Automatic Auditing with windream ECM

Standard product for automatic detection, testing, release, monitoring and control of purchase invoices.

smart INVOICE extracts both header and footnote information from the purchase order as well as order item data in any format. The relevant document data is checked against the master data and the transaction data stored in your ERP and afterwards archived in an audit-compliant format in your ECM.


  • reading all invoice data
  • processing all invoices and credit notes
  • audit-compliant archiving
  • checking conformity with audit-compliant requirements
  • automatic detection of terms of payment
  • using master and transaction data from the ERP for quality control
  • partial and collective invoicing
  • automatic recognition  of invoices with or without order reference 
  • processing invoices with or without incoming goods
  • postprocessing in various languages


Added value and optimization from the first day

smart INVOICE WFL includes an invoice receipt book and a component for automatic gapless control of audit-compliant invoice approval process.

The processing status and the history of each statement is displayed and it is immediately clear which step of the process the invoice is in and which people are involved in the release process.


  • invoice receipt book for central monitoring of all invoices in the system
  • adaptable and extensible "Best Practice" invoice approval workflow
  • extensive business intelligence options
  • transfer of invoice data to its ERP data warehouse
  • decision support for the release of an invoice
  • presentation of the original invoice as an image
  • audit-compliant logging of all steps, actions and comments
  • monitoring of deadlines (for example, discounts, processing time) and active reminders


Step 1: Automatic invoice reader


Scanned invoices and those received as emails are automatically analyzed and data such as, vendor, terms of payment, items, amounts, freight and duty costs recognized. Invoice items are compared with orders and goods received stored in the ERP and any quantity or price deviations are marked.  Any missing information that is required by VAT laws is indicated.


Step 2: Invoice receipt book


Once invoices have been scanned and automatically analyzed, they are displayed in the invoice receipt book as parked. Depending on the recording policy, invoices are forwarded to the person responsible for checking and releasing. Using ERP, an image of the invoice can be displayed and it is possible to jump to the parked ERP dialogue.

automatisierte Rechnungsprüfung mit beliebigen ERP Systemen
Flyer WFL Rechnungsprüfung Kinetic 2015.
Adobe Acrobat Dokument 1.9 MB


Step 3: Release and booking


Invoices that cannot be automatically accepted and approved, for example, because a deviation in quantity or price is detected, or there is a regulation stating that authorization is required above a certain price, are forwarded to the person responsible via email. After checking is complete, the booking is made.