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Addapt for Finance
From document to decision — controlled, auditable and integrated
A modular platform that connects document capture to decision, with permissions, versions and an audit trail — and integrated with your ERP.
Capture
Invoices and contracts by email, scanner or API
Extract
AI classifies and validates the document data
Approve
Configurable, multi-level and traceable workflows
Integrate
Export and synchronisation with the ERP
The pains you recognise
The information on contracts with ICT providers is spread across folders and spreadsheets, and keeping the Register of Information up to date takes time and creates risk.
Financial approvals go through email and manual workflows, with little traceability and more pressure at every audit.
Each team has its own version of the document and of the process, which makes control and answers to internal and external requests difficult.
The Addapt answer
Addapt is a modular document operations platform for mid-sized and large companies. It applies artificial intelligence to document capture and classification, routes decisions and approvals through configurable workflows, and keeps versions, permissions and a full audit trail. It centralises contracts, obligations and financial documents, and it integrates with your ERP and with APIs. Instead of replacing your systems, it connects capture, decision, contract and archive in one process — from document to decision.
Control and audit
Every document, version and approval is recorded and traceable.
Less manual work
Capture and validation no longer depend on typing data again.
Consolidated information
Contracts, deadlines and obligations in one place, with alerts.
Modules that connect obligations to controlled processes
Risk & compliance
DORA
Centralises the information on contracts with ICT providers and supports the preparation of the Register of Information (RoI).
Finance
Financial Documents
Automates the receipt, classification, validation and approval of invoices, with ERP integration.
Procurement & legal
Supplier Contracts
Manages the contract life cycle, with deadline and renewal alerts.
Cross-company
Document Management
One repository with version control, permissions and an action log.
Example of use
A mid-sized financial institution centralises its contracts with ICT providers and the fields that the RoI needs, with versions, approvals and evidence in one place. At the same time, it automates the receipt and approval of financial documents: invoices are captured, the data is extracted and validated, routed through an approval workflow and exported to the ERP, with a record of each step.
Market reference — accounts payable automation
€9.40 → €2.78
Cost per invoice
9.2 → 3.1 days
Processing time
22% → 9%
Exception rate
Questions we are asked
Does this replace my ERP?
No. It integrates by API and feeds the ERP. It controls the process up to the decision.
How long until the first process?
Usually 4–6 weeks.
Does it work with my ERP?
It integrates by API with SAGE X3, SAP and others.
Data security and compliance
GDPR; access by level; full audit trail; hosting in the EU.
Take the brochure with you
See Addapt applied to your most critical financial process. The brochure sums up this page in two A4 pages, ready to share with your team. It is available in Portuguese.
Other areas
Book a demo today!
Transform data into sales!
No matter your industry and where you are on your AI journey!
Contact us
Email:
info@addapt.cloud
Address:
Av. Elias Garcia, nº141 B Lisboa
Office:
AUDAX-ISCTE, R. Adriano Correia de Oliveira 4 A, 1600-312 Lisboa
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