'Drafts' tab for Invoice management

Designed to reduce manual user intervention and save you time

Traditionally, invoices lacking certain information would require manual input before they could be processed. However, with the new 'Drafts' tab, these invoices are automatically uploaded by Kloo AI into a draft state. Users can then access these drafts at their convenience to add or amend information before final submission. This ensures that the invoicing process remains fluid and user-friendly, while also providing flexibility to manage invoices according to individual schedules and workflows.

This feature is especially beneficial for users who leverage the 'Email upload with Kloo AI' option. It will drastically cut down the volume of rejection emails, which previously required users to manually log in to Kloo and upload the invoice themselves. By automating this initial step, the 'Drafts' tab not only simplifies the upload process but also accelerates the handling of incoming invoices, ensuring that users can manage their invoicing tasks more efficiently and with fewer interruptions.

Benefits of the 'Drafts' tab:

  • Increased efficiency: Invoices can be uploaded without all required details, allowing users to populate the missing information later. This keeps the process moving forward without delays.
  • Enhanced flexibility: Users have the freedom to review and modify draft invoices at a time that suits them, making it easier to manage their workload and prioritize tasks effectively.
  • Reduced errors: By allowing users to revisit and refine invoices before final submission, the likelihood of errors and discrepancies in invoice data is minimized.

The 'Drafts' tab is part of Kloo AI's commitment to delivering cutting-edge solutions that simplify and enhance the financial operations of businesses. This feature is ideal for companies looking to improve their invoice management processes, reduce administrative burden, and enhance overall operational efficiency.