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Document collection, document management, A.I. Powered automated bookkeeping entries, messaging collaboration, drag and drop, integrated with Xero, QBO, SAGE & more
Accurate document recognition
Can it handle line items?
yes If the line items are the same each month, it's automated, otherwise it can be done using the Drag-and-Drop
Can it process inventory items?
yes Launching Q4 2019
Is the document flow process automated
yes Semi-Automated. The bookkeeper needs to click the approve button before it is pushed into the accounting software
Does it store the document against the transaction in the accounting system?
Offers supplier portal
yes Full smart document management system for both the bookkeeper and the client
Does it interface with Sage 50?
yes IIF integration
Is document recognition user-controllable?
yes Yes, everything can be overwritten using manual editing, or the drag and drop
Can it interpret Excel documents?
Does it offer accounting system dropdown prompts for things such as supplier code, nominal code, product code, etc?
yes Full 2 way sync with Xero, QBO & various SAGE products
Does it have an API?
no Not an open API
Can it convert a 6 digit decimal point price per item to a 4 digit decimal point price per thousand?
Does it include a document workflow system with stages such as invoice approval?
Can it automatically validate the invoice against a Purchase Order?
Does it check for duplicate invoice numbers?
yes Both duplicate source documentation, and duplicates against the integrated accounting software
Can it post an invoice as approved?
yes Various options on posting including approved and draft
Does it have any kind of dashboard to show status of document flow?
Can it process sales invoices as well as purchase invoices?
Does it have mobile app?
yes Yes, both android and ioS
Can it support large document import?
Is it Cloud-based or Client/Server
Trial Version available
yes On Request
No User Training Required
yes User training not required to start using, but recommended to use the customer success team for an onboarding for each user
Installation and setup
Within a few minutes. All self serve, or setup by the customer success team
Language agnostic so works in any country. Full integration with Xero, QBO, and some SAGE products. Integration with other accounting software products. All approved bookkeeping entries can be downloaded in a spreadsheet or csv.
Posté 2019-08-12 16:05:27 par
Posté 2019-08-12 15:53:19 par
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