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Enterprise AI Platform

Document Processing & Workflow Automation with AI Agents

Extract structured data, validate multi-document workflows, automate approvals, and connect to SAP, Dynamics, Odoo, CargoWise, and enterprise systems.

  • 14-day free trial
  • Enterprise-ready
Document Classification & Data Extraction
Extract structured data from business documents and multi-document collections with high accuracy. Automatically identify key fields, line items, and cross-document relationships.
Workflow Automation & Validation
Configure rule-based approval workflows and validate document data throughout the process. Enforce business logic, cross-document checks, and structured export to operational systems.

Trusted by reputable companies

Document workflow

Intake, validation, and export in one flow

For teams processing high document volumes: clear status at every stage, defined ownership, and exceptions handled before data reaches your ERP, TMS, and other internal systems.

Manual process vs platform

Current process

  • Documents split across email, shared drives, and local folders
  • No shared view of queue status or blockers
  • Issues often found at month-end reconciliation

With SenseTask

  • Single intake queue across email, API, and e-invoice
  • Stage, owner, and SLA visible for every file
  • Exceptions resolved before ERP or TMS export

ERP & TMS integrations

  • SAP S/4HANA
  • Microsoft Dynamics
  • CargoWise
  • Odoo
  • SoftOne
  • WinMentor Enterprise
  • NetSuite
  • and more

The flow shown matches the standard SenseTask process, from document to export.

SenseTaskLive
Document
Classify
ExtractAI extraction
Validate
Workflow
ERP Export
Source document
INVOICEProcessing
Extracted data
VendorAcme Corp
Amount€12,450.00
Due Date2026-03-15
Validated

Large organizations

Document processing built for volume and control

Teams in banking, accounting, pharma, and logistics use SenseTask for high-volume intake, with role-based approvals, a clear audit trail, and ERP or TMS export that fits how you already work.

  • 01

    Full audit trail

    Every step is recorded: classification, validation, and approval. Your team can review history without exporting spreadsheets.

  • 02

    Structured at scale

    Route documents from email, API, or e-invoice into defined workflows, instead of tracking status in shared inboxes.

  • 03

    Works with your ERP & TMS

    Connect to SAP S/4HANA, Microsoft Dynamics, Odoo, CargoWise, SoftOne, WinMentor Enterprise, NetSuite, and the finance or transport tools you already run. No need to replace systems your teams rely on.

Used in production by

  • Banking & finance
  • Accounting
  • Pharma
  • Logistics
  • Manufacturing

Assisted rollout · ISO 27001 certified

Security & compliance

Certified security for regulated teams

  • ISO/IEC 27001:2022Certified

    Information security management aligned with international standards.

  • GDPRAligned infrastructure

    GDPR-aligned infrastructure, with optional dedicated deployment for full data control.

Why teams choose SenseTask

  • 10×

    Faster processing

    Less manual entry from intake to export.

  • 99%+

    Extraction accuracy

    AI classification with business validation.

  • 14 days

    Free trial

    14-day free trial.

  • System integration

    ERP, TMS or internal systems

    Structured export to SAP, Odoo, CargoWise, CRM, and internal systems.

How it works

Automate document workflows with AI

Three steps from unstructured documents to validated data in your ERP.

  1. Extract and classify documents

    • PDFs, scans, e-invoices, and images processed with advanced OCR.
    • Automatic classification and extraction of fields, lines, and totals.
  2. Automate workflows and approvals

    • Smart folders with upload rules from email or API.
    • Validation, business logic, and multi-level approvals.
  3. Integrate with ERP, TMS, and optimize processes

    • Reconciliation and validation before export to ERP, TMS, CRM, or accounting.
    • Structured export and reporting with no manual re-entry.
01

Platform capability

AI document processing and intelligent data extraction

SenseTask transforms unstructured business documents into structured, validated data that powers automated workflows and operational systems. Upload documents from email, API, desktop, e-invoicing platforms, or ERP exports, and let AI classify, extract, and structure information automatically.

Unlike traditional OCR tools, SenseTask understands document context, relationships between files, and business logic across single or multi-document collections.

AI extraction & classification

What's included

Intelligent document classification

Automatically detect document type, structure, and format. Classify invoices, purchase orders, transport documents, contracts, and complete document dossiers without manual sorting.

AI-powered structured data extraction

Extract header data, line items, totals, references, and cross-document relationships with high accuracy across suppliers and layouts.

Multi-document validation and business logic

Apply rules, thresholds, required fields, and cross-document checks before approval or export to downstream systems.

Smart ERP and master data matching

Match extracted fields with ERP, CRM, or accounting systems. Remember associations such as supplier mappings, SKUs, cost centers, or account codes to reduce manual input.

