Automation builders template
Invoice Email to Accounting template
Shared inbox, extract PDF, QuickBooks bill, approve, archive. This template has 12 shapes: 2 decisions, 1 person or team, and 2 systems and data stores.
Free plan, no card. Opens in the Wavelength editor.
- Vendor Emails Invoice Start
- QuickBooks System
- Controller Person or team
- Shared Inbox System
- Extract PDF Step
- Vendor Known? Decision
Yes: Create Bill. No: Flag for Review - Create Bill Step
- Flag for Review Step
- Over $5000? Decision
Yes: Approve Bill. No: Archive in Drive - Bill Filed End
- Approve Bill Step
- Archive in Drive Step
Vendors email invoices to a shared accounting inbox. The automation extracts the PDF attachment from each email. It checks if the vendor is already in the system. If known, it creates a bill in QuickBooks. If unknown, it flags the invoice for manual review. For bills over $5000 it routes to the controller for approval. Once approved or under the limit, the bill is archived in Google Drive.
Wavelength drew this flow from the conversation above. Say your own version and it draws yours.
Who uses this template
Automation builders use it as a starting point. Trigger to action flows you can export to n8n or Make. See how automation builders use Wavelength.
Start from it
Open the template and the flow is on the canvas, laid out and ready to edit.
Change it by talking
Say what is different in your team. Wavelength adds, removes, and renames the shapes for you.
Send it
Share a link, or export to PNG, PDF, PowerPoint, draw.io, BPMN, or an SOP document.
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Questions
Is the invoice email to accounting template free?
Yes. Every Wavelength plan can open this template, the Free plan included. The Free plan saves up to 5 flows and needs no card.
Can I change the template to match my process?
Yes. Open it, then describe what is different in your team, by typing or by holding the mic. Wavelength edits the flow to match. You can also drag, rename, and delete shapes by hand.
What can I export the template to?
Exports include PNG, PDF, PowerPoint, draw.io and Lucidchart, BPMN 2.0, Mermaid, an SOP document, n8n, and a CSV of steps.
Open the invoice email to accounting template
It opens in the editor, ready to change by talking.