Less retyping. More time for your clients.
Opening invoices, retyping them into the accounting software, checking, and checking again. That work can largely disappear — not by automating it without oversight, but by reversing the order: the system reads, you check. And invoice recognition is just one of the forms that free up time.
Four forms, from recognition to alerts
Automation isn't an all-or-nothing choice. Most firms start with one form and expand once it's proven its worth.
OCR — recognition
Software reads incoming documents and turns them into usable data — no more retyping, while keeping control. A few concrete applications:
- Invoices: amount, supplier, date, VAT number and reference read automatically
- Expense claims and receipts, connected directly to the right account
- Recognizing bank statements and automatically matching them with outstanding invoices
- Contracts and policies: expiry dates and key details flagged automatically
Workflow
Recurring tasks that today happen manually every time now run by themselves:
- Automated mailings: confirmations, follow-ups and status updates to clients
- Document management: automatically classifying incoming documents and filing them in the right client folder
- Automatic task routing: new documents go straight to the right team member
- Recurring reports that compile themselves at a fixed point each month
Alerts
Signals you today only notice while going through the numbers now come to you automatically:
- Warning when a client's cash flow drops below a set threshold
- Alert when a client posts a loss for two quarters in a row
- Signal when unprocessed or outstanding documents pile up
- Reminder as deadlines approach: VAT return, annual accounts, and more
Other custom automations
Every firm has its own bottlenecks. Repetitive, rule-based work is usually automatable — even if it doesn't fit a standard category:
- Connections between systems that don't talk to each other today
- Custom exports and reports for a specific client or file type
- Automated checklists for recurring file follow-up
- Start with a conversation about your specific workflow — often more is possible than you think
How you stay in control
- Every automatic entry stays visible and adjustable — nothing disappears behind the scenes
- You check instead of type: faster, with the same level of oversight
- Exceptions are flagged, never silently ignored
- Everything stays traceable: who — or what — did something, and when
Who this is for
Suitable for firms with a recurring, predictable volume of invoices or reports, where retyping today weighs heavier than the exceptions that need attention. The larger that volume, the larger the gain usually is too.
About automation for your firm
What exactly is invoice recognition (OCR)?
Software that automatically reads the amount, supplier, date and VAT from an incoming invoice, so you no longer have to retype it manually.
Do I stay in control of automatically processed invoices?
Yes. Every automatic entry stays visible and adjustable, and exceptions are flagged rather than silently ignored.
From what invoice volume does automation become worthwhile?
Already noticeable from a few dozen invoices a month, and the gain scales further as volume grows.
What other tasks can be automated besides invoices?
Among others, workflow automation (mailings, document management), alerts for cash flow or result signals, and custom automations for your specific workflow.
Is automation only worthwhile for large firms?
No. Any firm with a recurring, predictable volume of invoices or reports can benefit — large or small.
Take digitalization further
Ready to get rid of retyping?
Let's discuss without obligation which part of your processing lends itself to automation.