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Frequently Asked Questions
Frequently Asked Questions
What happens after I submit this form?
You receive a confirmation email within minutes. A SmartDocto onboarding specialist contacts you within one business day to schedule a 30-minute discovery call about your documents and processes. After the call, we prepare a pilot account with full functionality and send your login details, usually within one business day.
Is there a credit card or contract requirement?
No. The pilot does not require a credit card, a signed contract, or any commitment. You get full functionality (extraction, approvals, integrations, exports), upload your own documents, and only then, after seeing real extraction results on your data, do you decide whether to continue.
What information do you need to set up the pilot?
For sign-up itself we need your name, work email, company name, and rough company size. Technical details (document types, monthly volume, how you receive invoices today, target accounting system) we cover on the discovery call. Access to your systems (mailbox for inbound, REST API or SFTP target for outbound) we set up only when you decide to continue with the pilot.
Can we start with AI extraction only and add approvals later?
A processing rule has an optional approval ruleset. If you do not attach a ruleset, the document goes through extraction, validation, and outbound integration without an approval step. You can attach an approval ruleset to the existing processing rule at any time later, without losing historical documents. Similarly, you can start without an outbound integration, export data manually to CSV or JSON, and add the integration later.
Can I test the connection to our ERP or accounting system in the pilot?
Yes. Outbound integration runs in the pilot with the same full functionality as in production. We support REST API (with auth API_KEY, BEARER_TOKEN, BASIC_AUTH, OAUTH2 client credentials, or authorization code), SFTP, and SharePoint or OneDrive. If you have an OpenAPI specification for the target service, setup takes hours. Without a specification, we configure the integration manually against the target system documentation, usually within two business days. Credentials are exchanged over a secure channel, not through this form.
How is my data handled if I do not proceed?
Contact data submitted via this form is processed under GDPR for the purpose of responding to your inquiry. If you do not continue, your inquiry data is retained per our privacy policy retention schedule and is not used for marketing without separate consent.
Can I cancel the pilot at any time, and what happens to my data?
Yes. The pilot has no minimum term and no commitment. If you decide not to continue, your pilot environment, uploaded documents, extracted data, and logs are deleted per the retention schedule in our privacy policy. Data is hosted in the EU (Hetzner, Germany). AI providers (Azure AI Foundry, Anthropic, AWS Bedrock) operate in zero data retention mode, so submitted invoices are not retained and are not used to train models.