How it works
From document receipt to completed approval.
Everything tracked, everything governed.
Configurable workflows for any business process, with automatic routing, notifications and full visibility.
Document acquisition
The document arrives via email, direct upload or integrated systems and is automatically centralized on the platform
Classification and routing
AI identifies the document type, recognizes its content and automatically routes it to the correct workflow
Approval flow initiation
The document is assigned to competent users according to configured rules and AI-suggested prioritization (sequential, parallel or multi-level flows)
Approval and signing
Every involved user receives a notification, views the document and approves or signs it directly from the platform
Exception handling
In case of rejection, anomaly or change request, AI handles rerouting and proposes the most appropriate action according to defined rules and process history
Archiving and reporting
The approved document is archived with a complete audit trail and process KPIs updated in real time
Features
Faster, controlled and measurable approval processes
Document capture, configurable rules, integrated signature and advanced monitoring in a single platform.
Multichannel document acquisition
Automate document acquisition from multiple channels, eliminating fragmentation and manual tasks from the very first stage.
- Direct upload, email or integration with third-party systems
- Automatic capture via API
- Normalization into a structured digital flow
Automated creation and management of approval flows
Easily configure structured workflows for any document type, applying rules, roles and authorization levels aligned with company policies.
- Customizable rules, controls and conditions
- Approval workflow automation
- Automatic routing to designated users
Advanced monitoring, search and reporting
Maintain full visibility on document status, progress and process performance with dashboards and monitorable KPIs.
- Dashboards for real-time monitoring
- Advanced document search and visualization
- Dedicated reporting on key process KPIs
Electronic signatures and integration with business systems
Integrate any type of electronic signature into workflows and connect the solution to ERP and document systems already in use, ensuring maximum efficiency and automation.
- Integration with simple, advanced and qualified electronic signatures
- Connection with major ERP systems (SAP, Oracle, Microsoft)
- Automatic alignment between the approval process and management systems
The comparison
Without vs. with our platform
Traditional management
Today
Unstructured email approvals
Documents circulate by email among multiple people, without clear rules or traceability.
No visibility on the process
Impossible to know where a document is, who has seen it and who still needs to approve it.
Informal and variable approval rules
Each team manages approvals differently, creating a risk of errors and lack of governance.
Paper-based signature or separate tools
Signatures are collected on paper or with non-integrated tools, breaking the digital flow.
Long and unpredictable timelines
Bottlenecks are invisible and delays only emerge when the process stalls.
Manual task assignment
Documents are sorted and assigned manually, causing delays and a risk of unbalanced workloads.
With Digital Technologies
Tomorrow
Structured, automated workflows
Every document follows a defined approval path, with automatic routing and notifications.
Real-time monitoring
Updated dashboard showing the status of each document, with KPIs on timing and bottlenecks
Policies applied consistently
Rules, thresholds and authorization levels configured once and automatically applied across all processes.
Electronic signature integrated into the workflow
Simple, advanced or qualified: signing is part of the approval flow, with no external tools.
Time-to-decision accelerato
Proactive notifications, automatic reminders and visibility on bottlenecks reduce approval times.
AI-driven orchestration
AI assigns tasks, routes documents and prioritizes activities, handling exceptions autonomously.
Benefits
More efficient, lower-cost processes managed 100%
Through intelligent workflow orchestration, you turn fragmented and opaque processes into structured, traceable and measurable flows.
Reduced approval times
Eliminate slowdowns and manual steps, accelerating the approval process and reducing time-to-decision on documents and strategic choices.
More control and visibility
Access the progress status of the document process in real time, with full transparency on who did what and when.
Intelligent orchestration
AI automates task assignment, document routing and exception handling, reducing manual intervention and accelerating the entire approval process.
Resources
Insights and thought leadership
AI Agents in P2P, O2C and Supply Chain: from strategy to concrete results
Beyond theory: how AI Agents generate value, from invoice reconciliation to supplier qualification.
The EMEA e-invoicing landscape 2026–2030: what you need to know
Between ViDA, national rollouts and new obligations outside the EU: how to navigate the EMEA e-invoicing landscape.
AI Agents: how to automate finance processes and support CFO decisions
Intelligent automation to free up time and accelerate the CFO's strategic choices.
Contact us
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FAQ
Frequently asked questions
Everything you need to know about the solution