What AP work can I automate with Agiloft in Cadense?

Common Agiloft AP workflows include: Create AP review tasks and exception notes.; Keep vendor, invoice, and approval context visible to finance operators.; Sync spreadsheet or workspace records with Cadense workflow state..

How do I connect Agiloft to Cadense?

Create a Cadense workspace, add a Agiloft block to an AP workflow, and authenticate your account to connect. Choose the Agiloft tool you need, connect it to your invoice, vendor, approval, reconciliation, or audit steps, and run the workflow.

Can a Cadense agent use Agiloft during AP operations?

Yes. A Cadense agent can use Agiloft tools as part of a controlled AP workflow. The workflow can read context, prepare outputs, request review, and write records while keeping approvals and audit events visible to finance operators.

How do I use create record from Agiloft in an AP workflow?

Add a Agiloft block to the workflow and select "Create Record" as the tool. Required fields can reference earlier AP steps such as extracted invoice fields, vendor records, approval decisions, or reconciliation results.

What Agiloft tools does Cadense support?

Cadense supports 12 Agiloft tools: Create Record, Read Record, Update Record, Delete Record, Search Records, Select Records, Saved Search, Attach File, Retrieve Attachment, Remove Attachment, Attachment Info, Lock Record.

Which paid plan includes the Agiloft integration?

Cadense includes integration access for AP workflow setup on paid plans. Limits may depend on document volume, workflow runs, storage, connected systems, and support needs.

Back to Integrations

Agiloft

Agiloft: Keep AP notes, tasks, tables, and review context in your team workspace.

View docs

AP use case

Use this integration to move AP context into the workspace where finance teams already plan, review, and coordinate work. The Agiloft tools available in Cadense can be combined with extraction, approval routing, reconciliation review, and audit logging based on your AP process.

AP workflows this supports

Create AP review tasks and exception notes.
Keep vendor, invoice, and approval context visible to finance operators.
Sync spreadsheet or workspace records with Cadense workflow state.

Data handled

Review tasks
Spreadsheet rows
Workspace notes
Operational status

How to automate Agiloft with Cadense

Open your AP workspace
Create a Cadense account and open the workspace where your invoice, vendor, approval, payment, and audit workflows live.
Add a Agiloft block
Add a Agiloft block to the AP workflow and authenticate your account.
Connect AP context and controls
Choose the Agiloft operation you need, connect invoice or vendor context from earlier steps, add approval or audit checks, and run the workflow.

Supported tools

12 Agiloft tools available for Cadense workflows

Create Record

Run Create Record to keep AP queues, review tasks, spreadsheet rows, or workspace notes in sync with Agiloft.

Read Record

Run Read Record to keep AP queues, review tasks, spreadsheet rows, or workspace notes in sync with Agiloft.

Update Record

Run Update Record to keep AP queues, review tasks, spreadsheet rows, or workspace notes in sync with Agiloft.

Delete Record

Run Delete Record to keep AP queues, review tasks, spreadsheet rows, or workspace notes in sync with Agiloft.

Search Records

Run Search Records to keep AP queues, review tasks, spreadsheet rows, or workspace notes in sync with Agiloft.

Select Records

Run Select Records to keep AP queues, review tasks, spreadsheet rows, or workspace notes in sync with Agiloft.

Saved Search

Run Saved Search to keep AP queues, review tasks, spreadsheet rows, or workspace notes in sync with Agiloft.

Attach File

Run Attach File to keep AP queues, review tasks, spreadsheet rows, or workspace notes in sync with Agiloft.

Retrieve Attachment

Run Retrieve Attachment to keep AP queues, review tasks, spreadsheet rows, or workspace notes in sync with Agiloft.

Remove Attachment

Run Remove Attachment to keep AP queues, review tasks, spreadsheet rows, or workspace notes in sync with Agiloft.

Attachment Info

Run Attachment Info to keep AP queues, review tasks, spreadsheet rows, or workspace notes in sync with Agiloft.

Lock Record

Run Lock Record to keep AP queues, review tasks, spreadsheet rows, or workspace notes in sync with Agiloft.

Frequently asked questions

Cadense's Agiloft integration connects Agiloft to accounts payable workflows for finance workspace. Agiloft: Keep AP notes, tasks, tables, and review context in your team workspace. Finance teams can combine Agiloft with document extraction, approval routing, reconciliation review, and audit logging.

Start automating Agiloft today

Build your first AP workflow with Agiloft. Connect invoice, vendor, approval, payment, reconciliation, and audit steps without rebuilding your finance stack.