A smart integration that simplifies invoice processing
Processing purchase invoices is part of daily operations, but it often takes up an unnecessary amount of time. Think of manual checks, retyping data, and searching for the right information. This work is important, but there are often smarter ways to do it.
With Whitevision and In2CRM, you can automate a large part of this process. Incoming invoices are automatically recognized and linked to, for example, a purchase order or a goods receipt. Only discrepancies require your attention. This way, you can focus on what really matters.
Do you use In2CRM in combination with accounting software? If so, Whitevision can help you automatically process and verify invoices. You’ll save time, reduce the risk of errors, and maintain greater control over your financial processes.
Automate without losing control
Automation doesn’t mean you have less control. Quite the opposite. Because routine tasks are handled automatically, you have more time for exceptions and checks that really require your attention.
This results in a more efficient process, fewer manual tasks, and a smoother administrative workflow. Your team no longer has to review everything themselves but can focus on addressing discrepancies, approvals, and progress.
One connection, multiple benefits
The combination of Whitevision and In2CRM helps organizations spend less time on administrative tasks and more time on activities that add value.
- Automated processing and sorting of incoming invoices;
- Smart matching of invoices with purchase orders;
- Preparing complete bookings in In2CRM and your accounting software, such as Exact Online
- Linking documents to relevant project data;
- Support for the DICO standard for standardized supply chain integration.
A simpler workflow. Better control and insight.
Streamline your invoice processing with Whitevision and In2CRM. The integration helps you process incoming invoices more efficiently, automate routine tasks, and stay on top of exceptions.
Automatic invoice recognition
Whitevision automatically recognizes incoming invoices and extracts key information from the document.
Matching with procurement information
Invoices can be linked to, for example, a purchase order or a goods receipt.
More control over exceptions
Automated invoice processing, leaving more time for exceptions, reviews and approvals.
Features. Clear and easy to understand.
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Base
Powerful solution for collection and recognition
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Extended
Your process simple, from collection to processing
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Professional
Your procurement and finance team more efficient than ever
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| Collect | |||
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Drag and drop from PDF and email |
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Automatically import from folder/email |
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Best recognition through SMART-OCR |
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Support multiple administrations |
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| Recognize & process | |||
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Document checking and validation |
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2-way integration with your ERP and processes |
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Automatic recognition of lines |
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Linking receipts |
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Matching |
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| Approve | |||
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Circulate documents |
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Insight into progress of workflow process |
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For workflow users |
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Approve via browser or app |
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Request advice, approval, parking, etc. |
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| Support | |||
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Support, via customer portal and by phone |
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Software updates |
Frequently asked questions
How does the integration between Whitevision and In2CRM work?
Whitevision automatically recognizes incoming invoices and links them to the correct information within your process. This includes data from In2CRM, a purchase order, or a goods receipt.
What are the benefits of the integration?
You’ll reduce manual work, minimize the risk of errors, and gain more control over your purchasing process. Standard processing occurs automatically, while exceptions remain clearly visible.
Can Whitevision match invoices with purchase orders?
Yes, Whitevision can link invoices to available purchasing information, such as purchase orders or goods receipts. This means you mainly just need to check where there are discrepancies.
Does this also work if we combine In2CRM with accounting software?
Yes, that’s exactly when Whitevision helps you process and verify invoices more efficiently. The integration supports the process between In2CRM, your purchasing data, and your financial records.
My question is not there, what is the best thing to do?
Fill in the contact form and we will answer your question as soon as possible. Are you already a Whitevision customer? Then go to the customer portal for more information.
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