Guides
Guides to invoice processing and approval workflows, with practical steps, sample calculations, and clear product limits.
Core guides
Invoice Processing Automation: A Practical Guide for Accounting Firms and Finance Teams
Automate invoice intake, extraction, review, and approval. Compare AI with OCR, understand integration options, and calculate ROI using your own data.
Read guideDocument approval workflow for accounting: a practical guide
Build an invoice approval workflow for accounts payable: approval rules, deadlines, overdue tracking, and support for multiple internal and external approvers.
Read guideSolutions by industry
Document processing for accounting firms
SmartDocTO brings documents from several clients into one controlled process. It extracts the agreed fields, shows values that need attention, supports client approval, and delivers approved data through a supported channel.
Read guideBring contractor timesheets and invoices under control
SmartDocTO can extract the worker, project, period, hours, rate, and amount from timesheets and supplier invoices. Configured rules flag differences and prepare the documents for review, approval, and accounting handoff.
Read guideSupplier invoices and supporting records in one process
A construction invoice often cannot be reviewed on its own. SmartDocTO can extract configured fields from the invoice, work record, or handover report, link related documents that share the same value in a common field, and prepare them for substantive review and approval.
Read guidePrepare supplier documents without another manual spreadsheet
SmartDocTO can receive supplier invoices, delivery notes, and claim records, extract the required fields, and prepare exceptions for review. The pilot shows which high volume document types can be handled reliably.
Read guideConnect invoices, orders, and delivery documents
SmartDocTO can process a supplier invoice, a purchase order, and a delivery note as separate templates, link related documents by an exactly matching value in a configured matching key, and run validation rules over selected fields.
Read guideBatch scans and files that hold several documents
The scanner saves a whole stack as one PDF, and suppliers send several documents in a single attachment. Once you enable document type recognition and splitting in your intake settings, SmartDocTO recognizes which document types such a file contains, splits it into separate documents, and extracts each one according to its own template.
Read guideFind out whether your recurring document can be automated
Not every useful scenario starts with an invoice. If people repeatedly copy the same fields from a recurring document, a focused pilot can show what can be extracted reliably, which rules are possible, and where human judgement remains necessary.
Read guideTry SmartDocTO on your own documents
Use the 14-day pilot to test an agreed process on a representative sample of your own documents.
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