Automate the Back Office

Every business runs on orders and invoices — but for many small businesses, managing them is still a manual, time-consuming process. From misplaced POs to mismatched invoices, even one small error can lead to delays, overpayments, or costly disputes. That’s where SuccessPath’s Order & Invoice Automation steps in — helping you streamline your purchasing, receiving, and billing workflows from start to finish.

What Is Order & Invoice Automation?

SuccessPath’s Order & Invoice Automation tool eliminates the friction between placing orders and paying for them. It connects your purchasing process with supplier communication, delivery verification, and invoice reconciliation — so your team spends less time on paperwork and more time on what matters.

Instead of juggling paper receipts or entering data into spreadsheets, SuccessPath automates every step: from generating purchase orders based on stock levels to receiving items into inventory and matching them to supplier invoices — all in one connected platform.

Key Features

1. Smart Purchase Orders

Generate POs in seconds with AI-driven recommendations based on past usage, current inventory, and vendor schedules. Customize by supplier, product, or location — and send directly from the platform.

2. Centralized Order Management

Track all open, pending, and fulfilled orders from one dashboard. See what was ordered, what arrived, and what still needs attention — no more hunting through emails or printouts.

3. Automated Receiving

Mark items as received with a few taps on your phone or tablet. Partial deliveries and substitutions are easy to log, and inventory is updated instantly in real-time.

4. Invoice Scanning & Matching

Snap a photo or upload your invoice — SuccessPath scans it, reads the data, and automatically matches it to the corresponding PO and delivery. Discrepancies are flagged immediately for review.

5. Multi-Vendor Support

Work with multiple suppliers? No problem. SuccessPath keeps vendor details organized and separates transactions by account, location, or category — making reconciliation easier at the end of each week or month.

6. Integrated Approvals & Audit Trail

Enable digital approvals and maintain a full transaction log for every order and invoice. Stay compliant, stay accountable, and never lose track of who did what.

Who It’s For

• Family-Owned Restaurants simplifying their food and supply orders
• Retailers working with multiple product vendors
• Franchisees or Small Chains standardizing purchases across locations
• Business Owners who want to reduce admin time and avoid overpayments

The Business Impact

By automating ordering and invoicing, businesses reduce paperwork, avoid costly mistakes, and get a clear view of what they’re spending. SuccessPath helps ensure that your operations run smoothly — even when things get busy — and your financial records stay clean and accurate.