Invoice Capture & Validation Workspace

Turn supported invoice documents into accounting data that a person can verify. This workspace is designed to organise field extraction, amount checks and correction review before the information is prepared for a subsequent accounting process.

Best suited to

Finance teams preparing invoice data from supported document formats.

What you can manage

• Process invoice documents in the formats supported by the release.
• Extract the fields defined for the document preparation workflow.
• Check relationships between the captured invoice amounts.
• Present captured information for human verification and correction.
• Prepare accounting data outputs from the reviewed fields.

A practical workflow

Submit a supported invoice document and review the captured information against the original. Correct extraction or amount issues before preparing the accounting data, retaining the source document as the reference for the review.

Why this workflow matters

Document preparation is most reliable when the original evidence remains the reference for review. A structured process helps staff identify missing fields, inconsistencies or classification questions before information is reused in accounting. Captured or converted data should be checked, particularly where document layouts or source quality vary.

Working with your records

Check that source and destination formats fall within the released product's supported scope. Compare prepared records with representative originals and reconcile relevant counts or totals before operational use. Conversion, extraction, validation or masking assists the review process; a completed operation does not guarantee perfect source data or complete removal of sensitive information.

Licence

12-month software licence purchased with a one-time payment. The purchase covers the stated licence term and does not create an automatically renewing subscription.