AI Invoice Processing for Zendesk

Turn every invoice into structured, actionable data the moment it hits your queue. When a ticket arrives with an invoice, purchase order, or financial document, the app reads the attachment and extracts key fields like vendor name, invoice number, line items, amounts, and due dates directly into your ticket fields. Structured, validated, ready to act on.

How it works

A ticket arrives with a PDF, image, or scanned document attached. The app detects the attachment, reads it using AI-powered OCR, identifies the relevant fields, and fills in your Zendesk ticket fields automatically. The agent opens the ticket and the data is already there.

What gets extracted

The app handles the document types that show up most often in operational and finance-adjacent support queues:

• Invoices and billing documents — vendor details, line items, totals, payment terms, due dates
• Purchase orders - PO numbers, item descriptions, quantities, unit costs, delivery terms
• Receipts and proof of purchase - date, amount, retailer, item details, order references
• Expense reports and reimbursement requests - employee name, expense categories, amounts, approval status, attached receipts
• Credit notes and statements - account numbers, adjustment amounts, billing periods, outstanding balances

Output is validated and named — not a block of text, but discrete fields your systems can read, route, or sync.

Who this is for

Teams processing financial documents through Zendesk. Accounts payable teams receiving vendor invoices via email-to-ticket. Procurement teams handling purchase orders and supplier correspondence. Finance ops teams managing expense reports, credit notes, and billing disputes. If transactional documents arrive as ticket attachments and someone is manually reading them to pull out the numbers, this is for you.

What your team sees in Zendesk

When the ticket comes in, the extracted fields are already populated. Agents see a completed ticket alongside the conversation. Custom fields can be mapped to match your existing Zendesk ticket schema.

For teams that route or escalate based on document contents, structured fields mean routing rules work on real data, not guesswork.

Built for volume

This app is a fit for teams where document-heavy tickets are the norm, not the exception:

• Accounts payable support — invoice and payment query queues
• Procurement and vendor management - PO matching and supplier document intake
• Billing and revenue operations - dispute resolution, credit adjustments, statement reconciliation
• Finance shared services — expense processing, reimbursement workflows, audit documentation

The extraction runs automatically on ticket creation when an attachment is detected. No OCR configuration, no model training, no outside vendor to manage.

From Knots

Knots builds workflow automation apps for Zendesk. Every app is purpose-built for a specific use case, installs in minutes, and runs inside your existing Zendesk setup.

Questions before installing? Reach out at support@knots.com