📥 What is Power Automate?

• Microsoft's low-code automation platform for building smart workflows.
• Automates tasks between Microsoft Outlook, SharePoint, OneDrive, and AI tools like Rossum or Azure Form Recognizer.
• Perfect for processing invoices from emails directly into OCR systems.

🚀 How to Get Started:

• 1. Go to flow.microsoft.com (Power Automate).
• 2. Log in with your Microsoft account and create a new "Automated Cloud Flow."
• 3. Set trigger: “When a new email arrives in Outlook (with attachment).”
• 4. Add actions: Save PDF to OneDrive or SharePoint ➜ Trigger OCR API (e.g., Azure, Rossum).
• 5. Test and activate. Your workflow will now run continuously.

⚙️ What It Automates:

• Detects emails with invoice attachments in Outlook.
• Saves PDF files to a folder for further processing.
• Calls OCR tools to extract data from invoice documents.
• Optional: log results or update Excel/ERP systems automatically.

⚡ Why Power Automate is Powerful:

• Native integration with Microsoft 365 and Outlook.
• Supports over 1,000 connectors — including third-party OCR tools.
• No-code to low-code interface for non-technical users.
• Robust scheduling, approvals, and error handling built-in.

💡 Smart Tips:

• Use subject line filters like “invoice” to reduce noise.
• Set up approval steps before pushing OCR results to accounting systems.
• Log each OCR output in Excel or SQL for traceability.
• Use environment variables to reuse flows across departments.

🔄 What is Make.com?

• A powerful no-code automation platform for building custom workflows.
• Connects apps like Gmail, OneDrive, Dropbox, QuickBooks, Xero, Dext, Rossum, and more.
• Ideal for automating invoice collection, storage, extraction, and syncing with accounting tools.

🚀 How to Get Started:

• 1. Visit make.com and sign up for free.
• 2. Create a new scenario using their visual builder.
• 3. Add modules like Gmail (trigger), Google Drive (upload), and QuickBooks or Dext (sync data).
• 4. Test the workflow and enable it for continuous automation.

⚙️ What It Automates:

• Capturing invoice attachments from emails automatically.
• Uploading and organizing invoices in cloud storage folders.
• Triggering OCR tools like Rossum or Dext to extract data.
• Syncing the extracted data to QuickBooks or Xero.

⚡ Why Make.com Stands Out:

• Drag-and-drop interface — perfect for visual thinkers.
• Advanced filtering, scheduling, and branching logic.
• Supports multi-step and conditional workflows.
• Trusted by enterprise users and startups alike for its flexibility.

💡 Smart Tips:

• Create error-handling paths to log or email failed steps.
• Use built-in routers to create parallel invoice flows.
• Batch-process multiple invoices to reduce execution costs.
• Schedule workflows during off-hours to avoid traffic spikes.

🔁 What is Zapier?

• A no-code automation platform that connects your favorite apps like Gmail, Dext, and Rossum.
• Allows you to automatically forward email attachments for invoice scanning and processing.
• Perfect for streamlining repetitive tasks across your accounting or document intake workflows.

🚀 How to Get Started:

• 1. Go to zapier.com and sign up for a free account.
• 2. Create a “Zap” with Gmail as the trigger (e.g., new email with attachment).
• 3. Set the action to upload file to Dext or Rossum.
• 4. Test the workflow, turn it on, and let Zapier handle the rest automatically!

⚙️ What It Automates:

• Captures new email attachments from specific labels, senders, or keywords.
• Forwards PDFs and invoices directly into AI tools like Dext or Rossum.
• Eliminates the need to manually download and upload files.

⚡ Why It’s a Game-Changer:

• Supports 6,000+ apps including accounting, CRM, and storage platforms.
• No programming required — automation in just a few clicks.
• Saves hours weekly by reducing document handling friction.
• Works 24/7 in the background, even when you’re offline.

💡 Smart Tips:

• Use Gmail filters to label invoice emails for targeted automation.
• Set up fallback notifications via Slack or email if upload fails.
• Log forwarded files into Google Sheets for tracking and audits.
• Combine with AI tools for full-cycle document automation.

📄 What is Parashift?

• A cloud-based, no-code platform for AI-powered document data extraction.
• Specialized in scalable invoice intake, but works with many document types (POs, delivery notes, etc.).
• No training or configuration needed — just upload and go.

🚀 How to Get Started:

• 1. Visit parashift.io and request a free trial.
• 2. Upload sample documents via drag-and-drop or email ingestion.
• 3. See instant data capture with field-level confidence scores.
• 4. Export or integrate data with your ERP or workflow tool.

⚙️ What It Automates:

• Invoice capture, line item extraction, VAT and currency handling.
• Classification of document types using AI.
• Multi-language document support with high precision OCR.

⚡ Why Parashift Is Unique:

• No coding or training required — true plug-and-play AI.
• Handles complex, variable document layouts easily.
• GDPR-compliant with Swiss cloud hosting and top-tier security.
• Ideal for companies scaling invoice capture across departments or clients.

