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Business Process & Workflow Automation

Finance process automation for AR & AP

Automate post-invoicing — follow-ups, approvals, data extraction and audit trails — without replacing your ERP or accounting system. Docuvity reads every invoice into structured data, routes it for approval and keeps a complete record along the way.

Overview

Efficient business automation for AR & AP

Docuvity Automation streamlines Accounts Receivable (AR) and Accounts Payable (AP) by automating invoice communication, data extraction, follow-ups, approvals and documentation. It works alongside your existing ERP and finance systems to bring visibility, discipline and compliance — turning every invoice into structured data the moment it arrives.

Accounts Receivable

Accounts Receivable (AR) Automation

Docuvity AR automates sales-invoice dispatch, data extraction, follow-ups and communication tracking after invoices are raised — improving visibility and discipline in collections without replacing your ERP.

Business Problems We Solve

  • Invoices sent without delivery proof
  • Manual and inconsistent follow-ups
  • No visibility on last customer contact
  • Payment confirmations scattered across emails
  • Audit gaps in customer communication history

Key Features

  • Automated invoice email dispatch with logging
  • Automated data extraction from raised invoices
  • Configurable reminder schedules
  • Follow-up tracking and visibility
  • Storage of payment acknowledgements and evidence
  • Customer-wise receivables visibility

Business Benefits

  • Improved collection discipline
  • Reduced outstanding receivables through timely follow-ups
  • Clear audit trail of customer communication
  • Better coordination between sales and finance
01 · AR

Sales Invoice Created

A sales invoice is raised in your ERP and picked up by Docuvity for processing.

02 · Extract

Data Extracted

Automated data extraction reads the invoice into clean, structured records — no re-keying.

03 · Verify

Verified

Extracted values are checked and confirmed before the invoice goes out.

04 · Dispatch

Sent to Client

The invoice is dispatched by email automatically, with full delivery logging.

05 · Track

Follow-up Tracking

Configurable reminders and follow-up tracking keep collections on schedule.

06 · Close

Closed

Payment acknowledgements are stored and the receivable is closed with a clear audit trail.

Accounts Payable

Accounts Payable (AP) Automation

Docuvity AP automates vendor-invoice ingestion, data extraction, validation and approval workflows before payments are made — acting as a document and approval layer that complements your ERP and accounting systems.

Business Problems We Solve

  • Vendor invoices arriving via email, scans and WhatsApp
  • Missing PO or supporting documents
  • Manual approval chasing
  • Lack of audit trail during inspections
  • Delays in vendor payments due to document gaps

Key Features

  • Automated invoice ingestion and data extraction
  • PO / GRN document attachment and validation
  • Multi-level, rule-based approval workflows
  • Exception handling for missing or duplicate invoices
  • Complete audit trail of approvals and actions

Business Benefits

  • Faster invoice approvals
  • Reduced manual follow-ups
  • Improved compliance and audit readiness
  • Better coordination between procurement and finance
01 · AP

Vendor Invoice Received

Invoices arriving by email, scan or message are captured into one place.

02 · Extract

Data Extracted

Automated data extraction pulls vendor, amount and line items into structured records.

03 · Match

Matched

The invoice is matched against PO / GRN documents, with exception handling for gaps.

04 · Approve

Approved

Multi-level, rule-based workflows route the invoice for the right approvals.

05 · Hand-off

Sent to Accounts

The approved invoice and its documents move to accounts for payment.

06 · Close

Closed

A complete audit trail of approvals and actions is retained for inspection.

Put your invoices on autopilot

Book a demo and watch Docuvity extract, route and reconcile an AR or AP invoice live — alongside your existing ERP.