Choose one of four autonomy levels for each area: read, propose, act on clear cases or act on everything. Document controls are available on every plan, and the setting you choose is the rule the product enforces.
Choose which routine records can be filed automatically and which must wait for a person.
From source to trusted record
Automate the reading. Keep the evidence visible.
Incoming documents become structured records while the original file stays close enough to verify what was read and correct anything that needs attention.
Availability
Included on every plan
Part of
Capture incoming documents
Reconciling bank statements unattended: starts on Business.
Try asking
What is invoiso allowed to do without asking me?
Frequently asked questions
How does this feature work?
Choose one of four autonomy levels for each area: read, propose, act on clear cases or act on everything. Document controls are available on every plan, and the setting you choose is the rule the product enforces.
Which plan includes this feature?
Included on every plan. The pricing page shows the current plan boundary and any usage allowances.
Can I use the invoiso assistant with this workflow?
Yes. The in-app assistant can work with the records available to your plan and previews changes before applying them. For example: “What is invoiso allowed to do without asking me?”.
