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Automation Builder

Automate your workflows — no code needed

Set triggers, conditions, and actions that run your AP workflows end-to-end — without manual intervention.

How it works

Four steps to a fully automated workflow.

1

Choose a trigger

Start when a document arrives, an amount exceeds a threshold, or an approval is overdue.

2

Set your conditions

Filter by vendor, amount, department, or any extracted field. It only fires when the rules are met.

3

Define the actions

Route to approvers, send notifications, auto-approve within thresholds, or post to your ERP.

4

Activate and walk away

Turn it on. Merchaint runs it automatically from that point forward.

Example automations your team can build today

Start from a template or build from scratch. Here are a few common workflows.

When
Invoice received
If
Amount > $5,000
Then
Route to Finance Manager for approval
When
Approval overdue
If
> 48 hours with no response
Then
Escalate to department head + send reminder email
When
3-way match passed
If
Variance < 2%
Then
Auto-approve and post to Xero
When
Duplicate invoice detected
If
Same vendor + same amount + same date
Then
Flag for review and notify AP team

Everything you need to automate AP

Pre-built Templates

Start from common AP workflows — 3-way match approvals, escalations, and more.

Multi-step Approval Chains

Set up sequential or parallel approvals with automatic fallback routing.

Email & Webhook Notifications

Notify your team by email or push events to any external system.

Time-based Triggers

Escalate overdue approvals, send reminders, or run scheduled reconciliations.

Role-based Routing

Route documents based on role, department, cost centre, or spend limit.

No Code Required

Build workflows visually. If you can describe your process, you can automate it.

Your AP process, running itself

Build your first automation in minutes — no IT, no code, no waiting.