Procurement & logistics
Incoming invoices
Capture invoices, match them against the purchase order and goods receipt, approve and post.
Use Cases
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Procurement & logistics
Sort purchasing mail
Recognize and split mixed purchasing documents and route them to the right follow-up process.
Procurement & logistics
Order confirmations
Compare supplier order confirmations with purchase orders – prices, quantities and dates.
Procurement & logistics
Delivery notes & goods receipt
Capture delivery notes, match line items to open purchase orders, prepare the goods receipt.
Procurement & logistics
Resolve payment reminders
Recognize supplier payment reminders, match them against open items and payments, and reply.
Procurement & logistics
Price lists & master data
Match supplier price lists against the item master, propose changes and apply them after approval.
Procurement & logistics
Customs & export documents
Check commercial invoice, packing list and proofs of origin and prepare the customs declaration.
Sales & market
Market monitoring
Continuously track competitors, prices and industry news – relevant changes arrive as a report.
Sales & market
Identify website visitors
See which companies are interested in which topics on your website – with a heads-up to sales.
Sales & market
Customer inquiries
Capture inquiries from every channel, complete them and assign them to the right team.
Sales & market
Review tenders
Read tender documents and pull out requirements, deadlines and exclusion criteria – as a go/no-go brief.
Sales & market
Calculate quotes
Gather costing inputs from multiple systems and build a verifiable basis for your quote.
Sales & market
Customer orders
Check customer orders, match them against the quote or price list and enter them reliably in the ERP.
Sales & market
Outgoing invoices
Prepare, check, approve and deliver customer invoices with complete supporting evidence.
Finance & HR
Travel & expenses
Capture hotel, train, fuel and meal receipts, check them against your travel policy and hand them over to accounting.
Finance & HR
Timesheets & work reports
Capture timesheets and daily work reports – handwritten ones too – assign them to projects and hand them over to billing and payroll.
Service & quality
Support requests
Classify support requests, enrich them with context and route them to the right resolution path.
Service & quality
Complaints
Capture customer and supplier complaints consistently, coordinate actions and track them to closure.
Service & quality
Data sheets & certificates
Check safety data sheets, technical data sheets and certificates, monitor expiry dates and file them properly.
Production & controlling
Production orders
Turn released demand into complete production orders – bill of materials, routing and material checked.
Production & controlling
Post-calculation
Compare target and actual costs for each production order and explain significant variances.
Documents & knowledge
Compare documents
Compare versions and related documents – differences backed by evidence.
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