AI-POWERED INVOICE AUTOMATION
Complex cost allocations. Difficult PO matching. Separate ERP and accounting systems. smartWorkflow validates, codes and posts invoices according to your rules, so your team can focus on the cases that need a decision.
Your rules. Your existing systems.
PURCHASING, FINANCE AND SALES
Invoices, supplier order confirmations, customer purchase orders. smartWorkflow checks them against your business data and takes the next steps in the right workflow.
Spend less time reworking invoices, catch discrepancies earlier and prepare accounting entries automatically.
Accounts payablePO matching, invoice coding and ERP postingDESupplier order confirmationsIdentify and resolve discrepancies earlyDECredit card expensesMatch receipts and prepare accounting entriesDEProcess customer orders from email and PDF, match items to your master data and create sales orders in your ERP.
HANDLE COMPLEX COST ALLOCATIONS
Is this month's cost allocation in a spreadsheet? Paste the table into chat and the agent prepares the accounting lines. You can also explain recurring accounting rules in plain language.
“Allocate this month’s invoice using this table.”
| Cost center | Net amount |
|---|---|
| Production | €6,000.00 |
| IT | €2,500.00 |
| Sales | €1,500.00 |
Ready for the required validation and approvals
AGENTIC DOCUMENT PLATFORM
Your finance team needs traceable results and clear accountability. smartWorkflow's AI agents work within access permissions, accounting rules and approval workflows enforced by the software.
When acting for a user, the agent can only access data that user is allowed to see. The software enforces those limits.
Describe how an invoice should be coded or split as you would explain it to a colleague. Rule changes are logged with the person who made them.
Responsibilities, approval thresholds and required authorizations govern the workflow. Automated posting follows the rules you have defined.
CONNECT PURCHASING, OPERATIONS AND ACCOUNTING
Purchase orders live in your ERP or production system. Accounting runs in a separate finance system. smartWorkflow brings the data together for review and approval, then sends each posting to the right system. We configure the integrations around your process.
Use the reporting API to pull data into Excel or Power BI with Power Query for your own analysis.
Talk to us about your systemsA heat pump manufacturer uses Comarch ERP alongside BMD. Its finance team previously checked PO-based invoices against the ERP manually. smartWorkflow now performs the matching automatically, using item descriptions as well as item numbers.
SEE SMARTWORKFLOW IN ACTION
Start with a typical invoice or a recurring task. We will discuss what smartWorkflow can automate, where your team makes the decisions and which systems need to connect.
