No-code and low-code platform
Explore how the templates work
Hourly Email Monitoring
The workflow runs on a set schedule, scanning Gmail for unread emails containing bank statements - no manual checking required.
Attachment Extraction
Full email details and attached bank statement files are automatically retrieved for processing.
PDF Decoding
Attached files are decoded from base64 into readable PDF format, ready for AI analysis.
AI Transaction Extraction
OpenAI reads the bank statement and extracts structured transaction data - dates, payee names, invoice references, and amounts - with high precision.
Clean Data Structuring
Extracted data is converted into structured JSON, formatted and ERP-ready for downstream processing.
Transaction-Level Processing
Each transaction is handled individually, ensuring accurate, granular reconciliation.
Invoice Filtering
Only transactions linked to valid invoice references are processed, keeping reconciliation relevant and clean.
SAP Invoice Matching
The system searches SAP Business One for matching invoices using extracted invoice numbers.
Validation Check
If a matching invoice and customer exist, the workflow proceeds. If not, the transaction is skipped to protect data integrity.
Payment Draft Creation
A payment draft is automatically created in SAP Business One, linked to the correct customer and invoice.
Finance Team Notification
A formatted summary is sent to Microsoft Teams, giving your finance team full visibility and review capability.
Email Status Sync
Processed emails are marked as read, preventing duplicate processing in future runs.
Select an App to View Supported Features
| Modules | Trigger |
|---|---|
| No triggers for Gmail | |
Streamline Your Order Process with Automation
Eliminate Manual Reconciliation
Convert bank statements into ERP-ready payment drafts automatically - no spreadsheets, no manual matching, no delays.
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AI-Driven Accuracy at Scale
OpenAI extracts transaction data directly from PDFs with high precision, removing dependency on error-prone manual data entry.
Faster Financial Close Cycles
Accelerate payment matching and draft creation in SAP Business One, cutting days off your month-end close process.
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4
Full Finance Team Visibility
Real-time Microsoft Teams notifications keep your finance team informed and in control at every step of reconciliation.
Zero Duplicate Processing
Processed emails are automatically marked as read, ensuring the same transaction is never reconciled twice.
5
1
Eliminate Manual Reconciliation
Convert bank statements into ERP-ready payment drafts automatically - no spreadsheets, no manual matching, no delays.
2
AI-Driven Accuracy at Scale
OpenAI extracts transaction data directly from PDFs with high precision, removing dependency on error-prone manual data entry.
3
Faster Financial Close Cycles
Accelerate payment matching and draft creation in SAP Business One, cutting days off your month-end close process.
4
Full Finance Team Visibility
Real-time Microsoft Teams notifications keep your finance team informed and in control at every step of reconciliation.
5
Zero Duplicate Processing
Processed emails are automatically marked as read, ensuring the same transaction is never reconciled twice.
Automate anything with appse ai
Automate smarter with an AI-native platform designed for the way mid-market businesses really work.
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