Drag and drop
Build the flow, block by block
Drag blocks onto the canvas and connect them into the exact path each document should follow. No code, no IT ticket.
Define approvals and validations, and assign tasks to Calitem's AI.
How the builder works
Drag blocks onto the canvas and connect them into the exact path each document should follow. No code, no IT ticket.
Each block runs a task: extract fields, assign a cost center, match the PO, post to your ERP or notify a person. You choose what the AI does and what stays manual.
Give each role its own permissions and set the approver for every step. Route by amount, vendor or cost center so the right person always signs off.
Chain conditions and escalations so exceptions never slip through. Calitem runs the same flow on every document, the same way, every time.
Why it matters
Who approved, what changed and when, visible for every step in the flow.
The last block posts the finished entry straight to your accounting system, already validated.
Extraction, categorization and matching run on their own; your team only handles the exceptions.
Build approvals, validations and AI tasks once, and let Calitem execute every document the same way.