SaldeoSMART

SaldeoSMART for SAP Business One

Scanning OCR invoices and document flow

SaldeoSMART for SAP Business One is a modern online application that allows you to read paper and electronic documents (OCR) with the option of importing to SAP Business One. The program significantly improves the work of the office or accounting department. The scanned invoices are read and sent directly to your PC software. In addition, the software allows you to configure the flow of documents for the company as part of the electronic document archive.

Key functionalities

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Flexible configuration of document flow

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Ability to create your own document types

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Extensive user rights

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Logging of changes made by users

Reading documents (OCR)

SaldeoSMART for SAP Business One is an online application that analyzes scanned company documents and retrieves a number of key information from them. The read documents are imported into SAP Business One. So there is no need to manually rewrite information from documents.

SaldeoSMART for SAP Business One will read from scanned invoices:

  • dates,
  • net amounts and VAT according to the rates,
  • contractor data,
  • Bank account number.

And also data from goods items:

  • producent code,
  • product name,
  • quantity,
  • unit,
  • unit price,
  • net and gross value,
  • VAT rate.

Thanks to the automation of the data entry process, SaldeoSMART for SAP Business One allows you to save time and up to 50% of the costs related to entering documents into the computer system.

Scanning invoices and reading the information contained therein largely automates the work.

 

 

Document workflow

The package allows for individual configuration of document flow for the company, regardless of the number of workflows. The process includes the participation of both the accounting office and the company. Each document has its type and is assigned to a specific workflow. Individual stages can be created for all types of documents. Workers, in turn, can be given specific rights depending on their rights to access information.

 

The most important functions of document workflow in SaldeoSMART

Dokumenty Foldery

Cooperation with ERP systems and financial accounting

SaldeoSMART is a comprehensive and universal solution. It works perfectly with popular ERP and financial and accounting systems.

It is very often chosen by accounting departments of small, medium and large companies as a tool that automates the process of recognizing and booking invoices in systems such as:

  • SAP Business One,
  • SAP ERP,
  • SAP S4 HANA,
  • others (ask for details).
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3 steps to convenience and savings in your company

The process of electronic document flow in the company significantly speeds up the entire approval process by individual people.

Scan the documents and read the information in SaldeoSMART

Scanned documents are automatically read by SaldeoSMART, even directly from the scanner. Completion information will be sent via email.

Verify and approve the obtained results

In SaldeoSMART, you can make an initial assignment by assigning categories to documents, descriptions of events or assigning them to an appropriate register (log).

Download the document file and import them into SAP Business One

Documents are imported to SAP Business One in accordance with the manufacturer’s specification and standard mechanisms, so that uploading the documents allows for their proper accounting.

Key benefits thanks to SaldeoSMART

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Reading information from documents (e.g. invoices) and importing to SAP Business One

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Save time by eliminating manual entry of documents into programs

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Reduction of document processing costs

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Greater work efficiency

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Fast document search

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Availability of documents in electronic form 24 hours a day

Case study

We process orders of several thousand customers every month. This huge amount of information requires reliable IT support. SAP Business One copes well with this task.

Tomasz Sznajder, President of the Management Board of Primagran

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We were looking for an ERP-class financial and accounting program that would meet the requirements of an international capital group consisting of many companies in various parts of the world. This system was to ensure efficient handling of multiple currencies and language versions, and to enable the preparation of consolidated reports.

Izabella Nalewajek, Head of Group Accounting, G2A.COM

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We were looking for an ERP-class financial and accounting program that would meet the requirements of an international capital group consisting of many companies in various parts of the world. This system was to ensure efficient handling of multiple currencies and language versions, and to enable the preparation of consolidated reports.

We were looking for an ERP-class financial and accounting program that would meet the requirements of an international capital group consisting of many companies in various parts of the world. This system was to ensure efficient handling of multiple currencies and language versions, and to enable the preparation of consolidated reports.

Izabella Nalewajek, Head of Group Accounting, G2A.COM

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ga logo

We wanted to improve the operation of the accounting system, as well as implement electronic document circulation, including approving contracts in the system or generating reports. That is why we decided on SAP Business One.

We wanted to improve the operation of the accounting system, as well as implement electronic document circulation, including approving contracts in the system or generating reports. That is why we decided on SAP Business One.

Cezary Waszkiewicz, Financial Manager, Adgar Poland

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We wanted to improve the operation of the accounting system, as well as implement electronic document circulation, including approving contracts in the system or generating reports. That is why we decided on SAP Business One.

We wanted to improve the operation of the accounting system, as well as implement electronic document circulation, including approving contracts in the system or generating reports. That is why we decided on SAP Business One.

Cezary Waszkiewicz, Financial Manager, Adgar Poland

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