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

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

Intelligent Processing for Every Business Document

Delivery
PO
Bill

Bill Generation

Generate accurate bills automatically from sales orders, contracts, delivery records, milestones, or usage data. Rotasu validates billing conditions, applies rules, and creates ready-to-send invoices with minimal manual effort.

Requisition Approved
Supplier A
Medium
Matched Supplier
$15.00$15.00
Supplier B
Low
Matched Supplier
$14.00$14.00
Supplier C
Low
Matched Supplier
$16.00$16.00
Final Document

Purchase Order

Selected Vendor
Supplier B
Final Price$12.00
Discount$2.00

PO Generation

Generate accurate purchase orders automatically from approved requirements, RFQ comparisons, vendor selections, negotiated rates, and purchase terms. Rotasu validates item details, pricing, quantity, tax, approval rules, and vendor information before creating a ready-to-send PO.

Contract
SO
Milestone trigger
Periodic billing
External trigger
Invoice
Generated

Invoice Generation

Generate accurate invoices automatically from approved sales orders, contracts, delivery records, milestones, and billing terms. Rotasu validates quantities, rates, taxes, payment terms, and approval conditions before creating a ready-to-send invoice with minimal manual effort.

Client PO
1-Click Convert
Sales Order

SO Generation from PO

Convert customer purchase orders into accurate sales orders automatically. Rotasu extracts PO details, validates customer, item, quantity, pricing, tax, delivery terms, and approval rules, then generates a ready-to-process Sales Order with minimal manual entry.

Intelligence at Every Step of The Document Lifecycle

PDF
DOCX
JPG
Data
Extract
Structured Output DB

Smart Document Processing

Process invoices in any format—including PDFs, Word files, scans, and images—without manual templates or model training. Rotasu automatically extracts and validates critical data, detects pricing anomalies and unusual rate changes, and flags exceptions before they impact your business.

Invoice A
Invoice A (Copy)
Validation gate
SourceStatus
PO match
Passed
GRN match
Passed
Duplicate check
Searching...
Blocked
Vendor check
Passed

Smart Validation

Validate every document before it enters your system. Rotasu applies business rules, detects duplicate invoices across records, and automatically matches documents with related POs, GRNs, sales orders, and contracts—reducing errors, preventing duplicate payments, and improving processing accuracy.

SOP Engine
PO Amount Rule
≤ 1 M
1 M < 10 M
≥ 10 M
Purchase
Manager
Finance +
Proc. Head
CFO / Director
NoYes
NoYes
NoYes

SOP Engine

Standardize every process with configurable rules, approval workflows, and multi-level approval chains. Rotasu ensures each transaction follows the required SOP, routes exceptions to the right stakeholders, and prevents unauthorized actions before execution.

LIVE TRACKING
Document & TransactionReal-time status visible
Budget & Cash-flowUtilization & impact updated
Pending ActionsRisk Alert: Delay Detected

Real-Time Tracking

Track every document, transaction, and approval across each processing stage in real time. Rotasu provides instant visibility into current status, pending actions, budget utilization, and cash-flow impact—while sending proactive alerts when delays, exceptions, or financial risks require attention.

SECURE AUDIT LOG
[10:00:01]
USER_AUTH_SUCCESSID: USR-8991 | IP: 192.168.1.1
[10:05:22]
DOC_UPLOADEDHASH: 0x9B4...F2A | FORMAT: PDF
[10:06:14]
DATA_EXTRACTEDWARNING: 1 ANOMALY DETECTED
[10:12:45]
SOP_APPROVEDNODE: FINANCE | SIGNATURE: VALID
[10:15:00]
PAYMENT_INITIATEDSTATUS: SENT TO ERP

Audit Trail

Maintain a complete, time-stamped record of every action, approval, update, and system event. Rotasu makes each activity fully traceable, helping teams strengthen accountability, simplify reviews, and generate compliance-ready reports with confidence.

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
INV-2024-00847Acme Corp • AP Invoice
$1,25,000Fully Approved
Approval Progress2 of 3 levels
L1
Team LeadPriya Sharma    10:24 AM
Approved
L2
Finance ManagerRahul Mehta    11:05 AM
Approved
L3
CFOAnita Joshi    --
Pending
Pending Approval Queue
INV-2024-00848TechSupply Ltd
$20,000L1 Pending
INV-2024-00849Global Parts Co
$100,000L2 Pending
PO-2024-00312Infra Solutions
$50,000L3 Pending
INV-2024-00850Vertex Systems
$35,000L1 Pending
INV-2024-00851Global Parts Co
$90,000L2 Pending
PO-2024-00313Infra Solutions
$65,000L3 Pending
Budget UtilizationReal-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-0847impact
+$25,000
PO approvedreserved
+$40,000
-
Payment releasedused
-$15,000
+
INV-00847 Approved
+$25,000
Budget Nearing LimitUtilization crossed 50%. Monitor upcoming approvals closely.
Budget Utilization Rate62.5%

Zero structural change. Connect with your existing trusted stack.

Rotasu connects your core systems like ERP, CRM, and HRMS natively, without breaking a single process. It reads, resolves, and executes across your entire stack from one secure, centralized intelligence layer.

SAP
QuickBooks
BambooHR
Zendesk
Sage
Dynamics
Workday
Darwinbox
Keka
Oracle NetSuite
Gmail
Xero
Outlook
HubSpot
Salesforce
Pipedrive
Affinity
Zoho

Automate Document Processing and Improve Efficiency, Accuracy and Governance.

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Frequently Asked Questions