What is Quick Payable?

Quick Payable is a Salesforce-native Accounts Payable automation platform that streamlines invoice processing, approvals, vendor management, and AP workflows using AI-powered automation directly inside Salesforce.

How does AI OCR Invoice Processing work in Quick Payable?

Quick Payable uses AI-powered OCR to extract data from invoices in PDFs, scanned documents, and PNG. It reduces manual data entry, improves accuracy, and speeds up invoice processing.

What is Agentic AI in Quick Payable?

Agentic AI is an intelligent assistant that detects invoice anomalies, resolves common mismatches automatically, and routes complex exceptions to the right approver with full context.

Does Quick Payable support multi-level approval workflows?

Yes. Quick Payable supports multi-level approval workflows including sequential and parallel approvals based on vendor, amount, department, or cost center, with real-time notifications and approvals from any device.

Is Quick Payable built on Salesforce?

Yes. Quick Payable is built natively on the Salesforce platform and uses Salesforce security, roles, permissions, and reporting for enterprise-grade AP automation.

Can Quick Payable detect duplicate invoices?

Yes. The system automatically detects duplicate invoices before approval or payment to help prevent errors and duplicate payments.

Does Quick Payable integrate with ERP systems?

Yes. Quick Payable integrates with ERP and accounting systems such as NetSuite Intacct for seamless data synchronization.

Is Quick Payable suitable for multi-entity businesses?

Yes. It supports multi-entity accounts payable management with separate workflows, approvals, and reporting for different subsidiaries or business units.

How secure is Quick Payable?

Quick Payable inherits Salesforce enterprise security with role-based access control, audit trails, and compliance tracking for all invoice activities.

Accounts Payable Automation Features

Every Feature Your AP Team Actually Needs

Quick Payable brings purpose-built AP automation capabilities into your existing Salesforce org AI invoice capture, smart approvals, vendor management, and full compliance controls. No new system. No migration. Live in days.

Agentforce AI

Salesforce Security & Compliance

Salesforce Native AP Platform

A fully Salesforce-native accounts payable platform built on the Salesforce ecosystem with enterprise-grade security, centralized data visibility, role-based access control, compliance tracking, and seamless workflow automation directly inside Salesforce.

AI-Powered

AI Automation

AI OCR Invoice Processing

Extract invoice data automatically from PNG, PDF, and scanned documents using AI-powered OCR technology. Eliminates manual data entry entirely and improves with every invoice processed.

Agentic AI

AI Agent for Accounts Payable

An AI-driven smart assistant that detects invoice anomalies, resolves data mismatches, handles exceptions autonomously, and routes edge cases to the right person with full context already attached.

Automation

Touchless Invoice Processing

Fully automate the invoice lifecycle from receipt to approval with minimal human intervention. Standard invoices flow through capture, coding, matching, and approval automatically without touching any queue.

Invoice Management

Invoice Management Software

Manage, organize, track, and monitor all invoices from a centralized Salesforce dashboard. Complete invoice lifecycle visibility from receipt through approval, payment, and reconciliation in one place.

Invoice Capture

PNG, PDF Invoice Capture

Automatically capture and process invoices received via PNG, PDF attachments. Forward vendor PNG, PDF to your Quick Payable inbox and the system extracts, validates, and routes each invoice without manual steps.

Fraud Prevention

Duplicate Invoice Detection

AI-powered duplicate detection automatically flags potential duplicate invoices before they reach approval or payment preventing costly double payments and billing errors at the point of entry.

Approvals

Invoice Approval Software

Automate invoice approvals with custom routing and multi-level workflows. Configured by your AP team with no admin needed. Get real-time Salesforce notifications and approve from anywhere with one click.

Process Automation

Accounts Payable Workflow Automation

Streamline the complete AP process from invoice receipt to payment capture, code, match, route, approve, export, and reconcile all automated within a single Salesforce-native workflow.

Vendor Management

Vendor Management Software

Manage vendor records, supplier information, communication history, payment preferences, and invoice activity from a centralized Salesforce-native vendor database alongside your CRM data.

Payments

AP Payment Automation

Automate payment scheduling, tracking, reminders, and vendor payment processing. Approved invoices flow directly to payment with full status visibility, payment confirmation, and reconciliation inside Salesforce.

Integrations

ERP Integration Software

Connect AP workflows with ERP and accounting systems. Approved invoices export directly to your accounting system.

Reporting

Accounts Payable Dashboard

Monitor AP performance with real-time reports, KPIs, invoice tracking, and analytics all built on Salesforce's native reporting engine. Fully customizable by your finance team without support involvement.

Compliance

AP Audit Trail & Compliance

Maintain complete, tamper-proof audit logs, approval history, and compliance tracking for every invoice and transaction. Every action is time-stamped and user-attributed inside Salesforce ready for audit at any time.

GL Management

Vendor GL Code Management

Automate and manage vendor-specific GL coding for accurate accounting entries. AI learns your coding patterns per vendor and applies them consistently eliminating miscoding and manual GL assignment.

Enterprise

Multi-Entity AP Management

Manage accounts payable processes across multiple business entities, subsidiaries, or departments from a single Salesforce org. Separate approval chains, GL codes, and reporting per entity unified in one platform.

Access Control

User Roles & Permissions

Control user access, approval authority, and system permissions securely using Salesforce's native role and profile framework. Define who can view, edit, approve, or export invoices at granular levels.

Digital AP

Paperless Accounts Payable

Eliminate paper-based invoice processing with fully digital AP workflows. Every invoice captured, approved, paid, and archived digitally reducing storage costs, accelerating processing, and supporting sustainability goals.

Agentic AI That Resolves Exceptions Not Just Flags Them

Quick Payable goes beyond standard OCR and invoice reading. Its agentic AI detects anomalies, reasons about exceptions, and resolves them automatically routing only genuine edge cases that need human judgment to the right person, with all context already attached.

AI reads and extracts every field from PDF, PNG, and scanned invoices

Detects PO mismatches, amount anomalies, and unrecognized vendor data

Resolves standard exceptions automatically without creating a manual queue

Routes complex exceptions with full context to the right approver

Learns your vendor patterns and improves accuracy continuously

Smart Approvals Configured by Your Team No Admin Needed

Pre-built approval workflow automation that finance teams configure themselves no Salesforce Flow knowledge, no IT tickets, no admin dependency. Set routing rules by vendor, amount, department, or cost center and update them whenever your business changes.

Multi-level sequential and parallel approval chains

Route by vendor, invoice amount, department, or entity

Approvers notified in real time inside Salesforce

One-click approve or reject from desktop or mobile

Full approval history logged in tamper-proof audit trail

Complete Audit Trail for Every Invoice and Action

Every action on every invoice is time-stamped, user-attributed, and stored in a tamper-proof audit log inside Salesforce. Ready for internal audit, external compliance review, or dispute resolution at any time with no manual record-keeping required.

Every approval, rejection, and edit logged with user and timestamp

Complete approval history from first receipt to final payment

User roles and permissions enforced at field and record level

Multi-entity support with separate compliance controls per entity

Export audit reports for external review in one click

Ready to See All Features in Action?

Book a free 30-minute demo and watch Quick Payable process real invoices, route approvals, and handle exceptions live inside Salesforce.
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