Sort your multi-channel accounting mail
Sort and route incoming accounting documents from all channels: email, scanned mail, portals.
Introduction
Accounting documents come from everywhere: emails, scanned mail, supplier portals, Slack messages. Sorting and routing are manual, with risk of lost information and delays.
Phacet collects multi-channel documents, identifies the type (invoice, credit note, reminder, contract), classifies each item and routes it to the right folder or person automatically. Urgent documents are flagged as priority.
When to use this Phacet
Built for accountants, bookkeepers or office managers who want to:
• Stop manually sorting accounting documents arriving from multiple channels.
• Guarantee every document is classified and routed to the right person.
• Reduce the risk of lost documents or processing delays.
• Get incoming flow statistics to manage workload.
AI skills involved
Read and convert any financial file, whatever the format
Phacet reads PDFs, scanned invoices, bank statements, email attachments and ERP exports natively — regardless of layout, quality or source. No manual preparation, no template to configure. If you can open it, Phacet can read it.
Automatically pull key data points from your documents
Phacet identifies and extracts the fields that matter — invoice numbers, amounts, due dates, IBANs, supplier references, VAT codes, contract terms — even from unstructured or inconsistent documents. Data comes out clean and ready to use in the next step.
Automatically classify your transactions, entries and documents
Phacet assigns categories, analytical codes or custom labels to your data - based on your rules, your chart of accounts, or patterns it learns from your history. Bank transactions, supplier invoices, expense lines: everything is classified consistently, at scale.
Business impact
87% time savings on document sorting
From 1 hour per day to 10 minutes. Sorting is automatic; your team handles directly routed documents.
Zero lost document, same-day processing
Every document is captured, classified and routed the day it arrives. No more invoices forgotten in an email.
Team productivity increased
Sorting time is reallocated to high-value tasks: analysis, advisory, accounting production.
Integrated with everything
Steps to get Started
Link your mailboxes
configure collection from your supplier portals and scan folders.
Phacet identifies the document type (invoice
credit note, dunning notice, contract) and classifies it automatically.
Each document is routed to the
right file or team member. Urgent documents are flagged.
View incoming flow statistics: volume by channel
by type, by file. Anticipate workload.
Unlock your AI potential
Do more with your existing resources using tailored AI solutions.
Frequently Asked Questions
Email (Gmail, Outlook), mail scanning, supplier portals, shared folders (Google Drive, SharePoint), and direct upload.
Yes. Phacet identifies the document type: invoice, credit note, dunning notice, contract, quote, purchase order.
Yes. Routing is configurable by document type, supplier, client file or team member.
Yes. Each document is routed to the correct client file automatically.
Yes. Formal notices, injunctions and documents with imminent deadlines are flagged as priority.