Continuous learning and automation improvement

Each validation improves future processing accuracy, increasing straight-through automation and reducing review time.

Key takeaway

With SenseTask, document processing becomes intelligent, structured, and workflow-aware. Instead of manually entering data or correcting errors, your team focuses on approvals, exceptions, and high-value decisions.

02

Platform capability

Document workflow automation and approval management

SenseTask does not stop at extraction. It orchestrates structured document workflows from intake to validation, approval, and export. Organize documents into intelligent folders and define how each document or dossier moves through your business.

01020304

Workflow automation & approvals

What's included

Automated document intake

Route documents automatically via email, API, ERP export, or e-invoicing channels into the correct workflow folders.

AI-based routing and categorization

Classify documents and direct them to the appropriate processing path without manual sorting.

Custom workflow logic and processing rules

Configure rule-based steps, conditions, thresholds, and validations tailored to your operational requirements.

Multi-level approvals and escalations

Design structured approval chains based on document data, business roles, and compliance rules.

Exception handling and smart validation triggers

Automatically flag only documents that require human review, increasing straight-through processing rates.

Key takeaway

SenseTask combines document management, structured workflows, and intelligent validation into one centralized system. Teams gain visibility, traceability, and control over every step of the document lifecycle.

03

Platform capability

ERP, TMS integration and AI business process automation

SenseTask connects document processing to your ERP, TMS, accounting, and inventory systems, turning extracted data into automated business actions. Reconcile invoices, process e-invoices, generate reports, and sync validated information with SAP, Microsoft Dynamics, WinMentor, or other platforms, without manual re-entry and with full traceability.

ERP sync & business automation

What's included

AI-powered reconciliation & n-way matching

Automate 2-way, 3-way, or N-way matching across invoices, purchase orders, goods-receipt notes, and related documents. Detect discrepancies in real time and prevent invalid data from reaching downstream systems.

Invoice & e-invoice workflow automation

Process structured and unstructured invoices within configurable validation and approval workflows. Enforce compliance rules before export to financial or operational systems.

ERP, TMS & operational system integration

Sync validated, structured data directly with SAP S/4HANA, Microsoft Dynamics 365 Business Central, Odoo, Oracle NetSuite, SoftOne, WinMentor Enterprise, CargoWise, and SharePoint via API or structured export workflows.

Master data matching & persistent associations

Automatically associate suppliers, SKUs, cost centers, and account codes with existing ERP master data. Remember field mappings to reduce manual corrections and increase straight-through processing rates.

Continuous AI learning & optimization

Every validation and approval improves future processing accuracy. SenseTask continuously refines extraction, matching, and validation logic to reduce review time and increase automation performance.

Key takeaway

SenseTask transforms document workflows into structured, validated, and system-connected processes. Built for enterprise finance, logistics, and operational teams, it enables governed automation at scale.

Get started

Start automating document workflows with confidence. Try SenseTask for free.

Measurable outcomes

Benefits in a Nutshell

Real results from SenseTask deployments, AI document processing that pays back from day one.

0

average processing time saved

From intake and OCR to validation and ERP or TMS export.

0

average ROI within the first year

Lower manual effort, fewer errors, faster approvals.

0

faster validation than industry peers

AI-assisted review with continuous learning built in.

Based on customer evaluations and internal benchmark studies.

Figures based on real SenseTask customer evaluations.

FAQ

Answers before you commit

Common questions from finance, operations, and IT teams evaluating document automation.

4 questions answered

SenseTask processes invoices, purchase orders, receipts, contracts, transport documents, forms, and multi-document dossiers from PDFs, scans, and e-invoices with AI classification and structured extraction.

Yes. SenseTask integrates with SAP S/4HANA, Microsoft Dynamics, Odoo, CargoWise, SoftOne, WinMentor Enterprise, NetSuite, other ERP and TMS systems, CRM, and accounting platforms through APIs, structured export, and workflow connectors.

Most teams start with a fast pilot: document types, validation rules, and approval workflows can often go live within days without a heavy IT project.

Yes. Start a 14-day free trial to test extraction, workflows, and fit with your document processes.

We usually reply within one business day.

Customer stories

Why our customers love SenseTask

Finance, operations, and leadership teams who automated document processing with SenseTask.

Constantine N.
Commercial Director
Matthew G.
Director of Operations
Brian G.
General Manager

AI Agents for Document Processing & Workflow Automation

Turn Complex Documents into Validated, System-Ready Data

From intake and OCR to validation, approval, and ERP export, one platform instead of disconnected tools.

  • Document management
  • AI processing
  • Workflow automation

One login. All workflows. No complex migrations.