FileBound Invoice Capture

FileBound Invoice Capture for Procore

With FileBound Invoice Capture you can:

Reduce data entry by extracting Progress Claim/Invoice information from a cloud mailbox

Automate the creation of Progress Claims/Invoices in Procore

Increase team productivity

Integration Summary

FileBound’s Procore Invoice Capture Solution automatically extracts progress claim/invoice data from a monitored cloud mailbox, which creates progress claim/invoice records within Procore for the teams to action, drastically reducing data entry required, as well as freeing up valuable time of the Accounts Payable team. Enabling Procore notifications, the Project Team can work within the Procore system, with the invoice document and details at their fingertips.

The FileBound integration links Vendors, Projects, Cost Codes, Commitments, Requisitions (Progress Claims) to provide an automated workflow.

How it works

FileBound is a cloud work automation platform that syncs data between Procore and FileBound to eliminate the need for manual data entry. The solution is rapidly deployed, using validation logic to ensure accurate invoice data is entered into Procore.

The FileBound integration uses Vendors, Projects, and Commitment data from Procore to facilitate the creation of Requisitions (Progress Claims/Invoices). Procore notifications can be enabled, triggering the Project team approval process.

Integration Requirements
  • FileBound Document Management + Integration Platform
  • Procore Construction Financials
  • Procore Service Account

Required Procore Tools
  • Commitments
  • Invoicing

Helpful Links

About FileBound Solutions

FileBound Solutions provides scalable tailored content and workflow management solutions utilising the FileBound workflow automation platform. FileBound Solutions prides itself on customer success with helping companies eliminate the need for manual data entry, increases efficiency, and improves collaboration between departments.

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