Extract invoice number, PO number, payment terms, and due date — then match them to your real QuickBooks purchase orders before routing for approval.
Start Your Free TrialManual document processing creates bottlenecks at every stage of the accounting workflow.
Invoices arrive by email and paper with no automated intake.
Matching an invoice to the purchase order it belongs to is done by hand, if it's done at all.
Due dates aren't tracked systematically, so payment timing depends on someone remembering.
Invoice coding requires matching to the right accounts and projects with no structured process.
Approval sits in inboxes waiting for someone to notice it.
ClarionOps eliminates all of this — one workflow from submission to accounting sync, with approval controls at every step.
Invoices carry more structure than receipts — invoice number, PO number, payment terms, due date — and ClarionOps extracts all of it, then checks it against the purchase orders and terms already in your QuickBooks.
The same work — done by the workflow, not by hand.
Manual invoice intake from email and paper
Automated ingestion from email and document upload
Hand-keyed invoice number, PO number, terms, and totals
Extracted automatically, including due date and line items
PO matching done manually, if at all
Matched against your actual QuickBooks purchase orders and payment terms
No due-date tracking
Due dates extracted and visible before approval
Every submission moves through the same pipeline — from submission to accounting sync.
Upload a photo, forward an emailed invoice, or enter your own — like hours worked.
If it’s an image, structured data is pulled automatically — vendor, dates, amounts, line items.
A project manager may review first. Accounting always reviews before anything moves forward.
Once approved, entries map to your QuickBooks vendors and accounts and sync directly.
Automation does not remove control — it enforces it.
Define who reviews what. Only authorized approvers can advance entries through the workflow.
Every document, mapping decision, approval, and rejection is logged with timestamp and user.
Nothing reaches your accounting system without passing through the defined approval workflow.
Approvers see the full submitted document — vendor, amounts, line items — before signing off. Mapping to QuickBooks happens as its own step, after approval.
The workflow layer sits between your documents and your accounting system. Approved entries sync automatically.
Bills, purchases, and vendor credits sync directly. Vendor and account mapping resolves against your actual QuickBooks data.
The mapping and approval workflow is designed to connect to additional accounting platforms. QuickBooks Online is available today.
Nothing posts to your accounting system without explicit approval. The integration layer enforces the approval workflow as a gate.
Built for teams where document volume is real and bookkeeping bandwidth is limited.
Businesses receiving invoices from multiple vendors who need consistent intake and PO matching without manual follow-up.
AP staff managing invoice volume who need structured routing without building a custom workflow from scratch.
Companies whose invoice volume is increasing and need a process that scales without more manual hours.
A full audit trail from receipt to posted entry.
Turn any receipt into structured accounting data.
Automate expenses and see where the money goes.
Built specifically for QuickBooks Online.
Forward a receipt, get a reviewed entry back.
One workflow for expenses and time.
A real second approval gate, every time.
Budget vs. actual per project, no PM platform needed.
Flagged before approval, with a link to the original.