IRISmart Invoice

Intelligent, semi-automatic classification and capture of your invoices for expense monitoring.

Compatible with Windows
Windows 7, 8 and 10

A valuable aid for financial & accounting management (freelancers, microbusinesses, and SME)

Ideal for freelancers as well as any manager or accountant: IRISmart Invoice will help you to manage your daily invoices in a superefficient and organised manner. Any manager who wants to quickly and consistently file their invoices into ordered folders and would like to monitor their expenses more closely will find IRISmart Invoice to be a major ally. It will be a valuable aid for financial or accounting managers in charge of managing expenses. They will gain a direct, summary view into all of their incoming invoices, which are then classified, commented on, categorized, and even pre-posted!

Supercharge expense management: use intelligent filing of your invoices, categorise them and optimise payment approval.

Invoice classification
Semi-automatic classification of your invoices: your stacks of invoices are sorted into predefined folders, either by supplier or date (local or Cloud storage)
Invoice encoding
On-the-fly OCR and a powerful recognition tool to recognise up to 8 key fields from your invoices (supplier, date, total amount excluding taxes, total amount including taxes, invoice number, VAT number, VAT amount, VAT* rate) for efficient encoding and monitoring
Manage your expenses
Categorise your expense for better analysis: assign an expense category per invoice Add, delete, or modify expense categories on the fly while viewing the invoice
Prepare your charts of accounts
Prepare for account posting tasks thanks to default integration with standardised accounting plans \(BE/FR/NL/CH/US/DE/IT/SP) so that you can preselect the main account to be posted per expense type Add, delete, or modify accounts on the fly while viewing the invoice
Lightning fast
Process your documents at speeds up to 30 pages per minute; with the ability to rename, file, index, compress, categorise, and pre-post a significant volume of invoices per day due to parallel batch processing
Export to the Cloud
Manage your invoices from A to Z thanks to perfect integration with Cloud & DMS platforms: MS SharePoint®, BOX, Dropbox, Evernote, Google Drive and OneDrive for document management
Create compressed and indexed PDFs
Archiving and optimised search at your fingertips thanks to automatic, on-the-fly conversion of all of your invoices into compressed and indexed PDFs while maintaining perfect legibility of the text
Compatible with most scanners
Software compatible with the majority of scanners available on the market: ideal for digitising your office and moving to electronic document management

Intuitive interface so you can get started right away

Simple, refined design that offers you all the features you need to classify files efficiently
 
– Optimal previews of your files: thumbnails that you can move, split and delete…
 
Import your documents into the software instantly with a simple Drag & Drop
 
Easy navigation among multiple batches of documents and different folder trees
 
View editable fields: content recognition on the fly, file configuration and free text fields
 
Helpful toolbars for publishing and image processing: image correction, adjustment, rotation, cropping, etc.
- Simple, refined design that offers you all the features you need to classify files efficiently

– Optimal previews of your files: thumbnails that you can move, split and delete…

– Import your documents into the software instantly with a simple Drag & Drop

– Easy navigation among multiple batches of documents and different folder trees

– View editable fields: content recognition on the fly, file configuration and free text fields

– Helpful toolbars for publishing and image processing: image correction, adjustment, rotation, cropping, etc.

Intelligent classification of all your invoices


File multiple batches of invoices and control your expenses

Import your invoices into IRISmart Invoice and process them at the same time: up to 8 metadata elements will be recognised automatically (the supplier, date, total amount excluding taxes, total amount including taxes, VAT number, VAT amount, VAT rate*). If a field is not recognised, the simplified interface will notify you and, with help from on-the-fly OCR, allow you to enter the missing or incorrect information. Your invoices are then renamed in a structured manner, then semi-automatically sorted into folders according to your needs. The sorting can be done per date or supplier name. This sorting “rule” will be automatically applied for each invoice processed under the same scenario. Key information (metadata) from your invoices is also automatically listed in a central Excel file, for optimal monitoring of all of your expenses.

Name and file up to 200 invoices per day

IRISmart Invoice works per batch, which allows you to quickly name and file a batch while another batch is processing in the background. Consequently, there is no problem processing a very large number of invoices per day if necessary. Therefore, this is an ideal tool whether or not you need to handle a very large number of invoices (paper or electronic) on a daily basis.

File all of your invoices, whether they are electronic (PDF, JPEG, PNG, etc.) or printed.

