4. 4

    Track the status

    The assistant keeps the overview: which invoices are there, which are missing — in good time before month-end close.

The result

An invoice inbox the close can rely on

A complete invoice inbox

All invoices of a month in one place — gathered from mailboxes and portals.

Structured data

The extracted key data for every invoice — the basis for review, approval and accounting.

A status overview

A list instead of asking around: what's there, what's missing, where to follow up.

Orderly filing in SharePoint

Consistently named, searchable, accessible to everyone authorised — in your Microsoft 365 environment.

Trust & privacy

Your documents stay in-house

In your environment

The invoices stay within your Microsoft 365 environment — the SharePoint is yours, and no document leaves the house uncontrolled.

Access on your terms

Your existing Microsoft 365 permissions control who can see and file invoices.

Fully traceable

For every invoice it is documented where it came from and when it was filed.

Cost

Only what you actually use

Billed by actual usage — per processed invoice, not per seat. No licence per head, no base fee for sitting idle.

Shall we show it on your invoice inbox?

We set up the Invoice Assistant in your environment and demonstrate the value at your next month-end close.

Book a conversation