Search results for Native Invoice

### IndiaCRM **IndiaCRM is an all-in-one CRM and business platform built for Indian small and medium-sized businesses.** It brings together **lead management, visual sales pipelines, GST-compliant invoicing and e-invoicing, WhatsApp CRM, payments, HR and payroll, and inventory management** in a single platform with **unlimited users**. Capture leads automatically from **IndiaMART, JustDial, and your website**, follow up with customers through **WhatsApp**, send **GST-compliant invoices with IRN and QR codes**, track receivables, and manage your entire team from a fast **Android and iOS app**. IndiaCRM is designed around the way Indian businesses actually operate, with native support for: * **GST and e-invoicing** * **WhatsApp CRM** * **UPI payments** * **Regional languages** * **India-based customer support** Unlike global CRMs that charge per user, **IndiaCRM gives you access to every module with unlimited users on a single plan**. During beta, the platform is free, allowing both a 3-person business and a 50-person company to operate on the same system without worrying about per-seat costs. IndiaCRM also includes advanced features such as **AI-powered automations, a customer portal, custom fields, custom sales pipelines, and a GeM tender-management module** for businesses that sell to government organizations.

Calitem helps purchasing, operations and accounting teams control supplier costs and automate invoice processing. It extracts data from invoices, purchase orders and delivery notes, tracks purchase price changes, and compares references, quantities, prices and taxes across available documents. It flags overcharges and discrepancies for review. Teams configure approvals by amount, supplier, entity or cost centre. Calitem assigns accounts, subaccounts and cost centres at line level, generates journal entries and sends the result to the existing ERP through native integrations or an open API. Checks depend on the documents and agreed terms available; integration scope depends on the connector and configuration.

PICTUS is a cloud-hosted, modular SaaS platform purpose-built for Producer Responsibility Organizations (PROs) and Extended Producer Responsibility (EPR) stewardship programs. Unlike generic CRM or ERP tools adapted for compliance use, PICTUS is designed from the ground up around the workflows, data structures, and regulatory requirements that stewardship programs actually run on. The platform covers the full program lifecycle: participant registration and onboarding, recurring sales filing and remittance, claims processing and adjudication, compliance monitoring, automated communications, and analytics and reporting. Modules work together or can be adopted incrementally, so organizations can start with what they need today and expand as programs grow or regulations change. PICTUS uses a configuration-first architecture, meaning programs adapt to regulatory change through configuration rather than custom code. Its EPR-native data model is built around programs, jurisdictions, participants, materials, and filings — not generic customer or transaction records. Key capabilities include: Sales Filing & Remittance – Automated filing cycles, guided online filing, flexible fee structures, invoice generation, and real-time payment tracking Claims Processing – Digital submission, automated validation against program rules, GPS-tagged field data integration, and streamlined adjudication with full audit trails Program Registration & Communications – Centralized participant records, self-registration workflows, and automated compliance messaging Compliance & Insights – Risk indicators, audit management, and executive-ready dashboards with Power BI integration PICTUS integrates with ERP systems, accounting platforms, business intelligence tools, and field data capture systems via REST APIs, batch file exchange, and scheduled data feeds. It is actively used in production by stewardship programs across Canada, with clients including Tire Stewardship BC, SOGHU, SARRC, AUOMA, and others managing tires, used oil, and additional regulated materials. With over 4,000 active users and a 96% excellent-or-good satisfaction rating from client surveys, PICTUS is the platform of record for organizations that need to manage dollars, data, and compliance at scale.

Bit CRM is a true WordPress CRM that tracks every contact, task, email, and meeting - then pushes you to close the deal. Manage leads, deals, invoices, and companies, all inside WordPress with visual workflow automation and native WooCommerce integration.

