Invoice Routing

Inbound invoices auto-tagged, matched to a PO, and routed to the right approver - or held for review.

01The intent

Plain English, ready to fork.

This is the plain-English starting point. Proza scopes the data model, chooses the workflow pattern, and turns it into a working internal tool with permissions, integrations, and a usable interface.

AutomationFinance

Invoice Routing

02Built for Finance

Who it's for.

Elena, Finance Lead

Lean finance team · growing approval volume

I need the context, the policy check, and the approval trail together before month-end turns into archaeology.
  • Keeps approvals, invoices, receipts, and month-end checklists moving.
  • Needs every decision to leave a clear audit trail.
  • Wants policy checks and reminders to happen before finance has to intervene.

03Connected by default

What it plugs into.

Configured in the intent — no glue code, no auth boilerplate, no brittle webhooks to babysit.

Gmail
Integration

Keeps this workflow connected to Gmail without custom glue code.

QuickBooks
Integration

Keeps this workflow connected to QuickBooks without custom glue code.

04More for Finance

Keep exploring.

Other intents from the same persona — fork any one of them as a starting point for your own.

Got something messier to build?

Describe it in plain English. Proza scopes the data model, picks the UI pattern, and stands the app up — usually before your coffee gets cold.