Finance-grade bill
capture with
cleaner handoff
Docsift centralizes shared inbox intake, AI-assisted extraction, human review, dynamic segments, and export controls so finance teams stop repairing documents after they hit the ERP.
Review queue
29 of 41 captured documents are already structured.
Captured today
38
Awaiting review
11
Ready for export
8
Nordline Supply GmbH
Shared invoice intake
Mira Hotel Group
Shared invoice intake
Karnell Logistics
Shared invoice intake
Draft records stay editable, supporting context stays attached, and finance decides when a record is ready to move.
NetSuite export
8 approved records
A cleaner operating layer for finance teams that still need control.
Docsift is strongest when the source document, the coding logic, and the approval decision stay in one visible path.
Shared capture queue
Bring shared inbox mail and direct uploads into one queue so finance teams stop stitching context together across mail threads.
Readable company logic
Keep company-specific coding visible with dynamic segments and rules that finance can actually read and maintain.
ERP-ready handoff
Review, approve, and export only when the record is ready instead of cleaning it up after it lands downstream.
The workflow stays readable from intake to export.
Automation should speed up the queue without hiding the steps the finance team is still accountable for.
Human-language rules route documents without hiding the logic from finance.
Dynamic segments adapt to each company instead of forcing one chart-of-accounts shape across every tenant.
Source email, files, structured fields, and approval state stay attached to the same record.
How the queue moves
Keep the workflow strict enough for finance operations without pushing the cleanup into the ERP.
Capture once
Bills, credits, and employee expenses arrive by shared inbox or upload.
Structure the record
AI extracts the draft, rules assign context, and the source document stays attached.
Approve with context
Finance reviews totals, coding, and approvals before anything leaves the queue.
Export cleanly
Clean records move into NetSuite, Google Drive, or SharePoint workflows without downstream repair work.
Use the downstream system that fits the workflow after the document is clean.
Docsift sits before the destination system, so your team can standardize intake and review even as integrations change.
ERP
NetSuite
Keep review, approval, and mapping upstream before records move into the ERP.
Google Workspace
Google Drive
Route approved records and source files into shared Drive workflows without making the folder structure carry the process.
Microsoft 365
SharePoint
Fit finance documents into Microsoft 365 document management while keeping review and approvals visible upstream.
Start the buyer conversation from the workflow problem, not the connector list.
These pages cover the broader finance workflow problems so the homepage can stay focused on the product.
Invoice processing software
Position the product around controlled intake, review, and export instead of OCR alone.
Accounts payable automation
Speak directly to AP teams evaluating shared inbox capture, approval discipline, and downstream handoff.
Email invoice capture
Explain how to convert shared finance mail into review-ready records without attachment sprawl.
Pressure-test the workflow with your own intake and review process.
The best demo starts with how documents arrive, how your team reviews them, and where the approved record needs to go next.