How it works?
Start by uploading documents. You can upload PDF`s, pictures, archives, batches and more. The documents will be available shortly in the Approve, Pay, Bookkeep, Export or Exports History, based on your settings.
After Upload, the documents will move into the Approve stage (depending on your settings). The approval authority can now accept the invoices and also review the digitization output.
Now that the uploaded documents are digitized, approved and the payment date is confirmed, it`s time to review and accept the accountancy details, like ledgers, vat codes, departments, cost centers, etc.
Documents data is now ready for export. You can choose to export into any of the available templates or create bespoke ones, please check the Settings - Reports section on how to create personalized reports.
Our self-service analytical platform will help to discover the insights hidden in documents. You can build rich visualization by just typing questions about your data or explore segments and identify influencers within those segments.