How SupplierSift works

From AP inbox to accounting, with every handoff visible.

Automatic intake, extraction, math checks, and configured Auto-Fix. One-click routing and human approval carry the invoice the rest of the way.

AP workspace

All current work

Review

Needs AP

Northline Electric

INV-1842

$8,420.00

Math checked Needs project

Auto-Fix found one grounded project candidate.

Waiting

PM owns next step

Summit Forming

PROG-071

$24,615.40

Assigned to project manager

Secure emailed link. Coding, vendor, and team handoffs stay in one queue.

Ready

Approved

West Peak Supply

WP-9081

$3,806.15

Project: Cedar Ridge
Commitment: PO-322

Human approved. Destination writes are ready.

Email intake Math + evidence Vendor / PM / team Human approval Procore / QBD

Every invoice keeps its stage, owner, blockers, and next action together.

01 · Receive and read

Invoices enter through the channels AP already uses.

Supplier invoices can arrive through the company inbox, a connected Microsoft 365 mailbox, or a dashboard upload. SupplierSift stores the source document, extracts its fields, and filters duplicates and non-invoice mail.

Vendor sends the invoice as usual.

M365

SupplierSift reads the attached AP mailbox.

Upload

AP drops in a document from the board.

source supplier invoice

result stored document + extracted fields

Invoice evidence

Math checked

subtotal: $12,450.00
tax: $622.50
total: $13,072.50

A mismatch stays in Review with the evidence and blocker visible to AP.

02 · Test the document

Deterministic math decides what can move forward.

Extraction reads the invoice. Separate arithmetic checks compare line items, quantities, subtotal, taxes, adjustments, and total. An unresolved equation stays visible for review.

03 · Ground or route

Evidence fills the safe fields. People answer the rest.

Configured Auto-Fix can ground project and commitment facts from the document and live Procore data. AP sends the unresolved question to the person who owns the answer.

AUTO-FIX

Grounded match

Document and Procore evidence support one project path.

VENDOR

Revise the source

AP sends one correction email and waits for the resend.

Confirm project facts

The project manager opens a secure browser queue.

TEAM

Resolve a blocker

Accounting or project support receives the full context.

04 · Approve

The PM gets one queue, with no new login.

A signed email link opens assigned work on a phone or browser. Coding, blocker direction, vendor messages, team delegation, and final approval stay with the invoice.

Explore invoice approvals

Assigned invoices

Secure email link

Ready for approval

Summit Forming

Cedar Ridge · PO-322

$24,615.40

05 · Write to accounting

Approval opens two independent destination paths.

AP confirms each write separately. Destination-specific blockers remain visible, and a completed write can be retracted through its controlled path.

Procore

Prepare a commitment invoice or direct cost with the source document attached. New company connections are invitation-only during Marketplace approval.

See Procore automation →

QuickBooks Desktop

Prepare a Vendor Bill or Vendor Credit through the connected Conductor bridge. Current onboarding runs by invitation.

See QBD automation →

06 · Keep the record

History shows what happened and who owns today.

The activity feed records operator actions. Invoice history keeps the document journey, while current stages and ownership show the next required action.

8:14 AM
ReceivedInvoice entered Review after extraction and math checks.
8:19 AM
Assigned to PMCurrent ownership moved with a secure queue link.
9:02 AM
ApprovedThe payable cleared its human gate.
9:08 AM
Pushed to QBDDestination response and operator action were recorded.

The same operating surface

Receipts follow their own safe workflow.

Worker MMS and dashboard uploads enter a receipt-native queue with Ask Worker, project routing, approval, QBD preparation, push, and retract. Procore receipt direct-cost posting is currently disabled.

See receipt management

See your own invoice

Forward one real supplier invoice.

SupplierSift reads it, checks the math, and emails you a secure link to the result in your dashboard.

try@suppliersift.com

Forward an invoice a supplier already emailed you.

Open an invoice a supplier sent you and hit Forward. Keep the original email intact so SupplierSift can verify who sent it.