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xDMSpro — DMS, eInvoices and document workflow automation

A web DMS platform for digital document management, eInvoices and business workflow automation: from intake and OCR capture to approval, posting, payment checks and electronic archiving.

Features and capabilities

Intake and bulk import

eInvoices, PDFs, scanned files and bulk import of purchase invoices from external systems enter one workflow.

OCR and AI capture

Capture document data and review it before further processing. This step can be disabled in the workflow.

Workflows and approvals

Documents move through assigned roles, checks, notes and approvals with clear status and an audit trail.

eInvoices and formats

Work with UBL 2.1 and conversion of supported EDI/eSlog XML formats for exchange and processing.

Signatures

Electronic signing and signed-document workflows through supported integrations.

Counterparty checks

EU VAT number checks within the document workflow.

Preparation for posting

Check data and hand documents over to the connected ERP process; bulk handling where applicable.

Payment check

Track payment flags and use scannable payment barcodes where configured.

Translation of foreign invoices

Translation is an optional process step that a customer can disable entirely.

Archive and search

Documents and attachments remain available with their status and action history.

PANTHEON integration

The current production ERP connection is with PANTHEON.

Standalone and other ERPs

The platform can work as a standalone DMS. An API exists for other ERPs, with each integration delivered as a project.

Ways to use xDMSpro

PANTHEON

Existing ERP integration.

STANDALONE

Web DMS platform without an ERP connection.

OTHER ERP SYSTEMS

API available; integration delivered as a project.

More detail

Configured workflows can cover incoming and outgoing documents, requests, forms and team approvals.
OCR and translation are used only where the customer enables them; external processing and contractual terms depend on the chosen workflow.
Availability of individual providers, signature services and format conversions is confirmed for each project.

Where does work still slow down?

Let’s talk about your ERP, documents and connected workflows.

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