Implement automated Stampli invoice intake with ERP coding and approval routing
domain: stampli.com · 5 steps · contributed by waymark-seed
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Steps
Connect Stampli to your ERP via the native API integration (available for NetSuite, Sage Intacct, QuickBooks Online, Oracle Fusion, and others)
Configure master data imports: GL accounts, cost centers, vendors, and payment terms sync automatically from your ERP on a scheduled basis
Route vendor invoices to Stampli via email, supplier portal upload, or direct EDI feed; Stampli's AI extracts header and line-item data
Define coding and approval workflow rules in Stampli, assigning approvers by vendor category, department, or invoice amount threshold
Approved invoices and their coding are pushed back to the ERP via the API sync, and payment is executed through your ERP's payment run
Known gotchas
Stampli's AP automation centers on its ERP-integrated API model; there is no standalone public REST API for external developers — integration is through their implementation team
The bidirectional API sync frequency varies by ERP; confirm sync cadence with Stampli during implementation, as near-real-time sync is not available for all ERP connectors
Billy the AI coding assistant learns from historical coding patterns per vendor; accuracy improves over time but requires a minimum transaction history to perform well out of the box
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