Finance & Accounting
AP automation that answers to your controller.
Fluxity reads every invoice, codes each line with a reason you can see, and stops at the controls your close depends on: no duplicate bills, no missing dimensions, no posting around your approvers.
Documents
What crosses a finance team's desk
Most of the volume is recurring vendors. The risk is in the exceptions: a re-sent invoice, a new subsidiary, a bill coded the way it was last year.
Recurring vendor invoices
Software, facilities, utilities, professional services. Fluxity reads the vendor, invoice number, dates, totals, and every line, then codes each line the way you have coded this vendor before.
How Fluxity handles this: Recurring vendor invoicesPO-backed invoices
When an invoice references a purchase order, Fluxity links it and codes the lines from the PO, so the bill reflects what was approved to buy.
How Fluxity handles this: PO-backed invoicesInvoices across subsidiaries
Lines carry the subsidiary, department, location, class, or customer your ERP requires. If a required one is missing or inactive, the push stops and names the field.
Re-sent and resubmitted invoices
The vendor who emails the same invoice twice, or sends it again with a statement. Fluxity checks your ERP before it creates anything.
A morning in the queue
Four invoices. Each next step clear.
This is what a finance team reviews instead of a stack of PDFs. Each status is the one Fluxity shows, and each row says what is already done.
| Document | Status | What Fluxity did | Left for you |
|---|---|---|---|
| Document: Annual software renewalNorthwind Cloud | Status: Matched | What Fluxity did: Coded to the account and department this vendor always uses. The why icon shows it came from vendor history. | Left for you: Push to ERP, then approve the draft bill there. |
| Document: Audit fees, resent with a statementHalvorsen & Pike LLP | Status: Duplicate | What Fluxity did: Fluxity already created this bill, so it did not create a second one. | Left for you: Nothing. The bill is already there. |
| Document: Office lease, new subsidiaryGranite Row Properties | Status: | What Fluxity did: Read and coded the invoice, then stopped: the ERP requires a department for this subsidiary and none is set. | Left for you: Pick the department, then push again. |
| Document: Payroll processing feesLedgerline Payroll | Status: Matched | What Fluxity did: Applied the rule you made for this vendor: one GL account, one class, every month. | Left for you: Push to ERP, then approve the draft bill there. |
How it works
From inbox to draft bill
Invoices arrive
Vendors email your team's Fluxity inbox address, or anyone drags in a PDF, JPG, or PNG. Nothing needs sorting first.
Every line is read and coded
Fluxity captures the header and every line item, links the purchase order when there is one, and suggests a GL account per line. Accept GL applies only the suggestions it is confident in and tells you how many it left.
You review what needs a person
Clean invoices show Matched. The Needs attention view lists only what is waiting on you. Your corrections are remembered for that vendor, and Make a rule fixes a vendor's coding going forward.
A draft bill lands in your ERP
Click Push to ERP. After checking for duplicates and required fields, Fluxity creates the bill as a draft with the original invoice attached. Your approver posts it, and the document's timeline records what happened and when.
Finance & Accounting questions
Each line gets a suggested account with a why icon that shows its source: the matched purchase order, one of your rules, or how this vendor is usually coded. You can accept it or pick a different account, and Fluxity learns from the correction for that vendor.
Fluxity creates the vendor bill in your ERP as a draft with the original invoice attached, so the approval you already run happens where it always has. Fluxity does not post around your approvers.
If Fluxity already created this bill, it does not create a second one and marks the document Duplicate; there is nothing to fix. If a matching bill (same vendor, invoice number, amount, and currency) was posted directly in your ERP, the push is blocked and names that bill, so you can mark it handled and link it. Only an administrator can force a new bill, and they have to give a reason.
Every document keeps a timeline of what happened and when, the bill in your ERP carries the original invoice, and forcing a new bill takes an administrator and a written reason.
Close the books
without re-keying them.
Book a demo with your actual documents.