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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Continia Document Capture streamlines the entire accounts payable process within Microsoft Dynamics 365 Business Central by leveraging advanced OCR technology to accurately pull invoice and credit memo information into the designated fields, thereby minimizing manual input and reducing the likelihood of errors. This solution includes an automated three-way matching system with customizable variance tolerances, allowing for invoice approvals without the need for manual oversight, as well as purchase-contract monitoring to ensure that billing aligns with subscriptions and agreements. Additionally, it boasts a secure and audit-proof archiving system that indexes original PDF and XML documents for quick access. The automated setup and batch processing capabilities facilitate a smoother onboarding experience, while fraud prevention checks ensure the integrity of critical information, such as banking details, to avert unauthorized modifications. Capable of processing various e-document formats (including PEPPOL, UBL, XRechnung, and others), it also connects to the Peppol eDelivery Network for compliant document exchanges and offers dedicated email addresses for seamless vendor submissions. Furthermore, the solution's user-friendly interface and robust support options enhance overall efficiency and user satisfaction.

Description

Harold serves as a versatile automation solution for both modern and traditional ERP systems, aiming to prevent erroneous data from infiltrating businesses. It processes documents by extracting, verifying, and correcting them prior to their integration into dependent systems. Unlike most document processing tools that merely pull data, Harold ensures accuracy by addressing issues such as missing fields, incorrect totals, erroneous VAT rates, invalid supplier IDs, and the need for manual verification, all before they disrupt downstream operations. By utilizing AI, it can gather information from various document types like invoices, receipts, purchase orders, and statements, while automated rules confirm the accuracy of the data, ensuring that only clean, validated information is transmitted directly to an ERP system, accounting software, or through a Zapier integration. Users have the convenience of uploading documents or sending them to a dedicated Harold inbox; once received, Harold meticulously extracts essential information such as headers, totals, line items, and references into a structured format, automatically performing checks and addressing any discrepancies before the data is exported. The result is that data can be seamlessly delivered in formats like CSV, Excel, ERP outputs, or through automated workflows in Zapier, making Harold an invaluable tool for maintaining data integrity and efficiency in business operations.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Google Sheets
Microsoft Dynamics 365 Business Central
Microsoft Excel
XML
Zapier

Integrations

Google Sheets
Microsoft Dynamics 365 Business Central
Microsoft Excel
XML
Zapier

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$25.11 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Continia

Founded

2009

Country

Denmark

Website

www.continia.com/solutions/document-capture/

Vendor Details

Company Name

Harold

Country

United Kingdom

Website

useharold.com

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