Document capture (OCR) and coding by AI
An invoice from a scan, an e-mail or KSeF turns into a full set of data. The AI suggests the category, dimension and type.
What SaldeoSMART does with the documents of an accounting firm or company
One page per feature: what it does, what it looks like in daily work, how many credits it uses and which plans include it, with the table from the vendor's price list.
What SaldeoSMART is
SaldeoSMART is software that reads documents, codes them with the help of artificial intelligence, walks them through approvals and sends them to your accounting software. Below you will find each of those separately: how it looks in an accounting firm and in a company, how many credits it uses (you can work them out in the calculator) and which plans include it.
KSeF: sending and receiving e-invoices
Sending and receiving invoices is included in the subscription. A credit is used only when the AI codes an invoice.
Document workflow and approvals
An approval route for invoices, contracts and letters, with reminders and a deadline you can see.
Sales invoices
Issuing and sending invoices, recurring documents, the whole set visible to the accounts at once.
Settlements, payments and bank statements
Bank transactions matched to invoices, payments prepared, unpaid items visible without a search.
Archive and document search
Documents together with the image of the original, searchable by content, counterparty and amount.
The accounting firm working with its client
A portal and mobile app for the firm's client, document delivery, questions and missing items without the e-mail ping-pong.
Managing work, reports and budgets
Recurring tasks and priorities, reports on the work done, a budget set against real costs.
HR, cash and advances
HR documents, cash reports and employee advances settled without separate spreadsheets.
A demo on your own documents
Screenshots and tables show what the system can do. They don't show how it copes with your invoices, and that question usually settles the decision. So before you buy, we show SaldeoSMART on the live system, ideally on a few of your own documents.
What a demo and training look like →
What we set up during implementation
The software has to fit the way you work: companies, registers, posting schemes, permissions, rules for the AI and the link to your accounting software. That part is ours.
Let's talk about your implementation
The quickest way to judge it is on the live system, with your own documents. Book a demo: we will show the features you need and where their limits are.
The demo is run by the person who will later implement the system. Prefer to call? 513 805 506