Chris Couch
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Finance Ops Systems

AP Inbox Automation Kit

$99

Bill email / inbox → extract fields → approve → queue / accounting. Exception path included. Wire your own capture → approval → queue flow in Make, Zapier, or n8n.

Get it — $99

Who it's for

  • Finance ops teams drowning in vendor PDFs and "please pay this" emails
  • Teams who want bills captured, coded, and routed without the controller living in a shared inbox
  • DIY builders — not full AP outsourcing buyers

What's inside

  • Setup guide: inbox setup, field map, thresholds, exception codes
  • Workflow blueprint with approval and exception branches
  • Duplicate filter (same vendor + invoice #)
  • Approval threshold branching
  • Exception path for missing PO, unknown vendor, amount mismatch
  • Queue write to AP sheet or accounting draft + approver notify