Describe the document
Give your AI assistant the document type and only the business, customer, dates, line items, prices, and terms you actually know.
Public AI workflow · human review required
Turn an AI prompt into a reviewable document draft.
An AI assistant can prepare an invoice or one of ten other financial documents, then return a link that opens the fields in Invoity. Nothing is sent, saved, downloaded, finalized, or charged automatically.
Three-step workflow
Draft first. Verify before use.
Create a review link
The assistant sends the supplied fields to Invoity for validation. The endpoint returns an editable review URL; it takes no external action.
Review in Invoity
Open the link and check every name, date, quantity, rate, tax, total, term, and payment detail before downloading or sending the document.
Example prompt
Ask for a draft without asking the model to guess.
“Prepare a USD invoice draft from Northstar Design Studio to Example Client for eight hours of homepage design at $85 per hour, with Net 15 terms. Leave unknown addresses, dates, tax, and payment instructions blank. Give me the Invoity review link.”
A good assistant asks a follow-up question when a required decision is missing. It should never invent a tax rate, identifier, address, due date, price, or bank detail.
Matching API payload
{
"documentType": "invoice",
"business": { "name": "Northstar Design Studio" },
"client": { "name": "Example Client" },
"currency": "USD",
"items": [
{ "description": "Homepage design", "quantity": 8, "rate": 85 }
],
"terms": "Net 15"
}Endpoint: https://invoity.com/api/ai/document-link
Supported documents
One review workflow for 11 document types.
Choose the document that matches the transaction. An invoice requests payment; a receipt confirms payment; a quote or estimate proposes work before it is final.
Invoice
Tax invoice
Proforma invoice
Receipt
Sales receipt
Cash receipt
Quote
Estimate
Credit note
Purchase order
Delivery note
How the private fragment works
The endpoint receives the draft for validation and returns a URL whose # fragment carries the draft to the browser. Browsers do not include that fragment in the HTTP request to Invoity, and this endpoint does not persist the submitted payload.
The data is still present in the link itself. Treat it like a draft: do not paste passwords, card data, bank credentials, Social Security numbers, or unrelated sensitive information, and share the link only with intended reviewers.
Limits and human responsibility
- Maximum request size: 64 KB; maximum line items: 20.
- Supported currencies: USD, CAD, EUR, GBP, AUD, NZD, INR, ZAR, SGD, and AED.
- The endpoint validates format, not the commercial truth or legal treatment of a transaction.
- Invoity is not accounting, tax, legal, filing, banking, or payment-processing advice.
Public specifications
Read the exact contract before integrating.
The assistant guide explains expected behavior. The OpenAPI document defines accepted fields, sizes, currencies, response shape, and error codes.