Connect reviewed records to the systems your finance team already uses.
Docsift is built as the intake, review, and approval layer before records leave the team. The downstream system stays configurable so the workflow can stay stable even when the destination changes.
Google Drive
Useful when finance teams want approved files and supporting context to land in shared Drive workflows after review.
SharePoint
Useful when Microsoft 365 document libraries are part of the operating model but finance still needs an upstream review layer.
NetSuite
For teams that need a controlled upstream workflow before vendor bills and expenses move into ERP posting.
Explore workflow guides.
Guides to the finance workflows Docsift supports, from shared-inbox capture to approval and export.
Invoice processing software
How controlled intake, review, and export go further than point OCR.
Accounts payable automation
For AP teams automating shared inboxes, approvals, and the handoff to downstream systems.
Email invoice capture
Turn supplier mail in a shared inbox into review-ready records before anything is exported.
Start with the review layer first, then fit the downstream mapping.
The right sequence is workflow discipline first, integration shape second. That keeps the process supportable when systems change.