Every business runs on documents — vendor invoices, purchase orders, receipts, KYC forms, contracts. But the information inside them is locked in PDFs, scans and emails, and someone has to read each one and type it into your systems by hand. It's slow, it's error-prone, and it doesn't scale.
Document Intelligence changes that. It reads your documents the way a person would, pulls out exactly the data you need, checks it, and posts it straight into your business systems — so your team stops re-keying and starts reviewing.
How it works
Extract. AI and OCR read any format — clean PDFs or messy scans — and pull out the fields that matter: vendor, invoice number, dates, line items, taxes, totals. Tables and multi-page documents are understood, not just scanned.
Classify. Each document is automatically identified — invoice, purchase order, receipt, form — and sorted into the right business process, so the right thing always lands in the right place.
Route. The validated, structured result flows directly into your ERP or accounting system, kicks off an approval, or drops into a reviewer's inbox — automatically.
AI does the reading. Your team keeps the final say.
This isn't a black box that posts to your books unsupervised. Every field carries a confidence score. Anything uncertain — a new vendor, an unclear total, a tax mismatch — is held back for human review instead of being guessed. You map your vendors, accounts and tax codes once; the system learns and remembers, so exceptions shrink over time. And every read, correction, approval and posting is captured in a full audit trail — complete visibility, complete control.
One platform. Many products. Just choose yours.
Most integration tools are built for a single system. Document Intelligence is built for all of them. Open the platform, choose your product — SAP Business One, Microsoft Dynamics 365, or your accounting system — and it shows you exactly what's needed, walks you through a guided setup, maps your master data, and goes live. No bespoke project, no months of integration work:
- Connects to your ERP — SAP Business One (on-premise and HANA) and Microsoft Dynamics 365, with more on the way.
- Works behind your firewall — a secure connector runs inside your network and only reaches out; your ERP is never exposed to the internet. For SAP it can even live inside the SAP menu.
- Keeps your data safe — encrypted in transit and at rest, with on-premise credentials that never leave your own network.
Built for the teams drowning in paperwork
Whether it's Accounts Payable matching hundreds of invoices a month, onboarding teams processing KYC, or operations chasing contract dates — Document Intelligence removes the manual middle and gives you clean data, faster, with a trail you can stand behind.
See it on your own documents. Send us a sample invoice or form, and we'll show extraction, validation and ERP posting end to end.
