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Expand capacity without expanding seats

QuickBooks AP Automation

Formantiq workflows are a different category of software than vertical solutions.

Start with AP and add other business processes such as AR, Onboarding, or whatever your document-triggered workflows may be.

Try it now

Start with $50 in free credits.

No card required.

See for yourself with easy, self-service onboarding.

  1. Step 1: Create Formantiq account
  2. Step 2: Connect to your QuickBooks Online account
  3. Step 3: Our system will automatically discover your current vendors, chart of accounts and other rules needed to post bills
  4. Step 4: You are presented with what Formantiq discovered for approval (one step, simple)
  5. Step 5: Start emailing invoices to the unique inbox we provision for your use

How it works

Data is extracted from an incoming invoice and compared to the requirements needed to post as a bill. These requirements are the business rules. If the data validates successfully against the business rules, the invoice posts as a bill.

Exceptions

Most invoices post on their own. If something is missing, unclear, or fails a rule, it is flagged for review by your team. You can fix it or remove it in the dashboard.

FAQ

How much does it cost?
This particular AP workflow takes an emailed invoice to a posted bill for 44 cents.
Are the original invoices attached to the QuickBooks bill?
Yes, invoice formats our system accepts are attached to your QBO bill. Currently, PDF and most image formats.
Will a forwarded email with attachments work?
Yes, it will.
How do I connect with QuickBooks?
You are presented with the QBO sign-in screen. Formantiq cannot access your credentials. Once you sign in, you are redirected back to the Formantiq dashboard.
What happens when an invoice doesn't post to QBO?
It will land in the Needs Review section of the dashboard, where it stays until you fix what's missing or delete it.
Can I delete my account if I want to discontinue the service?
This would sadden us greatly, but yes, it is self-service and hassle-free.
Can a single PDF contain multiple invoices?
Not yet. For now the system handles one invoice per PDF.

Need a different automation or more info?