Azopio, much more than an EDM: a co-pilot for your documents and financial management

Managing company documents is more than just archiving them. Each invoice or accounting document follows a very specific path: receipt, processing, validation, payment and, finally, filing. This process, which is often manual and time-consuming, is the source of many delays and errors.

Azopio was designed to automate and streamline this cycle.

Much more than just an electronic document management (EDM) solution, Azopio is an intelligent workflow assistant that controls the entire lifecycle of your financial documents.

From a simple invoice to a fluid, intelligent workflow

Azopio’s intelligence lies in its ability to transform the input of a simple document into a fully automated processing process.

1. The starting point of the process: intelligent input. The workflow starts as soon as the document arrives. Whether by email, via the mobile application using drag-and-drop, and soon via the connection to PDPs (Partner Dematerialisation Platforms), Azopio captures the document and recognises it instantly. No more manual input or transcription errors.

2. Processing and indexing: the heart of the workflow. Thanks to powerful artificial intelligence, Azopio “reads” the document and extracts all the relevant information: amounts, dates, supplier names. This data is immediately indexed and ready for use. This is the stage where the document is processed and made usable by your company.

3. Validation and payment: the crucial phase of the workflow. This is where Azopio orchestrates the validation circuits. Depending on the type of document or its value, it can automatically route it to the right person for approval. Once validated, the platform also makes it easy for you to pay your supplier invoices in just a few clicks, directly from the interface.

4. Bank reconciliation and archiving: the end of the cycle. Azopio is capable of automated bank reconciliation, associating each transaction with its corresponding invoice. The document and its transaction are then securely archived, accessible in just a few clicks, and the lifecycle is complete.

Azopio, a forward-looking partner: future PA, Approved Platform

The future of electronic invoicing in France lies with APs (Approved Platforms, formerly PDPs). These certified platforms will be the only ones able to issue and receive electronic invoices under the new regulations.

Azopio is fully committed to this approach and is actively working to become a PA Approved Platform. By choosing Azopio, you are not only ensuring that your current documents are managed as efficiently as possible, but you are also preparing your company for the future requirement of electronic invoicing, all on a single platform.

Why is Azopio a game-changer for your business?

By setting up a validation and processing workflow for your banking documents and flows, Azopio offers you concrete benefits:

• Massive time savings: The complete automation of the process, from data entry to payment, frees your teams from repetitive tasks. Searching for documents or items contained in your invoices is fast and efficient.
• Security and compliance: Every step in the workflow is recorded, ensuring traceability and total control over approvals.
• Visibility and control over cash flow: You can monitor the status of each document in its circuit in real time, avoiding delays and losses. You gain greater visibility of your organisation’s cash position.
• Preparing for the future: The PA certification process ensures that you are ready for the new e-invoicing regulations.

In short, Azopio doesn’t just store your documents; it makes them work for you. By optimising their workflow from A to Z, Azopio lets you concentrate on developing your business with complete peace of mind.