Electronic Document Workflow
It’s a customized, advanced workflow system — all about convenience and security. By implementing electronic document workflow — especially for invoices — you ensure smooth and efficient business processes. Finally, you can eliminate the hassle of paperwork, bringing order to your documents and full transparency to your records.
To enter a document into the workflow,
just scan it and assign the appropriate path.
Scanning
A digital version of a paper or PDF document is created — secure and easy to locate within the system.
Description
Once added to the system, the document is automatically read and described to function efficiently within the workflow.
Approval
A user with the appropriate permissions verifies and approves the electronic document.
Archiving
The document is stored in the electronic archive with 24/7 access and can be processed by employees with the appropriate permissions.
What makes SaldeoSMART’s electronic document workflow not only faster, but also more efficient?
The best OCR on the market — over 90% accuracy
Our highly effective OCR engine makes SaldeoSMART’s electronic document workflow not only fast, but truly efficient — leaving the competition far behind.
Its role is to extract key data from documents, and we’re proud to offer one of the most reliable OCR mechanisms available today.
The system can be implemented by companies with as few as 10 employees.
It has been designed to meet the specific needs of businesses, regardless of industry.
You can define different workflow models and assign them to selected document types.
This means you can process any type of document — purchase/sales/product invoice, contract, letter, etc. — and determine which departments it must go through, which fields are required, optional, or hidden.
The accounting team receives documents with pre-read data and can define, directly within SaldeoSMART, how each document should be posted (GL account, description, register, transaction type).
The system remembers and suggests posting rules, significantly speeding up the verification process for the accounting department.
Start your document workflow
and save up to 80% on costs.
It’s hard to imagine that in 2024, document processing could still be done entirely in traditional paper form.
Hundreds, even thousands of invoices each month used to pass through many hands before finally reaching the accounting department — often delivered by someone whose only job was to transport documents.
Clients who have implemented the SaldeoSMART electronic workflow module now look back on those times with a smile, asking themselves:
"How did we ever work like that?"
We are confident that the process is fully secure and that each document will contain all the data we need for proper recordkeeping.
Authorized employees can configure the system themselves — modify the document workflow, create custom document types, and connect them to the existing structure.
When importing a document into the accounting software, it is transferred with a complete accounting entry.
In many systems, SaldeoSMART can automatically retrieve the accounting number, eliminating the need to manually assign it to the physical document.
The number is then added to the document scan, which can be downloaded with a visible imprint and a full audit trail showing who processed the document and through which stages it passed.
This eliminates the need for physical stamps — the process is fully digital, and the electronic archive includes accounting numbers, saving time and avoiding manual input.
What’s more, the electronic workflow system is fully scalable.
There are no limits — it can handle any volume of documents.
At the same time, each company can easily expand the tool on its own by creating an unlimited number of workflows.
That’s why we’re confident that the Document Workflow module in SaldeoSMART not only meets current business needs but — most importantly — will remain useful for years to come, evolving along with your company.
We can limit document visibility for specific users.
Each user will see only what they’re authorized to access.
This module is included exclusively in the Expert plan.
