> ## Documentation Index
> Fetch the complete documentation index at: https://docs.neoflo.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Overview

> A complete walkthrough of the Neoflo Invoice Processing platform, from sign-in to posting an invoice to your ERP.

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](/invoice-processing/processing-an-invoice#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.

<Note>
  **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.
</Note>

## 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.

```mermaid actions={true} theme={null}


flowchart LR
    A[Extraction] --> B[Matching] --> C[ERP Posting] --> D[Posted]

    class A,B teal
    class C amber
    class D gray

    classDef teal fill:#0F6E56,stroke:#5DCAA5,color:#E1F5EE
    classDef amber fill:#854F0B,stroke:#EF9F27,color:#FAEEDA
    classDef gray fill:#5F5E5A,stroke:#B4B2A9,color:#F1EFE8
```

| **Stage**       | **What happens**                                                        | **Who acts**               |
| --------------- | ----------------------------------------------------------------------- | -------------------------- |
| **Extraction**  | The platform reads the invoice and pulls out header and line-item data. | Platform, then user review |
| **Matching**    | Invoice data is compared against the PO and goods receipt (GRN).        | Platform, then user review |
| **ERP Posting** | Accounting is prepared, simulated, and posted to the ERP.               | User confirms              |
| **Posted**      | The bill is live in the ERP. The invoice moves to the Closed tab.       | Complete                   |

<Tip>
  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](/invoice-processing/processing-an-invoice#straight-through-processing-stp).
</Tip>

## Quick Reference

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

<Steps>
  <Step title="Sign in">
    Confirm you are in the right workspace.
  </Step>

  <Step title="Open the dashboard">
    Click **Review** on an invoice.
  </Step>

  <Step title="Check the extraction">
    Correct any highlighted fields, enter the PO / GR-SES numbers, and click **Next**.
  </Step>

  <Step title="Match (if routed)">
    Confirm the Metadata and Line Items match within tolerance, then click **Next**.
  </Step>

  <Step title="Post the bill">
    Set tax codes, click **Simulate**, confirm the balance is zero, then click **Post to ERP**.
  </Step>
</Steps>

For anything else, open **Documentation** inside the platform, or use **Report Issue** to reach the team.

## In This Guide

<CardGroup cols={2}>
  <Card title="Sign In, Navigation & People" icon="right-to-bracket" href="/invoice-processing/sign-in-and-navigation">
    Access your account, find your way around the platform, and manage roles and users.
  </Card>

  <Card title="Process an Invoice" icon="file-invoice" href="/invoice-processing/processing-an-invoice">
    From Freshdesk to ERP: review extracted data, match against the PO and GRN, and post the bill.
  </Card>

  <Card title="Memory & Reporting" icon="brain" href="/invoice-processing/memory-and-admin">
    Manage learned field corrections, track volume and SLAs, and report issues.
  </Card>
</CardGroup>