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OCR-Genius Invoice Approval

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Invoice Approval

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On the record

Approval routing
Routing rules can assign invoices to a person or department, and users can approve, reject, or claim invoices from an unassigned queue.ocr-genius.com · read 11 Oct 2026
Approval workflow
Routing rules can assign invoices to a person or department, and approvers can approve, reject, or claim invoices from an unassigned queue.ocr-genius.com · read 4 Oct 2026
Archive and audit
The archive supports full-text search across invoice headers, lines, codes, purchase orders, and delivery notes, and stores a PDF dossier and history.ocr-genius.com · read 4 Oct 2026
Archive and search
Its archive supports role-based access, full-text search across invoice content, and PDF dossiers containing originals, attachments, and history.ocr-genius.com · read 11 Oct 2026
Duplicate handling
Invoices matching a fiscal triple are held in quarantine as duplicates.ocr-genius.com · read 11 Oct 2026
Exports and integrations
The product offers CSV and Excel exports, ingestion and read APIs, and HMAC-signed webhooks for ERP or accounting workflows.ocr-genius.com · read 4 Oct 2026
Implementation
The maker says email and the first user can be set up in under a day, routing rules in an afternoon, and a rollout takes about a week.ocr-genius.com · read 11 Oct 2026
Intake
Invoices can arrive by dedicated email, partner API, or manual PDF or image upload.ocr-genius.com · read 4 Oct 2026
Integrations
The maker lists corporate email, ERP and accounting systems, partner API, and HMAC-signed webhooks as integration channels.ocr-genius.com · read 11 Oct 2026
Intended users
The maker identifies a typical fit as companies processing 50–200 or more invoices monthly, with multiple approvers or departments and an ERP or plans for one.ocr-genius.com · read 11 Oct 2026
Invoice intake
Invoices can arrive by dedicated email, partner API, or manual PDF or image upload.ocr-genius.com · read 11 Oct 2026
OCR
The product extracts invoice headers, taxes, multi-page line items, purchase orders, and delivery notes, with per-field confidence and warnings.ocr-genius.com · read 4 Oct 2026
OCR extraction
The product extracts invoice headers, local taxes, multi-page line items, purchase orders, and delivery notes, with per-field confidence and warnings.ocr-genius.com · read 11 Oct 2026
Privacy
The maker describes its handling of billing data as GDPR-aligned.ocr-genius.com · read 11 Oct 2026
Purpose
Invoice Approval handles received invoices from extraction through approval and archiving to accounting output.ocr-genius.com · read 11 Oct 2026
Reports and exports
The product supports CSV and Excel exports, custom report templates, filters, and export history.ocr-genius.com · read 11 Oct 2026
Security
The maker states that the multi-tenant cloud product uses tenant isolation, authentication, hashed API keys, secure exports, audited actions, and encryption in transit and at rest.ocr-genius.com · read 11 Oct 2026
Supported markets
The invoice workflow is described for Spain and Argentina, including local tax fields such as VAT, withholdings, surcharges, percepciones, and CAE.ocr-genius.com · read 11 Oct 2026

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