💡 Smart Tips:

• Use the Parashift Cloud Platform for collaborative review and corrections.
• Combine with workflow tools like Power Automate or Zapier for full automation.
• Use REST API and webhook support for real-time integrations.
• Check accuracy metrics in the dashboard to improve automation confidence.

📱 What is Veryfi?

• An AI-powered platform for scanning receipts, invoices, and documents in real time.
• Optimized for mobile and API integration — fast, secure, and accurate.
• No human in the loop — 100% machine-based OCR and data extraction.

🚀 How to Get Started:

• 1. Visit veryfi.com and create a free account.
• 2. Download the mobile app for iOS or Android.
• 3. Use your phone camera to scan receipts or invoices.
• 4. Explore their developer docs to integrate the OCR API into your own software.

⚙️ What It Automates:

• Real-time extraction of fields like vendor, total, date, line items, tax, etc.
• Auto-categorization of expenses with GL codes.
• Data export to QuickBooks, Xero, Excel, or your custom system.

⚡ Why Veryfi Is Powerful:

• Mobile-first design — fast, easy scanning on the go.
• World-class AI OCR with sub-second results.
• Bank-grade security and HIPAA-compliant cloud.
• Fully customizable via APIs — ideal for developers and businesses.

💡 Smart Tips:

• Use the auto-crop and glare correction features for cleaner scans.
• Automate approvals by combining Veryfi with Zapier or Make.
• Batch scan multiple receipts to save time.
• Use webhook callbacks in the API for real-time data processing.

📄 What is Vic.ai?

• A cutting-edge AI platform built for accounting teams and finance departments.
• Automates invoice processing, approval workflows, and GL coding without templates.
• Reduces reliance on manual bookkeeping and improves decision-making.

🚀 How to Get Started:

• 1. Go to vic.ai and request a free demo.
• 2. Connect your ERP or accounting system (e.g., Sage Intacct, NetSuite).
• 3. Upload invoices or connect your email for auto-capture.
• 4. Train the AI using real-time invoice reviews and approval steps.

⚙️ What It Automates:

• Invoice ingestion, GL account classification, and approval routing.
• Identifies errors, duplicate payments, and fraud risks automatically.
• Supports multi-level approval workflows with audit trails.

⚡ Why Vic.ai Stands Out:

• No templates needed — AI learns accounting logic from your data.
• Continuously improves with every invoice processed.
• Real-time confidence scores for every transaction.
• Delivers up to 80% time savings for AP (Accounts Payable) teams.

💡 Smart Tips:

• Use the dashboard to monitor invoice processing speed and AI accuracy.
• Enable auto-approvals for low-risk vendors to save time.
• Review confidence scores to quickly spot anomalies or outliers.
• Integrate with Slack or email for instant approval notifications.

📄 What is Rossum?

• A powerful AI-powered OCR platform designed for enterprises.
• Specializes in extracting structured data from documents like invoices, POs, and contracts.
• Trained to understand document layouts and content without custom templates.

🚀 How to Get Started:

• 1. Visit rossum.ai and request a demo or sign up.
• 2. Upload sample documents through their intuitive interface or API.
• 3. Review extracted data and set up your validation workflow.
• 4. Integrate with ERP/accounting systems for seamless data flow.

⚙️ How It Helps with Automation:

• Extracts key fields from documents using self-learning AI (no templates).
• Detects document types and adapts extraction intelligently.
• Reduces manual document processing time by over 80%.
• Supports end-to-end automation from intake to export.

⚡ What Makes Rossum Stand Out:

• Enterprise-ready with robust API & security features.
• Processes high volumes of diverse document formats.
• AI learns continuously from user feedback and new documents.
• Can validate data against ERP systems before submission.

💡 Smart Tips:

• Use Rossum's validation interface to train AI on edge cases faster.
• Automate data routing by document type (e.g., invoices vs. contracts).
• Enable real-time alerts for data mismatches or anomalies.
• Leverage pre-built connectors for SAP, Oracle, and others.

📄 What is Dext?

• An AI-powered tool that extracts data from invoices, receipts, and bills automatically.
• Simplifies bookkeeping by capturing and organizing financial documents.
• Seamlessly integrates with QuickBooks, Xero, and other accounting platforms.

🚀 How to Get Started:

• 1. Go to dext.com and sign up.
• 2. Connect your accounting software like QuickBooks or Xero.
• 3. Upload invoices and receipts via mobile app, email, or drag-and-drop.
• 4. Let Dext extract and categorize your financial data automatically.
• 5. Review and publish data directly to your accounting system.

⚙️ How It Helps with Automation:

• Eliminates manual data entry by extracting key details instantly.
• Auto-categorizes expenses and matches them to transactions.
• Speeds up bookkeeping and reduces errors.
• Integrates with multiple platforms for smooth workflow.

⚡ Why Choose Dext?

• Highly accurate AI-driven data extraction.
• User-friendly interface with mobile and desktop access.
• Supports multi-currency and international documents.
• Improves bookkeeping efficiency and cash flow visibility.

💡 Smart Tips:

• Use the mobile app to capture receipts on the go for real-time processing.
• Set up automatic syncing schedules with your accounting software.
• Review extracted data regularly to ensure accuracy and compliance.
• Leverage integrations to automate invoice approvals and payments.