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Document Workflow

That Takes Care

of Your Finances

Automated accounting processes. Full control over orders and project budgets. KSeF and integration with your ERP system.

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Enovatio

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Discover Enovatio’s Features

Manage your business processes faster, more efficiently, and error-free. Enovatio is more than just document workflow—it’s a solution that also streamlines project management, budget control, and automates key business processes. Discover how you can optimize your operations and boost workplace efficiency!

Cost Invoice Workflow

Is your company wasting time on manual invoice processing, tracking approvals, and correcting errors? Enovatio automates the cost invoice workflow, eliminating paper chaos and manual data entry. With OCR technology and integration with the National e-Invoicing System (KSeF), documents are quickly recognized and posted, providing full financial control.

The system analyzes previous postings for a given supplier and automatically assigns the correct financial categories, reducing errors and speeding up the accounting process. Additionally, it verifies contractors against the White List, saving time and minimizing the risk of working with unreliable entities.

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Projects

Struggling to track project progress, organize team work, and manage document flow? Enovatio’s project management module gives you access to schedules, Kanban boards, and real-time reports. AI automations and ERP integrations ensure smoother project execution and full control over budgets and resources.

The system identifies links between invoices, orders, and budgets, and automatically associates them with the right projects. We are also working on solutions to forecast spending, optimize budgets, and identify potential savings based on historical data.

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Workflows

Dealing with disorganized processes and unclear procedures? Enovatio Workflow allows you to model and optimize business processes. Create and modify workflows without coding, enforce tasks according to a schedule, and minimize decision-making errors.

Document and approval paths can be tailored to various document types and business processes. You can design each workflow step—enforcing comments, attachments, project assignments, emails, and more.

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Budgeting

Experiencing budget overruns, lack of real-time expense control, and time-consuming reporting? Enovatio’s budgeting module provides multi-level financial planning, integration with invoices, and real-time expense tracking.

Intelligent financial trend analysis and automatic report generation help avoid surprises and enable efficient resource management. The system automatically checks order compliance with budgets and suggests optimal financial solutions, minimizing the risk of budget overruns.

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OCR and KSeF Integration

Tired of manually entering invoice data? Enovatio retrieves XML invoices from the National e-Invoicing System (KSeF), transfers them to ERP and document workflow systems, and uses OCR to automatically extract document content. With AI and machine learning algorithms, it analyzes previously booked documents, recognizes patterns (correct accounting accounts and cost categories), and assists in processing new invoices—eliminating errors and speeding up accounting. Contractor and bank account verification further increases financial security and compliance.

Thanks to bank integration, the system generates payment schedules, splits payments into installments, and creates transfer packages—significantly accelerating the invoice cycle. It also allows easy invoice status tracking, attachment sharing, and document visualization for clients, while ensuring full control over the approval process in line with predefined rules and workflows.

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Reporting

Enovatio offers advanced reports for easy project monitoring and quick access to detailed insights via interactive dashboards. Integration with ERP allows real-time budget tracking, eliminating errors from double data entry.

Financial reports—including booked costs and revenues—are available instantly, enabling ongoing financial oversight. Advanced filters, grouping, and sorting functions help tailor data analysis to your specific needs. The system ensures complete real-time document control, supporting fast and accurate decision-making.

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A System That Grows with Your Business

As your company grows, so do your operational needs. With more projects, employees, and transactions, manual data management becomes a barrier to efficiency. Enovatio is a scalable solution that evolves with your business—removing limitations and streamlining processes at every stage of growth.

Workflow Designer

With an intuitive interface and drag-and-drop functionality, even non-technical users can create and edit document and approval workflows—tailored to different document types and business processes. The system enables multi-layered workflow configuration, allowing you to define conditions such as mandatory comments, attachments, project assignments, or automatic email notifications. Additionally, the form designer lets you quickly create or customize forms from scratch, including editing statuses, adding new fields, or creating tabs.

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Multi-Company Support

Manage multiple companies without the need to switch accounts, enabling efficient control over documentation and information flow within your organization. With a centralized document repository, all contracts, invoices, and correspondence are always within reach. The system allows you to assign appropriate user permissions, and users can add comments and attachments to documents—ensuring full transparency and streamlining the approval process at every stage. Reports generated within the system can be configured per individual company or for the entire organization, allowing continuous financial monitoring and informed investment decisions.

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Data Synchronization

Automatic synchronization with ERP systems, banks, and the National e-Invoicing System (KSeF) ensures a smooth flow of information, eliminating manual data entry and minimizing the risk of errors. All key information is updated in real time and available in one place, streamlining analysis and reporting at every level of the organization. The system synchronizes invoices, accounting documents, and financial data to ensure consistency across modules. Version control mechanisms and change history provide full process transparency, enhancing data security. Process automation saves time, reduces operational costs, and supports smarter business decisions.

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Full Integration with Your ERP Systems and Tools

Enovatio seamlessly connects with popular ERP systems and other tools, eliminating the need to switch between applications. Automatic data exchange ensures information consistency, reduces the risk of errors, and lets you focus on key business activities. This way, you maintain full control over processes without manual data transfers.

What You Gain:

Secure Data Exchange – Your information is transmitted in an encrypted environment, ensuring protection and compliance with legal requirements.
Less Repetitive Work – Process automation eliminates the need to manually enter the same data across different systems, saving time and resources.
Better Work Organization – All essential information is available in one place, making it easier to manage your company and improve business decision-making.

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