SAP AP Automation
Build mode
Build an automation to automate this SAP AP workflow. I’ve attached a video recording and SOP with edge cases
SAP Workflow Recording.mp4
SOP.pdf
On it - building out a minimal SAP AP automation playbook. Let me take a look at your video and SAP first.
Ingesting documents (8s)
Okay, it seems like this is running on a Windows 11 machine. Let me set up this runner for you and install SAP, Outlook, and Excel.
Creating Windows 11 runner for workflow (52s)
Downloading and installing SAP ECC, Outlook and Excel
Logging into Microsoft
It seems like we don’t have Microsoft Office credentials set up yet. Please save your credentials into the vault.
Create Microsoft integration
Perfect - setup complete. I’ll proceed with creating our playbook and running it.
Creating SAP AP Workflow playbook (16s)
Done! Would you like me to run a test to see if it works, or if we’re missing anything?
Run playbook
Playbook updated
Open SAP
Also be sure to set the ‘invoice date’ dropdown according to the PDF invoice
v1.0 → v1.1
Authentication required
I’m at Step 2 — Open SAP. SAP ECC requires a one-time verification before I can access Accounts Payable.
Authentication completed
Access confirmed
Playbook updated
Step 2 · Open SAP
1
Log into SAP using your ECC credentials
1
Log into SAP using saved ECC credentials. If SAP requests verification, pause and request secure authentication. Resume once access is confirmed.
v1.1 → v1.2
Ask Factor to make changes to the automation, run tests, or deploy it.
Playbook
Workspace
Runs
Analytics
Settings
Checkpoint 2 of 3
v1.2
Open SAP
·
Input the invoice data from the email
action 2 of 4
Computer action
Running
Microsoft Outlook
FB60 — Enter Vendor Invoice
Document
Edit
Environment
System
Help
Enter Incoming Invoice: company code 1000
Supplier invoice against purchase order PO-88213
Basic data
PO reference
Payment
Vendor
Acme Corp
Payment terms
Z030 · Net 30 days
Document type
RE · Gross invoice
Invoice Date
July 31, 2026
Currency
USD
Header text
July equipment supply
Posting Date
Net Amount
1,104.42
USD
Tax (10%)
143.58
USD
Discount
48.42
USD
Invoice No.
INV-0847
PO Reference
PO-88213
Matched
Gross Amount
1,248.00
USD
Validate
Post invoice
Factor learns your process from a recording, SOP or your description and then builds the automation on its own. No scripts, no engineering.
Screen Recording
SOP & Documents
Chat & Talk
Running workflow
Factor is deterministic where it should be, with the ability to reason where necessary. Guardrails make both predictable, by defining exactly what Factor can and cannot do.
Guardrails
Guardrails
Determinism
Determinism
Reasoning
Every action is visible, reviewable and reversible. Factor escalates when judgment is needed and you stay in command of everything that gets done.
Needs input
Ask
You
Respond
Review
Reverse
Factor can operate across any system. It reasons through edge cases and adapts when processes shift, becoming more capable with every run.
Mail inbox
Data sheet
ERP
Database
Adapts
Edge case
Automate end-to-end QA workflows. Factor reviews work, flags exceptions and produces audit-ready documentation.
Wire transfer
Processing
Approve
Account change
Processing
Flagged
Customer note
Processing
Review
Review every transaction and claim. Factor validates each case against your policies, surfaces anomalies and generates the supporting rationale.
Processing
Eliminate the daily grind of matching ledgers, statements and source systems. Factor agents reconcile across platforms, investigate breaks and document resolution paths.
Ledger A
TXN - 001
$3,180.75
TXN - 002
$12,450.00
TXN - 002
$8,920.50
Ledger B
TXN - 001
$3,180.75
TXN - 002
$12,450.00
TXN - 002
$8,920.50
Automate high-touch KYC and AML reviews across systems. Factor handles document analysis, sanctions and PEP screening, risk scoring and narrative writing.
Analyzing documents
