At Eustace Consulting, we’re always on the lookout for ways to enhance our clients' workflows and streamline their daily operations. Our latest innovation? A fully automated solution for processing invoices received via email, creating Accounting Seed Payments and Payment Lines directly in Salesforce.

Here’s how we did it:

  1. Email Handler Class: We developed an email handler class that monitors a specific inbox for incoming invoices. Whenever an invoice is forwarded or sent to this inbox, the class automatically downloads the attached PDF for processing.

  2. JavaScript Parser: Using a range of JavaScript libraries, we extract relevant data from the invoices and create records within a Custom Object in Salesforce. Why use a custom object? In cases where PDFs are bad or unreadable, we trigger error notifications and keep a record of what failed and when, ensuring full visibility into any issues.

  3. Salesforce Flows: With Salesforce Flows, the extracted data is processed into Accounting Seed Payments and Payment Lines, using our Accounting Seed Power Tools Toolkit

Want to supercharge your Accounting Seed system? Contact us today – we’d love to explore how we can help you achieve more.