Automatic invoice processing with OCR – for DATEV accounting system

Automatic invoice processing with OCR – for DATEV accounting system

Processing invoices can be a source of frustration for many companies. Invoices pile up, move from desk to desk, waiting for approval until they are finally processed manually in the accounting department. The result is a slow and messy process that is prone to errors. As a specialist in the field of invoice processing, we see a large number of companies digitizing their workflows. With Klippa we offer the solution for fast, clear and reliable processing of invoices into the DATEV accounting package. Are you curious as to how we do this? In this Q&A we give you the answers.

How do Klippa and DATEV work together?

Klippa and DATEV complement each other. The preliminary accounting is done in the Klippa app, this includes archiving and the chronological management of receipts, invoices and bank statements, as well as the creation of cash reports. The actual booking, account assignment, preparation of financial statements, etc. are done in the accounting system. DATEV is a bookkeeping software many mid-sized companies use.

Can I maintain my existing workflows in Klippa?

Yes! We know that in many companies, invoices travel past several departments until they finally get approved or not. Luckily, Klippa is fully equipped for this! We offer extensive workflows, which can be set according to your company’s requirements. You can allocate invoices to specific people, set up multi-layer approval workflows and automatically approve invoices with business rules. It may sound complicated, but it many customers have experienced it really isn’t. If you would like to see how the systems work, you can arrange a demo with one of our product specialists.

Does Klippa have a scanning and recognition system for invoices?

Definitely. Klippa uses its own automatic text recognition software, also known as OCR. When you upload a document, our text recognition software immediately starts identifying the information and returns the invoice data to you. This includes the invoice number, invoice date, creditors, amounts, VAT and percentages. This means that you no longer need to enter data, eliminating the possibility of human error!

How do I add invoices with the scan & text recognition tool?

With Klippa’s automatic text recognition, it’s possible to upload invoices in several ways. The easiest way is to forward the invoices to a unique Klippa mailbox linked to your account. The invoice data is extracted in real-time, and a new invoice is added to your dashboard as a separate row. Do you have an image or PDF of the invoice on your desktop? Simply manually add the invoice to Klippa. We, of course, do the text recognition for you. If you still receive paper invoices, you can scan them and add them as a bulk upload. We will then split them into separate entries in Klippa.

Why should I use Klippa for invoice processing in DATEV? 

There are three main reasons why Klippa is a great solution for invoice processing adds real value to DATEV. Klippa makes invoice processing fast, clear and reliable.

Fast: Our scan and recognition technology (OCR) returns the invoice data to you in real-time.

Clear: In an intuitive user interface, you can see where in the workflow the invoice is located – anytime and anywhere.

Reliable: With scanning & recognition and the function to create cost reports (in CSV, PDF, XLSX, UBL format), we ensure that you can process your invoices in DATEV without any problems. 

Are you interested and would you like to see Klippa live in action? 

Contact us on +31 (0)50 211 1631 or schedule a demo with one of our product specialists.

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