InvoiceFlow - AI-First Invoice Automation Platform

An intelligent invoice processing system for small businesses that automatically extracts, validates, and syncs invoices to accounting software.

🚀 Features

• Automatic Email Ingestion: Connect Gmail, Outlook, or any IMAP email account
• AI-Powered OCR: Extract structured data from invoices with confidence scores
• Human-in-the-Loop Review: Review and correct invoices with visual validation
• Accounting Integration: Sync to QuickBooks Online, Xero, and more
• Multi-Currency Support: Handle invoices in multiple currencies
• Duplicate Detection: Automatically identify and flag duplicate invoices
• Role-Based Access: Admin, Accountant, Approver, and Viewer roles
• Audit Trail: Complete history of changes and approvals
• Analytics Dashboard: Track processing metrics and confidence scores

🏗️ Tech Stack

• Frontend: Next.js 14, React, TypeScript, Tailwind CSS, shadcn/ui
• Backend: Supabase (PostgreSQL), Next.js API Routes
• Authentication: Supabase Auth
• OCR/AI: Google Document AI / Amazon Textract
• Storage: Supabase Storage
• Deployment: Vercel (recommended)

📋 Prerequisites

• Node.js 18+ and npm/yarn/pnpm
• Supabase account (free tier works)
• Google Cloud account (for Document AI) OR AWS account (for Textract)
• QuickBooks Developer account (for accounting integration)

🛠️ Installation

1. Clone and Install Dependencies

```bash git clone cd InvoiceFlow npm install ```

2. Set Up Supabase

1. Create a new project at supabase.com
2. Go to SQL Editor and run the schema from supabase/schema.sql
3. Create a storage bucket named invoices with public access
4. Copy your project URL and anon key

3. Configure Environment Variables

Create a .env.local file in the root directory:

```bash

Supabase

NEXT_PUBLIC_SUPABASE_URL=your_supabase_project_url NEXT_PUBLIC_SUPABASE_ANON_KEY=your_supabase_anon_key SUPABASE_SERVICE_ROLE_KEY=your_supabase_service_role_key

Google OAuth (for Gmail)

GOOGLE_CLIENT_ID=your_google_oauth_client_id GOOGLE_CLIENT_SECRET=your_google_oauth_client_secret

Microsoft OAuth (for Outlook)

MICROSOFT_CLIENT_ID=your_microsoft_client_id MICROSOFT_CLIENT_SECRET=your_microsoft_client_secret

Document AI (Google Cloud)

GOOGLE_CLOUD_PROJECT_ID=your_gcp_project_id GOOGLE_APPLICATION_CREDENTIALS=path_to_service_account.json

OR Amazon Textract (Alternative)

AWS_ACCESS_KEY_ID=your_aws_access_key AWS_SECRET_ACCESS_KEY=your_aws_secret_key AWS_REGION=us-east-1

QuickBooks OAuth

QUICKBOOKS_CLIENT_ID=your_quickbooks_client_id QUICKBOOKS_CLIENT_SECRET=your_quickbooks_client_secret QUICKBOOKS_REDIRECT_URI=http://localhost:3000/api/integrations/quickbooks/callback

App Configuration

NEXT_PUBLIC_APP_URL=http://localhost:3000 ENCRYPTION_KEY=your_32_character_encryption_key_here ```

4. Set Up Google Document AI (Recommended)

1. Go to Google Cloud Console
2. Enable Document AI API
3. Create a service account and download the JSON key
4. Create a Document AI processor (Invoice Parser)
5. Update environment variables with your project ID and credentials path

5. Set Up OAuth Integrations

Gmail/Google OAuth:

1. Go to Google Cloud Console
2. Create OAuth 2.0 credentials
3. Add authorized redirect URI: http://localhost:3000/api/integrations/gmail/callback
4. Enable Gmail API

QuickBooks OAuth:

1. Go to Intuit Developer Portal
2. Create an app and get client ID/secret
3. Add redirect URI: http://localhost:3000/api/integrations/quickbooks/callback

