MX SERVICE1. Understand capture
We consider the sources on tablets and websites, the document types and the information required. The new workflow should fit the actual work, including mobile capture.
Automation in everyday work
From the tablet directly into billing.
We have automated workflows that transfer documents from tablets and websites directly into billing systems. This connects digital document capture with subsequent billing processes.
TabletsWebsitesBilling systems
Moving digital documents forward
Starting with tablets
Documents provided through tablets are passed into the intended billing workflow. This use case connects mobile work with subsequent processing.
Including websites
Documents from websites can also form part of this automation. The sources included depend on the specific project.
Connecting billing
The implemented solution passes documents to the intended billing system. Compatibility with the systems and document types in a new project needs to be established first.
Reducing manual handovers
The aim is to simplify recurring document transfers. Time savings and the remaining work depend on the workflow; we do not claim universal performance figures.
Good to know
Can any billing system be connected?
We cannot promise universal compatibility. The suitability of your existing system and the intended scope are assessed for the specific project.
Is every invoice automatically created or posted?
This application concerns transferring documents into the billing system. It does not imply automatic invoice creation, accounting entries or the removal of professional checks.
Does all document processing use AI?
No. Automation and AI are not the same. Whether additional AI support is useful depends on the task.
Your next step
Discuss your document workflow
Do you capture documents digitally and want to pass them into billing? Tell us which applications are involved and what you want to achieve.
Related support
Document automation for your business
We help businesses automate recurring document transfers. Your existing workflow is the starting point: where does a document originate, which information is needed and which billing system should receive it? Existing applications remain the basis of the planning.
2. Agree the checks
Together we establish which information must be complete, when professional review is needed and how unclear cases should be handled. Automation does not mean handing every decision to AI without review.
3. Define the transfer
We assess the possibilities of the intended billing system with you and agree the transfer scope. We do not promise compatibility with every system, automatic accounting entries or invoice creation.
For an initial assessment, tell us the document type, capture source, target system and intended result. Please do not send actual customer documents or confidential billing data at this stage. Scope, tests and handover are agreed for your project.