DocPipe

The fields DocPipe extracted from one of the signed-in customer's invoices (vendor, number, dates, PO, subtotal, tax, total, line items), the read confidence, and every validation issue holding it for review. Requires a connected account.

docpipe_get_document

List DocPipe's monthly plans for invoice processing: price, documents per month, how pages count toward a document, how long documents are kept, and the extra-documents pack for a busy month.

docpipe_list_plans

List the signed-in customer's invoices in DocPipe, newest first, with vendor, invoice number, total and status - for example the review queue (NEEDS_REVIEW), or approved invoices not yet exported. Also returns how many documents are in each status. Requires a connected account.

docpipe_list_documents

The signed-in customer's DocPipe plan and usage this month: documents used and left, when the allowance resets, how long documents are kept, and the review rules in force. Requires a connected account.

docpipe_get_account

Work out how many DocPipe documents a monthly invoice volume uses and the lowest-cost plan for it, including whether a smaller plan plus an extra-documents pack costs less than the next plan up.

docpipe_recommend_plan

Totals of the signed-in customer's approved invoices, grouped by vendor, optionally for an invoice-date range - e.g. "how much did we spend with each supplier in September?". Totals are kept per currency. Requires a connected account.

docpipe_summarize_invoices

Describe the fields DocPipe extracts from an invoice and the validation checks it runs before an invoice can be approved and exported (missing fields, totals, duplicates, PO, dates, confidence).

docpipe_describe_checks