Dijit.app is a B2B SaaS platform specializing in Intelligent Document Processing (IDP), using advanced AI and OCR technology to automate the extraction of data from invoices, delivery notes, and other document types, in seconds and with ultra-high accuracy. Our primary goal is simple: Time Savings by eliminating paperwork, manual data entry, and human errors. Connectivity & Integrations Connectivity is at the core of Dijit.app. We offer native integrations with leading management and accounting ecosystems, including SAP and Microsoft Dynamics, among others. For custom requirements, we provide a robust and complete API designed to facilitate seamless, bi-directional data flow with any third-party software or internal business system. Key Solutions & Features Beyond extraction, Dijit.app offers advanced management tools: Automatic general ledger (GL) account assignment for accounting speed. Price control on delivery notes and supplier payment control. Consolidation of invoices and delivery notes into single workflows. Custom Excel exports, specialized data field processing, and advanced user management. Industries & Document Types We optimize workflows across sectors such as Professional Services (Accounting), Logistics, Construction, Hospitality, Tourism, and Retail & Supermarkets. Our AI handles a wide range of documents including: Invoices, Delivery Notes (Albaranes), and Purchase Orders. Tax forms, Shipping documents, and Inventory records.

Loop ERP is a purpose-built ERP solution for scrap metal recycling, aggregate, brokerage, and other circular economy and weight-based commodity businesses. It runs natively inside Oracle NetSuite, connecting operations, logistics, inventory, and finance in a single system — replacing the disconnected tools and manual workarounds most businesses in these industries still rely on. The problem Loop solves is straightforward: materials-based operations are operationally complex, but most ERP systems weren't built for them. Scale house data lives in one system. Inventory lives in another. Finance is working off exports that are already a day old. Settlements get reconciled manually. The result is wasted time, reporting delays, and financial data that doesn't reflect what's actually happening in the yard. Loop fixes that by connecting every transaction — from the first scale ticket to the final invoice — inside one system, in real time. What Loop ERP handles: Loop manages inbound and outbound ticketing, scale house operations, bin-level inventory tracking, material regrades, settlement processing, dispatch, and compliance reporting. For aggregate businesses, that includes quarry and production workflows — run-of-mine tracking, crushing circuit management, and load ticket creation tied directly to customer invoicing. For scrap and recycling operations, Loop covers settlement adjustments, material pricing against published indices like AMM and Fastmarkets, and compliance integrations including NMVTIS and LeadsOnline. Brokerage operations get contract management, multi-party settlement tracking, and full financial visibility across every transaction. Who it's for: Loop is built for operations that have outgrown QuickBooks or a generic ERP that requires constant customization to handle industry-specific workflows. It's a strong fit for companies processing physical materials at scale, managing complex or index-based pricing, running multi-site or multi-entity operations, or carrying compliance reporting requirements specific to their industry. If your team is spending significant time reconciling data between systems, Loop was built to eliminate that work. Built on NetSuite: Because Loop runs natively on Oracle NetSuite, customers get enterprise-grade infrastructure — multi-entity accounting, role-based access controls, audit trails, and financial reporting — without building on a proprietary platform. Loop adds the industry-specific layer that generic NetSuite implementations don't include: the workflows, terminology, automation, and integrations that make the system actually fit how these businesses operate. Implementation and support: Loop is implemented and supported by a team with direct experience in circular economy and commodity industries. Every implementation is scoped to the business, not a generic template, and support is provided by people who understand the operational complexity these industries manage every day.

Steer is the all-in-one Platform that enables self service capabilities to deliver great patient experiences by reducing costs and improving financial profitability. Steer’s AI fueled conversations and automation makes staff and patient experience frictionless, more enjoyable, and more human.

Premium URL Shortener is a self-hosted link management platform that lets you launch your own branded URL shortening business with unlimited links, bio pages, dynamic QR codes, and zero monthly fees — forever. Unlike subscription-based alternatives, you pay once and own the platform outright, keeping full control over your data, your brand, and your revenue. Trusted by 9,000+ businesses worldwide, the platform comes packed with everything needed to run a professional link service: real-time analytics, geo-heatmaps, device tracking, traffic routing, malware scanning, phishing detection, and a full REST API. A built-in SaaS billing module lets you charge your own customers and automate payments and invoices — turning your shortener into a revenue-generating business from day one. Actively developed since 2012, Premium URL Shortener is one of the most mature and reliable link management platforms available, with thousands of updates and a thriving community of users behind it.

