Product

    AP and AR invoice tagging automation

    Reading, tagging, forwarding and matching of invoices from email and WhatsApp, from clean PDFs to photos of handwriting, with flags on the few that need a person.

    Updated

    • NTUC Health
    • Raffles Hotels & Resorts
    • EtonHouse International School

    What it does

    AP and AR tagging

    • Email and WhatsApp
    • Reads the attachments
    • Unsure ones are flagged for a person

    AP and AR dashboards

    Dashboards & Reports

    • Payables against receivables
    • Receivables aging
    • Reports you reshape by asking Volty

    Finance rep routing

    Team assignment

    • Routing rules you write
    • A named person gets it, with the reason
    • Only people on your list receive it

    Bank advice matching

    XeroQuickBooksOdooSAP and any accounting system with an API

    • Reads the advice attachment
    • Matches payer, amount and reference
    • Unclear ones come to you

    Handwritten and scanned invoice reading

    • Handwriting and noisy scans
    • Adds up the lines to check the total
    • Anything unclear goes to a person
    • A large retailer

      About 5,700 emails a month in its accounts payable mailbox read, categorized and forwarded automatically.

    • The same retailer

      AR payment-check requests tracked one row per request.

    • A B2B services firm

      Inbound bank advice matched to open invoices.

    How it works

    1. 01

      Point Volty at where invoices arrive

      The Outlook mailbox, shared or personal, and the WhatsApp number your suppliers use.

    2. 02

      Teach it your tags and routing

      List what counts as AP and AR and who gets each. Volty tries it on past documents and sends nothing.

    3. 03

      Review the first week, then let it run

      An admin approves the automation once. You see every document it handled and every one it flagged.

    Frequently asked questions

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    Not convinced? Hear more from our CEO and Volty

    The Leonard and Volty Show · October 8, 2026

    Meta now charges for WhatsApp replies

    Meta now charges for WhatsApp replies. Here's what it means for your business, October 8, 2026