Bring in invoices

Watchdog can receive invoices from an accounting integration, direct upload, email ingestion, or the public API. The available methods depend on your organization’s setup.

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Accounting integrations

Use an integration when Watchdog should synchronize invoices repeatedly from a source system. You can run a manual synchronization when you need it, while automatic synchronization follows its separately configured schedule and scope. Go to Integrations, choose the source system, and follow the connection guide shown in Watchdog. See Accounting integrations for the shared workflow.

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Direct upload

Open Invoices and choose the upload action. Select one or more invoice files. Each selected file is created as a separate invoice; the upload dialog does not attach supporting documents to a primary invoice. Watchdog accepts the file, extracts invoice data, identifies the supplier, and starts the applicable agreement checks. Processing continues in the background, so a newly uploaded invoice may not show final findings immediately.

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Public API

Use the API for controlled server-to-server ingestion. It accepts a primary PDF or supported invoice XML document plus optional attachments and returns a resource that clients can poll. See the API introduction and upload-and-poll workflow.

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After ingestion

An invoice can move through several independent activities:

1. Document and invoice processing.
2. Classification and metadata extraction.
3. Matching against suppliers and agreements.
4. Alert checks for the applicable agreements.