Document Intake
Bring a Document In and Finish the Record Yourself
Start with a document, choose where it belongs and review the form; an AI reading you request can suggest its details.
Create a free accountA REVIEWABLE START
Let the document start the work
A dropped file can become the start of a record, with a person making the final decision.
Drop it on the dashboard's Drop a document widget, check locally what kind of file it is and choose from the destinations your permissions allow. Enlivy opens the relevant form for review instead of silently filing the result.
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Four destinations
Start an invoice or receipt with the file attached, start an uploaded contract, or keep the document in Files.
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Suggestions in context
After an AI reading, invoice and receipt forms can open with a suggested party, bank account and tax treatment to review.
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Optional AI reading
Request an AI reading with Enhance with AI once your organization connects its own OpenAI key. Dropping a file alone does not invoke it.
FROM DROP TO DRAFT
See what the file can support
The widget says what kind of file you dropped and offers only the destinations your role can create. After an AI reading, duplicate-invoice and unlinked-payment cues help the reviewer decide, and a certain duplicate points to the filed copy instead.
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Keep uncertainty visible
A suggestion is a starting point, including when a tax needs human confirmation.
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Review before saving
The chosen destination opens a form that the person can inspect and edit.
A clear path from file to record
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Drop a document
The browser checks what kind of file it is and whether it can be uploaded.
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Ask for help if needed
With your organization’s own OpenAI key connected, select Enhance with AI on the file when a suggestion would help.
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Choose a destination
Pick invoice, receipt, contract or file according to the document and your access.
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Review the form
Check the party, amounts, bank account and tax that apply before you save; linking the payment comes after.
HUMAN REVIEW STAYS IN THE LOOP
Suggested details, your decision
After an AI reading, the opened invoice or receipt form can combine clues from the document and your existing records. The reviewer checks the values and settles any tax the library could not confirm; a matched payment can be linked after saving.
Works together with
- Invoices Create an invoice, send it to your client, and connect the contract, receipt or bank transaction that belongs with it. For Romanian e-Factura, use the configured ANAF connection.
- Receipts Record money in and money out, keep supporting files together, and connect a receipt to its related invoice or contract when needed.
- Contracts Draft contracts from templates, send them for signature with SMS or email identity verification, and track every signature and renewal.
- Taxes Stop picking VAT rates by hand. Assign a tax class to a product or invoice line and Enlivy resolves the correct rate automatically, based on who the customer is and where they are, with the right EU codes for e-invoicing built in.
- Dashboard See the work and numbers that matter to you, then customize the dashboard by adding and arranging available widgets.
- Data Export Export your invoices, receipts, payslips, contracts, and transactions in the format and folder structure your accountant expects, for any date range. Built in, at no extra cost, on every plan.
- MCP Connect Enlivy to Claude, ChatGPT, Cursor, or any AI assistant through MCP. Ask about your invoices, contracts, and pipeline, and get real work done, safely scoped to exactly what your own account can already do.