Document Process Automation
3 reasons why you'll love document process automation with SenseTask
- Automatically group documents by type into folders or categories for easy access.
- Customize visibility to control who can access sensitive information within your organization.
- Define tailored approval workflows for each document type, ensuring efficient and timely processing.
- Maintain a detailed event history for every document to ensure accountability and compliance.
- Automatically export data to ERP, CRM, or other tools while validating it against external systems, contracts, or purchase orders for accuracy.
- Synchronize with your systems, ensuring consistency and creating a fully automated workflow.
SenseTask simplifies how your organization manages documents by automatically classifying and grouping them into organized folders or categories based on their type. Whether it’s PDFs, scanned documents, or photographed files, SenseTask handles it all with ease.
SenseTask supports a wide variety of document types to meet your business needs:
- Invoices and Receipts: Automate classification and extraction for financial tracking.
- Waybills and Purchase Orders: Keep logistics and procurement organized effortlessly.
- Contracts and Identity Documents: Ensure secure and compliant handling of sensitive records.
- Custom Document Types: For unique organizational needs, SenseTask can train custom models to extract and manage specific data fields.
Maintain control over sensitive information with user-defined access settings.
- Assign access permissions by folder or department, ensuring data security and compliance.
- Restrict document visibility to authorized team members, keeping confidential information secure.
By automating document classification and organization, SenseTask helps reduce manual effort, improve accuracy, and create a seamless flow of information across your business.
SenseTask makes document approvals seamless by automating workflows tailored to your organization’s needs. Certain documents, such as contracts, invoices, or purchase orders, require one or more approvals before they reach their final destination. With SenseTask, this process becomes efficient, transparent, and fully customizable.
- Custom Approval Rules: Define specific rules for document approvals based on the folder, department, or document type. Whether approvals are single-step or multi-level, SenseTask adapts to your business processes.
- Automated Approvals: Implement automated approval workflows to handle routine tasks, allowing compliant documents to pass through without manual intervention. This reduces delays and ensures smooth processing.
- Event History and Audit Trails: Maintain a complete history of all events for every document. From the initial review to the final sign-off, every action is logged, providing a comprehensive audit trail for compliance and accountability.
- Approval Tracking: Easily see who approved or rejected a document and when.
- Multi-Level Approvals: Set up complex workflows that require approvals from multiple stakeholders, ensuring thorough review processes.
By integrating automated approval workflows, SenseTask reduces bottlenecks, enhances transparency, and ensures compliance, helping your organization stay agile and efficient.
SenseTask takes automation beyond document handling by seamlessly integrating with your existing systems and ensuring data accuracy. Whether it’s exporting data to your ERP, CRM, or other tools, or validating key information against external records, SenseTask simplifies these processes to save you time and reduce errors.
- Seamless System Integration: Automatically export data to ERP, CRM, DMS, or other applications without manual intervention, ensuring a smooth and efficient workflow.
- Custom Validation Rules: Validate extracted data against external documents like contracts, purchase orders, or invoices to ensure accuracy and compliance.
- Error Prevention: SenseTask flags discrepancies for review, reducing errors and maintaining data integrity.
With SenseTask, your document processes are fully automated:
- From data extraction and validation to seamless exports, every step is designed to eliminate manual effort.
- Synchronize with popular systems like Microsoft Business Central, Quickbooks or Xero to ensure your workflows remain connected and efficient.
By automating exports and validations, SenseTask not only enhances operational efficiency but also ensures your data is accurate, compliant, and seamlessly integrated into your existing business processes.
With SenseTask we have reduced invoice processing time by at least 10 times and virtually eliminated all errors.
We are excited to have finally found a document processing solution that helps us a lot.
With SenseTask you can easily and rapidly process invoices and other documents from multiple sources.
The software allows digital archiving and provides advanced search within your documents. The SenseTask team is very receptive to the challenges in automation and AI (including e-invoices).
SenseTask has completely changed the way documents are operated for us, significantly improving processing times and accounting interpretation times of documents.
The processing of a large volume of documents is done in a much shorter time, while also eliminating the human error.