OpenEnvoy Self-Service automates invoice capture, coding, approvals, and ERP sync — designed for teams using QuickBooks Online or other SMB ERPs. No IT required.
Finance teams must move fast but often lack the headcount
and tools to keep pace. Invoices arrive from multiple inboxes in varied, often incomplete or inconsistent formats, requiring manual corrections. As volume grows, teams spend hours retyping data, fixing errors, and chasing approvals
just to keep up.
Manual invoice handling slows
down the team
Payments get delayed
Vendors escalate follow-ups
Month-end close becomes chaotic
Errors and duplicates slip through
Solution overview
OpenEnvoy Self-service brings all the essential pieces of AP automation into a single, connected flow. Instead of toggling between inboxes, spreadsheets, and ERP screens, your team can capture invoices, validate them, complete coding, and push approvals straight into your ERP all from one place.
Feature
Description
Value delivered
Capabilities
Traditional Automation
Effortless invoice capture
Invoices are automatically ingested through email forwarding or manual upload. OpenEnvoy extracts and organizes all data so every invoice starts clean and structured.
85% faster invoice intake and zero manual entry.
Lockbox, BAI2, MT940/942, CAMT.053; multi-currency + multi-entity reconciliation.
Rules-based approvals after posting.
A clear, trackable workflow
Each invoice becomes a job with full visibility into status, requirements, and ownership eliminating guesswork and back-and-forth communication.
85% faster invoice intake and zero manual entry.
Lockbox, BAI2, MT940/942, CAMT.053; multi-currency + multi-entity reconciliation.
Rules-based approvals after posting.
Built-in accuracy and controls
The system highlights missing coding, inconsistencies, exceptions, and potential duplicates, helping teams fix issues early and avoid downstream errors.
85% faster invoice intake and zero manual entry.
Lockbox, BAI2, MT940/942, CAMT.053; multi-currency + multi-entity reconciliation.
Rules-based approvals after posting.
Approvals without friction
Approve invoices directly in the platform or via email. No complex routing or multi-step processes, just a simple, fast way to keep work moving.
85% faster invoice intake and zero manual entry.
Lockbox, BAI2, MT940/942, CAMT.053; multi-currency + multi-entity reconciliation.
Rules-based approvals after posting.
ERP connections that just work
Secure OAuth-based integrations keep your ERP synchronized automatically. Approved invoices flow into your ERP instantly with no retyping or manual reconciliation.
85% faster invoice intake and zero manual entry.
Lockbox, BAI2, MT940/942, CAMT.053; multi-currency + multi-entity reconciliation.
Rules-based approvals after posting.
Integrations
OpenEnvoy integrates with a wide range of ERPs including QuickBooks Online, NetSuite, Oracle Fusion, Sage Intacct, Xero, Microsoft Dynamics, Zoho, Delmiaworks, Trimble, and many more.
Solution overview
OpenEnvoy Self-service brings all the essential pieces of AP automation into a single, connected flow. Instead of toggling between inboxes, spreadsheets, and ERP screens, your team can capture invoices, validate them, complete coding, and push approvals straight into your ERP all from one place.
Category
Capability overview
Value delivered
Capabilities
Traditional Automation
Invoice intake & data capture
Automatically collect invoices through email forwarding or upload; extract key fields with high-accuracy OCR; enrich missing data for faster review.
85% faster invoice intake and zero manual entry.
Lockbox, BAI2, MT940/942, CAMT.053; multi-currency + multi-entity reconciliation.
Rules-based approvals after posting.
Workflow & job management
Track each invoice through a structured job with clear statuses, ownership, and related documents; maintain visibility across the entire AP pipeline.
85% faster invoice intake and zero manual entry.
Lockbox, BAI2, MT940/942, CAMT.053; multi-currency + multi-entity reconciliation.
Rules-based approvals after posting.
Exception handling & validation
Surface missing coding, inconsistencies, duplicates, and data issues directly in the workflow; resolve problems early to prevent downstream errors.
85% faster invoice intake and zero manual entry.
Lockbox, BAI2, MT940/942, CAMT.053; multi-currency + multi-entity reconciliation.
Rules-based approvals after posting.
Coding & GL consistency
Leverage synced ERP data for accurate vendor, GL, and account selection; ensure coding follows your organization’s structure without manual cross-checking.
85% faster invoice intake and zero manual entry.
Lockbox, BAI2, MT940/942, CAMT.053; multi-currency + multi-entity reconciliation.
Rules-based approvals after posting.
Approvals & collaboration
Approve invoices in-app or via email; maintain audit trails and streamline collaboration without complicated routing rules.
85% faster invoice intake and zero manual entry.
Lockbox, BAI2, MT940/942, CAMT.053; multi-currency + multi-entity reconciliation.
Rules-based approvals after posting.
ERP synchronization
Connect to leading ERP systems in minutes using secure OAuth; automatically create payment-ready invoices in your ERP after approval.
85% faster invoice intake and zero manual entry.
Lockbox, BAI2, MT940/942, CAMT.053; multi-currency + multi-entity reconciliation.
Rules-based approvals after posting.
Search, filters & organization
Customize job views, sort by priority, use labels, and apply filters to keep the workflow organized and easy to navigate.
85% faster invoice intake and zero manual entry.
Lockbox, BAI2, MT940/942, CAMT.053; multi-currency + multi-entity reconciliation.
Rules-based approvals after posting.
Admin governance
Manage users, roles, billing, labels, and integrations from an intuitive, centralized settings panel no technical expertise required.
85% faster invoice intake and zero manual entry.
Lockbox, BAI2, MT940/942, CAMT.053; multi-currency + multi-entity reconciliation.
Rules-based approvals after posting.
Security & infrastructure
Built on secure cloud architecture with permission-based access, reliable data handling, and enterprise-grade protection.
85% faster invoice intake and zero manual entry.
Lockbox, BAI2, MT940/942, CAMT.053; multi-currency + multi-entity reconciliation.
Rules-based approvals after posting.
FAQs
What is OpenEnvoy Self-Service?
OpenEnvoy Self-Service is an easy-to-use AP automation solution that helps small finance teams capture, validate, code, approve, and sync invoices without relying on IT or complex workflows.
Do I need IT support to set up OpenEnvoy Self-Service?
No. OpenEnvoy Self-Service is designed to be fully self-service from day one, with simple setup and intuitive configuration.
How do invoices enter OpenEnvoy Self-Service?
You can upload invoices manually or forward them by email. OpenEnvoy automatically extracts and organizes the data for review.
Does OpenEnvoy Self-Service integrate with my ERP?
Yes. OpenEnvoy supports a wide range of leading ERP systems and continues to expand its library of supported integrations.
What happens if something is wrong with an invoice in OpenEnvoy?
OpenEnvoy highlights missing information, inconsistencies, and potential duplicates so you can correct issues before approving the invoice.
Can I approve invoices by email using OpenEnvoy Self-Service?
Yes. You can approve invoices directly from your email or within the platform making the process fast and effortless.
OpenEnvoy Self-Service brings clarity, accuracy, and speed to your AP process giving your finance team more time, more confidence, and better control over every invoice.
