Smart Documentation System

Zero Errors. Fully Validated Transactions. One-Click Execution.

From documents to decisions - intelligently automated with complete accuracy, control, and real-time visibility.

Upload

  • Email Upload
  • Manual Upload

Validation

  • AP: PO / GRN / QC / PR matching
  • AR: Deal / pricing validation

Approval Flow

  • Multi-level hierarchy
  • Role-based routing

Smart Data Autofill

  • Auto-fill items
  • Categories
  • Tax & pricing

Final Entry

  • Ledger posting
  • Audit trail created

Intelligence at Every Step of
The Document Lifecycle

Input intelligence

Source format confidence

PDF invoice

98%

Scanned image

91%

Word attachment

96%

Anomaly monitor

Smart Document Processing

Supports any invoice format (PDF, Word, image), requires no template training, and detects rate spikes and anomalies automatically.

Validation gate

RuleSourceStatus
PO matchERP + POPassed
GRN matchERP + GRNPassed
Duplicate checkGlobal indexBlocked
Contract pricingRate cardPassed
Vendor master checkAP directoryPassed
Approval thresholdPolicy engineBlocked

`INV-1023` found in ledger history and blocked before posting.

Smart Validation

Prevents errors before entry with strict validation rules, detects duplicate invoices across records, and auto-matches PO / GRN / SO / Contract.

Workflow control

1

L1 Team Lead

Approved

2

L2 Finance Manager

Approved

3

L3 CFO

Pending

SOP Engine

Enforces strict approval workflows with rule-based process control and configurable approval chains.

Live impact

Budget burn vs baseline

real-time

Queued

14

In Review

09

Completed

31

Real-Time Tracking

Shows live impact on budget and status with instant visibility across stages and cash flow impact alerts.

Immutable logs

Invoice edited by user

11:32 AM

actor: finance_mgr

Validation rerun

11:34 AM

rule-set: v4.2

Approval requested

11:36 AM

route: L1 -> L2

Audit Trail

Every action is recorded and traceable with compliance-ready reporting and complete event history.

Approvals
Financial Impact Fully Controlled

Every invoice, PO, and contract goes through a structured approval workflow — while simultaneously tracking its impact on budget in real time.

Role-Based Approval Hierarchy
Invoice / PO / Contract Approval Flow
Real-Time Tracking of Approval Status
Budget-Aware Decision Making
2.5 min

Avg. approval turnaround

99.2%

Approval tracking rate

Role-Based Access

AdminFinance ManagerApproverViewerAuditor

INV-2024-00847

Acme Corp · AP Invoice

$1,25,000

In Progress
Approval Progress2 of 3 levels
L1

Team Lead

Priya Sharma10:24 AM

Approved
L2

Finance Manager

Rahul Mehta11:05 AM

Approved
L3

CFO

Anita Joshi--

Pending
Pending Approval Queue

INV-2024-00848

TechSupply Ltd

$20,000

L1 Pending

INV-2024-00849

Global Parts Co

$100,000

L2 Pending

PO-2024-00312

Infra Solutions

$50,000

L3 Pending

INV-2024-00850

Vertex Systems

$35,000

L1 Pending

INV-2024-00851

Global Parts Co

$90,000

L2 Pending

PO-2024-00313

Infra Solutions

$65,000

L3 Pending

Budget Utilization

Real-time budget impact of approvals

Total Budget$2,00,000
Used Budget$1,25,000
62.5% UsedModerate Usage
Remaining
$75,000
Utilization
62.5%
Status
Within Limit

Live Budget Impact

Invoice INV-0847

impact

+$25,000

PO approved

reserved

+$40,000

Payment released

used

−$15,000

Budget Nearing Limit

Utilization crossed 50%. Monitor upcoming approvals closely.

Budget Utilization Rate62.5%

Automate Document Processing and Improve Efficiency, Accuracy and Governance.

Join 500+ finance teams who have eliminated manual document processing. Start your free trial today — no credit card required.

Integrations

Seamless integration with your stack.

Connect ERP, CRM, and HRMS systems without breaking your existing process.

Sap
Oracle Netsuite
Microsoft 365
Quick Books
Xero
Sage
HubSpot
Salesforce
Zoho CRM
Pipedrive
Zendesk
Affinity
Gmail
Outlook
Workday
Bamboo HR
Darwin Box
Keka
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