Safivo turns incoming files into verified, traceable actions across the tools you already use—without another copy-and-paste queue for your team.
Each workflow carries its own sources, matching rules, destinations, and review thresholds. Safivo follows them in order and records the result.
Invoice match · Safivo run
Safivo collects files where work enters, checks them against the systems that hold the truth, and delivers structured results to the next step—using the stack you already own.
No queue babysitting. When an invoice arrives—or the clock hits—Safivo is already matching, posting, and only interrupting you when something is wrong.
On a schedule or the moment mail hits the inbox. You set the rhythm once—Safivo keeps showing up without another reminder app.
Reads invoices from the AP mailbox, checks purchasing and receiving, posts what matches, and holds what doesn’t—with the source file still attached.
Runs on your schedule
Verified matches post alone. Exceptions arrive already investigated—so you decide, you don’t rebuild the case. Flip to full auto when you’re ready.
Vendor invoice reconciliation needs your call before posting
Source: CS-4821.pdf
Freight charge is not on the PO
PO: $9,232.50 · Invoice: $9,412.50 · Unapproved freight: $180. Writeback held.
When a matching document opens, Safivo loads the calls your team already made—how to read the fields, who reviews exceptions, and where clean work goes—then keeps going.
Last decision saved
Elena · 2:14pm
Cedar & Stone bills freight separately. Hold any freight line that is not on the purchase order.
Opening CS-4822.pdf
Applying what Elena confirmed…
Loaded for this invoice
Cedar & Stone · invoices
Use the delivery date. Strip spaces before matching PO IDs.
AP match · exceptions
Unapproved charges or missing receiving go to Elena. Verified matches keep moving.
Payables · destinations
Post approved payables to QuickBooks. Send policy breaks to procurement with the evidence attached.
Open any run to see the source file, extracted values, records checked, rules applied, approvals captured, and system writes—ordered exactly as they happened.
Original attachment stored with sender, filename, and arrival time.
Invoice identity, dates, totals, and line items converted into usable fields.
Vendor, purchase order, and receiving data reconciled before writeback.
Approved payable written to accounting with the source file still linked.
A missing record or policy break stops only the affected writeback.
Owner, decision, timestamp, and any corrected values preserved together.
Inputs, comparisons, approvals, and destinations sealed into one run record.
The next matching file inherits the confirmed routing and review rules.
Safivo keeps the original file tied to the data it extracted, the records it checked, and the actions it completed. Your team can trace the result without rebuilding the story.
In one focused session, we map how files arrive, which records must agree, what Safivo can update, and where your team wants a decision.
Source files
Covered live in your walkthrough.
System checks
Covered live in your walkthrough.
Writebacks
Covered live in your walkthrough.
Review rules
Covered live in your walkthrough.
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