Invoice workflow

Every invoice moves through a clear pipeline that balances automation with human oversight.

Status Pipeline

• Processing — AI is actively extracting data from the document. The invoice is not yet ready for review.
• Pending Review — Extraction complete, awaiting verification. Appears in your dashboard's Needs Attention section.
• Verified — You confirmed the data is accurate. Included in analytics, ready for export.
• Exported — Pushed to accounting or downloaded. Locked from bulk changes, full audit trail preserved.
• Rejected — Not a valid invoice. Removed from analytics but kept for audit.
• Missing Document — The email referenced an invoice but no readable attachment was found, or the attachment could not be processed. Requires manual intervention (re-upload or dismiss).

Typical Flow

1. Getbeel scans your connected email accounts and submits invoices for extraction
2. Invoices enter Processing while AI extracts data
3. Completed invoices land in Pending Review
4. You check vendor, amounts, dates
5. Verify or Reject each invoice
6. Export verified invoices to accounting

Payment Tracking

Separate from workflow status, each invoice tracks payment state:

• Paid — Payment confirmed
• Unpaid — No payment recorded
• Partial — Partial payment received
• Unknown — Payment status not determined

Update payment status manually or through bank reconciliation.

Invoice Details

Click any invoice to open a side sheet with full details:

• Vendor info — Name, email, address, tax ID
• Line items breakdown — Each line item with description, quantity, unit price, amount, and tax rate
• Amount breakdown — Subtotal, tax, total, and currency
• Source metadata — Which email account, email subject, scan date, and sender
• Confidence score — AI extraction confidence (0 to 1) with an explanation of any uncertain fields
• Attachment preview — Embedded PDF viewer to see the original document alongside extracted data
• Status change buttons — Verify, Reject, or Export directly from the detail view

Bulk Operations

Select multiple invoices from the list to perform actions in bulk:

• Change status — Verify, reject, or export several invoices at once
• Bulk categorize — Assign a category to all selected invoices
• Bulk delete — Remove selected invoices from your workspace

Recurring Billing

The AI identifies subscriptions and recurring invoices, detecting billing periods (monthly, quarterly, annual). Useful for forecasting and separating recurring from one-time costs.