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This guide takes you from first sign-in to a posted invoice, covering every screen along the way. You navigate the workspace, review what the platform extracts, match invoices against the PO and goods receipt, and push the final bill to your ERP. Reporting, Memory, People management, and issue reporting are covered too. Under the hood, invoices arrive as email attachments in Freshdesk. An AP agent confirms it’s an invoice to process and sets the ticket’s Neoflo Status to Ready for Neoflo, which brings it onto the dashboard. See How Invoices Reach The Platform for the full flow. A clean invoice needs no one. It clears every check and posts straight to the ERP on its own. Anything less than clean gets flagged and routed to you, with the exact fields that need a second look already called out.
Who this is for: AP agents who review, match, and post invoices; workspace admins who manage users, monitor throughput, and tune the platform’s memory.

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The Processing Pipeline

Every invoice moves through the same four stages. You can see the current stage of any invoice in the Status column on the dashboard.
When an invoice is fully correct at every stage of extraction, PO match, and GRN match, it posts to the ERP automatically with no human intervention, in seconds. See Straight-Through Processing.

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Quick Reference

The end-to-end path for a typical invoice:
1

Sign in

Confirm you are in the right workspace.
2

Open the dashboard

Click Review on an invoice.
3

Check the extraction

Correct any highlighted fields, enter the PO / GR-SES numbers, and click Next.
4

Match (if routed)

Confirm the Metadata and Line Items match within tolerance, then click Next.
5

Post the bill

Set tax codes, click Simulate, confirm the balance is zero, then click Post to ERP.
For anything else, open Documentation inside the platform, or use Report Issue to reach the team.

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In This Guide

Sign In, Navigation & People

Access your account, find your way around the platform, and manage roles and users.

Process an Invoice

From Freshdesk to ERP: review extracted data, match against the PO and GRN, and post the bill.

Memory & Reporting

Manage learned field corrections, track volume and SLAs, and report issues.