← All features Approval workflows
From review to payment — one seamless workflow.
Route supplier (and customer) invoices to the right people, review everything in context and approve with confidence. Once approved, neoo takes care of booking and payment preparation automatically.
Every invoice goes to the right place.
Invoices are automatically routed to the people responsible for reviewing them.
- Supplier & customer invoice workflows
- Dedicated workstations by team or responsibility
- Automatic routing after AI processing
- Multi-step approval workflows
- Easy transfer between workstations
Everything you need to make the right decision.
Review the invoice, booking and payment information in one place before approving.
- Invoice & extracted data side by side
- Booking details ready for review
- Payment details & amount visible
- Previous transactions with the supplier
- Important exceptions highlighted automatically
Flexible approvals without slowing things down.
Define who can approve what — and process individual invoices or entire batches at once.
- Role- & amount-based approval limits
- Single or multi-step approvals
- Approve individually or in bulk
- Transfer approvals to other people
- Add accruals directly during approval
- Items above your limit automatically stay pending
Approved means ready to go.
Once an invoice is approved, neoo automatically takes care of the next steps.
- Invoice posted directly to the accounting ledger
- Payment automatically prepared
- Payment uploaded directly to the connected bank
Every action. Fully traceable.
A complete history shows exactly what happened to every invoice — from AI extraction to final approval.
- Who changed what and when
- Every user action recorded
- Full approval & transfer history
- Original AI-extracted information visible
Vendor invoice · KR-2026-0331 Approved
- Neoo AI Document read — 14 fields extracted 12.03.2026 · 08:41
- Neoo AI Account set from vendor history 12.03.2026 · 08:42Account 6500 Office supplies 6570 IT services
- Lena Brunner Corrected the gross amount 12.03.2026 · 10:26Gross amount CHF 4'820.00 4'520.00
- Marc Aebischer Approved — limit CHF 10'000.00 13.03.2026 · 09:04
- System Posted to the ledger · GL-2026-1188 13.03.2026 · 09:05