Invoice Automation for PDF and Non-EDI Suppliers
Automate AP workflows by converting PDF invoices from any supplier into structured data for ERP, accounting, and procurement systems — without requiring EDI from your vendors.
Invoice automation that connects supplier PDFs to your AP and ERP workflows
Cleo Invoice Automation helps businesses convert PDF invoices and other non-EDI supplier documents into structured transaction data — EDI 810, XML, JSON, or application-ready payloads — that flows directly into AP, ERP, and procurement systems. Open ECX adds intelligent invoice extraction while Cleo orchestrates workflow, integration, visibility, and exception handling. The result: automated AP processing even when suppliers aren't EDI-capable.
Automate invoice-to-ERP workflows without requiring EDI from suppliers
Invoice automation helps AP teams eliminate manual data entry and accelerate payment cycles — regardless of what format suppliers use to send invoices.
Capture Supplier Invoices
Ingest PDF invoices, email attachments, and scanned documents from suppliers through any channel they already use — no new systems required on their end.
Extract & Validate Invoice Data
Extract line items, amounts, PO references, and header data, then validate against business rules and match to existing purchase orders before routing downstream.
Post to AP & ERP Systems
Route approved invoices into ERP, AP, and procurement systems automatically — with exception workflows for invoices that require review or approval before posting.
Invoice automation for every supplier format
Suppliers send invoices in many formats. Cleo invoice automation handles them all — converting each into structured data your AP and ERP systems can process automatically.
| Supplier Sends | Cleo-Enabled Workflow Creates |
|---|---|
| PDF invoice | Structured invoice transaction for AP, ERP, or EDI processing — including EDI 810 format where required. |
| Email invoice | Automated intake that extracts invoice data and routes it into AP workflows without manual handling. |
| Scanned or image-based invoice | Extracted, validated fields with exception routing for invoices that require approval before ERP posting. |
| EDI 810 invoice | Validated EDI transaction routed directly into ERP, AP, or accounting systems with full audit trail. |
Why Cleo instead of a standalone invoice capture tool?
A standalone capture tool extracts invoice data. Cleo connects that data to the AP, ERP, and trading partner workflows that run your business — with full visibility and exception management built in.
ERP & AP Integration
Connect extracted invoice data directly to ERP, AP, and accounting systems — not just extract it into a spreadsheet for manual re-entry.
Explore integration capabilitiesException Management
Flag and route invoice exceptions — mismatched POs, missing fields, duplicate invoices — before they impact payments or supplier relationships.
Explore document automationOperational Visibility
Track invoice status, processing exceptions, and AP workflow health across the full lifecycle — from PDF receipt through ERP posting.
Explore visibility capabilitiesInvoice automation becomes more powerful when it connects to your ERP
Invoice extraction is only the first step. Cleo turns captured invoice data into ERP-connected AP workflows, so validated invoices move through approval, matching, and posting automatically — reducing cycle times and eliminating manual entry.
Automate PO Matching
Match extracted invoice data against existing purchase orders and flag discrepancies before they reach the AP team or ERP system.
Accelerate Payment Cycles
Reduce invoice-to-pay cycle times by eliminating manual data entry, approval bottlenecks, and exception handling delays.
Full AP Visibility
Track invoice status, exception queues, and AP processing health across the full lifecycle from receipt through payment.
Explore the full document automation suite
Invoice automation is one part of a broader document and AP automation capability — all connected through Cleo Integration Cloud.
Non-EDI Document Automation
Automate PDFs, invoices, purchase orders, and other manual supplier documents and connect validated data into ERP and supply chain workflows.
Explore Document AutomationPDF-to-EDI Automation
Transform supplier PDFs into structured EDI transactions for trading partner and ERP workflows without requiring EDI from partners.
Explore PDF-to-EDIPDF Digitalization
Automate PDF-based workflows with intelligent extraction and ERP-connected automation for invoices, purchase orders, and more.
Explore PDF DigitalizationPurchase Order Automation
Convert inbound purchase orders into structured workflows connected to ERP, WMS, TMS, and order management systems.
Explore PO AutomationFrequently Asked Questions
Everything you need to know about invoice automation for PDF and non-EDI suppliers.
What is invoice automation?
Do my suppliers need to change how they send invoices?
How does PO matching work?
What ERP and AP systems does Cleo connect to?
How does Cleo handle invoice exceptions?
Ready to automate invoice processing without requiring EDI from your suppliers?
Cleo helps AP teams eliminate manual invoice entry and accelerate payment cycles by combining intelligent PDF extraction with ERP-connected integration and exception management.