Accounts payable inbox for invoice questions
HeedBox can help an accounts payable team assign supplier emails, track missing invoice information, and review suggested categories. People verify payment details and approve replies and sends.
The problem
An invoice arrives at finance@ without a purchase order, followed by a request to change bank details. The team needs to separate document follow-up from payment verification and avoid treating a mailbox suggestion as authorization.
A practical workflow
- Assign the supplier thread to the AP owner and record the missing purchase order.
- Create a task for independent verification of any bank-detail change under company policy.
- Only after the checks, review a reply and have a person confirm its send; payment approval stays outside this workflow.
How HeedBox can help
Conversation ownership and tasks can keep both checks visible. Heed may suggest an invoice category but cannot validate bank details, authorize payments, or substitute for finance controls.
Frequently asked questions
Does HeedBox approve or make payments?
No. Payment authorization and bank-detail checks remain in the organization's finance process.
Can it connect to an accounting system?
The built-in V1 connection is Microsoft 365 mail. Any accounting integration needs tailored scoping and configuration.
See an example
Invoice query with a bank-detail change — hypothetical, not a customer result .
Discuss your own workflow
The right setup depends on your Microsoft 365 permissions, team roles, and existing process.
Schedule a conversation