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✦ AI feature · Document AI

Turn PDFs, photos and emails into records without typing

Upload or forward an invoice, receipt, purchase order, CV, quotation or contract. The document agent reads it, fills in the right record in Finance, CRM or People, and sends it for approval.

PDF
Crestline-invoice-2231.pdf
Forwarded from purchase@ · 2 min ago
SupplierCrestline Hardware Invoice no.CH-2231 Date16 Sep 2026 ItemsSoft-close hinges × 2,000 TaxGST 18% · ₹36,360 Total₹2,38,360
✓ Draft expense EXP-552 created · waiting for approval

How it works

01
Upload or forward

Drop a file, snap a photo or forward the email to your workspace address.

02
Fields are read

Names, numbers, dates, line items, tax and totals are extracted.

03
A draft record is created

It lands in the right module and waits for approval.

What it does

Supplier invoices
Line items, tax and totals into Finance.
Expense receipts
GST, VAT and sales tax split out for input credit.
Purchase orders
Matched to supplier invoices and deliveries.
CVs
Turned into candidate profiles in Talent.
Contracts
Start dates, renewal terms and notice periods tracked.
Email inbox
Sales, support, supplier, finance and HR emails sorted, with the next step prepared.

You stay in control

Every extracted field sits next to the original document.
Records stay as drafts until someone approves them.
Documents stay in your chosen region or your own database.

More AI features

Business BrainMorning briefing and action center across every module Ask AIAsk your business anything, then tell it what to do AI agentsSpecialised agents with permission levels, plus a workflow builder CollectionsInvoice follow-ups matched to each customer’s payment history Customer insightsCustomer 360, follow-up suggestions and AI-built campaigns Supplier intelligencePrice changes, delivery scorecards and quotation comparison People AIHR assistant, attendance alerts, payroll checks and screening

Try Document AI free for 14 days

Included on Growth and above. No card needed to start.

Start free trial See pricing