ShipmentExpert is a B2B SaaS platform designed to automate the complex process of shipping guarantee refund claims and carrier invoice auditing. High-volume shippers frequently lose money due to hidden billing errors and service failures, but manually auditing every parcel is time-prohibitive. ShipmentExpert seamlessly connects with FedEx, UPS, DHL, Canada Post & Purolator to monitor shipments in real-time, automatically identifying discrepancies and filing claims on your behalf to recover lost revenue. The platform continuously audits carrier invoices against contracted rates to detect compliance failures, ensuring you only pay for the service you actually received. With a focus on accuracy and automation, ShipmentExpert transforms an operational headache into a measurable revenue recovery channel. Key Features (To paste into the features or highlights section) - Automated Refund Claims: Automatically flags late deliveries and files money-back guarantee claims without manual intervention. - Deep Invoice Auditing: Scans carrier invoices to detect hidden billing errors, unwarranted residential surcharges, and incorrect dimensional weight charges. - Service Exception Detection: Built-in logic to identify and process claims for lost packages, damaged goods, missing proof of delivery, and unused printed labels. - Carrier Integration: Native, secure support for FedEx and UPS parcel logistics. - Analytics Dashboard: Clear visibility into recovered funds, carrier performance metrics, and pending claims.

CertFlow is a UK compliance and inspection management platform built for the firms that carry out statutory inspections: lifting equipment, fire safety, pressure systems, work equipment, work at height, HVAC and F-Gas, health and safety, and waste. It replaces the spreadsheets, paper certificates and shared drives that most small inspection businesses still rely on. Assets, sites, schedules, reports, certificates and client records live in one structured system, so nothing is lost between the field and the office. CertFlow is built around the regulations you actually work to. Asset registers, inspection schedules and report templates map directly to obligations under LOLER 1998, RRO 2005, PSSR, PUWER and related frameworks, rather than forcing a generic maintenance tool to fit. Branded PDF reports, certificates, asset histories and full inspection trails are produced as a side effect of doing the work, not as separate admin, so your records are audit-ready by default. Key capabilities include: Searchable asset registers with photos, attachments, custom fields and QR code lookup in the field Inspection scheduling with overdue alerts and a dashboard view of what is due Branded report and certificate generation with digital signatures A client portal for sharing reports and certificates directly with customers Bulk import and export, so moving off spreadsheets takes hours rather than weeks Offline field use with sync, plus a native mobile experience for inspectors on site A quote to job to report to invoice chain, keeping every record traceable end to end CertFlow is designed for privately owned, often founder-led UK inspection firms with 1 to 25 employees. It is built by engineers, for engineers, and priced for small businesses rather than enterprise. The result is overnight visibility for owners, faster reporting for inspectors, and a professional impression that helps win and retain larger contracts.

Qontabiliza is the multivertical ERP of the Q Company ecosystem: it concentrates a business's operating and accounting data, from sale to tax entry. It covers invoicing, purchasing and accounts payable, multi-warehouse inventory, production (BOM, costing, work orders), quality and lot traceability, equipment maintenance, fixed assets, banking/treasury and reporting — with Argentina's AFIP/ARCA tax framework built in natively. On a shared core (invoicing, stock, contacts, banks, reports) it adds vertical modules reused across industries: health (appointments, prepaid-plan billing, clinical consumption, pharmacovigilance), agro (electronic grain waybills), manufacturing (BOM, production orders, costing) and professional services (projects, time entries, consultant utilization). It integrates with Qobra for recurring billing on registered sales, and with Qontrata via time-entry data feeding payroll/freelance flows.

Renovate is an all in one CRM for renovation and remodeling contractors in the US and Canada. Build branded estimates in minutes, split any signed job into a milestone billing schedule, track every lead on a weighted pipeline, and show clients a photorealistic room mockup before work starts. Clients pay invoices online and payouts land straight in your bank. Native iOS and Android apps. From $29.99 a month with unlimited users.

