What teams see
- Work waits between receive invoice and extract invoice fields.
- Owners reconstruct status from Microsoft 365 and Cloud storage.
Finance
Invoice intake and approval
Supplier invoices wait in inboxes while finance manually extracts fields, checks duplicates and chases approvers.
Business problem
Supplier invoices wait in inboxes while finance manually extracts fields, checks duplicates and chases approvers.
Why it happens
- No shared state spans Microsoft 365, Cloud storage, Accounting platform.
- Decision and exception rules are applied inconsistently.
Why it becomes expensive
- Capacity is consumed by coordination and rework.
- Late exceptions weaken visibility and service quality.
Business outcomes
- Shorter record audit cycle
- Fewer handoff and missing-information exceptions
- Clear ownership from receive invoice to record audit
- Inspectable decisions and recovery
Measurable KPIs
- Turnaround time: Elapsed time from receive invoice to record audit.
- Manual intervention rate: Share of items needing a person outside defined review conditions.
- Exception age: Time unresolved exceptions remain without a completed action.
- Successful completion rate: Share of valid workflow items completing without terminal failure.
How the workflow works
- Receive invoice — Accept and identify the invoice intake and approval trigger. Microsoft 365
- Extract invoice fields — Execute extract invoice fields with validated sample data and an auditable result. Microsoft 365
- Validate totals — Execute validate totals with validated sample data and an auditable result. Cloud storage
- Match supplier — Execute match supplier with validated sample data and an auditable result. Accounting platform
- Detect duplicate — Execute detect duplicate with validated sample data and an auditable result. Microsoft 365
- Apply approval policy — Execute apply approval policy with validated sample data and an auditable result. SEIDO Review Queue
- Review exception — Execute review exception with validated sample data and an auditable result. SEIDO Review Queue
- Post accounting handoff — Execute post accounting handoff with validated sample data and an auditable result. Microsoft 365
- Record audit — Execute record audit with validated sample data and an auditable result. Cloud storage
- Audit and KPI update — Persist the execution outcome, audit facts and workflow measurement events. SEIDO execution store
Integrations and ownership
- Microsoft 365: Provide workflow input
- Cloud storage: Lookup and update context
- Accounting platform: Receive controlled outcome
Human responsibility: Finance manager
Failure and recovery
Microsoft 365 is temporarily unavailable.
Retry with capped exponential backoff; preserve the run and move it to the inspectable failure queue after the limit.
Required data for extract invoice fields is malformed or missing.
Stop downstream actions and show the missing fields, source evidence and correction action to the named reviewer.
The trigger or provider event is delivered more than once.
Return the existing execution identified by the idempotency key and do not repeat downstream business actions.
The human decision expires before completion.
Escalate to the configured substitute, retain the original request and record both expiry and reassignment.
When not to build this
- Monthly volume is too low to justify integrating Microsoft 365, Cloud storage, Accounting platform.
- An existing configured platform already handles invoice intake and approval with adequate ownership and reporting.
- Reliable source data or supported API access is unavailable.
- No business owner has authority to define the decision and exception rules.
Related workflows
Intelligent inbound lead routingLeads arrive through disconnected forms, inboxes and campaigns and are assigned too slowly or to the wrong owner.Lead qualification and account-fit workflowSales representatives spend valuable time manually investigating prospects that do not match the commercial profile.Sales discovery to structured CRMImportant details from discovery calls and notes do not reach the CRM consistently, weakening follow-up and forecasting.