How Does InBill Work?

InBill streamlines your accounts payable process through an intelligent combination of document processing, workflow automation, and integration capabilities.

Document Processing Pipeline

1. Document Upload

   • Drag-and-drop interface
   • Email forwarding
   • Bulk upload support
   • Automatic duplicate detection

2. Data Extraction

   • OCR technology for text recognition
   • AI-powered data field extraction
   • Automatic vendor recognition

3. Validation & Enrichment

   • Data accuracy verification
   • Missing information detection
   • Automated category assignment

Workflow System

Status-Based Processing

• Configurable workflow stages
• Conditional routing rules
• Automated status transitions
• Role-based permissions at each stage

Approval Matrix

• Multi-level approval chains
• Delegate management

Integration Layer

Accounting Software

• Bi-directional Xero sync

Notifications

• Email alerts
• In-app notifications
• Scheduled reminders
• Escalation triggers

Security & Compliance

Data Protection

• End-to-end encryption
• Regular security audits
• Data backup and recovery
• Access logging and monitoring

Compliance Features

• Audit trail maintenance
• Document retention policies
• Role-based access control
• Compliance reporting

Best Practices

1. Setup Phase

   • Define clear workflow stages
   • Configure role permissions
   • Set up integration mappings
   • Test with sample invoices

2. Daily Operations

   • Regular queue monitoring
   • Prompt approval processing
   • Exception handling
   • Vendor communication