Invoice automation
Digitize the management of invoices (issued and received) from start to finish with AI: automatic capture, validations, reconciliation and payment or collection without errors. Reduce costs, accelerates closings and gains financial visibility in real time.
Invoice automation with AI for modern finance
Theinvoice automation converts manual and error-prone tasks into reliable, measurable, and auditable flows. From supplier invoice entry (AP) to customer issuance and collection (AR), AI accurately extracts data, applies business rules and launch actions into your systems. The result? Faster closures, less incidents, impeccable compliance and a financial team focused on analysis, not typing.
With Daimatics, you unify the OCR capture + validation + approvals + accounting + payment/collection + bank reconciliation. Duplicate invoices, discrepancies in the 3-way match (order-delivery note-invoice) or delays due to exceptions are resolved with controls and approval paths. In addition, you will have dashboards with forecast cash flow, age of balances and process KPIs to decide with data.
We design processes that are simple for the user (supplier, buyer, finance) and robust for auditing: evidence, time stamps, segregation of duties and retention policies. Well-designed automation reduces DPO/DSO, minimizes errors and frees up working capital.
How invoice automation works in your company
A comprehensive, clear and frictionless flow that adapts to your reality:
Multi-channel capture (AP/AR): we receive invoices by email, EDI, supplier portal or Invoices; we generate invoices issued from your ERP/CRM or e-commerce.
Extraction and normalization (OCR+AI): We identify supplier/customer, taxable bases, taxes, IBAN, orders, delivery notes and concepts; we apply catalogs and tax rules.
Validations and controls: duplicates, amount thresholds, NIF/IBAN, cost centers, accounting imputations and internal policies. If there are discrepancies, we create incidents with manager and SLA.
Approvals and business rules: routes by amounts/centres, parallel or serial approvals, holiday substitutions and weekly summaries for decision makers.
Accounting and settlement: automatic entry in your ERP, generation of payment proposals (AP) and issuance of charges or collection reminders (AR).
Payments and collections: SEPA integration (pain.001), cards/gateways, confirming; in AR, payment links, direct debit and reminder automation.
Bank reconciliation: automatic correspondence of statements (CAMT/MT940) with invoices and remittances; management of differences and partialities.
Reporting and compliance: SII/TicketBAI where applicable, process dashboards and forecast cash; exportable for auditing and supervision of controls.
Everything is orchestrated with real-time monitoring, alerts and a catalog of exceptions because the implementation be secure from day one and evolve with your business.
How can Daimatics help you with the automation of your invoices?
At Daimatics we align finance and IT with a roadmap clear: we start with quick wins (e.g., invoice entry and reconciliation) and scale to 3-way match, SII/TicketBAI, AR and collections forecasting. Our senior team takes care of the consultancy, process design, integration and training so that the change is adopted by the entire team.
Specific benefits:
ROI in weeks: fewer hours of typing, fewer errors and faster closures.
Full integration: ERP/CRM, electronic banking, payment gateways, electronic signature and tools of BI.
Governance and security: GDPR by design, roles and controls automatic, evidence and end-to-end auditing.
Continuous optimization: Process KPIs, A/B of rules, forecast cash and roadmap quarterly live.
FAQ'S
It covers the entire cycle: reception/issuance, data extraction, validations, approvals, accounting, payment/collection and bank reconciliation. We add controls and evidence to eliminate incidents and comply with GDPR and taxation.
We connect via API, connectors or standard files (SEPA, CAMT, CSV). No need to change ERP: we rely on what you already use (SAP, Dynamics, Odoo, Sage, Holded, etc.) and synchronize masters, entries, orders and statements.
It depends on the volume and complexity, but it is common to reduce manual effort in capture/validation by 60–80% and shorten closings in days. forecast Cash flow improves by having collections/payments updated and reconciled automatically.
Any discrepancy generates a incidence with manager, SLA and traceability. The controls (duplicates, limits, tax rules, 3-way match) are recorded with evidence and permissions per role. We export reports for internal/external audit.
Yes. We configure submissions to the SII when appropriate, we generate Invoices and we support TicketBAI. We adjust taxes, series and signatures, and document the process in roadmap and in the operating manuals.
