A complete document processing workflow
Designed for finance teams that need control, traceability and automation from arrival to export.
Mailbox and folder intake
Documents arrive from shared mailbox attachments, manual upload folders or arrival folders.
PDF preparation
Images and XML/OIO files can be converted into readable PDF previews for review.
AI classification
AI decides whether content is Invoice, Order/Requisition, Expense or Ignore.
AI extraction
Header fields, party data, lines and totals are extracted with confidence values.
Exception handling
Errors and rejected documents are visible in a dedicated error workspace with retry and resolution possibilities.
Review and approval
Users validate data and approve according to company rules.
ERP export
Validated data is exported to the ERP system for posting or further processing.