Invoice automation that goes beyond OCR

DynamoDocs is invoice automation software that turns incoming invoices into posted ERP records. Invoices arrive by email or upload in any format (PDF, scan or image, Excel, HTML, EDI X12, or an attached email), AI reads and classifies every header and line-item field, the data is validated, and approved invoices are posted into your ERP as a vendor bill. Traditional invoice OCR needs a template for each vendor layout. DynamoDocs reads layouts it has never seen, and your team only reviews the exceptions.

Yes. When an invoice references a purchase order, DynamoDocs performs two-way matching against the PO (and three-way matching against the receipt where you use goods receipts), comparing header totals and line-level quantities and prices. Matches within your tolerance post automatically; anything outside tolerance is flagged as an exception with the specific line and field that disagrees, so an AP clerk resolves a price or quantity variance in seconds instead of hunting across three documents. This catches over-billing and quantity errors before a bill enters your ledger, while they are still cheap to unwind, and not after payment has gone out.

Duplicates are one of the most common sources of overpayment, and they arrive in ordinary ways: a vendor resends an email, someone forwards a PDF that was also scanned, or a statement is processed as a bill. DynamoDocs checks each incoming invoice against what it has already seen using vendor identity, invoice number, and amount, and flags likely duplicates before they post. You review the match and decide, so the same invoice is not keyed and paid twice. Manual data entry simply does not provide that control.

No, and the difference matters for accuracy. Traditional OCR converts an image to raw text and usually needs a template built for each vendor's layout, so a new or changed layout breaks it and someone has to build another template. DynamoDocs uses AI to understand the document instead: it identifies which number is the total, which date is the due date, and which rows are line items, on layouts it has never seen, including scans and photos. It then validates the result against your rules and posts it into your ERP as the correct record. OCR is just one step in that path; DynamoDocs handles the whole route from inbox to posted, matched, and coded record, which is why it holds up across hundreds of vendors without a template library to maintain.

ERP targets include Infor XA, SAP, Dynamics 365, Business Central, QuickBooks Online, NetSuite, Sage Intacct, Sage 50, Xero, Acumatica, Epicor Kinetic, Epicor Prophet 21, SYSPRO, IFS Cloud, Plex, Macola, Deltek Costpoint, Sage 100, Sage 300, Dynamics GP, Oracle ERP Cloud, Odoo, and Zoho Books, plus any system via a generic REST or CSV connector. Documents arrive via Microsoft 365, Google Workspace/Gmail, any IMAP mailbox, drag-and-drop upload, or EDI, over SFTP, AS2, or a folder your VAN client already watches.

Every document is validated automatically. Clean ones pass through on their own. Anything that fails a rule is flagged field by field and sent to a review queue, so people only handle the exceptions. You can also train the extractor on your own sample documents to improve accuracy on your vendors' formats.

No. Document types, fields, validation rules, and ERP field mappings are all configuration edited in a Settings UI. Adding a type or field is a settings change, not a coding project.