How Infomazebuilt a fully automated AP pipeline for a distribution business — multi-source document intake, AI extraction, three-way PO matching, configurable approval routing, and direct posting into Zoho Books. As Authorised Zoho Partners, they built deep into the API — not just surface-level integration.
The client and the problem
The client is a mid-sized distribution business managing procurement across 40+ active suppliers. Their accounts payable process was entirely manual: invoices arrived through email, WhatsApp forwards, supplier portals, and paper scans faxed from their warehouse. Each one landed with a different team member, who would then manually key the data into Zoho Books and chase the relevant purchase order for matching.
With 700–900 invoices processed per month, the AP team of three was perpetually behind. Discrepancies between purchase orders and invoices were caught late — sometimes after payment had already been made. Duplicate invoices slipped through when the same document arrived via two channels. Month-end was chaotic.
Because they are an Authorized Zoho Partner, they were able to go significantly deeper into the Zoho Books API than a general developer would — using advanced API endpoints for vendor management, bill creation, purchase order reconciliation, and custom field automation that aren't accessible to non-partner integrations.
Know more: Automated Purchase & Invoice Processing with Zoho Books
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