PO capture and tracking
Turn incoming purchase orders into structured records, assign owners, and make status visible without chasing email threads.
Fewer manual entries. Clearer status.
For operations teams
Turn purchase orders and invoices into workflows that run themselves.
Wizd captures PDF and email documents, extracts the right data, checks it against your systems, routes approvals, and keeps every step traceable.
A practical review of your current document process and automation opportunity.
One clear path from inbox to business system.
We map the handoffs that slow your team down, then build the connected workflow around the rules your business already uses.
- 01
Receive
PDFs and email attachments arrive in one controlled flow.
- 02
Extract
Capture supplier, line, date, amount and reference data.
- 03
Validate
Check documents against purchase orders and business rules.
- 04
Approve exceptions
Route only mismatches or exceptions to the right person.
- 05
Update
Send verified data to the business system with an audit trail.
Start with the documents your team handles every day.
Purchase orders and invoices are the focus. Pro forma invoices and other operational PDFs can follow when the workflow calls for them.
Invoice validation and approval
Extract invoice data, apply your checks, and send exceptions to the right approver instead of processing every document by hand.
Faster approvals. Reduced duplicate-payment risk.
PO-to-invoice matching
Compare invoices with approved purchase orders and surface mismatches before the data reaches your finance workflow.
More accurate processing. Traceable exceptions.
A tailored implementation, not another tool for your team to run.
Wizd works alongside operations and finance stakeholders to deliver the workflow end to end.
- Workflow mapping — document the current process, rules and owners.
- System integration — connect the inboxes and business systems that matter.
- Automation build and testing — prove the flow against real documents and exceptions.
- Handover and support — give your team a clear operating process after go-live.
Proof where it matters: invoice control.
“Wizd automated our invoice checks. It ensures we never double pay and that all data is cross-referenced accurately, streamlining our accounts process.”
Book a document workflow review.
Tell us where purchase orders, invoices, or pro forma invoices enter your business. We’ll assess the manual steps, exception points, and the best first automation opportunity.