3
Integrations
1
AI services
08/09
Case
How it works
The automation flow
An end-to-end process that runs without manual intervention, with every step auditable.
→01
Trigger
Receipts uploaded
→02
Processing
Expense/Invoice Analysis extracts data
03
Delivery
Xero Accounting creates entries
Outcome
Receipts uploaded → Expense/Invoice Analysis extracts data → Xero Accounting creates entries
Ready to deploy
Put Expense Management to work
We will walk you through the flow running against your own systems in a 30-minute session.
More Financial Services use cases
View all 9 cases→KYC Onboarding
Automated customer verification
ID uploaded to Azure Blob→Analyze US Govt ID validates→Workday Person creates recordView the case→Invoice Processing
Automated AP workflows
Invoice received→Expense/Invoice Analysis extracts data→Workday Payroll schedules paymentView the case→Compliance Reporting
Automated regulatory reports
Workday Accounts pulls data→Text Summarization creates digest→Drive stores reportsView the case→