Finance Document Workflow
A finance workflow layer for invoices and expenses that need review before posting.
Docsift is the workflow layer for invoices, vendor bills, credits, and employee expenses: intake, draft creation, human review, approval, and export without losing operational control.
The product is built around a simple principle: the source document, the structured record, and the export state should live in the same operational system. That removes the usual gap between document intake and finance posting.
At a glance
Shared workflow for vendor bills and employee expenses instead of two disconnected products.
Invite-only access, company memberships, and row-level security at the data layer.
Audit logs, approval events, and export attempt tracking designed for finance supportability.
Flexible downstream handoff into ERP, spreadsheet, and CSV workflows without rebuilding the intake process.
Control the workflow before data leaves the document
Capture documents from uploads or email
The workflow starts where documents actually arrive. Docsift supports manual uploads and inbound email intake so finance teams can centralize how source files enter the process.
Draft records that stay editable
A record is created as a draft with attachments, header fields, and line items. Teams can refine that record before it becomes approval-ready instead of rebuilding the data downstream.
Shared review and export queues
Approvers and operators need dedicated queue views for what is pending review and what is ready to export. Docsift keeps those states visible inside the same workspace.
Export snapshots and attempt history
Every export job carries a payload snapshot and attempt log so troubleshooting starts from evidence rather than memory, whether the destination is a spreadsheet handoff, CSV output, or ERP integration.
Keep AI optional and bounded
Finance teams want help where it is useful and hard boundaries where it is not.
Bring-your-own provider credentials
Companies can configure their own AI provider, model, secret reference, and base URL rather than inheriting a single vendor-default model path.
Budget thresholds and block modes
Usage policies can warn or stop execution once spend crosses configured thresholds, which keeps experimentation from turning into an uncontrolled bill.
Manual fallback still works
When AI is disabled or budget-limited, the rest of the workflow keeps functioning: intake, review, approval, and export remain available.
Rules run where they make sense
Company-defined rules and segments help normalize documents after extraction without hiding the final outcome from the reviewer.
Frequently asked questions
Does Docsift replace our ERP?
No. Docsift prepares review-ready records and exports them downstream. It is designed to sit in front of accounting and finance systems, not replace them.
Can Docsift work in front of spreadsheets and ERPs at the same time?
Yes. At launch Docsift supports CSV, Google Sheets, and NetSuite export paths, and the workflow is designed so the intake and review discipline survives even when downstream systems differ across teams or entities.
Can one company configure its own integrations and AI?
Yes. Integrations, mappings, and AI configuration are company-specific so each tenant can control its own downstream setup and usage policy.
What if we want manual review only?
That remains supported. AI can be disabled while the intake, approval, and export workflow continues manually.