Artificial IntelligenceIntegration Buchhaltungsoftware

Read in this blog article how you can benefit from a Finmatics integration with your ERP or accounting software.

 

1. Scanning and separating documents with Artificial Intelligence

 

Scanning and separating documents with Artificial Intelligence simplifies the scanning process for customers. Users can scan via a web frontend. The scan parameters are sent online to the scanner which requires a Twain interface. That way 98% of documents get correctly separated. After the separation process is completed, the invoices can be exported to the ERP or accounting system.   

Finmatics customers benefit from a substantial reduction in manual efforts in regards to their document administration. Due to the document processing automation, the error rate is almost zero.

 

Technical implementation for ERP or accounting software 

 

You can create customers and document categories via the Abacus Frontend or via REST-API. Exact matches get generated by the client or company number. Documents change their  status to “final”, when the scanning process has been completed and the user has approved it. The integrated ERP or accounting systems derive the documents via the REST-API. Then the document status is set to  “exported”.  Documents are transferred in PDF format not larger than 120 kB per page.

 

 Watch the Video Tutorial

 

REST APIs

 

2. Scanning and separating documents with Artificial Intelligence and support from Shared Service Centers

 

Documents get scanned by the customer or sent via REST-API as described before. After a successful document transfer, the documents get separated, analyzed and optionally completed by qualified employees of a Shared Service Center (Service Level: 1 day). This results in 100% correctly classified documents.

 

Technical implementation for ERP or accounting software 

The customer information and categories get applied as described before. The document status is “final”, when the Artificial Intelligence has separated and decoded the documents and Shared Service Center employees have added missing information. The ERP or accounting system fetches the data and documents via REST-API. The document status changes to “exported”. Data is transferred in XML or JSON. 

 

REST APIs

 

Learn more at the Finmatics Support Portal

 

3. Complete document information

 

Another intelligent option for splitting work between humans and machines can look as follows: The documents get scanned by the customer or transmitted via REST API. After a successful document transmission, the AI separates and classifies the documents. Optionally a qualified Shared Service Center employee adds missing information (SLA: 1 business day). Cost centre, cost unit, G/L account and personal account get added by the Artificial Intelligence. The result is a complete accounting record.

 

Technical implementation for ERP or accounting software 

After the data export, you need to synchronize the master data such as G/L account, personal account, cost centre and historical transactions. Various tax codes are saved in Finmatics and can be used accordingly. The mapping of external and internal tax codes is executed internally.

 

REST APIs 

 

Finmatics Use Cases

Learn more about Finmatics integrations such as our BMD use case at our blog

Request demo

 
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.