Configure a workflow to receive, interpret and review invoices and promissory notes while keeping your team in charge of decisions requiring judgement. SAGE is the confirmed integration; for other ERPs, we review technical fit and scope before implementation.
Automation designed to review, decide and improve with your team.
Confirmed integration
A real accounting workflow, not a generic integration.
ContableBot is integrated with SAGE. For other ERPs, we review access, data and document workflow before defining connector scope.
SAGE
Operations
From scattered invoices and promissory notes to an accounting flow ready to review.
Today
Documents are chased and transcribed manually.
→
Prepared flow
The workflow organises intake and prepares information for review.
Today
Exceptions are found at the end of the process.
→
Prepared flow
Rules flag duplicates, missing data and out-of-scope cases.
Today
Traceability is spread across emails and sheets.
→
Prepared flow
The team reviews a central document workflow before operating.
Process
Prepare accounting information and leave final decisions with your team.
01
Receive documents
The workflow gathers invoices and promissory notes through defined channels.
02
Interpret and prepare
It organises data and proposes allocations using configured rules.
03
Review and record
Your team validates exceptions and decides the next step in its accounting operations.
Capabilities
Capabilities configured around your operations.
Document preparation
Organises invoice and promissory note data for review.
Rules and exceptions
Flags duplicates, incomplete data and out-of-scope cases.
Workflow traceability
Helps track each document before it is recorded.
SAGE integration
The SAGE integration is designed around traceability and the review rules of your operations.
Existing calculator
Estimate the cost of your accounting process using current assumptions.
The calculator retains published time and error assumptions. Use it as an initial guide and review scope against your own document workflow.
100Average number of invoices your team handles each month.
Workflow demo
See the document workflow before assessing your case.
FAQ
Frequently asked questions
Which ERP does it integrate with?+
ContableBot is currently integrated with SAGE. If you use another ERP, we assess access, data and document workflow before defining the integration scope.
Who reviews exceptions?+
Your team decides which cases it validates and how exceptions are handled within the agreed workflow.
Is the demo retained?+
Yes. The demo shows the document workflow and remains available to assess the use case.
Automation assessment
Which process should you automate first?
Our automation engineers review the current workflow, available data, rules, exceptions and technical fit before recommending a next step. This helps you prioritise what to automate, what to keep under human review and which integration to assess.
