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7 Lessons We've Learned from Implementing Invoice Automation for Hospitality Businesses
Published Feb 4th 2025
Harry Balding, PurchasePlus Platform Expert
Welcome
Managing invoices in hospitality has always been a time-consuming, complex process. From chasing approvals to manually coding line items, finance teams spend countless hours on administrative tasks - time that could be better spent on strategic activites instead.

That’s where invoice automation comes in. By leveraging AI-driven coding, rule-based approvals, and seamless integration with procurement systems, businesses can eliminate inefficiencies, accelerate approvals, and gain real-time financial visibility.

After working with hundreds of APAC hospitality businesses to implement our invoice automation solutions, we’ve learned some valuable lessons about what makes automation successful (and where businesses often go wrong).

Here are the seven biggest takeaways:

1. Automation Saves More Than Just Time - It Reduces Errors and Improves Accuracy
Manually processing invoices is not just slow - it’s prone to mistakes. Incorrect coding, duplicate payments, and human data entry errors can lead to costly issues. With AI-driven invoice automation, businesses can:

- Automatically match invoices to Purchase Orders and Receiving Notes,
- Categorise spend data with minimal manual input,
- Identify discrepancies before they become costly errors.

The result? Finance teams spend less time fixing mistakes and more time focusing on strategic financial planning.

2. Getting Finance Teams on Board Early Drives Better Adoption
The biggest challenge with invoice automation isn’t necessarily the technology - it’s often the process change for the people using it. Many finance teams are used to manual processes, and shifting to automation requires a mindset change.

Successful implementations involve:
- Early involvement of finance teams in the setup process,
- Clear communication about the benefits of automation,
- Training and ongoing support to ensure adoption.

The sooner teams see how automation makes their lives easier, the faster they embrace it.


3. Not Every Invoice Follows a Standard Process, So Flexibility is Key
While automation can handle most invoices effortlessly, exceptions always exist. Some invoices require special approvals, while others may not match standard formats.

The key to success is implementing invoice automation that intelligently flags exceptions while letting standard invoices flow through without interruption. Some of the features that matter here are:
- Smart alerts ensure the right people review exceptions,
- Custom approval workflows that allow flexibility without disrupting automation,
- AI-driven discrepancy detection speeds up issue resolution.

4. Real-Time Visibility Transforms Financial Management
One of the most-overlooked benefits of invoice automation is the access to real-time financial data. Instead of waiting until month-end to reconcile invoices, businesses can:
- See the status of every invoice at any time,
- Track outstanding payments and prevent overdue invoices,
- Monitor spending trends to optimize cash flow.

With real-time data, finance leaders can make smarter, data-driven decisions, rather than constantly reacting to problems.


5. Faster Approvals Strengthen Supplier Relationships
Delayed payments strain supplier relationships and can even disrupt operations. Manual invoice approval processes often create bottlenecks, leading to late payments.

Invoice automation eliminates these roadblocks by:
- Automatically routing invoices for approval,
- Sending reminders to approvers to keep workflows moving,
- Processing Invoices as soon as they are received, 24 hours a day, 7 days a week.

Suppliers appreciate getting paid on time, and businesses benefit from stronger, more reliable supplier partnerships.

6. Automation Alone Won’t Solve Everything - You Need the Right Support
Technology is only as good as the team supporting it. One of the biggest factors in a successful invoice automation rollout is having access to expert guidance and ongoing support.

That’s why at PurchasePlus, we don’t just offer software - we provide:
- Dedicated Customer Success teams to help our users get the most out of our system,
- Personalised training sessions, trained AI Chatbots, and detailed training resources to ensure smooth adoption,
- Continuous improvements based on real user feedback.

Businesses that invest in both the right technology and the right support see the highest ROI.


7. Invoice Automation is a Competitive Advantage, Not Just an Efficiency Play
Many businesses implement invoice automation to save time - but that’s just the beginning. The true value lies in unlocking financial insights, strengthening supplier relationships, and making data-driven decisions faster.

Some of the top-line benefits for hospitality businesses include:
- AI-powered invoice coding reduces manual effort and improves accuracy.
- Real-time financial visibility improves cash flow management.
- Faster approvals keep suppliers happy and business operations running smoothly.

The right automation strategy doesn’t just make AP teams more efficient - it turns accounts payable into a value driver for the entire business.


Ready to eliminate manual invoice processing? If your hospitality, lifestyle, health or aged care business is still relying on manual invoice workflows, it’s time to make a change. With PurchasePlus, you can automate invoice processing, gain real-time financial visibility, and free up your team to focus on strategic growth.

Let’s talk about how invoice automation can transform your AP process.