Without Invoqui
Customer emailFinanceProject ManagerFollow-upFinanceCustomer
Invoice query automation
Stop chasing
missing POs
and approvals.
Invoqui helps finance teams identify missing invoice evidence, coordinate internal follow-ups and prepare customer replies.
Missing PO detected
2 min agoRequest PO from project owner.
Approval found
Approval retrieved from Slack.
Response ready
Customer reply drafted with all evidence.
Invoice case
INV-1043
Rejected
Target
$18,000
Issue
Missing PO number and project approval.
Prepared actions
1Confirm project owner.
2Request missing PO.
3Prepare customer response.
The problem
An unpaid invoice isn't
always a payment
problem.
Some invoices stay unresolved because the customer is missing information they need before they can approve payment.
Common blockers
Missing purchase order Missing project approval Missing delivery confirmation Missing service documentation Incorrect project reference
With Invoqui
Customer queryStructured caseEvidence requestFinance review
How it works
From customer question to reviewable response.
01
Forward the invoice query.
Add the customer message, invoice context and known account or project details.
02
Identify missing evidence.
Classify the blocker, such as a missing PO, approval, delivery confirmation or project reference.
03
Collect or request the information.
Prepare a focused internal request for the person most likely to provide the missing context.
04
Prepare a reply for Finance review.
Draft the customer response from available evidence, ready for review before it is sent.
Demonstration case
INV-1048 - Missing PO and project approval.
This is a synthetic demonstration case, not real customer data or a customer result.
Features
Enough context to decide what happens next.
Missing evidence
Understand exactly which documents or details are required.
Internal source
Keep track of who needs to provide the missing information.
Approval status
Know which actions are waiting, prepared or approved.
Query timing
Keep aging invoice queries visible.
Case history
See the evidence, messages and actions in one place.
Suggested reply
Prepare a customer response based on available information.
For IT services
Built for project-based finance teams.
Invoqui fits teams where finance depends on project, delivery and account context to resolve customer invoice questions.
IT consulting firms
Managed service providers
Software implementation businesses
Systems integrators
Professional services companies
Typical cases include a customer needing a PO number before payment, a project lead confirming delivery, a request for extra project documentation, or Finance coordinating between a project team and customer.
Finance stays in control
Review first. Communicate with confidence.
No uncontrolled external communication. Prepared replies should be reviewed before anything is sent.
No invented information. If evidence is missing, the case remains marked as missing.
Clear next steps. Finance can see what is needed, who owns it and what is ready for approval.
Mini FAQ
Plain answers.
What is an invoice query?
An invoice query is a customer question or blocker that prevents an invoice from being processed, such as a missing PO, approval or service document.
Can we try one case for free?
Yes. The current offer lets a prospect submit one invoice case free through the existing demo flow.
Do we need to replace our accounting system?
No. Invoqui is presented as a query-resolution workflow, not a replacement for your accounting system.
Does Finance approve outgoing replies?
Yes. The product direction is review-and-approve, so Finance stays in control before external communication goes out.
What if the required document is missing?
The case should remain marked as missing or blocked. Invoqui should not invent evidence that is not available.
Can we book a walkthrough?
Yes. Use the demo flow or contact Invoqui to discuss a walkthrough.