Reference
Every feature, one page
The complete capability list, one sentence each. For the story, take the product tour; for the practice, open the live demo. Most links below land in its built-in documentation, the same docs a customer's team uses.
Capture
Email capture (M365 / Gmail / IMAP)
Monitored mailboxes ingest attachments and HTML-body documents automatically; each inbox can pin a document type or auto-classify.
Drag-and-drop upload
PDF, scans, photos, Excel, HTML, forwarded .eml, with per-file progress and a batch summary.
Pictures inside emails
An order pasted into an email as a screenshot or photo is read like an attachment, and the email itself previews beside the fields.
EDI intake (X12)
850, 860, 810, 856 parsed exactly; 855 and 997 join the documents they answer instead of becoming queue items.
Free EDI X12 viewer
Paste an 850, 810, 855, 856, 860, or 997 and read it as tables in your browser, on a port of the EDI intake parser. Nothing is uploaded.
E-invoices (UBL/Peppol, Factur-X, cXML)
Parsed deterministically at confidence 1.0. No AI call, nothing to misread.
Extraction
AI extraction, no templates
Claude reads layouts it has never seen; the prompt is generated from your field schema.
Train on your samples
Upload real documents per type; review the guidance before it goes live.
Learning from corrections
Reviewer edits aggregate into new guidance automatically: one systematic fix, not row-by-row.
Plain-English processing rules
Ordinary sentences applied to every document; toggle each rule on or off.
Model & key as configuration
Choose the model, rotate the key, tune caching. Takes effect on the next document, no restart.
Checks & intelligence
Validation tied to fields
Every issue carries a stable code and highlights the exact field that caused it.
Duplicate vs. reissue detection
Same number, same total = resend (warning). Same number, different total = reissue (error). Only the later copy is flagged.
Two- & three-way matching
Invoice ↔ PO, optionally ↔ receipt; receipts from captured packing slips or the ERP's own records.
Vendor statement reconciliation
Each line resolves to matched / never-captured / amounts-disagree / listed-twice, to the cent.
Credit memo linkage
Linked to the invoice offset; over-crediting flagged cumulatively; posted as vendor credits, never payables.
Related documents
The paperwork trail around any document, computed on demand.
Item catalog matching
Lines resolve to your own item numbers, part number first; a description-only match is a suggestion to confirm, and a size or pack family shows a picker.
Per-line price check
Each line's price compared with the catalog or the referenced quote, never across currencies; an authoritative price that disagrees stops the document for review.
Supplier collaboration
Order confirmations without a portal
A signed link; confirm, propose changes, or decline. No supplier account, ever.
Inbound shipment board
In transit / received / invoiced, overdue on top, promise never counted as delivery.
Supplier scorecards
Five measures from documents you already capture; dashes, never fake zeros.
Workflow & controls
Auto / Review lanes
Clean documents flow; flagged ones queue for a human, per document type.
Approval routing
Rules by amount / vendor / GL / type; delegation; reminders; signed no-login approve links.
Straight-through posting
Optional auto-post gated on the lowest field confidence, with a circuit breaker on failures.
Payment-file export
Proposal CSV or NACHA ACH from approved bills; no money movement, by design.
GL-code suggestions
From your keyword rules, then from how the same item was coded before.
Review panel with one-click fixes
Each flag explains itself and offers its own fix: approve a suggested item, confirm a quantity, accept a total. Approve review clears the rest, on the record.
Urgent work first
Rush orders get a badge, pin to the top, and have their own filter and dashboard tile. What counts as urgent is configuration.
Missing-info email drafts
For a document with gaps only the customer can fill, a ready-to-send request listing just those gaps. Drafted, never sent on its own.
Tamper-evident audit trail
Append-only and hash-chained: every ingest, edit, review decision, and export, with a named actor and before/after values. An altered entry breaks the chain.
Records & access
Microsoft 365 & Google sign-in
Entra ID for the tenants you list, or Google Workspace; password sign-in can be switched off, with an admin-only break-glass.
Four roles, enforced on the server
Viewer, reviewer, approver, administrator, from your own Entra app roles or groups if you like. Every write declares its least role.
Archive, never delete
Archiving keeps the record and its original file, records who and why, and every record carries a retention date.
Inspection copies
Any record as printable HTML or JSON: data, full history, and a live check of the audit chain.
21 CFR Part 11 controls
The §11.10 record controls built in and covered by named tests, with electronic signatures as a setting. Validation stays with you.
Electronic signatures
Each release signed by re-entering a password or signing in to Microsoft again, with name, time, and meaning recorded on the record and its inspection copy.
Separation of duties
Optional: whoever entered or changed a document cannot approve or post it. Documents nobody touched need only one approver.
Change log and reasons
Every settings, rule and access change logged with who and before/after; every field edit records why.
Sessions and passwords to your policy
Inactivity sign-out, maximum session length, minimum password length and account lockout, all as settings.
Access and audit-trail reviews
Quarterly-ready reports of who has access and what was changed after release, each attested in the change log.
Annex 11, ISO 13485, SOX
What each asks, where DynamoDocs meets it, and the gaps, on one page each.
Your brand, not ours
Name, logo, favicon, and a palette per colour mode, carried through the app, its emails, and its printed copies.
Export & integration
ERP export with field mapping
A visual per-type map shapes the exact payload; required fields block export until filled.
13+ ERP connectors
QuickBooks, Xero, Business Central, F&O, NetSuite, Sage Intacct, Acumatica, Infor XA, SAP, Sage 50, REST, CSV.
Outbound EDI
997, 855, 865, 856, 810, generated only for clean documents, with per-partner implementation guides as config.
Export-once protection
A successful post can't silently repeat; a deliberate re-post is confirmed and recorded.
Event webhooks
HMAC-signed lifecycle events to your endpoints.
Read-only API
Versioned /api/v1 with hashed bearer keys; writes refused by design.
Book a working session, not a sales call
Bring two or three of your real documents: your ugliest invoice, a customer PO, an EDI file. In 30 minutes we'll run them through extraction, validation, and a mapping to your ERP, live. You'll leave knowing exactly what your rollout would look like, and you'll get the founder, not a sales team.