NetLessor is a fully integrated lease management solution designed for lessors to streamline lease administration, invoicing, revenue recognition, and compliance directly within NetSuite. Built natively for NetSuite, NetLessor automates the entire lease lifecycle, helping organizations manage their lease portfolios more efficiently while ensuring compliance with ASC 842 and IFRS 16. By eliminating spreadsheets and manual lease tracking, NetLessor provides real-time visibility into lease agreements, payments, and financial reporting. The system automates lease creation, invoicing, modifications, and terminations, ensuring accuracy and reducing administrative overhead. With built-in revenue recognition, NetLessor automatically schedules and posts journal entries to NetSuite’s general ledger, keeping financial data up to date while maintaining a clear audit trail. As a native NetSuite solution, NetLessor works seamlessly within NetSuite’s ERP environment, eliminating the need for external lease management software. This provides businesses with centralized lease data, automated workflows, and enhanced financial oversight. Robust reporting tools offer detailed lease schedules, forecasting, and compliance reporting, allowing finance teams to make informed decisions with ease. Designed for real estate, equipment leasing, trucking, and other industries that manage lease portfolios, NetLessor helps businesses automate invoicing, track lease modifications, and ensure compliance with evolving accounting standards. Whether managing a small lease portfolio or a complex, multi-entity operation, NetLessor scales to meet the needs of growing organizations. With a 98% customer retention rate and trusted by lease accounting professionals, Netgain NetLessor eliminates manual lease management inefficiencies, enhances financial accuracy, and simplifies compliance. Streamline your lease management process with NetLessor today!

FactorFox is an AI Native operating system built for factoring and specialty finance companies. It runs the entire working cycle in one place: client and debtor onboarding, credit review, invoice submission and certification, advances and reserves, cash application, collections, fee calculation, and reporting. The AI does the work operators used to do by hand. It reads factoring agreements, invoices, and supporting documents, extracts the terms, and posts them where they belong. Underwriting runs continuously, so exposure, concentration, and debtor payment behavior are monitored as they move instead of at month end. Every conclusion carries its evidence, so a funding decision traces back to the document behind it. FactorFox is model agnostic, integrates with leading accounting platforms, and operates within the covenants a lender's bank requires. It has served the factoring industry for more than 25 years, across North America, Latin America, Europe, Australia, and South Africa.

ClearSync syncs Stripe subscription and billing data into HubSpot so SaaS teams can run revenue operations directly from their CRM. The platform reconstructs full MRR and ARR change history from Stripe invoices and subscriptions, then creates structured objects inside HubSpot to power reporting, workflows, and automation. Companies use ClearSync to: • Track upgrades, downgrades, churn, and expansion revenue • Trigger HubSpot workflows from Stripe events • Give sales and customer success teams visibility into customer revenue • Build accurate MRR and ARR dashboards in HubSpot • Automate alerts for failed payments, churn risk, and renewals Unlike native Stripe integrations that only sync invoices, ClearSync rebuilds subscription history and recurring revenue changes so teams can understand exactly how revenue moves over time. ClearSync is designed for B2B SaaS companies using Stripe Billing and HubSpot that need accurate subscription data for revenue reporting, sales operations, and customer success automation.

OpenText™ Vendor Invoice Management (VIM) for SAP® Solutions is a comprehensive invoice management and processing solution that fully integrates with SAP systems. By leveraging pre-configured rules, roles, and actions, VIM optimizes and automates the entire invoice processing workflow—from receipt to posting. The solution supports various document types, including invoices, sales orders, and delivery notes, and can be customized to accommodate specific business processes. Key Features: - Pre-configured Rules, Roles, and Actions: Facilitates the automation of common invoice workflows with country-specific rules that are easily extendable. - Machine Learning and AI: Simplifies tasks such as invoice approvals and minimizes manual data entry through intelligent automation. - User-Friendly Interfaces: Offers native and SAP Fiori® interfaces, enabling users to process workflows from any device. - Enterprise Content Management (ECM) Integration: Seamlessly integrates with OpenText information management solutions for SAP, including OpenText™ Content Management for Human Resources and OpenText™ Core Archive for SAP® Solutions. - Intelligent Capture: Manages OCR configuration and applies machine learning to improve data extraction accuracy over time. - Compliance Integrations: Integrates with SAP Document and Reporting Compliance and SAP Information Lifecycle Management to support adherence to compliance standards. Primary Value and Problem Solved: OpenText VIM for SAP Solutions addresses the challenges associated with manual invoice processing, such as inefficiencies, errors, and compliance risks. By automating and streamlining the accounts payable process, it accelerates operations, enhances productivity, and ensures compliance with regulatory standards. Organizations benefit from faster invoice processing times, reduced manual intervention, improved supplier relationships, and better financial control.

