docpipe_describe_checks
ChatGPTDescribe 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).
Overview
DocPipe is an accounts-payable invoice processing service from Pycas Design Innovations. Businesses upload supplier invoices, from PDFs to phone scans; DocPipe extracts the vendor, invoice number, dates, PO number, totals and line items, checks each invoice for missing fields, totals that do not add up, duplicates, missing purchase orders and uncertain reads, and holds anything doubtful for a person to review before it is exported to CSV or QuickBooks. This plugin lets an accounts-payable team ask about that work in chat. Connect your DocPipe account to see what is waiting in the review queue, why a particular invoice was held, the fields extracted from it, which approved invoices have not been exported yet, this month's usage, and approved-invoice totals by vendor for a date range. Without an account, you can ask what DocPipe checks before an invoice can be exported, how pages are counted, and which plan fits a monthly invoice volume. The connection is read-only: it never uploads, approves, corrects, exports or deletes anything, and it never shows the document files themselves.
Tools
docpipe_get_account
ChatGPTThe 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_document
ChatGPTThe 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_list_documents
ChatGPTList 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_plans
ChatGPTList 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_recommend_plan
ChatGPTWork 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_summarize_invoices
ChatGPTTotals 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.
Capabilities
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Example Prompts
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