Documents wait for their turn
There is no clear owner or deadline for the next action.
FINANCIAL OPERATIONS · AI · INTECRACY GROUP
Financial operations.
Working in sync.
Connect contracts, invoices, approvals and payments. Help finance teams spend less time on manual work and see what happens to every document.
Consulting and implementation with Intecracy Group solutions
ONE CONNECTED WORKFLOWIllustrative process
INPUTInvoice receivedDocument + contract
AI + RULESData checkedFields, duplicates, exceptions
DECISIONReady for approvalResponsible person + history
A5.ERPScriptumMegapolis.DocNetDeals
WHERE WORK GETS STUCK
The problem is often between systems.
The contract is in an archive, the invoice is in an inbox, and approval is in a chat. The team has the tools. What is missing is an agreed path between them.
How we connect the process ↗The same data is entered again
Versions drift, duplicates appear and checks take longer.
Control arrives after the event
Missing approvals and mismatches are found at payment or close.
WHAT WE HELP CHANGE
One operation. A better process.
Choose the point where your team loses time or control. We will define the workflow, rules and right technology.
01 /02 /03 /04 /05 /06 /
Contracts under control
Connect versions, approvals, dates and obligations in one process.
Contract register and ownership workflowFrom invoice to payment
Reduce manual handovers between inboxes, accounting and purchasing.
Managed invoice and exception queueControl before commitment
Check the budget when an obligation is created.
Rules for limits, reservations and exceptionsReconciliation with clear exceptions
Connect statements, accounting records and supporting documents.
Matching rules and a close checklistAI for documents
Extract and classify data with people responsible for critical checks.
Tested use case and acceptance criteriaSystems that work together
Connect ERP, document systems and team workspaces.
Integration map and a controlled pilotAn exception needs a person
Verify the supplier’s changed details before continuing.
AI WITH A CLEAR ROLE
Less retyping. More attention to decisions.
AI can extract fields, classify files and suggest a match. We test these capabilities on your documents and define when a person must intervene.
- Specific task and representative examples
- A separate check of critical fields
- A clear exception and escalation route
FROM DISCOVERY TO DAILY WORK
Change you can check.
- 01
Map the process
Identify delays, manual handovers and gaps in accountability.
Process map and baseline - 02
Design the rules
Agree roles, exceptions, data and acceptance criteria.
Agreed operating scenario - 03
Test a pilot
Configure one workflow and test it on representative work.
Verifiable pilot result - 04
Hand over to the team
Train the team, document the rules and define support.
Roadmap and accountable owners
INTECRACY GROUP
The right tools. Connected to your process.
FINANCE & ERP
A5.ERP
Planning, accounting and contracts
A5 Solutions subsystems for financial planning, accounting, purchasing and contract administration. Implementation scope follows your process.
About the solutionWORKFLOW
Scriptum
Approvals and workflows
Forms, registers and workflows connecting finance, legal and operations teams.
About the solutionDOCUMENTS
Megapolis.DocNet
Enterprise document management
Document handling, approvals and task execution across large organisations.
About the solutionEXTERNAL EXCHANGE
Deals
Documents with counterparties
Electronic signing and document exchange as part of an agreed process.
About the solutionAI & DOCUMENTS
Scriptum.DMS
Document processing and search
Extraction, classification and search scenarios, tested against your documents.
About the solutionAI GOVERNANCE
Nectain AI Center
Managed model integration
A context for connecting AI models and managing their use in enterprise scenarios.
About the solutionTHE FINMART JOURNAL
Decisions behind the process.
Why an Approved Invoice Is Not Ready for Payment
Commercial approval confirms a business need, but finance must validate three-way matches, block duplicates, and verify vendor data before authorizing payments.
Contract Signed: How Finance Controls Active Obligations
How to transform a static contract into an active obligations register for accurate invoice verification and budget control.
AI Reads the Invoice: How to Verify the Result
Designing a representative test to verify AI invoice extraction accuracy. How to distinguish mechanical text recognition from preparing reliable data for payment.
BEFORE WE START
Questions worth asking.
Where should financial process automation start?
Choose one workflow with a clear problem: invoices, contracts or reconciliation. We identify participants, data and discovery scope in the first discussion.
Do we need to replace our accounting system?
We first assess what can be retained and integrated. Replacement needs its own case covering capabilities, data, migration costs and constraints.
Can AI approve and pay invoices on its own?
In our approach AI helps process data and find discrepancies. Financial decisions and bank authorisation remain with authorised people.
How do we know the pilot worked?
Compare agreed measures: stage duration, manual operations, exceptions and data quality. Account separately for licences, integration and ongoing support.