Accounts payable automation — Product Walkthrough
Read an invoice, prepare a clear review, and only create the bill after a person confirms it.
What this walkthrough covers
This product walkthrough demonstrates real-world execution, system handoffs, and user controls engineered by The Squirrel Technologies.
- ✓Reads invoice details
- ✓Prepares a review
- ✓Checks existing suppliers and bills
- ✓Keeps a person in control
- ✓Creates bills after confirmation
- ✓Flags unclear information
Ready to test?
Experience the live demo
Test the interactive simulator, review integrations, and model cost savings.
How this workflow fits together
The video introduces the product. These steps explain the work around it, including the points where your team keeps control.
- Step 1 · Email / upload
An invoice reaches your finance inbox
A PDF attachment is picked up from a dedicated accounts-payable email address, or uploaded here for a quick test.
- Step 2 · Vapi + QuickBooks
The invoice is read and checked
Text is extracted and the AP assistant checks the supplier and bill history it is allowed to read.
- Step 3 · Finance review
A clear recommendation is prepared
The assistant says whether a supplier or bill should be created, with the details ready for your finance team to review.
- Step 4 · QuickBooks
A person approves the action
Only after approval is a new supplier or bill created in QuickBooks.
Questions to ask after watching
Will it create a bill without approval?
No. The intended flow keeps confirmation with your finance team.
Can it work with our vendors?
Yes. We connect the vendor records and review rules your team has approved.
What happens when an invoice is unclear?
It should be flagged for a person rather than guessed.
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