Vendor enrichment

Vendor enrichment uses AI to gather vendor payment acceptance info and contact information, reducing the manual research needed to pay vendors using the payment methods they accept. The enrichment pipeline progressively fills in vendor details through up to two stages: invoice scanning and web search.

How enrichment works

When you trigger enrichment for a vendor, the system runs one or more stages based on the scope you request. Each stage attempts to find the vendor’s contact information and what payment methods they accept.

Invoice scanning

The invoice scan stage extracts vendor details from a PDF invoice, including:

• Vendor name, address, phone, and email
• Payment portal URLs
• Whether the vendor accepts cards, ACH, or checks
• Invoice number, amount due, and due date

Web search

The web search stage searches official websites, business directories, and bill pay platforms to find:

• Phone numbers, emails, and addresses
• Payment portal URLs
• Whether the vendor accepts cards, ACH, or checks

Stage ordering

When you request both stages, invoice scan always runs first. If the vendor becomes payout-ready after the scan, web search is skipped. When both stages run, invoice scan results are passed to web search as context so it can skip redundant searches.

Enrichment status

After enrichment, the vendor record includes status fields that reflect the current state. You can read these fields from the get vendor endpoint.

The EnrichedBy field indicates which method resolved the vendor’s payment acceptance info: invoice_scan, web_search, vendor_network (inherited from an already-enriched vendor in Payabli’s network), or manual.

Ways to trigger enrichment

Payabli Portal

You can enrich a vendor directly from the vendor record in the Payabli Portal. This is a single-click action that triggers the enrichment pipeline without any API integration.

API

There are three ways to trigger enrichment through the API:

1. Enrich an existing vendor — Use the enrich vendor endpoint to run invoice scan, web search, or both on a vendor that already exists.
2. Upload an invoice during vendor creation — Attach a PDF to the create vendor request. The invoice is scanned and extracted details are merged into the vendor record.
3. Upload an invoice during bill creation — Attach a PDF to the create bill request. The invoice is scanned and extracted details populate both the vendor and the bill.

For API implementation details, see Enrich vendors with the API.

Apply modes

The enrich vendor endpoint supports two modes through the applyEnrichmentData parameter:

• Automatic (true, the default) — Extracted data is written directly to the vendor record. Only empty fields are populated and existing values are never overwritten. The extracted data is also returned in the response.
• Review mode (false) — Extracted data is returned in the response without modifying the vendor. Use this for UI flows where users review and confirm changes before applying them with the update vendor endpoint.

In both modes, enrichmentData in the response contains the raw extraction results.

Vendor network

Payabli maintains a network of vendors that have already been enriched. When you trigger enrichment, the system first checks whether the vendor already exists in this network. If a match is found, the vendor’s payment acceptance info is populated immediately without running AI processing. In this case, the enrich endpoint returns a status of completed_from_network.

Related resources

See these related resources to help you get the most out of Payabli.