Intake and bulk import
eInvoices, PDFs, scanned files and bulk import of purchase invoices from external systems enter one workflow.
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.
eInvoices, PDFs, scanned files and bulk import of purchase invoices from external systems enter one workflow.
Capture document data and review it before further processing. This step can be disabled in the workflow.
Documents move through assigned roles, checks, notes and approvals with clear status and an audit trail.
Work with UBL 2.1 and conversion of supported EDI/eSlog XML formats for exchange and processing.
Electronic signing and signed-document workflows through supported integrations.
EU VAT number checks within the document workflow.
Check data and hand documents over to the connected ERP process; bulk handling where applicable.
Track payment flags and use scannable payment barcodes where configured.
Translation is an optional process step that a customer can disable entirely.
Documents and attachments remain available with their status and action history.
The current production ERP connection is with PANTHEON.
The platform can work as a standalone DMS. An API exists for other ERPs, with each integration delivered as a project.
Existing ERP integration.
Web DMS platform without an ERP connection.
API available; integration delivered as a project.
Let’s talk about your ERP, documents and connected workflows.