Run Invoice Processing on Better Proposals — AI Agent
Already on Better Proposals? Add a DeskFerry agent for Invoice Processing and save hours every week without writing code.
31 invoices processed. PO match latest:
Meeting notes
- • Vendor: Acme Cloud · Invoice INV-7741 · $4,820.00.
- • PO match: PO-3382 (open, $5,000) — within tolerance.
- • Approver: Jamie Reyes (CFO) · routed via Slack.
How does Better Proposals work for Invoice Processing automation?
Better Proposals works for Invoice Processing automation by powering a DeskFerry agent that runs the workflow end-to-end inside your existing tools — no code, no custom build.
- 01
Trigger fires
The agent connects to Better Proposals alongside the other apps your team already uses, watches for the triggers that matter for Invoice Processing, and takes the next step on its own while keeping a complete audit trail for review.
- 02
Read every invoice that lands in our AP @Gmail inbox with @Better Proposals
AI reads invoices in any format, extracting line items, totals, and vendor details in seconds.
- 03
Extract line items
Teams typically see minutes from receipt to GL post once the agent is in production.
- 04
Match to POs
You stay in control: every action is logged, confidence thresholds are configurable, and anything ambiguous is queued for a human instead of being silently auto-completed.
- 05
You approve
Anything under your confidence bar waits for a human.
How you tell it what to do
Built in plain English.
You write the rule the way you'd describe it to a teammate. The agent reads the rule, breaks it into the actions it'll take, and confirms the apps it'll touch — before it does anything.
- 1Read every invoice that lands in our AP @Gmail inbox with @Better Proposals
- 2Extract line items
- 3Match to POs
- 4Post to @Sheets for approval
How it connects
Connect Better Proposals. The agent does the rest.
Claude and ChatGPT are already running on our side. You connect Better Proposals with one click, and invoice processing runs inside it.
Claude and ChatGPT run on our keys. Nothing for you to configure.
- Better ProposalsConnect
- GmailConnect
- Google SheetsConnect
Runs on your data, in your apps.
Nothing to deploy. Nothing to maintain.
Actions
What Better Proposals + DeskFerry can do
Real Better Proposals actions your AI agent can perform automatically — no manual work required.
Generate invoices
Create and send invoices from Better Proposals when projects are completed, milestones are hit, or billing cycles close.
Track expenses
Capture expense entries in Better Proposals from receipts, bank feeds, or employee submissions and categorize them automatically.
Manage client projects
Create project records in Better Proposals when new clients sign on and track deliverables, budgets, and timelines.
Schedule appointments
Book meetings and consultations in Better Proposals based on availability, send confirmations, and sync to team calendars.
Reconcile payments
Match incoming payments in Better Proposals to outstanding invoices and update account balances in real-time.
Generate financial reports
Pull revenue, expense, and profit data from Better Proposals into formatted reports for stakeholders and accountants.
Manage contracts
Track contract status, renewal dates, and approval workflows in Better Proposals with automated reminders before expiration.
Automate approval workflows
Route purchase orders, budget requests, and document approvals through Better Proposals based on predefined authorization rules.
Vendor: Acme Cloud · Invoice INV-7741 · $4,820.00.
Fields extracted and validated; assignee notified in Slack.
Held for review — one value fell under your confidence bar.
Human in the loop
Approve before it sends.
Every draft lands in a review queue. You approve, edit, or reject — the agent never acts on its own unless you explicitly turn that on for a workflow you trust.
Governance
Every action, with the reasoning attached.
Each step the agent takes is logged with what it did, why it did it, and which app it touched. Audit-ready, so security and compliance can sign off without backfilling.
- Agent2:47 PM
Updated AP · Invoices to approve with the result.
- Agent2:46 PM
Applied your rule and recorded the result.
Reason: All required fields matched with high confidence.
- Agent2:45 PM
Wrote the record for Invoice · Acme Cloud · INV-7741.
- Agent2:44 PM
Read the transcript and extracted action items.
- Agent2:30 PM
Triggered by call end event in Granola.
How it works
Get started in three steps
Step 01
Connect Better Proposals
Authorize Better Proposals in your DeskFerry dashboard. Projects, clients, and financial data sync instantly.
Step 02
Define Business Workflows
Set up automation rules for Better Proposals — project milestones, invoice events, or client status changes trigger AI actions.
Step 03
Run Your Business on Autopilot
AI handles the operational work inside Better Proposals while you focus on growth. Track efficiency gains live.
Start automating Invoice Processing for Better Proposals
7-day free trial. Works with the tools you already use.
FAQ
Frequently asked questions
What reporting does DeskFerry provide for Invoice Processing tasks processed through Better Proposals?
The dashboard shows Invoice Processing-specific metrics for your Better Proposals integration — tasks processed, average handling time, success rates, and escalation frequency. You can track how Better Proposals-triggered Invoice Processing workflows perform over time.
Can I run multiple Invoice Processing workflows with different Better Proposals triggers?
Yes. You can create parallel Invoice Processing workflows that respond to different Better Proposals events or conditions. For example, one Invoice Processing flow for new Better Proposals records and another for updated ones — each with independent rules and actions.
What specific Invoice Processing tasks can the Better Proposals integration automate?
The Better Proposals integration automates end-to-end Invoice Processing — including data capture from Better Proposals, validation, routing, follow-up actions, and status updates. Every Invoice Processing step that touches Better Proposals can be handled by the AI agent.
How long does it take to set up Invoice Processing automation with Better Proposals?
Most users connect Better Proposals and launch their first Invoice Processing automation within 10 minutes. The guided wizard handles OAuth authorization, and you configure Invoice Processing-specific rules through a visual no-code builder.
How does the Invoice Processing agent match invoices to POs for Better Proposals?
The agent extracts vendor, line items, totals, and PO references from any invoice format, matches against POs in your ERP, and routes for approval per your Better Proposals approval matrix. Exceptions — quantity mismatches, price variances — are surfaced with full context.
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