Capture, OCR & indexing
How this is scored
How documents get in and become findable: scanning and email intake, OCR, classification and metadata extraction, and whether incoming e-invoices (XRechnung, ZUGFeRD) are read as structured data rather than as pictures.
0 — Manual upload only; no OCR, no metadata beyond file name and folder.
3 — Upload, drag-and-drop and scan import with OCR mentioned, but indexing is manual and no word on email intake or e-invoice formats.
5 — Scanner, email and folder intake, full-text OCR, document types with metadata fields, and automatic extraction of common fields (date, sender, amount) documented.
8 — AI- or rule-based classification and field extraction with confidence and a validation step, XRechnung and ZUGFeRD read as structured data, mailbox and Microsoft 365 intake, and duplicate detection documented.
10 — Capture is engineered and shown: classification and extraction trainable per document type, validation queues, e-invoice validation against the standard, intake channels listed with their limits, and where AI processing runs (location, model provider) stated.
The Skeptic
Incoming invoices, credit notes and advance payments are automatically captured and classified with vendor, date, amount and PO reference extracted, XRechnung and ZUGFeRD arrive as structured XML and are validated against mandatory fields, tax logic and duplicate documents, and paper, email-PDF and Exchange Online intake are all named. What holds it below the top is that the pages offer an accuracy claim of more than 95 percent in place of a documented validation queue with confidence handling, and we found no public information on where the AI processing runs or which model provider reads the documents. 4 5 8 1