Financial intake, with an approval boundary

From document intake. To a controlled workflow.

Financial document automation for teams. Designed around extraction, exception handling and approved handoffs.

In development. This site does not process documents yet.

EXCEPTION QUEUECONCEPT / SAMPLE DATA
Review before
the handoff.
People stay in the loop.
DOCUMENTREVIEW REASON
INV—0042Sample supplier A
PO reference missing
INV—0043Sample supplier B
Amount mismatch
EXP—0017Sample expense
Possible duplicate
APPROVAL REQUIRED → Accounting handoff
Illustrative product concept · In development
A clearer path from intake to approval.Browser first · Mobile apps planned

For your document operations

Build the process around the exceptions.

For finance operations teams handling invoices, purchase orders, delivery notes and expenses across a controlled approval process.

01

One financial inbox.

A planned intake flow for invoices, purchase orders, delivery notes and expenses.

02

Exceptions stay visible.

Extracted fields will be checked against review rules, with uncertain results flagged for people.

03

Connect after approval.

Approved data will be prepared for scoped ERP and accounting integrations, with an audit trail.

The planned workflow

Intake. Review. Approved handoff.

  1. 1

    Capture incoming documents

    Capture incoming financial documents through the planned shared intake.

  2. 2

    Review exceptions

    Review extracted fields and resolve missing references, mismatches or possible duplicates.

  3. 3

    Approve the handoff

    Approve the scoped ERP or accounting handoff and retain the processing history.

Built on the shared Formona platform. You will be able to review the results; emails and other external actions will require your approval.

FAQ

A few things to know.

Is BelegOps ready for production documents?

Not yet. Intake, review rules and integration handoffs are in development. This site does not accept financial documents.

Are ERP integrations already available?

No integrations are released yet. The planned approach is a scoped handoff after approval; target systems and supported formats will be defined with participating teams.

Does signup cost anything?

Newsletter signup is free. Product pricing and included features will be announced before launch.