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01 — Invoice Review

Automated Invoice Processing

Invoices are uploaded, matched to the right catalog item, job, and cost code, and approved from one queue, without anyone chasing paper.

  • Upload a batch and each line links to a catalog item automatically. Names are learned from your own review picks and merges, vendor by vendor.
  • Job defaults auto-fill the cost code and unit cost on matching lines at upload, so coding happens before anyone opens the invoice.
  • The review screen puts the PDF beside the extracted lines with a confidence score on each one, so a person only touches what the reader was unsure about.

Invoices

237 invoices total · 5 approved invoices aren’t assigned to a job yet

VendorStatus
Golden State Rebar & SteelGSR-30457 · 26-010 Cedar Ridge Apartments approved
Redi-Flow Pumping CoPMP-4471 · 25-011 Oak Street Duplex approved
HERMANOS CONCRETE PUMP INC21037 · PG-02 Coral Gables needs review
ABC Lumber & SupplyABC-10229 · 25-007 Alvarez Residence needs review
Pacific Drywall SupplyPDS-10233 · 26-002 Sunrise Dental TI approved

Product Walkthrough

See it in action.

Automated Invoice Processing walkthrough

Video coming soon. In the meantime, book a live walkthrough with your own job data below.

The Full Platform

Thirteen connected systems. One source of truth.

Invoice processing, cash flow, vendor tracking, CostMetrx, active job spend, field logs, budgets, actual breakdowns, inventory, equipment, cost per unit of work, and timesheets close the gap between what happens in the field, what the office approves, and what the books show.

General contractors & owners

See spend, margin, and exposure across every active job on one screen, with price-spike alerts before they reach your next order.

Project managers

Run the job by the numbers: budget and actual by cost code, updated the moment invoices land, with daily field logs and live job spend on the same screen.

Finance & back office

Close faster with every dollar coded: invoices auto-matched to jobs and cost codes, with a complete, exportable audit trail.

See It With Your Own Numbers

Thirty minutes on your own jobs.

Bring a recent invoice batch and a live job budget. We’ll show you exactly what BuildMetrx would have flagged.