All automationsAccounts payable automation templates
File bills from your inbox, catch duplicates, match purchase orders and chase missing receipts, with your approval before anything posts.
- Replaces Dext
When a bill lands in accounts@Accounts payable
File supplier bills from your inbox into Xero
Reads every bill sent to accounts@, codes it, checks for duplicates and drafts it in Xero for your approval.
5 stepsUse template → 
When a bill is created in XeroAccounts payable
Flag duplicate bills before they are paid
Checks every new bill in Xero against past bills by supplier, number, amount and date, and flags likely duplicates in Slack.
4 stepsUse template →- Replaces ApprovalMax
When a vendor bill is entered in NetSuiteAccounts payable
Match bills to purchase orders and receipts
Matches each NetSuite vendor bill to its PO and item receipt, and sends differences to the budget owner in Slack to approve.
4 stepsUse template → 
When a supplier emails ap@Accounts payable
Acknowledge supplier invoices and queries
Replies to supplier invoices and payment queries in Outlook with the bill status and expected payment date from Xero.
5 stepsUse template →- Replaces DextTuesdays and Fridays at 9:00
Accounts payable
Chase missing receipts for card spend
Finds card transactions in Xero with no receipt, emails the cardholder and attaches the reply to the right transaction.
5 stepsUse template → 
When a supplier form lands in ap@Accounts payable
Set up new suppliers from their forms
Reads supplier forms and W-9s from Gmail, checks for existing records and creates the vendor in QuickBooks once approved.
4 stepsUse template →- When an email asks to change bank details
Accounts payable
Check supplier bank detail changes for fraud
Spots requests to change supplier bank details, checks them for fraud signals and holds the change until someone verifies it.
4 stepsUse template → - Wednesdays at 10:00
Accounts payable
Prepare the weekly supplier payment run
Lists approved Xero bills that are due, checks for holds and duplicates and sends the proposed batch to Slack for approval.
5 stepsUse template →
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Modern builds automations from plain English, so any finance job you can describe can run on a schedule or a trigger.
Works across your ERP, inbox and apps- Your approval where you want it
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