Eliminate manual data entry, transaction fees and stress.
Read, Recognize and Record invoices and customer POs
with
(Written with AI – Actual Intelligence)
Say goodbye to manual invoice processing with TagSMART. Harness the power of intelligent OCR and seamless integration with the INBOOKS suite TagSMART. Whether you're coding invoices distributions or routing for approval, TagSMART simplifies the entire workflow. With its innovative approach, TagSMART saves time, reduces human errors, and promotes sustainability by decreasing paper usage.
Experience the future of accounts payable automation with TagSMART.
How It Works
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Are you working in Accounts Payable or Accounts Receivable? Whichever is the case, pick which type of documents you need INBOOKS TagSMART to read and record data from – vendor invoices or customer purchase orders.
Pick your Process
Step 1
Once you see your blank documents in the TagSMART queue, click the ‘Analyze’ button and watch as your documents’ data is efficiently deciphered, categorized, and stored for your review.
Analyze
Step 2
Review the data recorded ensure that all fields have been captured correctly – even down to the line item! Once it looks good, simply click the submit button and watch as your documents are automatically named and filed in INBOOKS.
Review and Submit
Step 3
Once you process your documents through INBOOKS TagSMART, you can decide what happens once you submit.
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Send the vendor invoices directly to your accounting system as an unposted transaction.
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Send the documents through a tiered or multi-person approval process using INBOOKS WorkSMART.
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Send customer purchase orders directly to your accounting system as an unposted sales order.
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Send customer purchase orders forward to automatically create sales orders and/or customer invoices using the information captured with INBOOKS FormSMART.
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Send the documents to be stored in INBOOKS for easy future retrieval.
The workflow is up to you and the possibilities are endless!
Ensure accuracy at every step
