Enabling Invoice AI
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Invoice AI is a NetSuite-integrated solution that automates invoice scanning and data extraction, helping Accounts Payable teams minimize manual data entry and streamline accounts payable workflows. By configuring Invoice AI, you can control how invoices are interpreted, where costs are posted, and how exceptions are handled. This provides value for organizations of any size, as Invoice AI can drastically reduce errors and speed up invoice approvals, ensuring a more efficient AP process.
This article guides you through the process of enabling Invoice AI in NetSuite.
Invoice AI extends NetSuite’s accounts payable capabilities by automatically scanning and interpreting vendor invoices. Before you can configure this feature, the following prerequisites must be met:
Administrator Role: You must be logged in as an Administrator (or equivalent full-access role) in NetSuite to access and modify Invoice AI settings.
Invoice AI SuiteApp Installed: The SquareWorks Invoice AI SuiteApp should be installed and initially set up. This includes linking your Automate account. (Refer to the SuiteApp installation guide for Invoice AI for details on installing the bundle and linking the OCR account.)
Once you have the SquareWorks Automate SuiteApp installed and you’re logged in as an Administrator, you’ll be able to enable the Invoice AI feature and configure the settings.
Enabling Invoice AI grants you access to its advanced invoice scanning and data extraction capabilities, allowing you to customize how vendor bills are recognized and processed. By turning on Invoice AI in your NetSuite account, you can streamline the data entry process, reduce manual errors, and accelerate the approval cycle for your organization’s accounts payable workflow.
This article details how to enable the Invoice AI feature. You’ll start by enabling Invoice AI in the SquareWorks Automate settings. Once enabled, you can proceed to customize the rest of the configuration.
Now, we’re going to configure some settings. Open the SquareWorks menu, hover over Automate, and select Settings from your NetSuite home screen while logged in as an Administrator:
Now, enable the Invoice AI feature from the Automate Platform Features page that just opened. To do this, click the Enable Feature button on the right of the Invoice AI section under My Features:
You now need to confirm you want to proceed with enablement, so click the Enable Invoice AI button in the Confirmation screen to enable the feature:
We now need to verify that Invoice AI is active. To do this, you'll start by clicking the Settings button to open the Invoice AI Settings page:
From the Invoice AI Settings page, you’ll see the Enable Invoice AI checkbox. If it is unchecked, it means that the Invoice AI feature is not enabled. Make sure the checkbox is selected, and when you do, click Save:
