How Neoflo fits your AP process

Where Neoflo sits between Freshdesk and SAP, what it does for you, and what still needs you.

Neoflo processes non-trade purchase order (PO) invoices for your entities in Singapore, Malaysia, Hong Kong, Indonesia and the Philippines. An invoice arrives by email, becomes a Freshdesk ticket, and ends as a posted document in SAP. Neoflo does the reading, checking and posting in between. You decide what goes in, confirm what it found, and approve what goes to SAP.

The stages

Stage	What Neoflo does	What you do
Extraction	Reads the invoice and pulls out its fields and line items. Finds the PO number on the invoice or the ticket.	Check what it read, fix anything wrong, and select Confirm Extraction.
Faktur Pajak	Indonesian invoices only. Compares the Faktur Pajak with the invoice.	Check any mismatch, and select Next.
Matching	Compares the invoice with its purchase order in SAP, and with its goods receipt or service entry sheet where there is one.	Clear anything flagged, and select Next.
ERP Posting	Prepares the posting for SAP.	Choose the tax codes, select Simulate, then Post to ERP.

Once an invoice posts, Neoflo keeps the SAP document numbers, moves the invoice to the Closed tab, and updates the Freshdesk ticket.

A person reviews every invoice

Every invoice stops for your review before it posts. Straight-through processing, where an invoice that passes every check posts on its own, is off at go-live.

Neoflo also learns as you work. When you acknowledge the same correction three times, Neoflo applies it on its own from then on. See How Neoflo learns from your corrections.

Find your part of the guide

AP agents: start with Send a Freshdesk ticket to Neoflo. Org Admins: sign in, then give your team access with Invite people and manage access.

Onboarding

Sign in, find your way around, and manage access. For everyone. Roles and invitations are for admins.

Ingestion

Send Freshdesk tickets to Neoflo and track them. For AP agents.

Process an invoice

Review, match, post and reject invoices. For AP agents.

Reporting

Read every metric on the Reporting page. For AP leads and Org Admins.

Memory

How Neoflo learns from your corrections, and how to undo it. For AP agents and AP leads.

Reference

Glossary, fields, messages, and getting help. For everyone.

How the guide is written. Text in bold is a label on screen, spelled as it appears. Text in this style is a message on screen, word for word. Messages and what to do lists every message and what to do.