C-LAB | Documents

Documents

CONTABILIDADE 4.0

Documents

The document module allows accountants to eliminate paper from their desks, making the entire process digital through online access to all documents. C-LAB enables documentation to be uploaded to the platform through various means, including manual document uploads, client portal submissions where clients can submit all relevant documentation, email forwarding, and direct communication with the Tax Authority for collecting rental receipts and freelancer invoices. Subsequently, all relevant information from the documents is automatically extracted through QR code reading. There is also the option to extract data using the Virtual Assistant (OCR system for data extraction and validation) or manually inputting the data. The integrated data in the system will facilitate the implementation of automatic classification rules for document processing. Here, efficiency gains exceed 70% in overall document processing.

DOCUMENTS MODULE FLOW

DOCUMENT UPLOAD

  • Forwarding by email
  • Upload to the portal
  • AT – Green and Rental Receipts

AUTOMATIC EXTRACTION

  • QR code reading
  • E-invoice details
  • OCR extraction

ACCOUNT | INTEGRATION

  • NIF and type classification rules
  • Third-party automatic creation
  • Accounting Integration (API)

DIGITAL FILE - DL 28/2019

  • Image search and extraction
  • file plan
  • portability

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