We have […] found the ideal partner for a standardized and holistic solution approach to accurate data capture and processing.
Volker Sundermeier, Managing Director Administration, Häcker Küchen GmbH & Co. KG
Solution: Sorting and classifying invoices
enaio® classify-pro is a classification component with an integrated plausibility check that automatically recognizes forms and documents and assigns them to appropriate categories. This makes it an ideal addition to the capture functions and is suitable, for example, for the development of largely automated invoice processing solutions.
With the automatic classification of incoming documents, you can save a lot of time and money—especially when processing large quantities of documents. The solution can be integrated into any existing archive, ECM or workflow systems and therefore fits seamlessly into your existing software architecture .
We offer two variants of document classification with enaio® classify-pro:
The most important features of enaio® classify-pro
Automatic reading of index data from incoming invoices, e-mails and other documents and direct filing in enaio®
Recognition of scanned documents (OCR) incl. subsequent correction
Recognition and capture of data via barcodes
Indexing the documents using the extracted data
3-way matching to synchronize the invoice data
Execution of plausibility checks
Automatic transfer of documents to workflows
Direct comparison against ERP and other specialized systems
enaio® classify-pro identifies addressees, invoice recipients, tax amounts or even complete item tables.
From fully automated scanning to indexing, convenient processes are guaranteed.
enaio® classify-pro automatically recognizes whether a document is legally compliant or whether an invoice has been filled out correctly.
The documents are classified, invoices are validated and the invoice data is compared with existing data.
The enaio® classify-pro-SaaS-invoice classification component enables the semi-automatic to fully automatic reading of incoming invoices via the cloud. Address and invoice data and other information is read from the documents and classified. Captured data can be validated against systems external to enaio®. This makes it possible, for example, to reconcile invoices against an ERP system.
With enaio® classify-pro-SaaS-invoice, you can process the XRechnung and ZUGFeRD e-invoice formats relevant for Germany as well as other invoices (e.g., PDF) in a standardized, AI-supported process. This is complemented by intelligent functions such as data enrichment, the use of validation logics and compliance checks in accordance with Section 14 UstG.
Detailed validation mechanisms and comprehensive checks ensure the highest data quality and compliance with Section 14 (4) UStG, thus ensuring that the invoice meets the criteria for input tax deduction.
enaio® classify-pro-SaaS-convert converts electronic invoice formats into a format of your choice, e.g., an XRechnung into a Fattura PA. The syntaxes UBL and UN/CEFACT CII permitted in the European standard for electronic invoicing (EN 16931) are also checked. The corresponding European and national business rules of this standard and the underlying format are observed.
In addition, enaio® classify-pro-SaaS-convert performs the legally compliant conversion of invoice data for archiving in subsequent systems.
Both national and internationally proven invoice formats are supported.
The enaio® classify-pro-SaaS-connect component offers you a seamless connection to various national and international portals and a convenient e-mail import in full compliance with all legal requirements.
The tool supports you in implementing individual solutions for processing form-based incoming mail documents. It is possible to extract information according to your specifications.
The "fix" component offers customized solutions for processing documents in the inbox. Information can be classified and extracted according to your specific requirements.
Using the latest AI technologies, the intelligent automation service automates the data capture and processing of incoming orders, which can reach your company both in paper form and as e-mail attachments.
Also based on AI, the intelligent automation service automates the recording and processing of order confirmations. These reach your company in paper form or as an e-mail attachment.
Invoice portals will become increasingly important in the future: They enable the creation, submission and management of e-invoices via web forms. Platforms such as ZRE or Peppol are becoming increasingly important for digital invoice exchange, which makes the use of cloud systems necessary. With our modern classification solution, you are always equipped for this.
Receiving and sending e-invoices in Europe is governed by national legislation and requires continuous system updates. As on-premises solutions cannot efficiently map these changes, the cloud offers faster provision of technical updates for many customers at the same time. This ensures that your system is always up to date. And you save valuable resources.
A SaaS-based classification solution offers numerous optimization opportunities for customers in the long term. For example, through deep learning OCR: This extension allows you to efficiently capture and process invoices and documents. Or you can use the potential of AI-based auto account assignment for the automatic allocation of cost centers, cost units and accounts—a considerable relief for accounting. The possibilities are particularly diverse thanks to SaaS.
Advantages of enaio® classify-pro
Processing of electronic invoices and other invoices in one solution
XRechnung, ZUGFeRD, Factur-X, FatturaPA and other formats available
Seamless connection to (inter)national e-invoicing and vendor portals
Conversion to any electronic invoice format
Reliable data validation and enrichment
Creation of view documents from XRechnung
Expansion ensured by AI technologies (see OCR, green voting, auto-assignment)
enaio® classify-pro (on-premises) includes the optimization and automation of invoice management for electronic and other invoices on an on-premises basis. The system differentiates between electronic and other invoices. The system also has learning mechanisms that allow the field detection rate to be optimized.
The intelligent analysis system (invoice reader) enaio® classify-pro-invoice processes incoming invoices with and without order reference and reads the essential header data (e.g., vendor, invoice date, invoice number, final invoice amounts, etc.) as well as item tables in the standard commercial invoice format from incoming invoices and makes them available for further data processing.
With comparison data from an ERP system and integrated plausibility checks, it ensures the readout quality and the invoice document is indexed with validated data.
It is possible to compare the item data with ERP order and goods receipt data. enaio® classify-pro-invoice has XML interfaces to enaio® capture-pro (scan component) and enaio®. This makes it very easy to transfer data to an invoice receipt workflow in enaio®. It can also be easily integrated with existing ERP, archive, DMS and workflow environments independently of enaio®. In addition to scanned image data, electronic documents (PDF) can also be processed, which enter the company via a central invoice inbox, for example. Other data sources can also be connected.
General Remarks
Software & Services
LOCATIONS