Can you relate to this challenge?
Invoices are only part of the picture. Every day, your organisation handles contracts, purchase requests, HR documents, delivery notes, service orders, forms, certificates and countless other documents. Each one needs to be reviewed, validated, approved and processed. When these tasks rely on manual work or disconnected systems and processes, delays, bottlenecks and costly errors become inevitable.
- Off-the-shelf software is too limited for non-standard processes;
- Bespoke solutions are expensive and difficult to maintain;
- Many exceptions, checks and follow-ups outside the system;
- Documents end up scattered across systems and email inboxes;
- Manual data enrichment, as the system does not support this;
- Departments use their own lists, folders or workarounds as a solution.
Modules within Flow
Whitevision Flow automates your document workflows from start to finish to help you streamline processes, reduce manual administration and keep every document moving efficiently through your organisation.
No document process is too complex
With Whitevision’s low-code platform, you can automate document processes to fit exactly how your organisation works. We map out processes and immediately highlight the impact in terms of time, costs and savings, so you have a clear picture of the ROI from the outset.
Our specialists translate this into a working solution on the low-code platform. Without complex development processes, you can achieve results quickly, whilst processes remain easy to adapt. This means the solution grows alongside your organisation, ensuring you are prepared for changes in processes, systems and legislation.
Simplify approvals with intelligent workflows
Documents are automatically received via email, portals, APIs or uploads. Using AI and OCR, the document type is recognised and the key data is extracted. The software checks the information, enriches it with data from other systems and immediately initiates the appropriate workflow. Valid documents are processed automatically, whilst only discrepancies are flagged for staff to review. This allows you to automate document workflows such as:
• Packing slips and purchase requests
• HR documents and forms
• Tickets and service orders
• Customs and shipping documents
• Contracts, certificates, and project documents
Handle documents with ease
With Whitevision Workflows, you can circulate documents such as invoices, orders, contracts and requests digitally for review, approval or signature. For example, you can set it up once so that documents, such as fuel receipts, are automatically sent to the relevant staff members for approval. After that, everything runs automatically. The software supports the entire process, from receipt to approval and archiving.
Users can view documents, add comments and approve them from a single dashboard. Thanks to integrations with ERP and financial systems, all relevant data is immediately visible.
Approve documents from anywhere
Business doesn’t stop when you’re away from your desk. With the Whitevision mobile app, users can review and approve invoices, contracts, requests and other important business documents anytime, anywhere. Real-time notifications and status updates help to keep workflows moving, which reduces delays and prevents approval bottlenecks.
- Automate document workflows across your organisation.
- Eliminate repetitive manual tasks and reduce errors.
- Create flexible workflows without complex programming.
- Route documents automatically for review, approval and signature.
- Give employees one central place to manage documents.
- Integrate seamlessly with your ERP and financial systems.
- Keep business moving with mobile approvals and real-time visibility.
AI in our products
AI is integrated into our solutions to make everyday processes smarter and faster. This allows you to work more efficiently, with fewer errors, and with greater insight.
Frequently Asked Questions
Can I customize Whitevision Workflow to fit my workflow?
Yes! The software is flexible and can be fully tailored to your processes. Thanks to the powerful configuration environment, workflow scenarios can be defined and automated, ensuring that information always follows the correct path.
What is the approval workflow based on?
The approval workflow is fully tailored to your work processes and preferences. This ensures that invoice approvals proceed exactly as you want them to, without requiring you to adjust your existing processes. This results in a streamlined workflow within your organization.
What does AI do within low-code?
AI recognizes document types, extracts data, checks content, and flags anomalies. This means that most of the processing is handled automatically, leaving employees to assess only the exceptions.
How does low-code differ from traditional IDP solutions?
Traditional IDP solutions are often limited to one document type or difficult to adapt. Low-code is versatile, flexible, and can be adapted by users themselves when processes change.
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.
Whitevision Flow in 5 steps
Collect
Documents are automatically received via email, cloud folders, SharePoint, servers, Peppol, or other platforms.
Recognize
We identify the document type (e.g., service receipt, prescription, ticket, form) and extract relevant data using OCR and AI.
Enrich
Data is retrieved from other systems (ERP, HR, and CRM) and automatically populated or verified.
Activate
The document and metadata are added to the relevant file, or a new workflow is initiated.
Process
Every step is recorded and, where necessary, posted back to the ERP system.
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