Balancely supports AP teams with invoice capture, supplier statement reconciliation, approval workflows, and exception management — without replacing the control your team needs.
Automation in accounts payable is most valuable when it reduces the repetitive checking work — not when it makes decisions that your team should be making. Balancely automates the extraction of invoice data, the comparison of invoice references against statements, and the surfacing of exceptions. Your team remains in control of approval, rejection, and export decisions.
The result is a faster, more structured AP process that still relies on your team's judgement for every decision that matters.
Balancely captures invoice data from PDF and image files using AI extraction. Supplier name, invoice number, invoice date, line amounts, tax, and totals are extracted and made available for review and matching.
Once invoices are captured, Balancely can reconcile them against a supplier statement. The statement is uploaded, references are extracted, and each line is matched against your invoice records. Missing invoices and amount mismatches are identified immediately. Learn more about supplier statement reconciliation in Balancely.
Balancely provides a structured review queue for invoice approval. Finance teams can work through invoices systematically, approving those that are correct, rejecting those that are not, and noting reasons for any decisions.
Not all invoices process cleanly. Balancely surfaces exceptions clearly so teams do not have to hunt for them. Missing invoices, amount mismatches, duplicate invoice references, and failed extractions all appear in a dedicated review area. Learn more about missing invoice detection and invoice matching.
Approved invoice data can be exported as CSV for import into your accounting software or reporting workflow. Each export reflects the reviewed and approved state of invoices, giving your accounting team clean data to work with. Direct integrations with platforms such as Xero, QuickBooks, and Sage are on the product roadmap.
Balancely is not a replacement for your accounting software. It is an AP layer that sits in front of it — handling the capture, matching, exception review, and approval steps that happen before data reaches your accounting system. The platform is being built to support integration with common accounting and ERP platforms so that approved invoice data can flow directly into your existing workflows.
Accounts payable automation means using software to reduce the manual work involved in receiving, checking, matching, approving, and recording supplier invoices. Balancely automates invoice data extraction and statement matching while keeping finance teams in control of approval decisions.
No. Balancely is designed to support the accounts payable review and reconciliation process before data is exported or entered into accounting systems. It works alongside platforms such as Xero, QuickBooks, or Sage rather than replacing them.
Balancely provides a structured review queue where invoices can be approved, rejected, or flagged for follow-up. Each decision is recorded with a timestamp so teams have a clear audit trail of what was reviewed and when.
Balancely currently supports CSV export of reviewed invoice data. This can be used to import data into accounting software or reporting tools. Additional export formats and direct integrations are on the product roadmap.
Yes. Balancely is designed to be straightforward for small and medium finance teams. There is no complex setup required. Teams can start uploading invoices and reconciling statements immediately after account creation.
Invoice capture, statement reconciliation, exception review, and approval — in one structured workflow your team can rely on.