Build Custom Workflows Faster
Assemble tasks, add AI-built logic, and shape EzzyBills into a solution that matches your unique requirements — or your client's.
Three Most Popular Workflow Types
Every EzzyBills account can run more than 10 workflow types. Most businesses start with one of these three, then add more as their process grows.
Invoice processing & approval
Capture invoices, receipts and other documents, extract the data, then route them through single or multi-level approval before they touch your books.
Statement reconciliation
Match supplier statements against your records automatically and get a reconciliation report, no spreadsheet required.
Agentic workflows
Autonomous agents that watch, decide and act — auditing, reporting, chasing missing documents — without a fixed schedule to babysit.
Replaces Event WorkflowsA growing task library
Every workflow is built from tasks. Approvals, exports, notifications, data extraction, integrations — we're adding more every week.
Create a custom workflow yourself
Choose from 500+ ready-made tasks and connect them in order — or describe what you need and let AI write, test and deploy the task for you. Either way, no coding experience is required. Here's what teams have built:
Export files to Google Drive
Every invoice you upload is automatically saved to your Google Drive.
See how it's builtCheck PO status before export
Hold a bill until its purchase order exists and has been received in MYOB.
See how it's builtAdjust prices automatically
Mark up unit prices by a set percentage when converting a bill to a sale invoice.
See how it's builtReconcile supplier statements
Upload a statement by email and get a reconciliation report automatically.
See how it's builtBuild a custom table
Use a learning rule to extract values and turn them into a reference table.
See how it's builtGet notified of price changes
If prices on an uploaded invoice change, the result is emailed to you.
See how it's builtSplit a bill across accounts
Split a bill across multiple accounts, based on the account code.
See how it's builtAdd 3rd and 4th approval levels
Layer extra approval steps onto any workflow when one sign-off isn't enough.
See how it's builtMap tracking codes
Upload a CSV mapping extracted data to tracking codes before export.
See how it's builtSwitch between workflows
Move a document to a different workflow — even across EzzyBills accounts.
See how it's builtCreate a sales invoice from a PO
Turn an approved purchase order straight into a sales invoice.
See how it's builtThese are just a small sample. Customers build new workflows every day — try AI to build your own on the Automation (AI) page.
Ask our teamBuild on the engine, not around it
For advanced logic, code alongside AI — or bring your own webhook — and ship production tasks without leaving the workflow engine.
Configure, don't rebuild
Customizing EzzyBills to a client's exact process is configuration on top of the engine, not a custom build from scratch.
Start from 500+ tasks
Reuse existing tasks and integrations instead of writing boilerplate for every new workflow.
Pair with AI on the hard parts
For complex logic, code alongside AI to write, test and deploy production tasks fast — or connect your own webhook.
Scale without ops work
Every workflow runs on infrastructure that's already provisioned and monitored — nothing for you to scale.
Your process. Your workflow. Quick to assemble, built to scale.
Start free and assemble your first workflow in minutes.
Start your 14-day free trial