Accounts payable, in a conversation

An invoice arrives.
Leveled handles it —
now, a conversation.

No queues, no forms. Leveled reads new invoices straight from your AP inbox — or you drop one into the chat — then captures it, three-way matches it against the PO and receipt, and asks you to approve, right in the thread.

SOC 2 Type II Approve from Slack or email Every reply logged
Apex Components — INV-5567.pdf
#payables
Message Leveled…
%
Of invoices matched and cleared without a single click
< sec
From new invoice to a matched answer in the thread
reply
All it takes to approve — from chat, Slack, or email
-way
Every line checked against the PO and goods receipt — no exceptions
The platform

Your payables team,
in the thread with you.

Leveled turns the whole AP lifecycle into a conversation. An invoice lands — read from your inbox or uploaded into the chat — and it does the capture, the matching, and the routing, then talks you through the one thing that needs a human.

01 — It reads & matches

However it arrives, it reads it.

Leveled reads new invoices straight from your AP inbox, or you upload one into the chat. Either way it extracts every field and three-way matches each line against the PO and goods receipt before it says a word back.

  • Capture from email, PDF, paper & vendor portals
  • Auto-extract vendor, invoice no., line items & tax
  • Three-way match against PO and goods receipt
  • Exceptions explained in plain language, inline
02 — You approve in a reply

Decide in one message.

When something needs a call, Leveled asks — with the short-pay, the duplicate, the mismatch laid out. Reply "approve" and it's done, with segregation of duties enforced and every word written to the audit log.

  • Approve, hold, or ask a question — in natural language
  • Enforced segregation of duties — preparer ≠ approver
  • Approve from chat, Slack, or a one-tap email
  • Every message is the audit trail — attributed & timestamped
How it works

Three messages, start to paid.

MESSAGE 01

The invoice arrives

Leveled reads it straight from your AP inbox, or you upload it into the chat. No portal to log into, no form to fill in — it reads the invoice the moment it lands.

MESSAGE 02

Leveled matches & replies

It extracts every line, three-way matches against the PO and goods receipt, and answers in seconds — clean invoices clear themselves; anything off comes back explained.

MESSAGE 03

You approve in a reply

If a decision is needed, you make it in one message. Segregation of duties is enforced, the payment queues, and the whole exchange becomes the audit record.

Inside Leveled

The conversation on the left.
The numbers on the right.

Every thread keeps a live bill beside it — so as you talk, you can see exactly what matched, what's held, and what you're approving. Chat and ledger, never out of sync.

app.leveled.finance / threads / apex-components
Today · 9:42 AM
Apex Components — INV-5567.pdfread from [email protected] · $26,570.00
Captured. 4 line items on PO-4471. Three of four match cleanly — but the fasteners line is short.
Fasteners: invoiced 1,000, goods receipt shows 800. That's $4,000 over. Approve the matched $22,570 and hold the rest?
JO
Approve the matched lines. Hold the fasteners and open a short-pay with Apex.
Done.
Approved$22,570.00
Held (short-pay)$4,000.00
ApproverJ. Okafor
Prepared byA. Bello
Bill · Apex Components 1 exception
INV-5567 · PO-4471Net 30
Aluminum extrusions
qty 200 · matched to GR
$18,400Match
Powder coating
finishing · matched to GR
$3,250Match
Fasteners
800 of 1,000 received
$4,000Hold
Freight & handling
delivered · matched
$920Match
Invoice total$26,570.00
Held for short delivery−$4,000.00
Approved for payment$22,570.00
Controls & security

A conversation is
the cleanest audit trail.

Because every action happens as a message, the thread is the record — who asked, who approved, what changed, and when. Nothing to reconstruct after the fact, and duties stay separated by design.

SOC 2 Type II
Independently audited controls, refreshed annually.
Segregation of duties
The preparer can never be the approver — enforced in-thread.
The thread is the log
Every message attributed, timestamped, and immutable.
Duplicate & fraud checks
Repeat invoices and anomalies raised before you reply.
Start the thread

Bring us one invoice.
Watch it match itself.

In a 30-minute session, upload a real vendor invoice into a Leveled thread — or point us at your AP inbox — and see it captured, matched, and ready to approve before the call is over.

We'll reply within one business day. No spam, ever.