Roopi is built to read your invoices like a human would—but faster and smarter. Whether you upload a PDF or use the QuickBooks integration, Roopi uses AI to extract what it needs to follow up effectively.
🧾 What Roopi Extracts from an Invoice
When you upload an invoice, Roopi automatically identifies:
Debtor’s name and contact info (email, phone)
Amount due
Due date
Invoice number (if included)
Payment instructions (e.g., bank details, links)
Company name or sender info
If something is missing or unclear, Roopi may ask you to confirm or add details.
🔍 How Roopi Uses This Info
Once Roopi understands the invoice, it:
Links it to the correct debtor
Schedules and sends follow-ups automatically
Adjusts tone based on the due date and time since last message
Tracks replies and updates message content as needed
🧠 Smart Matching
Roopi can handle multiple invoices per debtor and keep conversations organized. It knows which message thread to update based on the invoice content and who it’s addressed to.
📌 Tip
Always include a due date and clear total—those are Roopi’s main triggers for follow-up logic.