Bring SmartDocTO into your client projects

For ERP integrators, software companies, and accounting firms looking to add document processing, approvals, and ERP data delivery to their solutions.

Discuss a partnership

Who we work with

ERP and system integrators

Add document intake, extraction, review, approval, and data delivery to an ERP, CRM, or DMS project. We design each connection around the target system interface.

Accounting firms

Process documents for multiple clients in separate workflows and send approved data to their accounting or ERP systems.

Software companies

Connect SmartDocTO to your application through the REST API and clearly divide responsibilities between your solution and SmartDocTO.

How we can work together

Product training and a pilot environment

We cover the parts of the product needed for the scenario and prepare an environment for testing the workflow with samples.

API and technical collaboration

You receive REST API documentation, and we work through data flow, authentication, and error handling together.

Clear project responsibilities

We agree who owns the client relationship, SmartDocTO configuration, integration, operational support, and any custom work.

Deployment options for the client

SmartDocTO Cloud is the default. We assess other deployment models against the client's technical, security, and contractual requirements.

From client scenario to validated solution

1

Review the client scenario

You describe the documents, current workflow, target ERP, and the outcome the client expects.

2

Divide responsibilities

We agree who handles configuration, integration, client communication, and ongoing support.

3

Validate with samples

We measure the agreed workflow on representative documents and use the result to define the production scope.

Let us discuss your client scenario

Tell us what kind of projects you deliver and where SmartDocTO should complement your solution.

Your first partnership conversation will be with David Maj, founder of TechOne.

Practical questions about working together

Practical questions about working together

What can a partner configure in SmartDocTO?
After product training, a partner can prepare document types, templates, validation rules, approval workflows, and standard connections. We design more complex integrations together.
How do we divide responsibility towards the client?
Before the project starts, we agree who leads client communication, who prepares the configuration and integration, and who provides operational support. The client then knows who to contact in each situation.
How do we handle requirements outside the standard product?
We first separate standard configuration from new feature development. We then agree the technical solution, scope, responsibilities, and cost for the specific project.