One workflow. Invoices in, posted to your ERP.
Email lands. Quid extracts, categorizes, reconciles, and posts to your ERP, with exceptions surfaced for your finance team to review. That's the product.
1. Receive and extract
Invoices arrive by email, vendor portal, or direct upload. QuidAgent identifies the vendor, extracts line items, amounts, and dates using AI-powered document understanding — no templates, no OCR zones, no manual configuration per supplier.
2. Classify and code
Each invoice is matched to the correct site, entity, GL account, and cost center using your chart of accounts and historical coding patterns. The system learns from every correction, reaching 85-90% auto-coding accuracy within weeks.
3. Reconcile and post
Coded invoices are reconciled against POs and vendor history, then posted directly to your ERP — NetSuite, DATEV, Sage, Xero, or QuickBooks. Exceptions are routed to your finance team. Clean entries flow through untouched.