Syspro Document Services delivers intelligent automation for processing business documents, reducing manual effort while enhancing accuracy and operational control. Built on AI-powered document intelligence, this solution digitizes supplier invoices and customer purchase orders, automatically extracting and validating data against your existing Syspro records. Manufacturing and distribution companies eliminate repetitive data entry, accelerate invoice matching and order fulfillment, and maintain real-time visibility across financial and operational workflows.
Reduce manual processing time by up to 80% while improving data accuracy. Syspro Document Services automates repetitive data entry tasks across accounts payable and sales order processing. AI-powered document intelligence extracts, validates, and posts transactional data directly into Syspro, eliminating transcription errors and freeing your team to focus on exception management and higher-value activities.
Process invoices and customer orders faster. Automated validation against purchase orders and goods received notes streamlines invoice approval workflows, while intelligent purchase order conversion creates sales orders in seconds. Manufacturing and distribution companies reduce processing bottlenecks, improve supplier relationships through faster payment cycles, and fulfill customer orders with greater speed.
Handle growing document volumes efficiently with consumption-based automation. As your business scales, Document Services processes increasing invoice and order volumes without requiring additional data entry staff.
Enhance compliance and auditability with automated validation and exception tracking. Every document processed through Document Services maintains full traceability with validation against existing Syspro records. Real-time exception handling surfaces discrepancies in pricing, quantities, or missing line items immediately, allowing your team to address issues proactively while maintaining comprehensive audit trails for compliance requirements.
Deploy intelligent automation within your existing Syspro environment. Document Services integrates directly into familiar Syspro programs including AP Invoice Posting and Sales Order Entry, requiring no separate systems or complex integrations. Your team works within the same interface they know, with AI-powered capabilities accessible through simple toolbar additions and drag-and-drop document upload.
Build on an AI-enabled foundation designed for continuous enhancement. Powered by Azure Cognitive Services, Document Services provides an extensible platform that evolves with your needs. Current capabilities for invoice and purchase order automation establish the foundation for future document processing workflows including financial reconciliations, supporting your digital transformation journey with proven technology.
Intelligent form recognition across multiple document formats and layouts. Azure Cognitive Services technology automatically reads and extracts data from supplier invoices and customer purchase orders in PDF, JPEG, TIFF, PNG, and BMP formats. The AI handles varying document layouts, unstructured formats, and different supplier templates without requiring custom configuration, ensuring accurate data capture regardless of document source.
Streamline invoice validation with automated PO and GRN matching. Document Services automatically extracts purchase order numbers from supplier invoices and validates them against goods received notes within Syspro. The system performs three-way matching between purchase orders, receiving documents, and invoices, flagging discrepancies in pricing, quantities, or missing line items for immediate exception management and resolution.
Transform customer purchase orders into Syspro sales orders automatically. Upload customer purchase order documents and convert them directly into sales orders within Syspro Sales Order Entry. Intelligent data mapping applies stock code interchange rules, validates against customer stock code cross-references, and populates delivery details with configurable narration options, reducing order entry time from minutes to seconds.
Ensure accuracy with automated validation against existing Syspro records. Every extracted data point validates in real-time against supplier records, purchase orders, stock codes, and customer information within Syspro. The system prompts for supplier confirmation when multiple matches exist, highlights unmatched invoice lines, and surfaces validation exceptions before posting transactions, maintaining data integrity throughout the automation process.
Deploy within existing Syspro programs with role-based access control. Document Services deploys directly into AP Invoice Posting and Sales Order Entry programs through simple toolbar customization in both Web UI and Desktop interfaces. Security administrators control access using Syspro’s standard operator maintenance, password definitions, electronic signature configuration, and role management, ensuring document processing capabilities align with organizational security policies and segregation of duties requirements.