1️⃣ QuickBooks Sync (Vendor, PO, Invoice & Payment Data)
💡 Goal: Ensure seamless data sync between QuickBooks and ZenStatement for vendor master, POs, invoices, and payments.

🎨 Screens to Design:
✅ QuickBooks Connection Setup
Form Fields:
"Connect to QuickBooks" (OAuth button)
Toggle options:
Sync Vendor Master ✅
Sync Purchase Orders ✅
Sync Invoices ✅
Sync Payment Data ✅
Frequency:
🔄 Auto-sync (Daily/Weekly/Custom)
🔔 Enable alerts for missing/delayed data
✅ QuickBooks Sync Dashboard
Sections:
Last Sync Status ✅
Number of Vendors, POs, Invoices, Payments synced ✅
Errors & Warnings (e.g., missing PO reference, vendor details mismatch)
🎥 Flow in Action:
1️⃣ User clicks “Connect to QuickBooks” → OAuth authentication
2️⃣ Selects data sync options & frequency
3️⃣ Views sync summary (with errors, if any)

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2️⃣ Invoice Processing, Validation & Workflows (Agentic Framework)
💡 Goal: Automate invoice sourcing, validation, and approval workflows using AI.
🎨 Screens to Design:
✅ Invoice Auto-Fetch Setup (Email & Slack Bot Integration)
Form Fields:
Email Auto-Fetch:
✅ Connect email inbox (OAuth for Gmail/Outlook)
✅ Define sender rules (e.g., fetch invoices from invoices@vendor.com)
✅ Enable auto-forwarding to ZenStatement
Slack Bot for Invoice Submission:
✅ Slack connection setup
✅ Command-based submission ("/submit-invoice [file]")
✅ Invoice Upload & Auto-Sourcing
Form Fields:
Upload Invoice (PDF, CSV, Excel)
Auto-fetch from:
📧 Email Inbox
🔗 Vendor Portal
📝 Slack Bot
Vendor Selection (Dropdown – auto-matched if available)
✅ Invoice Details Extraction (AI-Powered)
Extracted Fields:
Invoice Number
Vendor Name (auto-matched)
PO Reference (if applicable)
Invoice Date
Due Date
Amount (Subtotal, Tax, Total)
Payment Terms
✅ Invoice Validation & Matching
Validation Rules:
Match with PO (if exists) ✅
Amount & Line Item Matching ✅
Tax & Discount Validation ✅
Flag Mismatches 🚨
✅ Approval Workflow UI
Form Fields:
Auto-assign approver (based on rules)
Approve / Reject with Comments
Follow-up (Auto AI-generated reminders)
🎥 Flow in Action:
1️⃣ Invoice auto-sourced from email/portal/slack
2️⃣ AI extracts details & validates against POs
3️⃣ Approval workflow triggered

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3️⃣ AP Query Assistant (Talk to the Data)
💡 Goal: Enable users to query AP data conversationally.
🎨 Screens to Design:
✅ Query Interface
Search Bar with Sample Prompts:
“When was Vendor X last paid?”
“Show all overdue invoices above $10,000.”
“List pending approvals for this month.”
AI-powered response section with filters & drill-down
🎥 Flow in Action:
1️⃣ User enters query → AI fetches response
2️⃣ Option to download/export results

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4️⃣ Charge Validation Example – Logistics Vendor Rate Card
💡 Goal: Validate vendor charges against predefined rate cards.
🎨 Screens to Design:
✅ Rate Card Upload
Form Fields:
Vendor Selection
Rate Card Upload (CSV, Excel)
Columns: Service Type, Price per Unit, Min/Max Limits
✅ Charge Comparison Report
Summary:
Total Charges vs. Expected Charges
🚨 Overbilling Flags
⚠️ Missing Discounts
🎥 Flow in Action:
1️⃣ User uploads rate card
2️⃣ AI compares against invoices
3️⃣ Discrepancies flagged with recommended actions

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5️⃣ AP Insights & Cashflow Management
💡 Goal: Provide real-time visibility into AP trends & cash flow.
🎨 Screens to Design:
✅ Spend Analytics Dashboard
Metrics:
Total AP
Vendor-wise Spend Breakdown
Category-wise Spend Breakdown

✅ Cashflow Forecasting UI
Two Views:
Based on Actual Invoices Received ✅
Based on PO Commitments (Expected Cash Outflows) ✅
Graph View:
Upcoming Payments Due
Forecasted Cash Outflows
Alert for Missing/Delayed Invoices
🎥 Flow in Action:
1️⃣ User views AP dashboard
2️⃣ Interacts with insights for deeper analysis

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