Auto-upload extracted invoice data as purchase or sales entries

• • Link documents to accounts & suppliers
• • Auto-post journal entries
• • Create draft bookings

Sync GL codes, VAT, cost centers for enriched extraction

• • Push processed receipts to finance
• • Real-time cost tracking
• • Auto-categorize expenses

Post extracted contract terms and delivery confirmations

• • Push invoice metadata to procurement
• • Integrate with S/4HANA workflows
• • Auto-create business documents

Auto-create customers/vendors from OCR'd forms

• • Map fields to purchase orders
• • Business Central integration
• • Finance module sync

OCR scanned receipts to create expense reports

• • Auto-categorize based on vendor rules
• • Create expense entries
• • Sync chart of accounts

Smart receipt processing and expense categorization

• • Auto-create bill entries
• • Sync contacts and accounts
• • Real-time bookkeeping

Extract contract terms to populate opportunity fields

• • Create leads from scanned forms
• • Auto-update opportunity data
• • Generate support cases

Extract contact info to auto-update CRM entries

• • Parse forms and event signups
• • Update contact profiles
• • Create deals from contracts

Push tagged documents to structured SharePoint folders

• • Add metadata as searchable fields
• • Auto-organize by document type
• • Integrate with document libraries

Two-way sync with OCR on upload

• • Push results to structured folders
• • Backup original vs edited documents
• • Auto-organize by content type

Notify users when documents are processed

• • Share extracted key data in channels
• • Alert on processing completion
• • Document review notifications

Access knowledge base via Microsoft Teams

• • Bot integration for document queries
• • Share processing results
• • Team collaboration on reviews

Match OCR'd invoice data to payment transactions

• • Reconcile payments with invoices
• • Auto-match amounts and dates
• • Payment processing analytics

European payment processing integration

• • iDEAL payment reconciliation
• • SEPA transaction matching
• • Multi-currency support

Smart banking integration for SMEs

• • Auto-categorize transactions
• • Receipt matching
• • Real-time expense tracking