Coworkers Finance
Ysabel · Accounts Payable
Ysabel books your supplier invoices, matches every document and asks for your sign-off before anything important.
- Team
- Finance
- Channels
- Email, WhatsApp
- Approval
- Accounting approves the entry. A person signs the payment.
- Invoice F001-4521 from Transportes Norte for S/ 12,480.00 arrived. It matches PO 7712. It is over S/ 10,000: shall I book it?
- Yes, but to the Ica cost center, not Lima.
- Done: draft with the Ica cost center. Sending you the change for approval.
- Approved.
01 · What it does
The work it takes off your desk.
- Reads invoices that land in the suppliers inbox and on the SUNAT portal.
- Matches the XML against the PDF, the purchase order and the remission guide.
- Prepares the entry in your ERP with account, cost center, currency and detraction.
- Flags duplicates, amounts that don't match and new suppliers.
- Answers suppliers about the status of their invoice and their payment.
02 · How it works
Step by step.
- 01
Receives
Every invoice arriving by email or from SUNAT lands in its queue, with the XML and the PDF.
- 02
Prepares
It drafts the entry and matches it against the purchase order.
- 03
Asks for your sign-off
When the amount, the account or the supplier calls for it, it messages you on WhatsApp with the reason and the source.
03 · Approvals
What goes out alone and what goes through a person.
It starts supervised: every entry goes through Accounting. With evidence, routine entries go through on their own and only large amounts, new suppliers and mismatches go to a person. A person always signs the payment at the bank.
The four modes04 · Connects to
The tools you already use.
- SUNAT portal
- SAP Business One
- Other ERPs (file)
- Spreadsheets
05 · Hours given back
What it is worth, in hours and dollars.
Example: with 400 invoices a month at 7 minutes each, it gives back about 47 hours a month. At your team’s loaded cost, your dashboard shows it in US$.
06 · Questions
About Ysabel.
Does it post on its own in my ERP?
It leaves the entry as a draft. A person posts it, or it posts on its own once you raise the mode for routine entries.
What about invoices in dollars?
It books them in their currency and applies the exchange rate you set.
Can it pay a supplier?
No. It prepares the payment batch if you ask, and a person signs it at the bank.
07 · Finance
Works well with
Let's start with one task.
Tell us what your back office keeps chasing today. If it fits, we try it first in your company, on your number and under your rules.