How to Automate AvidXchange Data Export (No API Required)

Introduction

AvidXchange is an accounts payable and invoice automation platform used by mid-market and enterprise companies to manage invoices, vendor payments, and AP workflows. While AvidXchange offers API and integration options for some use cases, many teams need to export invoice data, vendor lists, and payment history from the web dashboard when API access is limited or not available. Browser automation can serve as an effective alternative for pulling invoice and vendor data, payment runs, and reports directly from the AvidXchange portal.

Why Use Browser Automation for AvidXchange Data Export?

• Limited or No API Access: AvidXchange's API may be restricted to certain plans or partner integrations, leaving dashboard-only access for reporting and exports
• Dashboard-Only Reports: Invoice lists, payment history, and custom reports are often only available in the web interface
• Historical Data: Access older invoices, payments, and vendor data beyond API or manual export limits
• Vendor and Payee Data: Export vendor master data and payee information when the portal doesn't expose a full API
• Invoice and AP Workflows: Pull invoice status, approval workflows, and payment run details for accounting and audit
• Payment History: Export payment runs and payment history for reconciliation and reporting
• Sync with ERP or Accounting: Automate data export for sync with QuickBooks, NetSuite, or other systems

Setting Up AvidXchange Data Export Automation

Here's how to automate data collection from AvidXchange using browser automation:

import { chromium } from 'playwright';

const response = await fetch("https://api.anchorbrowser.io/api/sessions", {
  method: "POST",
  headers: {
    "anchor-api-key": "YOUR_API_KEY",
    "Content-Type": "application/json",
  },
  body: JSON.stringify({
    'headless': false,
    'proxy': {
      'type': 'residential',
      'country': 'US'
    }
  }),
});

const { id } = await response.json();
const connectionString = `wss://connect.anchorbrowser.io?apiKey=YOUR_API_KEY&sessionId=${id}`;

const browser = await chromium.connectOverCDP(connectionString);
const context = browser.contexts()[0];
const ai = context.serviceWorkers()[0];
const page = context.pages()[0];

// Navigate to AvidXchange
await page.goto("https://app.avidxchange.com");

// Login with AI agent
await ai.evaluate(JSON.stringify({
  prompt: 'Log in to AvidXchange using the provided credentials. Wait for the dashboard to fully load.'
}));

Exporting Invoices and AP Data

Automate the export of invoice and AP data from AvidXchange:

const exportAvidXchangeInvoices = async (page, ai, options) => {
  await ai.evaluate(JSON.stringify({
    prompt: 'Navigate to the Invoices or AP section'
  }));
  
  await ai.evaluate(JSON.stringify({
    prompt: `Apply date or status filters if needed. Then export or download the invoice list (e.g., CSV or Excel) for ${options.reportType || 'invoices'}.`
  }));
  
  const download = await page.waitForEvent('download');
  return await download.path();
};

Exporting Vendor and Payee Data

Export vendor lists and payee information when no API is available:

const exportAvidXchangeVendors = async (page, ai) => {
  await ai.evaluate(JSON.stringify({
    prompt: 'Navigate to the Vendors or Payees section, then to the vendor list or export option'
  }));
  
  await ai.evaluate(JSON.stringify({
    prompt: 'Click Export or Download, select CSV or Excel if available, and wait for the download to complete.'
  }));
  
  const download = await page.waitForEvent('download');
  return await download.path();
};

Payment History and Payment Runs

Pull payment history and payment run details from AvidXchange:

const exportAvidXchangePayments = async (page, ai, dateRange) => {
  await ai.evaluate(JSON.stringify({
    prompt: 'Navigate to the Payments section, then to Payment History or Payment Runs'
  }));
  
  await ai.evaluate(JSON.stringify({
    prompt: `Set the date filter to ${dateRange.start} to ${dateRange.end}`
  }));
  
  await ai.evaluate(JSON.stringify({
    prompt: 'Export or download the payment report. Wait for the download to complete.'
  }));
  
  const download = await page.waitForEvent('download');
  return await download.path();
};

Reports and Approval Workflows

Export AP reports and approval workflow data:

const exportAvidXchangeReports = async (page, ai, reportType) => {
  await ai.evaluate(JSON.stringify({
    prompt: 'Navigate to the Reports or Analytics section'
  }));
  
  await ai.evaluate(JSON.stringify({
    prompt: `Select and run the ${reportType} report, then export or download the results.`
  }));
  
  const download = await page.waitForEvent('download');
  return await download.path();
};

Best Practices for AvidXchange Portal Automation

• Security: Use secure credential storage and support 2FA or SSO if AvidXchange requires it
• Financial Data: Treat invoice and payment data as sensitive; ensure access controls and encryption
• Rate Limiting: Add delays between actions to avoid lockouts or triggering security controls
• Error Handling: Implement retries for transient failures and session timeouts
• UI Changes: AvidXchange may update the portal; monitor UI changes and adjust automation accordingly
• Terms of Use: Comply with AvidXchange's terms of use and any contractual restrictions on automated access

Handling AvidXchange Authentication

AvidXchange typically uses email/password; many accounts use SSO. Example flow:

const handleAvidXchangeAuth = async (page, ai, credentials) => {
  await page.goto('https://app.avidxchange.com');
  
  await ai.evaluate(JSON.stringify({
    prompt: `Enter email: ${credentials.email} and password: ${credentials.password}, then click Login or Sign in`
  }));
  
  await ai.evaluate(JSON.stringify({
    prompt: 'If 2FA or verification is required, enter the code from the provided method. Choose "Remember this device" if offered.'
  }));
  
  await page.waitForLoadState('networkidle');
};

Resources

• Anchor Browser Documentation - Complete API reference and guides
• Anchor Browser Playground - Try browser automation in your browser

Conclusion

Browser automation provides a flexible alternative to AvidXchange API access for invoices, vendors, payments, and reports. By using browser automation, you can automate data export when the AvidXchange portal does not expose a full API for your needs. With attention to security and terms of use, you can streamline accounts payable and invoice automation workflows.

Start automating your AvidXchange data collection and simplify your AP and vendor reporting.