iScan

An innovative OCR-driven solution meticulously crafted to streamline image-assisted data entry and enhance document management within the SharePoint environment. This cutting-edge tool is engineered to revolutionize data handling processes, offering efficiency and accuracy. 

Tailored specifically for SharePoint, this solution seamlessly integrates with the platform, ensuring compatibility and ease of use.

• "Upload Document"

• "Choose File"

• "Select the Field, Extract Data

• "Paste & Preview extracted text"

• "Manual data entry/correction"

• "Use crop tool for specific data extraction"

• "Save Document with Details"

Features

Excel/CSV Export the invoices report in format with the choice of columns you need for your ERP System to create payments.

Pre-built Dashboard in Power BI to analyse the Invoice Data

Automatic Archival of Invoice Images in a Document Library for archival and retention in the SharePoint Filing System (iFiling)

Reduce manual data entry by as much as 73%

Capture and Manage Invoices within SharePoint

1. Login to SharePoint Tenant: Access the designated SharePoint site for invoice management.

2. Upload Invoice: Navigate to the 'Upload Invoice' section and click on 'Add Invoice'.

3. Select File: Choose the scanned invoice file for upload.

4. OCR Processing: The system performs Optical Character Recognition (OCR) to extract the full text from the invoice.

5. Data Extraction: Users can preview the extracted text and manually enter or correct data as needed. The system also allows for specific data extraction by using a crop tool to select relevant areas.

6. Save Invoice with Details: Once data extraction is complete, save the invoice along with its details.

By implementing an integrated invoice management system, organizations can streamline their invoicing processes, reduce manual errors, and gain better control over financial operations. From receipt and scanning to data extraction, storage, and reporting, each step is optimized for efficiency and accuracy. With additional features like customization and analytics, businesses can further enhance their invoice management capabilities, driving productivity and cost savings across the board.

Invoice Processing: Companies encounter a high volume of invoices on a daily basis. Leveraging the iScan App within SharePoint, these invoices undergo automated scanning. Key data such as invoice number, date, total amount, and more are extracted, verified, and subsequently uploaded to accounting software, such as QuickBooks, ERP Acumatica, Microsoft Business Central, F&O for seamless further processing.