Document Intake
Get documents into Enlivy without typing them
Drop a supplier invoice or a receipt. With your own AI key, Enlivy fills in the form for you to check and save.
Bring in your first documentFree account, no card needed.
DOCUMENT INTAKE
Drop the document, check the form, save
Enlivy reads a supplier invoice or a receipt and fills in the form for you. You check it instead of typing it.
Add the Drop a document widget to your dashboard and drop one file or a batch. Enlivy reads the text, suggests where each file belongs and opens that form filled in. You save it.
The reading runs on your organization's own OpenAI or Anthropic key. Without one, the widget still says what each file is and offers the usual places to put it.
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Less typing
The supplier, dates, totals and tax come from the document, and an invoice's lines too. You correct a field instead of typing every one.
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A batch at once
Drop several files and select Enhance all with AI. Then open each one in turn, check it and save.
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Only the text is sent
While Enlivy reads it, the file stays in your browser and only its text is sent. The file is attached when you save.
HOW IT READS A FILE
What happens when you drop a file
Enlivy first checks, in your browser, what kind of file it is. When you select Enhance with AI, it reads the text page by page: straight from the document, or recognized from pictures for scans and photos.
The AI then reads that text for the details. Each place the file could go gets a percentage and a short reason.
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Not every file is a bill
Archives and recordings go to Files. A spreadsheet goes to Files too, or to bank import if it lists transactions.
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Says how it read the text
Enlivy tells you when the text was recognized from pictures, so you know when to look twice at a figure.
From a dropped file to a saved record
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Drop the document
Drop a PDF, a scan or a photo, one file or many. Enlivy says what kind of file each one is.
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Enlivy checks your records
After Enhance with AI, an invoice already filed is stopped and a likely duplicate is flagged. A payment in your bank transactions is matched on the amount and the references the invoice prints.
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Choose where it goes
Pick a supplier invoice, a receipt, an uploaded contract or Files. The list shows only what your role can create.
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Review and save
A supplier you already have is matched, and a new one is prepared from its VAT number. Tax is set from your tax classes only when the match is certain.
WHAT YOU CHECK
The form opens filled in, and you save it
The invoice or receipt opens with the supplier, dates, totals and tax from the document, and an invoice's lines too. When one payment clearly matches, the form opens marked paid on the day the bank booked it. The payment is linked when you save.
If the document is in a currency your organization does not use yet, Enlivy adds that currency to your organization. You can remove it in the settings.
Works together with
- Supplier Invoices Drop a supplier's PDF on your dashboard. Enlivy reads it and opens the invoice filled in, with the supplier, the tax and the payment it found. You check it and save.
- Invoices Issue an invoice and email it to your client. A card payment goes to your own Stripe account and the invoice is marked paid. A bank transfer you mark paid yourself.
- Receipts Record money in and money out, keep the payment file with each receipt, and let Enlivy issue the receipt when you mark an invoice paid with one of the payment methods you set for automatic receipts.
- Bank Transactions Bring every transaction into Enlivy, synced from your bank, imported from a file or entered by hand, and link each one to the invoice, receipt or payslip it belongs to.
- Contracts Write a contract, or let Enlivy draft it from your package's template when a client accepts your proposal. You send it, and your client signs online with an optional email or SMS code.
- Taxes Give a product or invoice line a tax class, and Enlivy applies the rate that fits the customer's status and location. For companies based in 32 European countries, Enlivy keeps ready-made classes up to date.
- Dashboard Start the day with what is waiting on you, such as overdue invoices or bank transactions to classify, and open the list behind each one. Arrange the widgets for yourself, or for the whole team if you manage the organization.
- Data Export Choose the period and the record types, and download one archive for your accountant, with a summary spreadsheet for each type if you want one. Free on every plan.
- MCP Connect Claude, ChatGPT, Cursor, or another MCP-compatible assistant to work with your invoices, contracts, and pipeline, within your own permissions.