Xelix Helpdesk for ServiceNow embeds Xelix’s AP vendor query management directly into ServiceNow, so teams can keep ServiceNow as the system of record while using Xelix to speed up triage and resolution of invoice- and statement-related enquiries.
Reduce manual effort and respond faster with AI-powered features including:
- Smart categorisation — Automatically categorises cases based on the case content and attachments
- Vendor matching — Identifies and enriches cases with relevant vendor details using the case information and attachments
- Invoice retrieval — Surfaces likely matching invoice(s) from your AP data to support faster investigation
- Statements automation — Automatically detects supplier statements sent into ServiceNow and initiates statement processing in Xelix, returning matched statement context and progress back to the case to reduce manual reconciliation effort.
The result is faster, more consistent supplier responses, fewer manual touches, and clearer AP visibility—without changing how your teams work in ServiceNow.
Xelix for ServiceNow provides a certified scoped application that connects a customer’s ServiceNow environment with the Xelix platform.
The application synchronizes records such as Cases and their related Emails (and, where applicable, attachments) to Xelix so the Xelix platform can process the information using machine learning and return extracted details about Invoices or Statements for the respective record. The returned details are displayed to agents directly in ServiceNow (CSM Workspace) using the Xelix workspace component, including hyperlinks (when provided by Xelix) to open the Invoice/Statement in Xelix for full context.
This reduces manual double entry across systems, improves data completeness and auditability, and supports a predictable integration runtime with clear visibility when something fails.
Initial release of Xelix - Helpdesk application
- Automated case synchronization with Xelix platform.
- Email integration for case-related communications.
- Flexible field mapping configuration.
- Delta-based synchronization with configurable rules.
- Scheduled automation for continuous data synchronization.
Requires:
- ServiceNow Customer Service Management (CSM) and CSM Workspace (for standard case handling).
- Flow Designer / IntegrationHub capabilities for REST Actions (as available in the customer entitlement).
No external libraries.
MID Server: Not required (all traffic is standard HTTPS to/from Xelix endpoints, subject to customer network policy).
Active subscription to Xelix and API access.