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    Document & Business Automation

    Invoice Automation · Accounts payable automation

    Less invoice handling.
    More control over the process.

    Bring invoice capture, three-way matching and approvals into a connected document workflow. Orion helps your team reduce repetitive processing without giving up control over decisions.

    Prepare the information your finance team needs, resolve discrepancies and hand approved records to compatible accounting systems through an agreed connection.

    Discuss Invoice Automation
    Documents connected. Decisions controlled.

    Purchase order

    The agreed order

    Delivery receipt

    The supporting delivery record

    Invoice

    The information to validate

    A shared record for capture, comparison and review—before information moves into your finance process.

    More than digitising an invoice

    Connect the work between receipt and approval.

    Manual entry, separate document folders and email approvals can make it difficult to see what an invoice needs next. A defined accounts-payable workflow connects the source record, captured data and the people responsible for checking it.

    Orion brings document capture, information management and configured approvals together around your process. AI-assisted extraction helps prepare information; matching and review help your team decide whether it is ready for further processing.

    Invoice Automation supports the document and approval journey. It does not make payments or replace your accounting team or financial system.

    Practical accounts-payable capabilities

    Capture. Check. Route. Retain.

    Choose the capture, matching and workflow capabilities your organisation needs, with the rules and responsibilities agreed before implementation.

    01

    Invoice capture & data extraction

    Bring incoming invoices, purchase orders and delivery receipts into one organised archive. Capture the information needed for review rather than retyping it at each step.

    • Bulk capture of invoices and delivery receipts
    • AI-assisted OCR in the selected invoice automation configuration
    • Agreed fields such as invoice and order references, quantities, prices and amounts

    Extracted information still needs validation. Document layouts, field mapping and the selected capture configuration determine how the process works.

    02

    Three-way matching

    Compare what was ordered, what was delivered and what has been invoiced. Matching connects the invoice with its purchase order and delivery receipt before further processing.

    • Compare captured data across the three related records
    • Identify differences in agreed quantities, prices and references
    • Keep source documents together for side-by-side inspection

    Matching rules and any permitted tolerances are agreed for your business. A match does not itself authorise a payment.

    03

    Exception review & approval workflows

    Give each invoice a defined route through validation, review and approval. When records do not match, send the issue through a corrective process rather than treating it as ready to proceed.

    • Assigned review and approval responsibilities
    • Feedback and deadlines for configured routing steps
    • Corrective workflows for discrepancies, with supporting records available

    Authorised people decide how to resolve exceptions and whether to approve the invoice. Routing and notifications depend on the agreed workflow.

    04

    Document control & process visibility

    Keep invoices and their related records searchable in a central repository. Help the right people find supporting information and follow the work associated with a transaction.

    • Search using document information and configured index fields
    • Restrict access according to user permissions
    • Use captured data and configured workflow records for reporting

    Workflow views and reports are selected and configured around the information your team needs and the capabilities of the chosen solution.

    05

    Accounting & ERP handover

    Prepare approved invoice information for the next finance process. Connect to a compatible accounting or ERP system through an agreed interface, rather than replacing that system.

    • Agreed APIs or supported connectors
    • XML or CSV exports where suitable
    • Data mapping, validation and handover testing before use

    System compatibility, access, licences and implementation scope must be confirmed. Payment authorisation and execution remain with your finance team and finance systems.

    The invoice journey

    A clear next step.
    At every stage.

    Follow the journey from incoming documents to approved information. Select a stage to see what happens and where your team stays involved.

    Capture

    Bring invoices, purchase orders and delivery receipts into a central archive. Keep the supporting records available throughout the process.

    What moves forward

    Documents are organised and available for capture and review.

    What happens when the records don’t agree?

    For example, an invoice may bill 12 items while the delivery receipt records 10. The difference needs review—not an automatic approval.

    Purchase order

    What was ordered

    Delivery receipt

    What was received

    Invoice

    What has been billed

    Compare agreed references, quantities and amounts

    Records match

    Continue through the required review and approval process. Export information only when the agreed authorisation is in place.

    A discrepancy needs attention

    Route to the responsible people, inspect the documents and resolve the difference. Revalidate before returning to the approval process.

    Explanatory workflow, not a software interface. Capture fields, matching rules, approval routes and exports are configured for your organisation.

    Automation with accountability

    Your team sets the rules.
    Your team makes the decisions.

    Automation is useful when it removes repetitive handling, not when it hides important decisions. Define what can move automatically and what requires an authorised person to review it.

    Check captured information

    Review the original documents when a field is unclear or inconsistent. OCR supports data preparation; it does not guarantee that every extracted value is correct.

    Resolve exceptions before proceeding

    Assign responsibility for quantity, price or reference differences. Keep the invoice, order and delivery record available to the reviewer.

    Separate approval from payment

    An approved workflow record can support the next accounting step. Payment authorisation and execution stay with your finance team and the systems it uses.

    Built around your finance process

    Agree the handovers before automating them.

    Start with real examples of your invoices, orders and delivery records. Map how they are checked today and what your accounting system needs to receive.

    1. 01

      Understand the documents

      Identify incoming formats, capture fields, recurring layouts and the records needed to validate an invoice.

    2. 02

      Define the controls

      Agree matching rules, review responsibilities, approval steps, deadlines and user permissions.

    3. 03

      Confirm the connection

      Review supported APIs, connectors or XML/CSV files, data ownership, required access and any additional licensing.

    4. 04

      Test the process

      Check extraction, matching, exceptions, approvals and exports using representative records before agreeing deployment and support.

    Available functions, modules, interface options and support arrangements depend on the selected solution and agreed scope. Connections are not activated simply by choosing a workflow.

    Connect with Orion’s wider capabilities.

    DocuKit invoice automation

    Explore the capture, document comparison and corrective workflows behind a configured DocuKit solution.

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    HR & finance workflows

    Bring expense claims, employee records and other document approvals into clearer processes.

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    Software Development

    Discuss a tailored system connection or business application when standard configuration does not meet the requirement.

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    Your Partner in the Office

    Make your invoice workflow easier to manage.

    Tell Orion how invoices arrive, who reviews them and which finance systems you use. Let’s identify the capture, matching and approval process that fits your business.

    Talk about Invoice Automation1300 567 456Contact information & enquiries