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Finance & documentsAutomation

ZoneSoft Invoice Automation

Retrieve original invoice documents through a repeatable workflow.

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The work
in focus.

Discipline
Finance & documents
Project type
Automation

Retrieve original invoice documents through a repeatable workflow.

A Python and Playwright automation that authenticates to ZoneSoft BMS, applies the configured sales filter and downloads original invoice PDFs. Optional email delivery and persisted send state support repeatable document handling.

What it brings together

  • 01Filtered invoice-PDF retrieval
  • 02Optional email delivery
  • 03Repeat-send prevention