Intelligent invoicing operations
Turn every billing request into an accurate invoice.
The demonstration starts in a shared billing inbox containing several different requests. A new invoicing request is sent into validation. A request for a copy invoice is handled automatically. A PO query becomes a task for the AR team, while a chaser is connected to the original request and brought to the attention of its owner. Inside the invoicing workflow, Numra combines information from the email and attachments with the customer record, billing schedule, purchase order and connected operational systems.
A controlled workflow from start to finish.
Understand the request
Numra monitors the shared billing inbox and reads the email conversation, attachments and available references. It identifies whether the message is a new invoicing request, a copy-invoice request, a PO query, a chaser or a dispute - and takes the appropriate action.
Assemble the billing information
For new invoices, Numra brings together the customer and legal entity, project or order details, the relevant billing-schedule line, products and prices, the customer PO and remaining value, previously invoiced amounts, currency and tax treatment, payment terms and supporting documents.
Apply the billing rules
Numra checks whether the correct customer entity is being billed, whether a PO is required and agrees, whether the amount matches the current billing schedule, whether lines should be consolidated and which GL code, tax treatment and approval route apply.
Review the proposed invoice
The reviewer sees the extracted information and finished invoice preview beside the original request and supporting evidence. They can correct a field, resolve an exception, add missing information or reject the request.
Collect approval
Route the invoice to the appropriate commercial owner, project lead or finance approver. The approver receives the invoice details and supporting information. Reminders and escalations can be applied when approval is delayed.
Create and deliver the invoice
Once approved, Numra creates the invoice in the existing ERP, accounting or billing system and delivers it to the customer using the correct contact details and format.
Keep the workload visible
The AR team works from a single view of requests awaiting validation, invoices awaiting approval, open billing queries, chasers, delivered invoices and failed items - with ownership and processing history available throughout.
What it can handle.
Billing requests and source documents
- Shared billing inboxes
- Internal and external invoicing requests
- Email bodies containing one or several orders
- PDF purchase orders
- Spreadsheets and billing files
- Billing schedules and commercial milestones
- Subscription and recurring billing information
- Customer-specific supporting documents
Inbox and query handling
- New invoice requests
- Copy-invoice requests
- Missing or incorrect POs
- Currency and value queries
- Chasers and follow-ups
- Invoice disputes
- Automatic replies and acknowledgements
- Task creation and team assignment
Invoice preparation
- Customer and bill-to information
- Project, order and subscription references
- Products, quantities and prices
- Net, tax and gross calculations
- PO validation and billing-schedule checks
- Previously invoiced and remaining values
- GL coding and tax treatment
- Consolidated and individual invoices
- Customer-specific line descriptions
Review, approval and creation
- Editable extracted information
- Source documents beside the proposed invoice
- Finished invoice previews
- Named approvers and approval sequences
- Rejections, corrections and resubmission
- Reminders and escalation
- Invoice creation in the existing finance system
- Customer delivery and document filing
- Pipeline and workload reporting
Fits the way your operation already works.
Numra supports different customer requirements, billing models, invoice formats and approval paths within the same billing workflow. New customer rules or changes to commercial terms can be added while the workflow continues to run.
What can trigger an invoice
Which documents and systems contain the required information
How each format should be read
What must be checked before the invoice is prepared
How invoice lines should be structured and coded
When orders should be consolidated
Who needs to review or approve the invoice
What happens when information is missing or incorrect
Where the approved invoice and supporting documents should go
Works with the systems your team already uses.
The Numra Platform connects the information, tools and systems involved in the accounts receivable invoicing workflow - without requiring your team to replace its existing core software.
Model-agnostic by design
We choose the best AI model for each workflow based on performance, cost and data sensitivity - not the other way around.
Configured around your workflows
Every deployment is configured around the systems, data, rules and workflows your team already uses.
AI assistants where they work
ChatGPT, Claude and Gemini are excellent for individual tasks. We use them where they are the right fit and build workflow software when the work needs more.
Workflow software where it matters
When work needs integrations, business rules, approvals and auditability, the Numra Platform configures production software around the workflow.
For this workflow, that typically includes: Gmail and Microsoft Outlook, ERP and accounting systems, Billing and subscription platforms, CRM and customer-master systems, Project and job-management tools, Order-management platforms, Ticketing and operational systems, Contract repositories, SharePoint and other document stores, Approval and internal workflow tools.
What changes when the workflow is in place.
Get invoices out sooner
Move requests into validation as soon as they arrive, without waiting for somebody to sort the inbox and rebuild the information manually.
Reduce avoidable errors
Check the customer, PO, billing schedule, coding, tax and supporting information before the invoice is created.
Handle different customers properly
Apply the correct format, consolidation rule, payment terms and approval route for each billing relationship.
Reduce inbox administration
Handle routine requests automatically and turn genuine queries into visible, owned tasks.
Keep approvers informed
Give approvers the proposed invoice and source evidence in one place instead of asking them to reconstruct the request.
See where billing is blocked
Track every request through validation, approval, creation and delivery, with a clear owner and next action.
The shared billing inbox becomes an operating workflow rather than a queue of unstructured requests. Routine emails are handled automatically. New invoice requests arrive with the relevant information already assembled. Customer-specific billing rules are applied consistently, and the team reviews the finished invoice beside the evidence used to create it. Approvers know what they are signing off. Finance knows what has been created and delivered. Managers can see the entire billing workload without searching through inboxes, spreadsheets and separate systems.
Turn your billing inbox into a controlled invoicing workflow.
Show us your current workflow, rules and systems. We’ll show you how Numra can automate it.
