Document intake
Upload PDFs and images, forward invoices by email, or receive documents from employees, contractors, and client workspaces.
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invoice processing for xero
Invoice processing for Xero from upload to approved bill
Invoice processing for Xero should be more than OCR. Sumext gives you a full workflow: collect documents, extract fields, review exceptions, apply approval rules, and sync only clean approved bills to Xero.
Approval before sync
Documents under approval stay out of Xero until an authorised owner or admin approves them.
Accounting sync
Approved bills are created in Xero with supplier details, tax treatment, account coding, and the source PDF attached.
Setup checklist
How the workflow runs
1
Collect supplier invoices in one Sumext queue.
2
Extract and validate invoice fields with AI.
3
Route approval-required documents before accounting sync.
4
Push approved bills to Xero and keep a clean audit trail.