Formantiq

Accounts Payable Workflow

Dynamically scale AP capacity without seats or subscriptions with Formantiq's AI-powered accounts payable workflow. Routine invoices post on their own, under your accounting rules. Anything uncertain is flagged for review by your team.

This AP workflow connects to QuickBooks Online. Have something else in mind?

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$50 in free credits.

No card required.

Easy, self-service onboarding.

  1. Step 1: Create your Formantiq account
  2. Step 2: Connect to your QuickBooks Online account
  3. Step 3: Formantiq will automatically discover your current vendors, chart of accounts and other rules needed to post bills
  4. Step 4: Start emailing invoices to the unique inbox we provision for your use
  5. Step 5: Track completed invoices and items needing review on your Formantiq workflow panel

How it works

Send invoices by email or API. Our system extracts the data and verifies the vendor exists in your systems. Once verified, the data is validated against your AP posting rules. If it validates successfully, the invoice posts as a bill. If an invoice has no corresponding vendor or does not validate, then it is flagged for your review in the Formantiq dashboard.

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 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 returned to your Formantiq dashboard.
Are the original invoices attached to the QuickBooks bill?
Yes, the 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.
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 a single PDF contain multiple invoices?
Not with this basic workflow. We can enable multi-doc invoices as part of a custom workflow.

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