Extract invoice data, route approvals, and sync to accounting systems.
Request DemoManual document processing creates bottlenecks at every stage of the accounting workflow.
Invoices arrive by email, PDF, and paper with no automated intake pipeline.
Extracting vendor name, invoice number, due date, line items, and totals is done manually for each document.
Invoice coding requires matching to the right accounts, projects, and cost centers with no structured process.
Approval routing is unstructured — invoices sit in inboxes waiting for manual action from reviewers.
Payment timing suffers because due dates are not tracked systematically across the invoice backlog.
ClarionOps eliminates all of this — one workflow from document ingestion to accounting sync, with approval controls at every step.
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 data per document
Extracted vendor, invoice number, dates, totals, and line items
Manual account coding and project assignment
Mapped to your accounting structure with approval routing
Ad-hoc approvals with no due-date tracking
Controlled approval workflow with due-date visibility
Every document moves through the same six-stage pipeline, from ingestion to accounting sync.
Documents arrive via email, upload, or system import. All formats and sources are accepted.
Structured data is pulled from every document — vendor, amounts, line items, and dates.
Vendor names, tax totals, and line item data are standardized for accounting.
Normalized data is matched to your accounting structure — vendors, accounts, and cost centers.
Entries are routed to designated approvers before any posting occurs.
Approved entries are posted directly to your accounting system.
Automation does not remove control — it enforces it.
Define who reviews what. Only authorized approvers can advance entries through the workflow.
Every extraction, 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 document and mapped accounting data before any entry is posted.
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 a consistent intake, coding, and approval process without manual follow-up.
AP staff managing invoice volume who need structured routing and audit trails without building a custom workflow from scratch.
Companies whose invoice volume is increasing and need a process that scales without proportional increases in manual processing time.