Invoice capture for systems built on Salesforce
Bring captured invoice data into a Salesforce-based accounting workflow with an integration configured for your system.
Tell us which Salesforce-based application receives the data and which invoice fields and source documents it needs. We’ll confirm the capture and handoff for that setup.
Connect to your Salesforce-based accounting process
For applications such as Certinia, Accounting Seed, Rootstock, Ascent ERP or Aedon Accounting, start with the expense or accounts payable process you need to support.
Each application has its own records and field mapping. These are integration enquiries, not a list of interchangeable one-click connectors.
Capture the documents your suppliers send
Datamolino accepts PDF invoices, image files and scanned documents. It extracts the information for review so the team can prepare it for the accounting process.
- Collect invoices and receipts digitally.
- Use Auto splitting for an ordered PDF containing several invoices, keeping each invoice’s pages together.
- Review file and invoice-data duplicate warnings within the Datamolino folder.
- Browse and share documents through the cloud archive.
Agree the handoff before you start
Bring sample invoices and explain which information your Salesforce-based system needs. Include who checks the data and how your team uses the original document after capture.
Agree the receiving records, required fields and source-attachment handling. Test representative invoices in the actual Salesforce-based application before rollout.
Talk through the connection
Contact Datamolino to discuss your Salesforce-based workflow. Read about the capture API for a custom application, or see how invoice capture and review work.