Lightspeed retail workflow

Every tool your receiving team actually needs

Invoice extraction, packing list reconciliation, catalog matching, cost verification, and POS sync. All in one workflow, all with approval before anything posts.

Core Capabilities

Everything you need to automate invoice processing and keep inventory accurate

Invoice Extraction

AI reads invoice numbers, dates, totals, and every line item from PDFs and emailed invoices with near-perfect accuracy.

PDF Email Photo Packing List

Catalog Matching

Automatically matches vendor line items to your POS catalog using SKUs, UPCs, and product names. Surfaces ambiguous mappings for quick resolution.

SKU & UPC matching
Fuzzy name matching
Learns over time

Margin Protection

Detect cost increases and pricing anomalies the moment they arrive. Get alerted before silent price changes erode your profitability.

Cost change detected

Packing List Reconciliation

Upload packing lists and automatically match them to invoice line items. Catch quantity mismatches before you shelve the product.

Auto-match to invoice items
Capture via mobile app
Spot shortages instantly

Approval Workflow

Review extracted data, approve or reject exceptions, and track every invoice from processing through to posting. Nothing slips through.

One-click approve
Exception flagging
Full audit trail

Automatic POS Sync

Post reconciled costs and inventory quantities directly into Lightspeed. No CSV exports. No manual data entry.

POS synced

Operational Visibility

Track queue counts, reconciliation health, and unresolved exceptions from one dashboard. Know exactly where things stand.

Invoice queue status
Cost history trends
Daily digest emails

And That's Not All

Built-in tools to make your whole inventory workflow easier

Email Integration

Forward invoices from your inbox and they're processed automatically. No login required.

  • Unique forwarding address per shop
  • PDF attachments auto-extracted
  • Works with any email provider

AI Chat Assistant

Ask questions about your inventory in plain English. Get instant answers without digging through reports.

  • "What did I pay for this last month?"
  • "Show me recent cost changes"
  • "Which invoices are pending?"

Multi-Location

Manage inventory across all your locations from one account. Route items to the right shop automatically.

  • Per-location inventory tracking
  • Shared catalog across shops
  • Consolidated reporting

Ready to See It in Action?

Start your free 14-day trial and process your first invoice in minutes.

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