Document intake, review of extracted data, approvals, and delivery into the next system.
SmartDocTO goes beyond extraction. It receives the document, prepares data for review, keeps a processing history, and delivers the result to the next system.
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You can upload a file directly in the application. Depending on the setup, the same process can also start from email, an API, or a secure upload link.
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Extracted values appear in the template structure with confidence scores. You can review and correct them before the next step.
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The history records the start and completion of processing, validation, and other events. The team can see what happened to the document.
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Once the configured rules are met, SmartDocTO sends the data through an outbound integration and shows whether delivery succeeded.
Define the fields you need in a template. AI prepares the values, while users see confidence scores and validation results.
Upload PDF, JPG, PNG, TIFF, XLS, or XLSX files. The technical processing path varies by format and selected AI model, but the output always follows the fields defined in the template.
Configure sections, fields, data types, and checks for each document type. Every process gets its own output structure.
Users see the extracted value, its confidence score, and the outcome of configured rules. A failed check can stop the process or request user action, depending on the setup.
Template changes are versioned, while field corrections feed into statistics. Teams use this evidence to refine templates and validation rules.
Choose an intake channel based on where documents come from and who sends them.
Drag individual files or batches into the browser and follow upload progress. Available limits depend on the selected plan and processing model.
Documents can arrive from a connected mailbox or from your system through a secured API. Both channels use the same processing rules as web uploads.
A supplier or client can upload a file through a secured link without access to the internal application. The link can have an expiry date and usage limits.
SmartDocTO compares file fingerprints. It stops a repeated upload of an identical file unless the user explicitly allows an exception.
Use approvals only where the process requires them. Rules define the responsible people and conditions.
A rule can choose an approver based on document type, amount, supplier, or another extracted value. One document can match several rules.
Assigned approvers receive a notification and see the due date. Once it passes, the request remains open and is marked as overdue.
The assigned approver can manually delegate a request to a substitute. The original assignment and delegation remain in the history.
Clients or partners approve under their own restricted accounts and see only assigned requests. Each decision is recorded under their identity.
Deliver the result through a format and channel supported by the target system. SmartDocTO does not confirm accounting entries.
Map template fields to the structure expected by an ERP, accounting platform, or another system. Transfers use a supported authentication method.
If a temporary failure occurs, SmartDocTO retries at increasing intervals. An authorized user can also retry a failed delivery manually.
Supplier, cost center, or product lists can be synchronized from an external source and used in validation rules.
Download data as Excel or CSV. Depending on the setup, files and data can also be delivered to SharePoint, OneDrive, or SFTP.
Track the state of the process and identify where corrections, delays, or failed deliveries occur.
Reports cover documents, approvals, AI usage, integrations, and corrections to extracted values. Each area has its own metrics and dimensions.
Build layouts from metric cards, charts, and tables. Save several views for different teams and share them with authorized users.
Filter results by period and compare selected metrics with the previous period. This helps distinguish one-off exceptions from recurring problems.
Request counts, tokens, and response time by model help monitor technical processing usage. Data availability depends on the selected provider.
Access to documents is governed by company and user role. Important events remain available in the history.
Communication uses an encrypted connection and sensitive integration credentials are stored encrypted. Cloud customer data is stored in the EU.
Owners, administrators, approvers, and users have different permissions. External roles separate upload, viewing, and approval from internal access.
Supported processing steps, field changes, decisions, and integration delivery attempts remain traceable on each document.
Every uploaded file passes a ClamAV antivirus scan before processing. Company membership and permissions govern access to it.
Use the 14-day pilot to measure extraction, validation, approval, and delivery on your own sample documents.
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