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Services/Process Automation (RPA)

Custom Accounts Payable Automation for Your Business

Accounts payable automation removes manual invoice entry, overflowing email folders, and spreadsheets nobody reconciles on time. At AISDC we build a custom system that receives your vendor CFDIs, validates the tax data against SAT catalogs, routes each invoice to the right approver based on your own rules, and schedules payment for the date you define. The result is an accounts payable process with full traceability: you know what you owe, who approved it, and when it gets paid, without relying on someone checking their inbox in time.

How we work

1. Payment Process Discovery

We review how your team currently receives vendor invoices, who approves them, how many authorization levels exist, and where delays, duplicate invoices, or late payments happen.

2. Custom Approval Flow Design

We define your business rules: amounts that require double authorization, hierarchy by department or cost center, and the tax validations each invoice must pass before it is scheduled for payment.

3. Development and Integration

We build the system and connect it to your email or CFDI receipt portal, your ERP or accounting system, and your online banking for SPEI payment reconciliation.

4. Launch and Ongoing Support

We train your finance team and approvers, migrate your existing vendors and pending invoices, and stay close through your first payment cycles. Afterward we remain available for adjustments and support.

What it includes

Automatic Vendor CFDI Receipt

The system receives the invoices your vendors send by email or portal, extracts the data from the XML file, and removes manual entry invoice by invoice.

Tax Validation Against SAT Catalogs

Every CFDI is validated against SAT catalogs (issuer RFC, CFDI use, payment method, receipt validity) before entering the approval flow, helping catch fraudulent or improperly issued invoices.

Multi-Level Approval Workflow

Configure how many authorization levels each invoice needs based on amount, vendor, or cost center, with automatic notifications to each approver and a full history of who approved what and when.

Payment Scheduling and Calendar

See every invoice scheduled for payment on a calendar, group payments by vendor or due date, and avoid late fees or duplicate payments.

Automatic Bank Reconciliation

The system reconciles every payment made against the Banxico CEP and your bank statement, and automatically flags which invoices have been settled.

Accounts Payable Reports and Dashboard

Check in real time how much you owe, to whom, and when each obligation is due, with exportable aging reports for your accounting team.

Use cases

Company with Multiple Approval Levels

Businesses where an invoice must pass through a department head, finance, and management before payment need a clear flow that does not depend on email chains or physical signatures.

Business with Many Recurring Vendors

Companies receiving dozens or hundreds of invoices a month from the same vendors (rent, services, raw materials) eliminate repetitive data entry and reduce the risk of duplicate payments.

Company with Multiple Branches or Cost Centers

Operations that need to know how much each branch or cost center owes, with different approvers per location but consolidated visibility for management.

Business Reconciling SPEI Payments

Companies paying vendors by bank transfer need to confirm the payment arrived and matches the corresponding CEP, without manually checking every bank statement.

Business Ready to Move Off Accounts Payable Spreadsheets

Companies currently tracking vendor payments in shared spreadsheets, with no approval history or due-date alerts, that need a system with real traceability.

Integrations

SAT-authorized PAC (CFDI receipt and validation)Banxico CEP (SPEI payment receipt validation)WhatsApp Business API (approval notifications)SAP Business One and Odoo (ERP)CONTPAQi (accounting)Online banking (BBVA, Santander, Banorte, and other SPEI-enabled banks)Google Sheets and Excel (accounting export)

Frequently asked questions

What is accounts payable automation?+

It is a system that receives your vendors' invoices, validates their tax data, routes them to the right approval flow, and schedules payment, without your team having to enter each invoice by hand. It reduces errors, prevents duplicate payments, and gives you full visibility into what your company owes at any given time.

How is this different from the invoicing system you also build?+

An invoicing system helps you issue your own CFDIs to your customers, which is your accounts receivable side. Accounts payable automation is the reverse process: it manages the invoices your vendors issue to you, from receipt and validation through payment. Many companies end up needing both, but they are systems with different purposes.

Does the system validate that my vendor invoices are legitimate?+

Yes. Every CFDI is validated against SAT catalogs (issuer RFC, validity, CFDI use, payment method) before entering the approval flow, which helps catch fraudulent or inconsistent receipts before a payment is scheduled.

How does the approval workflow work?+

You define the rules: which amounts require one or more authorization levels, who approves based on vendor or cost center, and what happens if an invoice is not approved on time. Each approver gets a notification, and the system keeps a full history of who approved what and when.

Does it connect to my bank for payment and automatic reconciliation?+

Yes. We connect the system to your online banking or the payment dispersal process you already use, and reconcile every payment against the Banxico CEP to confirm it reached the right vendor and mark the invoice as settled.

Ready for your custom CRM?

Tell us how your real estate business operates and we will propose a system designed for your process.

Talk to AISDC

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