What is AI Document Capture?
Description

 NOTE: AI Document Capture is currently named Purchase Automation in your product, but this will update in a future release.

In Sage 50 Accounts v31 and above, AI Document Capture allows you to upload supplier invoices, credit notes and receipts.

The system scans the documents and processes the relevant transactions automatically in your software. 


How AI Document Capture can help you

AI Document Capture can cut your supplier invoice processing time in half. It provides a highly accurate and intelligent way to extract and classify your invoices, reducing manual data entry. 

  • It's easy to set up and use
  • No add-on apps to pay for - It's built right into your software
  • The more you use it, the smarter it gets. It learns continuously from each user
  • You're in control. Review, correct and change what you need before approving

How does it work?

It captures and extracts data from uploaded or emailed supplier invoice files. Advanced machine learning models then process the data, correctly identifying the supplier and matching them for you. 

It understands different formats for names, dates and addresses. Multi-line items and varying tax rates are also no problem. 

Your software creates a draft invoice based on the extracted data, making it ready for approval and payment. Also, any suspected duplicates flag up for review. 

AI Document Capture uses credits (which reset monthly) to process your documents. The number of credits you have depends on your Sage subscription.

If you have multiple companies in Sage, you share credits between them. 

▼ View credit package information

 TIP: Check your Sage subscription invoice if you're not sure which package you have. 

Subscription Package Credits
Sage 50 Accounts Essentials 25
Sage 50 Accounts Standard 50
Sage 50 Accounts Professional 75
Sage 50 Accounts Financial Package Standard 75
Sage 50 Accounts Financial Package Professional 150
Sage 50 Accounts Financial Package+ Standard 150
Sage 50 Accounts Financial Package+ Professional 200
Sage 50 Accounts Business Package 200

When you run out of credits before they reset, you can continue using AI Document Capture up to an additional 100% of your credit allowance. The extra credits you use will be billed on your next invoice at a rate of 20p / 23¢ per credit. 

To permanently increase your credit allowance, upgrade to a higher subscription package. Leave your details and we'll be in touch to discuss it with you. 


Set up AI Document Capture

Find out how in our Enable AI Document Capture article.