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Invoice to ERP

Summary

Seamless document processing: Upload invoices, extract data, review, edit, and integrate with ERP systems like QuickBooks Online.
Key moments:

  • You can easily process documents by uploading them, allowing AI to extract data for review and editing, then approving and choosing to download a CSV or send it via email or directly to your ERP.
  • The process involves selecting a document for processing, AI extracting data, and presenting it for review and editing before approval.
  • After editing, you can choose to download a CSV for manual upload, send it via email, or directly to your ERP, like QuickBooks Online.