01 · Crew member
Demi
Connects Operations • Finance
Your invoice to forecast assistant
Demi watches the accounts payable inbox. Every invoice gets parsed, matched against the Excel job cost tracker, and — once you approve — pushed into the ERP. The tracker syncs in real time, budgets are checked on the way in, and change orders get drafted the moment a line trends over.
Fully customizable to your workflow — this is one common starting configuration, not a strict playbook.
Invoice · AP queue · #INV-4472
from Demi · just now
Vendor
Summit Supply Co.
Framing lumber · Oak Street Phase 2
Amount
$47,200
PO matched · PO-2041 (Excel tracker)
Cost code resolved · 06-100 Rough Carpentry
Over PO · +22% ($8,400 above)
Delivery ticket: 132 bundles received, invoice bills 156.
Budget impact · 06-100
+$30,500 over
Step by step, with a human checkpoint at every decision.
- 01
Invoice arrives via email
Demi monitors your accounts payable inbox and picks up new invoices as they land.
- 02
Key details extracted
Vendor name, amount, job reference, and any handwritten PO noted on the invoice are pulled automatically.
- 03
PO cross-referenced
Demi matches the PO on the invoice against your records — whether that's a handwritten slip, a spreadsheet, or a PO tracked in your ERP.
- 04
Approval managed via messaging
If the match is unclear or missing, Demi flags it for quick confirmation before proceeding.
- 05
Structured entry pushed to your ERP
After approval, the invoice is formatted and entered into your ERP. No manual data entry required.
- 06
Synced in real time
The cost is propagated across all your systems immediately, so numbers reflect reality now — not at month-end.
- 07
Budget checked automatically
Demi compares the new cost against the project budget and flags any overages instantly.
- 08
Change order drafted if needed
When a budget overage is detected, Demi drafts a change order so you can act before it's too late.
- 09
You stay in control
Every step includes a human checkpoint — Demi asks, you decide.
What shows up on the bottom line.
Zero manual invoice entry
Eliminates data entry and standardizes handwritten PO references across every invoice.
Real-time cost tracking
Your Excel job cost tracker is updated the moment an invoice is processed — not at month-end.
Early budget warnings
Flags overages as they happen and drafts change orders before costs spiral.
Not limited to these — if it's in your stack, we connect to it.
What teams ask before deploying Demi.
- 01
What happens if an invoice has a handwritten or missing PO?
Demi extracts all key details from invoices automatically, including vendor, amount, job reference, and PO. Your team only steps in for approvals or edge cases, eliminating repetitive data entry entirely.
- 02
How do I match invoices to jobs and cost codes automatically?
Demi uses invoice details, historical patterns, and your Excel job cost tracker to accurately match invoices to the correct job and cost code. If anything is unclear, she flags it for quick confirmation before proceeding.
- 03
Can this work with my existing ERP and Excel trackers?
Yes. Demi is built to work alongside your current systems. She syncs directly with your ERP of choice and updates your Excel job cost tracker in real time, without requiring you to change your workflow.
- 04
How do I make sure nothing gets processed without approval?
You stay in control at every step. Demi routes invoices for approval based on your rules, and nothing is processed or pushed into your ERP without confirmation where required.
See Demi in action.
A live walkthrough of how Demi actually works — what gets picked up, the calls made along the way, and where it hands back to your team.