--- title: "Safivo | Document workflows built and run by agents" description: "Safivo reads messy operational documents, matches records, flags exceptions, and updates the systems your team already uses." url: "https://safivo.com/" source_url: "https://safivo.com/" --- [Skip to content](#use-cases) ![](/optimized/safivo-hero-light-1920.webp) [![](/safivo-flag-logo.svg)Safivo](/) Use cases [Pricing](/pricing)[Security](/security)[Contact](/contact) [Map a workflow](/contact) # Documents in. Systems updated. Exceptions explained. Safivo turns incoming files into verified, traceable actions across the tools you already use—without another copy-and-paste queue for your team. [Map My Document Workflow](#walkthrough) Loading interactive workflow preview… Connector-supported options · exact read and write actions confirmed during mapping Gmail Drive Sheets HubSpot QuickBooks ## See what happens after a document arrives. Each workflow carries its own sources, matching rules, destinations, and review thresholds. Safivo follows them in order and records the result. Invoice matchAutomatedReconciles invoice lines with purchasing and receiving before a bill is created.PO to sales orderAutomatedConverts emailed purchase orders into checked, ready-to-release sales orders.Billing packetAutomatedAssembles delivery evidence and clears complete load packets for billing.Supplier reviewReview neededVerifies tax, banking, and insurance documents before supplier activation.Build a workflowReadyStart with a real file and describe what should happen after it arrives. Workflow activityInvoice match · AP inbox · on attachmentProcessing Invoice match · Safivo run ## Keep your systems. Remove the copying between them. 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. - Gmail - Outlook - Google Drive - Dropbox - SharePoint - OneDrive - Box - Slack - Microsoft Teams - Google Sheets - QuickBooks - Xero - SAP - Dynamics 365 - Salesforce - DocuSign [See where Safivo can read, check, and write →](/contact) ## Your documents start the work. Safivo finishes it. No queue babysitting. When an invoice arrives—or the clock hits—Safivo is already matching, posting, and only interrupting you when something is wrong. ### It runs while you work. On a schedule or the moment mail hits the inbox. You set the rhythm once—Safivo keeps showing up without another reminder app. #### Vendor invoice reconciliation Reads invoices from the AP mailbox, checks purchasing and receiving, posts what matches, and holds what doesn’t—with the source file still attached. Running Runs on your schedule Every 10 minutes · business days MonTueWedThuFriSatSun ### You only step in when something’s wrong. 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 #### Cedar & Stone Supply — CS-4821 · $9,412.50 Source: CS-4821.pdf Freight charge is not on the PO PO: $9,232.50 · Invoice: $9,412.50 · Unapproved freight: $180. Writeback held. Fix the detailsStop the post Release the bill Waiting on you — evidence is already attached Ask me firstRun alone ## Teach it once. The next invoice already knows. 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. Decisions that stick 14 Patterns it recognizes 3 Opening CS-4822.pdf Applying what Elena confirmed… Loaded for this invoice FieldsReady Cedar & Stone · invoices Use the delivery date. Strip spaces before matching PO IDs. ReviewReady AP match · exceptions Unapproved charges or missing receiving go to Elena. Verified matches keep moving. RoutingReady Payables · destinations Post approved payables to QuickBooks. Send policy breaks to procurement with the evidence attached. Freight held from Elena’s rule. Clean lines posted. No ping to Elena. ## Every update has a paper trail—without the paper chase. Open any run to see the source file, extracted values, records checked, rules applied, approvals captured, and system writes—ordered exactly as they happened. arrival ### Attachment secured Original attachment stored with sender, filename, and arrival time. extraction ### Fields structured Invoice identity, dates, totals, and line items converted into usable fields. verification ### Records reconciled Vendor, purchase order, and receiving data reconciled before writeback. writeback ### Payable recorded Approved payable written to accounting with the source file still linked. arrival ### Attachment secured Original attachment stored with sender, filename, and arrival time. extraction ### Fields structured Invoice identity, dates, totals, and line items converted into usable fields. verification ### Records reconciled Vendor, purchase order, and receiving data reconciled before writeback. writeback ### Payable recorded Approved payable written to accounting with the source file still linked. arrival ### Attachment secured Original attachment