Recognito is an accounts payable (AP) automation platform that handles the full invoice processing lifecycle, from document capture to ERP posting, with minimal manual intervention. Finance teams use Recognito to automate the capture, extraction, validation, enrichment, and approval of invoices, receipts, delivery notes, contracts, and other financial documents. The platform uses Intelligent Document Processing (IDP), combining OCR with AI-based validation, to achieve up to 99% extraction accuracy across document formats and languages (200+ languages supported). How it works Documents are submitted via email, upload, scan, or API. Recognito extracts key fields (supplier name, invoice number, date, amounts, line items, VAT, payment terms), validates for duplicates and errors, enriches data with custom business logic (supplier codes, cost centres, GL dimensions), and routes invoices through configurable approval workflows. Once approved, structured data is posted directly to the connected ERP or accounting system. Key capabilities - Configurable approval workflows: single, multi-level, or parallel, with custom routing rules based on amount, vendor, department, or cost centre - Data enrichment and ERP mapping: extracted data is automatically matched to accounting fields before posting, no manual reformatting required - Full audit trail: every action (upload, change, approval, rejection) is logged with timestamps - Human-in-the-loop option: reviewers can be added at any stage alongside fully touchless processing - Document versatility: processes invoices, receipts, delivery notes, contracts, quality certificates, lab results, and technical drawings Integrations Native integrations with Microsoft Dynamics 365 Business Central and Microsoft Dynamics AX. Connects to 6,000+ additional tools via API, n8n, Make, and Zapier, with export options in Excel, CSV, XML, and JSON. Pricing Usage pricing at €0.25–€0.40 per document. 3 seats for free. Monthly plans available. Free trial includes 200 documents at no cost, no payment details required. Compliance GDPR compliant. Data stored and processed in EU-based data centres. Documents are not used to train AI models. End-to-end encryption.

UpScale.build is property development software managing projects from feasibility to settlement. It combats margin erosion by tracking the original budgeted margin and highlighting cost drift in line items due to variations and unforeseen costs. Financial tools show budget, committed, certified, and paid amounts per project. Invoice processing reads PDF invoices, flags duplicates, and allows monthly lockdowns. Funder reporting creates feasibility reports in banking-standard formats, shareable as live links with expiry dates. Ask UpScale answers project queries in plain language, citing source documents. Baseline functionality locks approved feasibilities into an uneditable Original Budget for comparison with actual delivery. Planning tools convert PDF determinations into dated, assignable condition rows. Feasibility reviews assess scenarios against Australian lender benchmarks. A native iOS app allows site diary entries, and documents are stored in Dropbox, Google Drive, or OneDrive.

Tachyon ERP is an all-in-one platform for auto repair and service workshops that goes beyond job management: it includes a full general ledger, AP/AR, bank reconciliation, fixed assets, and complete HR and payroll in the same system. Most workshop software stops at estimates and invoicing and hands the rest to a separate accounting and payroll app — Tachyon ERP keeps the books natively, reconciling automatically against the jobs you've billed. Core workshop features: estimates, work orders, invoicing, digital vehicle inspections, parts and inventory, customer and vehicle records, insurer/collision billing, SMS/WhatsApp reminders, loyalty programs, and a customer portal. AI-assisted estimating is built in from the Business tier up. Plans scale from a low-cost entry tier for small shops to a full-ERP Business plan with multi-branch and role-based access control, and enterprise-grade security (audit trail, encryption). Free trial available, no card required.

Batch Merge is a Google Workspace add-on for Google Sheets that mass-generates personalized documents from spreadsheet rows. Design a template in Google Docs or Google Slides with {{tag}} placeholders that match your column headers, and Batch Merge creates one finished document per row — exported as PDF, DOCX, or native Google Doc. Teams use it to batch-generate invoices, certificates, offer letters, contracts, quotes, and report cards straight from a spreadsheet. It's built as a simpler alternative to tools like Autocrat and Document Studio: one sidebar instead of a multi-step wizard, live tag matching that shows which placeholders line up with your columns before you run, a per-row status cell, and a Merge Log so you always know what was generated. Features: built-in template library (invoices, certificates, offer letters, NDAs, and more), batch PDF/DOCX generation to a chosen Drive folder, per-row email delivery with the generated file attached (Pro), scheduled recurring merges (Pro), and Google Slides template support (Pro). The free plan includes 25 merge runs per month — each run can process an entire sheet. Pro is $6.99/month or $59/year.