From documents to accounting
It reads invoices, receipts, delivery notes and contracts, extracts their data and enters it into the software you use.
You open incoming invoices, receipts and delivery notes one by one and type them into your accounting software by hand. As the month end nears the pile grows, and finding a wrongly entered amount becomes a job of its own.
What it changes for your business
- Invoices and receipts can go into your accounting software without manual data entry.
- An amount that does not match or a missing field can come to you before the record is entered.
- Quotes and contracts can reach you as a summary with the risky clauses marked.
- Your team can spend its time on work that needs checks and decisions instead of data entry.
How it works
Invoices, receipts and delivery notes are scanned or arrive as PDFs; fields such as date, amount and VAT are read. Every record goes through a check, and the consistent ones are entered into your accounting software, such as Logo, Mikro or Netsis. If a field does not add up, the record is held and the question comes to you.
How we set it up
Discovery call
We listen to which documents come in through which channel, how they are processed today and which software you use.
Process map
Together we set the fields to read, the check rules, who is asked when something does not match and the transfer format.
Setup and integration
We set up document reading and checks and connect them to your accounting software; we test by comparing the results with your past documents.
Operation and improvement
We follow the records that come back to you as mismatches, and update the rules as new document types and suppliers arrive.
What we need from you
- Access to your accounting software (Logo, Mikro, Netsis or another)
- The mailbox or folder your documents arrive in
- Sample invoices and your chart of accounts rules
Your data stays under your control
We design the setup with the KVKK, Turkey's data protection law, in mind: personal data is masked where needed, and the AI model receives only what the task requires. The solution can run in your own cloud account or on your own server, and we can add an approval step before anything leaves your business.
Frequently asked questions
- Which accounting software does it work with?
- We set it up to transfer to Logo, Mikro, Netsis and similar software, choosing the best method for the software's connection options or its import file. It can read e-invoices and e-archive documents as well as scanned paper.
- Where are documents processed, and how is KVKK (Turkey's data protection law) handled?
- Documents can be processed in your own account or on your own server; the AI model receives only the fields that need reading. For documents with personal data, we set masking and retention during setup in line with KVKK.
- What happens when the system is not sure about a field?
- We set the system up to hold the record and ask you, instead of guessing at a field it cannot read or finds inconsistent. Together we decide in the process map which differences are acceptable and who approves.
- How does setup run, and how long does it take?
- We start with the document type that arrives most often and test by comparing the results with past documents. Once the first document type works, we add the others. The time depends on the systems to connect and the scope; after the discovery call we give you a step-by-step plan with a time estimate.
Which part of your work should we automate?
Tell us which process takes the most time; we will look at what can be automated together in a short call.