6. Run the Development Server

```bash npm run dev ```

Open http://localhost:3000 in your browser.

📁 Project Structure

``` InvoiceFlow/ ├── app/ # Next.js 14 app directory │ ├── api/ # API routes │ │ ├── invoices/ # Invoice processing endpoints │ │ ├── integrations/ # OAuth & sync endpoints │ │ └── ocr/ # Document extraction │ ├── dashboard/ # Main application pages │ │ ├── inbox/ # Invoice inbox │ │ ├── review/ # Review queue │ │ ├── invoices/ # Invoice details │ │ ├── settings/ # Settings pages │ │ └── layout.tsx # Dashboard layout │ ├── login/ # Authentication │ ├── signup/ │ ├── onboarding/ # First-time setup wizard │ ├── globals.css # Global styles │ └── layout.tsx # Root layout ├── components/ │ ├── ui/ # shadcn/ui components │ ├── invoice/ # Invoice-specific components │ └── dashboard/ # Dashboard components ├── lib/ │ ├── supabase/ # Supabase clients │ ├── utils.ts # Utility functions │ └── ocr/ # OCR service integrations ├── types/ # TypeScript type definitions ├── supabase/ │ └── schema.sql # Database schema ├── public/ # Static assets └── README.md ```

🚀 Deployment

Deploy to Vercel (Recommended)

1. Push your code to GitHub
2. Import project in Vercel
3. Add all environment variables
4. Deploy!

```bash npm run build ```

Environment Variables for Production

Make sure to update these in your production environment:

• Change NEXT_PUBLIC_APP_URL to your production domain
• Update all OAuth redirect URIs
• Use production Supabase project
• Secure your ENCRYPTION_KEY

📖 Usage Guide

First-Time Setup

1. Sign Up: Create an account at /signup
2. Connect Email: Go to Settings → Integrations → Connect Gmail/Outlook
3. Connect Accounting: Connect QuickBooks or Xero
4. Configure Company: Set currency, tax codes, GL accounts
5. Test with Sample: Upload a sample invoice to test the flow

Daily Workflow

1. Inbox: New invoices appear automatically from connected email
2. Review: Click on invoices needing attention (low confidence)
3. Validate: Review extracted fields against PDF preview
4. Approve: Approve to sync to accounting system
5. Monitor: Check dashboard for processing metrics

User Roles

• Admin: Full access, manage users and settings
• Accountant: Review, approve, and manage invoices
• Approver: Review and approve invoices
• Viewer: Read-only access

🔒 Security

• Row-Level Security (RLS) enabled on all tables
• OAuth tokens encrypted at rest
• TLS in transit for all communications
• Role-based access control
• Complete audit trail
• Data retention policies

🧪 Testing

```bash

Run type checking

npm run type-check

Run linting

npm run lint

Build for production

npm run build ```

📚 API Documentation

Invoice Endpoints

• POST /api/invoices/upload - Upload invoice file
• GET /api/invoices - List invoices
• GET /api/invoices/[id] - Get invoice details
• PATCH /api/invoices/[id] - Update invoice
• POST /api/invoices/[id]/approve - Approve and sync

Integration Endpoints

• GET /api/integrations/gmail/authorize - Start Gmail OAuth
• GET /api/integrations/quickbooks/authorize - Start QuickBooks OAuth
• POST /api/integrations/[type]/sync - Trigger manual sync

🤝 Contributing

1. Fork the repository
2. Create a feature branch (git checkout -b feature/amazing-feature)
3. Commit your changes (git commit -m 'Add amazing feature')
4. Push to the branch (git push origin feature/amazing-feature)
5. Open a Pull Request

📝 License

This project is proprietary software. All rights reserved.

🆘 Support

For issues and questions:

• GitHub Issues: [Create an issue]
• Documentation: [Link to docs]
• Email: support@invoiceflow.com

🗺️ Roadmap

• Xero integration
• Sage integration
• Mobile app (iOS/Android)
• Advanced fraud detection
• Multi-language support expansion
• Batch approval workflows
• Custom field extraction
• API for third-party integrations
• White-label option

🙏 Acknowledgments

• Built with Next.js
• UI components from shadcn/ui
• Database powered by Supabase
• Icons by Lucide

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Made with ❤️ for small businesses worldwide ```