Service · Data and analytics

Intelligent document processing

Structured e-invoicing is slowly reaching business-to-business trade in Spain, and anything received as Facturae or a similar format can be imported without retyping. Much still turns up as PDF or paper, though: bills from German, Italian or Chinese suppliers, delivery notes taped to pallets, consignment notes and e-CMR, contracts, signed handover sheets. We classify these automatically, capture their contents and queue them in your software for a member of staff to confirm.

Volume
determines the business case
Every document
confirmed by a person
ERP
posting once confirmed
Your suppliers' layouts
used as training data

What falls within the scope of this service

Before automating anything we work out whether it pays. What follows is the typical scope when the answer is yes, for a business buying both inside and outside Spain.

Pin down the details with one of our engineers

One intake point

An invoices address on your own domain, a SharePoint folder for warehouse scans and photos of signed delivery notes uploaded by drivers from their phones.

Document types

Invoice, corrective invoice, delivery note, consignment note or e-CMR, import customs declaration (DUA) and contract, each with its own fields and route.

Tax checks

Supplier NIF or VAT number validated, totals recalculated, and intra-EU or reverse-charge purchases recognised, since those legitimately arrive without VAT.

Order, receipt and invoice matched

The invoice is compared with the purchase order and with what actually arrived; if the supplier bills fifteen boxes and the warehouse took in twelve, the document is held.

Review by exception

Documents that match go for one-click approval; only those with doubts or discrepancies need someone to look at them properly.

Posting and archiving

Entry in a3ERP, Sage, Holded or Odoo with the PDF linked. If you want to shred the paper, review certified digitisation requirements with your accountant first.

Contracts and GDPR

Contracts and handover records are processed in an EU region, under a data processing agreement and without the service provider training models on your files.

How the engagement unfolds, one stage at a time

The decision to automate rests on your own company's numbers, not on a generic demo.

01

One month's sample

You send every document from an ordinary month exactly as it arrived, not just the tidy ones.

02

Feasibility report

Accuracy measured per type and per supplier, hours that would be saved and set-up and running costs. You then decide whether to proceed.

03

Contained pilot

One document type, or the five highest-volume suppliers, wired into your approval flow.

04

Gradual expansion

New types and suppliers are added once the pilot runs smoothly and the team trusts it.

A German invoice without VAT is not a mistake. In an intra-EU acquisition the supplier bills net and you self-assess the VAT. A system that does not grasp this flags the invoice as wrong or, worse, books it as a plain expense, and then the 303 and 349 returns fail to reconcile. That is why tax rules are set up with your accountant before the first foreign invoice is automated.

Common questions

Those arriving in volume with a consistent layout: delivery notes from regular suppliers, recurring foreign invoices and import declarations. Invoices that Spanish suppliers already send in structured form need no automated reading.

Not simply because it has been scanned. For a digital copy to replace the original, certified digitisation with approved software is required. If that is your goal, we review it with your accountant before starting.

We measure it on your sample, by document type and by supplier. It depends heavily on scan quality and how varied the layouts are, so we give no figure before seeing your documents.

In a service hosted in the EU, under a data processing agreement whose terms exclude training models on your documents. We also draft the entry for your record of processing activities.

The feasibility report is billed at €75 per hour + VAT up to an agreed cap. Implementation, after that report, is fixed-price. Usage of the reading service is charged by volume and included in the calculation.

Stop retyping paperwork

Describe the documents you receive and roughly how many each month. We check whether automation would pay off and are honest if it would not.

Hours
Monday to Friday, 9:00-18:00 Spanish time (CET), answers within a working day
Meetings
Video calls via Google Meet or Teams

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