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Explore the Forge Series / Forge Invoice

Finance & admin

Forge Invoice

Extract from invoices, email, and PDFs; route approvals; chase overdue; sync to Xero or MYOB.

Investment
$3,990
Typical timeline
3–4 weeks

What it is

Fixed scope, fixed price

Forge Invoice is a productised finance-and-admin workflow. It is built to take over extraction, approvals, chasing, and accounting sync so the team spends less time on invoice handling and reconciliation busywork.

What you get

In scope for this package

  • Document extraction from invoices, email, and PDFs (OCR + language model)
  • Approval routing with notifications
  • Automated chasing sequences for overdue invoices
  • Reconciliation sync to accounting software (Xero / MYOB)
  • Basic expense categorisation
  • Monthly automated report and insights

Built on the tools you already use. Scope is confirmed on a 30-minute Discovery.

How it works

How it runs

The workflow, in order.

How Forge Invoice works Invoices / email / PDF → Extract → Approvals → Chase + sync → Monthly report 01 Invoices / email / PDF Incoming documents 02 Extract Pull the key fields 03 Approvals Route and notify 04 Chase + sync Xero / MYOB 05 Monthly report Categorised view

Where time is saved

Less time on finance and admin

This package is built to take over reading invoices, keying data, chasing overdue amounts, and basic expense categorisation so finance and admin spend less time on document handling.

Investment & timeline

Fixed price, typical timeline

Investment
$3,990
AUD ex GST · one-time
Typical timeline
3–4 weeks
Typical. Confirmed on Discovery.

Add-ons

+$1,290 for a fuller accounts payable / receivable agent.

Launch discount: 20% off first project for first 20 clients. Optional Forge Care retainers after go-live sit in the $1,490–$4,990 range.

Ready to start?

Take the free assessment, or book a 30-minute Discovery conversation. Clear picture of the work — no obligation.

Launch discount: 20% off first project for first 20 clients. All prices AUD ex GST.