What is AI Document Capture?

Information about AI Document Capture for Sage 50 Accounts.

 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 and credit notes.

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

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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 are flagged 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 the credit entitlement and upgrade if required.

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Set up AI Document Capture

Find out how in our Enable AI Document Capture article.