Purchase automation (AI Capture)

How it works

With AI Capture, you can generate purchase invoices from uploaded files, streamlining your workflow. You can:

• Drag and drop invoices and receipts directly into Sage Accounting
• Forward emails with invoice attachments (up to 25 files at a time)
• Use the Sage Accounting mobile app to capture and upload images of receipts

AI Capture extracts key details from each uploaded file, such as the supplier, description, and amount. The more you use it, the faster and more accurate it becomes.

 NOTE: AI Capture is available in Sage Accounting Standard and Plus. To use it, you must have access to Purchases. 

What you can upload

• Upload up to 25 transaction files at a time
• You can upload PDF, JPG, JPEG, PNG, or TIFF files
• Each file must only contain 1 transaction and should be no more than 20 MB in size
• Processing each file typically takes less than 1 minute. Refresh the Drafts to approve page to update the file upload status
• The Drafts to approve tab shows new draft transactions. The number next to the tab name tells you how many drafts you have to review and approve
• file finishes processing when its status changes to To review
• View the new draft invoice by selecting the transaction row

 TIP: You can use the mobile app to take a picture, which will automatically save to your drafts for you to review. 

Usage limits

Find out how to Upload purchase documents using AI capture.