Automatically Pass Invoices and Credit Memos to NetSuite
Stop copying and pasting invoice details from retailer portals. Set up a dedicated inbox, connect your portals, and we automatically capture and post everything to NetSuite.
The Invoice Chaos Your Team Faces
Without automation, invoices and credit memos pile up across different retailers, emails, and portals. Your team manually copies each one into NetSuite.
Hours Lost to Portal Hopping
Your team logs into UNFI, KeHE, Amazon, Walmart, Target portals separately each week, downloads invoices/credit memos as PDFs, then manually types them into NetSuite. That's 10-15 hours per week.
Invoice Typos Cause Reconciliation Hell
When finance manually enters invoice numbers, amounts, and vendor details, a single typo breaks reconciliation. One wrong digit and you're troubleshooting for hours. 18-25% of manual entries have errors.
Credit Memos Get Lost in Email
Vendor emails about credit memos pile up. Someone forwards one to accounting. Days later, another pops up in a Slack channel. By then, deadlines have passed and the memo is never posted.
Slow Accrual Posting = Cash Flow Pain
When invoices take 7-10 days to enter NetSuite, your accruals are always behind. Finance can't see real liabilities. Month-end close gets delayed because of pending invoices.
What Manual Deduction Entry Actually Costs You
400+
Annual labor hours
$85K
Lost deductions yearly (15% miss rate)
18%
Average error rate
The Real Impact
A mid-size CPG company processing 500+ deductions monthly loses roughly $120K yearly between labor costs, missed deductions, and recovery delays. That's not including the opportunity cost of your finance team not doing strategic work—like forecasting or variance analysis.
How It Works: Three Simple Steps
Set up a dedicated inbox, connect your portals, and let automation handle the rest.
Use Our Dedicated Inbox (or Connect Your Portals)
We set you up with a dedicated inbox where your team sends all invoices and credit memos. Or, we directly connect to UNFI, KeHE, Amazon, Walmart, and Target portals—and automatically pull documents daily. No more manual downloads.
We Automatically Capture and Extract
Our system reads invoices and credit memos—whether from email, PDF, or portal—and extracts all the relevant data: vendor, invoice number, amount, date, line items. No OCR errors. No manual copying. 99% accuracy.
Automatically Post to NetSuite
The captured invoice or credit memo is instantly validated against your NetSuite records, then posted as a journal entry to the correct accounts. Your accounting team sees the entry in real-time. No waiting. No spreadsheets.
NetSuite Integration Benefits
Why automating directly into NetSuite changes everything.
Single Source of Truth
No spreadsheets. No separate deduction trackers. Everything lives in NetSuite where your accounting team already works. Your AR reps, controllers, and CFO all see the same data.
Real-Time Visibility
Journal entries post instantly. You know your deduction exposure today, not next week. Dashboards update in real-time. Your finance team can answer 'What's our deduction status?' in seconds.
Audit-Ready Records
Every automated entry includes a full audit trail. Where did this data come from? When was it posted? Who approved it? NetSuite's permissions and approvals workflows still apply. Zero compliance risk.
Instant Reconciliation
Because automation is accurate and immediate, your AR reconciliation becomes trivial. You're no longer chasing missing entries or variations. Close faster. Reduce reconciliation cycles from 3 days to hours.
3 Quick Wins to Start Right Now
You don't need to automate everything overnight. Start with these three high-impact wins.
Week 1: Capture Deductions from Your Top 3 Retailers
These retailers probably represent 60-70% of your deductions. Set up automatic data feeds from their portals. Your team stops manually checking three different places.
Week 2: Automate Invoice Matching
Once deductions are captured, set the matching rules to automatically connect them to your NetSuite invoices. This eliminates the detective work your AR team dreads.
Week 3: Auto-Post to NetSuite
Matched deductions automatically create journal entries in NetSuite. Your AR team reviews and approves them in batch. Manual entry is eliminated.
Total Time Saved After Week 3
14-16 hours/week
That's over 700 hours yearly—equivalent to one full-time employee. Recycled directly into strategic work or cost savings.
Stop Wasting Your Team's Time on Deductions
Automate your deduction workflow into NetSuite. Get 14+ hours back per week. Stop losing money to manual errors. Start this week.
See results in 48 hours. No NetSuite customization required.