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Advanced15 minutes setup6 steps

Automate Invoice Processing for Energy

Automate invoice processing for your energy business with this pre-built AI workflow template. Set up in 15 minutes, fully customizable, and ready to scale.

3.5x
Productivity
increase in team output
-94%
Error Rate
fewer manual errors
<15min
Setup Time
to deploy your first agent
<30 days
ROI Timeline
to positive return on investment

Overview

Stop spending hours on manual invoice processing. This template gives your energy team a production-ready workflow that uses AI to handle invoice processing automatically. From the initial trigger through every decision point and action, each step is optimized for energy use cases and connected to the tools you already use.

Workflow Steps

Here is exactly how this template automates invoice processing for energy businesses.

1

Invoice Received

Trigger

A new invoice from a energy vendor arrives via email, upload, or integration.

Slack
2

AI Extracts Line Items

AI Decision

Arahi AI reads the invoice and extracts vendor details, line items, amounts, tax, and payment terms — regardless of format.

3

Match to Purchase Order

Condition

AI matches the invoice against existing purchase orders and contracts, flagging any discrepancies in pricing, quantities, or terms.

4

Route for Approval

Action

Based on amount thresholds and energy approval policies, the invoice is routed to the appropriate approver.

Airtable
5

Record in Accounting

Action

Once approved, the invoice is recorded in your accounting system with proper GL coding and payment scheduling.

SAP
6

Schedule Payment

Action

AI optimizes payment timing to capture early-payment discounts while managing cash flow according to energy requirements.

SAP

Use Cases for Energy

Real scenarios where this template delivers results.

Energy New-Hire Ramp-Up

New energy team members work alongside AI that enforces invoice processing best practices from day one — cutting training time dramatically.

Multi-Location Energy Consistency

Whether you have one energy location or fifty, AI ensures invoice processing follows the same standards everywhere.

Energy Exception Management

AI handles routine invoice processing cases automatically and surfaces only the edge cases that genuinely need your energy team's judgment.

Compatible Integrations

This template works with the tools your energy team already uses.

Plus 1,500+ more integrations available. Browse all integrations

Frequently Asked Questions

Got questions? We've got answers.

Start Using This Template — Free

Automate invoice processing for your energy business in 15 minutes. No credit card required.

Or explore Invoice Processing use cases and AI agents for Energy.