SW-02.4 Connect

From inbox PDF to ledger row, without retyping.

Document processing automation reads invoices, contracts, forms, receipts and emails, extracts the fields you need, validates them against your rules and posts them into your systems. Anything that fails validation goes to a person with the document and the problem highlighted, so straight-through cases never need a human.

INVOICENo. 2026-0412Date 28 Sep 2026GSTIN 29ABCDE1234F1Z5ITEMAMOUNT₹ 18,400.00₹ 22,600.00₹ 7,200.00TOTAL₹ 48,200.00VENDORGSTINDATETOTALEXTRACTEDVALIDATEDPOSTEDLEDGER · ACCOUNTS PAYABLE26 Sep · INV-0409₹ 3,15027 Sep · INV-0410₹ 12,90027 Sep · INV-0411₹ 6,48028 Sep · INV-0412₹ 48,200posted 4.2 s after upload
Fig. SW-02.4 An invoice read, validated and posted to the ledger.

Document processing · capabilities

What's included

SW-02.4.1

Extraction

Vendor, dates, line items, totals and tax identifiers such as GSTIN or VAT numbers, from scans, PDFs and email bodies.

SW-02.4.2

Validation

Totals that add up, known vendors, duplicate checks and purchase-order matching before anything is posted.

SW-02.4.3

Posting

Straight into accounting, ERP or CRM, with the source document attached and an audit trail for every field.

SW-02.4.4

Exception queues

Documents that fail a rule land in a review queue with the reason, so people only handle the hard cases.

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