Set the rule once. Let every future document handle itself.
Supplier invoice automation rules turn one correction into a reusable workflow. Tallently applies the right category, tax treatment and description, then keeps high-confidence documents moving.
Every supplier becomes a reusable operating pattern.
Tallently creates the supplier list from the documents you already send. History, spend and active rules stay together, so repeat work becomes an obvious automation opportunity.
- No supplier setup projectRecords appear automatically from incoming documents.
- History beside every ruleSee what happened before you automate what comes next.
- Automation grows with volumeYour most frequent suppliers reveal the biggest time savings first.
Suppliers
Built automatically from your documents.
A small decision today removes the next hundred.
Rules turn ordinary bookkeeping corrections into a calm, compounding automation loop.
Make the answer yours.
Confirm the category, tax handling or description while the source is still beside you.
Turn context into a rule.
Choose what Tallently should remember for every future document from this supplier.
Let repeat work finish itself.
Confident documents inherit the rule, stay visible and continue without another interruption.
Fewer clicks. Never less control.
A supplier rule does not become a black box. Confidence thresholds, rule changes and every automatic decision remain visible from the supplier record.
- Confidence still decidesAnything unusual pauses safely in Review.
- Rules stay editableUpdate, pause or remove them whenever the business changes.
- Every action is traceableSee what applied, when it ran and why it continued.
Ava changed Coffee purchases → Cost of Goods Sold
Jul 14 · 10:42Category, tax and description saved for future documents
Jul 14 · 10:4398% confidence · document moved to Ready
Today · 09:18Everything before your first rule.
Start with a supplier you see every month. Tallently keeps the repetitive decisions from coming back.
What can a supplier rule automate?
A rule can apply the bookkeeping category, tax treatment and description template to every future document from that supplier. You can also let high-confidence documents skip Review automatically.
How does Tallently know two documents are from the same supplier?
Tallently matches the issuer name, business identifiers and document details, then connects the document to the supplier record it has already built from your history.
Can I change or turn off a rule later?
Yes. Rules stay visible on the supplier record and can be edited, paused or removed at any time. Every change is recorded in the audit history.
Does auto-approve remove human control?
No. Auto-approve applies only to known suppliers when the document clears your confidence threshold. Anything unusual or uncertain still reaches Review with a clear reason.
Do rules change documents I already processed?
Rules apply to future documents by default. Your earlier records and their audit history stay unchanged, while the supplier history remains available as context.
Make the next document the last one you handle twice.
Save one supplier rule and watch the routine work disappear from Review.