This semi-automatic classification solution offers great flexibility in terms of the formats you can use to import your documents: PDF format, image formats (JPEG, PNG, BMP, TIFF) and printed invoices can all be processed and classified by IRISmart Invoice.

Use this software with most scanners and MFPs available on the market

Due to its TWAIN compatibility, you can use IRISmart File with most existing scanners on the market. Whether you are using high-capacity scanners (such as the IRIScan Pro 5 Invoice, which includes full integration with IRISmart Invoice), flatbed scanners or MFPs (all-in-one devices); this solution adapts to any type of device to better meet your needs and the reality of your workplace.

An intelligent archiving tool, based on the predefined folder tree structure

With automatic generation of tree structures for pre-defined folders, your invoices are truly “hand-sorted” by date or by supplier. IRISmart Invoice transforms stacks of invoices into structured information that is easy to access, retrieve (using a simple keyword search, for example) and view using any PDF reader. This saves time and money, but also makes it easier to share incoming invoices and their metadata with your financial or fiduciary manager.

File your documents directly on your preferred Cloud platform

Take advantage of numerous Cloud and DMS export options: MS SharePoint®, BOX, Dropbox, Evernote, Google Drive or even OneDrive. Quickly export full batches of invoices to the platform of your choice. You can then access your invoices wherever you want, since your files are in a safe, secure environment. Your financial manager could use this to approve payments, for example, or your fiduciary manager could encode invoices at any time with all of the information they need to do their work.

Crop, fill, adjust, etc. For perfect rendering

Improve the rendering of all of your files and file them at the same time. If the scanned invoice is not perfectly straight, it will be realigned automatically by IRISmart Invoice. Crop unneeded borders and change the colours of your documents. There are many ways to make your invoices perfectly clean and legible. In addition, IRISmart Invoice enables you to attach free-form comments, as needed.

Discover the power of our modules

“Invoice-Date” module
With this module you can control, categorise, add comments, pre-post and monitor your expenses for simple invoices, on the fly, by inserting this key data into a single Excel file, in addition to offering a pre-defined structure and automatic filing into folders organised by date (year_month). This file can then be easily sent or shared with your accountant or fiduciary for fully optimised encoding, archiving, and filing.
“Invoice-Supplier” module
With this module you can control, categorise, add comments, pre-post and monitor your expenses for simple invoices, on the fly, by inserting key data into a single Excel file, in addition to offering a pre-defined structure and automatic filing into a supplier folder. This file can then be easily sent or shared with your accountant or fiduciary for fully optimised encoding, archiving, and filing.

Extraction of key data from your invoices for optimal monitoring

In addition to easy, semi-automatic sorting of your invoices, IRISmart Invoice enables you to keep a summary view of all of your expenses. The software generates a single Excel file, automatically listing all of the key data extracted from your invoices (supplier, date, amount VAT…). This file centralises the essential information so that you can monitor your expenses. This is a valuable feature for any manager, accountant or other financial manager. This file (with a hyperlink to each invoice document) can also be sent or shared with your fiduciary or financial manager so they can approve payment.

Your invoices transformed into intelligent, modular files


Import and rearrange the pages of your invoices based on your needs

IRISmart Invoice is flexible and high-performing. It can import multiple files in different formats (PDF, JPEG, TIFF, etc.) simultaneously: these can be merged into a single file. IRISmart Invoice offers a powerful document separation feature: split them with a click (dedicated button) or even, by placing a white page in place of separation during scanning.

Your invoices converted to PDF format – 20 x smaller!

With IRISmart Invoice, all your invoices (electronic or scanned) will be instantly converted into PDF files up to 20 times lighter than the original document, thanks to IRIS’ patented compression technology. These light PDF files can be opened using any PDF viewing tool, while maintaining the same level of perfect legibility. What else could save this much local or Cloud storage space?

Find any information at any time

Each PDF generated by IRISmart Invoice is identical to your original image file except that it adds a layer of indexed text. You can then easily search for the information you need (address, amount, supplier, etc.) within each of your invoices.

Different volumes available to meet your needs

IRISmart Invoice has a reservoir that holds a certain amount of invoices per year. This reservoir contains 500, 1,000 or 3,000 invoices depending on the version. One invoice is a paper or electronic document with one or more pages. Processing one invoice decrements the IRISmart Invoice counter by one unit. When the reservoir is close to empty, a message prompts you to reload your counter. Refills (tanks) of 500, 1000, or 3000 invoices per year are available.
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IRISmart Invoice - Resources

Technical information
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Minimum computer requirements
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About OCR
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Documentation
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