Step 01
Automate document classification and organization
- Automatically group documents by type into folders or categories for easy access.
- Customize visibility to control who can access sensitive information within your organization.
Step 02
Customizable workflows and approvals
- 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.
Step 03
Automate data exports and validations
- Automatically export data to ERP, CRM or other tools, while validating it against external systems.
- Synchronize with your systems, ensuring consistency and creating a fully automated workflow.

AI extraction & classification

What's included

Invoices, receipts and tax forms

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.

Assign access permissions by workspace, ensuring data security and compliance.

Restrict document visibility to authorized team members, keeping confidential information secure.

Key takeaway

Maintain control over sensitive information with user-defined access settings.

Key takeaway

By automating document classification and organization, SenseTask helps reduce manual effort, improve accuracy, and create a seamless flow of information across your business.

Workflow automation & approvals

What's included

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.

Key takeaway

By integrating automated approval workflows, SenseTask reduces bottlenecks, enhances transparency, and ensures compliance, helping your organization stay agile and efficient.

ERP sync & business automation

What's included

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.

From data extraction and validation to seamless exports, every step is designed to eliminate manual effort.

Synchronize with popular systems like sharepoint, microsoft business central, quickbooks or xero to ensure your workflows remain connected and efficient.

Key takeaway

With SenseTask, your document processes are fully automated:

Get started

SenseTask automates workflows and approvals for your documents, eliminating bottlenecks and reducing processing time. Try SenseTask for free and streamline your document workflows today!

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.

Document management
AI processing
Workflow automation

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Document Workflow Automation

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Upgrade your document workflow automation with AI and SenseTask

Automate document classification and organization

Customizable workflows and approvals

Automate data exports and validations

AI-powered document classification and organization

Invoices, receipts and tax forms

Waybills and purchase orders

Contracts and identity documents

Custom document types

Assign access permissions by workspace, ensuring data security and compliance.

Restrict document visibility to authorized team members, keeping confidential information secure.

Customizable document workflows and approvals

Custom approval rules

Automated approvals

Event history and audit trails

Approval tracking

Multi-level approvals

Automate document data exports and validations

Seamless system integration

Custom validation rules

Error prevention

From data extraction and validation to seamless exports, every step is designed to eliminate manual effort.

Synchronize with popular systems like sharepoint, microsoft business central, quickbooks or xero to ensure your workflows remain connected and efficient.

Why our customers love SenseTask

Turn Complex Documents into Validated, System-Ready Data