stored with sender, filename, and arrival time. extraction ### Fields structured Invoice identity, dates, totals, and line items converted into usable fields. verification ### Records reconciled Vendor, purchase order, and receiving data reconciled before writeback. writeback ### Payable recorded Approved payable written to accounting with the source file still linked. policy break ### Review prepared A missing record or policy break stops only the affected writeback. decision ### Answer captured Owner, decision, timestamp, and any corrected values preserved together. traceability ### Run record sealed Inputs, comparisons, approvals, and destinations sealed into one run record. next arrival ### Guidance reused The next matching file inherits the confirmed routing and review rules. policy break ### Review prepared A missing record or policy break stops only the affected writeback. decision ### Answer captured Owner, decision, timestamp, and any corrected values preserved together. traceability ### Run record sealed Inputs, comparisons, approvals, and destinations sealed into one run record. next arrival ### Guidance reused The next matching file inherits the confirmed routing and review rules. policy break ### Review prepared A missing record or policy break stops only the affected writeback. decision ### Answer captured Owner, decision, timestamp, and any corrected values preserved together. traceability ### Run record sealed Inputs, comparisons, approvals, and destinations sealed into one run record. next arrival ### Guidance reused The next matching file inherits the confirmed routing and review rules. ## One document. Every downstream update accounted for 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. Inboxarrival captured 14 fieldsstructured 3 recordsreconciled 1 writebackcompleted Full historyretained ![](/optimized/safivo-hero-light-1920.webp) ## Bring us the document queue you want gone. In one focused session, we map how files arrive, which records must agree, what Safivo can update, and where your team wants a decision. 1. Source files Covered live in your walkthrough. 2. System checks Covered live in your walkthrough. 3. Writebacks Covered live in your walkthrough. 4. Review rules Covered live in your walkthrough. 30 minutes focused working session 1 live process sources, checks, and writebacks Clear next step scope before implementation Schedule directly Loading booking calendar ## Before you automate the first queue. Which process should we start with? Choose a document queue with repeatable inputs and a clear destination: vendor invoices, customer orders, delivery packets, or supplier onboarding are strong first candidates. Bring a few real files and the rules your team follows today. Do we have to replace our current tools? No. Safivo sits between the inboxes, drives, and business systems you already use. It moves verified information across them while your ERP, accounting platform, CRM, and storage remain the systems of record. How are uncertain documents handled? Safivo holds only the affected action. The reviewer receives the source file, extracted values, conflicting records, failed rule, and proposed next step in one packet—so they can decide without starting a new investigation. Can we require approval before a writeback? Yes. Approval boundaries are set per workflow and destination. You can begin with every writeback reviewed, automate only proven cases, or keep specific policies and dollar thresholds under human control. What does the run record contain? Each run links the original document to extracted fields, system lookups, rule results, approvals, corrections, and final writebacks. You can see what happened, in order, without piecing the story together across tools. Which document types work best? Safivo is strongest where semi-structured files repeat: invoices, purchase orders, bills of lading, proof of delivery, onboarding packets, compliance forms, spreadsheets, and recurring email attachments. ![](/optimized/safivo-footer-light-1920.webp) ![](/safivo-flag-logo.svg) Safivo Safivo reads recurring documents, checks them against your records, writes clean fields to the right tools, and preserves an audit trail for every exception and update. ### Use cases [Freight billing](/use-cases/load-packet-to-billing)[Carrier compliance](/use-cases/carrier-onboarding)[Order entry](/use-cases/customer-po-to-sales-order) ### Platform [Gmail](/#how-it-works)[Accounting](/#how-it-works)[Run history](/#audit-trail)[Security](/security) ### Company [About](/about)[Pricing](/pricing)[FAQ](/#faq)[Book walkthrough](/#walkthrough)[Example flow](/#how-it-works)[Contact](/contact)[Privacy](/privacy)[Terms](/terms) © 2026 Safivo. All rights reserved. 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