Turn manual invoice data entry into an agent workflow

Stop keying invoices into your accounting system by hand

Accounts-payable work is the same motions every day: open a PDF invoice from email, read the vendor, invoice number, date, line items, tax and totals, then re-key all of it into QuickBooks, Xero, NetSuite or your ERP, match it to a purchase order, code the GL account and save. It is slow, error-prone and endless. It is also a perfect agent task, because you can simply show it once.

How it works for this task

1. Open skillforge.expert/app and click Record.
2. Process one invoice end to end: open the PDF, click New Bill in your accounting system, pick the vendor, type the invoice number and date, enter each line item, amount, tax and GL code, match it to the purchase order, and save.
3. Stop recording. SkillForge extracts every click, the typed fields, the dropdown picks and the save into a SKILL.md, with the vendor, invoice number, date, amounts and GL codes marked as inputs.
4. Hand the SKILL.md to your agent with your invoice queue or a spreadsheet of values as the data source. It repeats the same steps for every remaining invoice while you review.

Why it beats doing it by hand

Because the steps come from a real demonstration, you do not describe selectors or write code. The agent keys each invoice the same way every time, so transposed digits and skipped fields go away, and a full afternoon of AP entry becomes a review queue. The SKILL.md is human-readable, so your finance team can check it and decide whether the agent posts bills or stages them as drafts.

When an API or integration is the better call

Be honest about volume. If you receive hundreds of standardized e-invoices a day, an AP-automation tool with OCR and a direct API, or your ERP native API, is a better long-term fit. SkillForge wins when your accounting system or ERP has no usable API, is an internal or legacy build, or when invoices arrive in mixed formats and you just need the manual keying handled without a software project. See also CRM data entry, data-entry automation and the RPA alternative guide.

FAQ

Does this work with QuickBooks, Xero, NetSuite or SAP?
Yes. SkillForge captures whatever you do on screen, so it works with any web-based or desktop accounting system or ERP, including internal and legacy tools that have no API.

How does it read the vendor and amounts from each invoice?
When you record one invoice, SkillForge captures which value you typed into which field. You point the agent at your invoice queue or a spreadsheet of parsed values, and it applies the same field mapping to every invoice. For scanned PDFs, pair it with an OCR step that produces the values first.

Is it safe for the finance team to review before posting?
Yes. The SKILL.md is a readable spec, and you decide whether the agent posts bills automatically or stages them as drafts for a human to approve before saving.