Scoped work / By request
Document & Back-Office Work
Document intake, extraction and approval workflows mapped to your operation.
This is scoped individually while our monthly launch focuses on calls and estimate follow-up. We confirm the workflow, connections and price before making a commitment.
Choose the next useful handoff
Start with the documents you receive and the output the next person needs. Define whether a row represents a whole document, an individual item or a payment. Then agree which fields must be checked against the original, who reviews exceptions and what happens when the same file arrives twice.
For small batches of English invoices, receipts and credit notes, Aplos Document Desk provides a free extraction preview and a reviewed CSV export for $9 per batch of up to 20 documents. It exports document totals, not line items or accounting entries. No accounting connection is required.
When the workflow needs a custom connection
A process that routes approvals, writes to another system or applies company-specific rules needs a separate scope. Bring representative files, the destination's required fields, expected volume and the person responsible for corrections. We use those inputs to agree acceptance checks, access requirements and ongoing costs before work begins.
Explore invoice extraction workflows, invoice follow-up or team handoffs and approvals.