Purchase automation (AI Capture)

AI Capture creates purchase invoices from uploaded documents in Sage Accounting. It reduces manual entry and improves accuracy as you use it.

How it works

AI Capture creates draft purchase invoices from uploaded documents. You review and approve each draft before it posts to your accounts.

You can upload documents in the following ways:

• Drag and drop files into Sage Accounting
• Forward emails with invoice attachments
• Use the Sage Accounting mobile app to photograph receipts

AI Capture extracts key details, including the supplier, description, and amount. Accuracy improves as you continue using the feature.

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Review draft transactions

Sage Accounting saves uploaded documents as drafts while processing completes.

• The Drafts to approve tab shows all new draft transactions
• The number next to the tab shows how many drafts need review
• A file finishes processing when its status changes to To review
• Select a transaction row to view the draft invoice

Processing usually completes in under one minute. Refresh the page to update the status.

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What you can upload

AI Capture supports the following upload limits:

• Up to 25 files per upload
• PDF, JPG, JPEG, PNG, or TIFF formats
• One transaction per file
• Maximum file size of 20 MB
  NOTE:

  AI Capture only counts credits and transactions after you approve the draft. Draft transactions don’t count towards usage limits or reports until you approve them.

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Usage limits

AI Capture usage depends on your accounting tier:

Accounting tier	Usage
Standard	30 transactions per month, then 20p per transaction
Plus	100 transactions per month, then 20p per transaction

AI Capture is available in Sage Accounting Standard and Plus. You must have access to Purchases to use this feature.

Find out how to Upload purchase documents using AI capture.