Automate your invoices in Infor
Prepare supplier invoices for your Infor environment with their purchase references, accounts and dimensions. Calitem checks orders and receipts and organizes the expense by company, plant or center before sending to ERP.
Integration of Calitem with Infor
The connection is configured for the Infor product, version, and environment used by the company. The exchange and accounting fields are adapted to each ERP family.
Manufacturing and distribution
- Infor M3
- Infor LN
Other ERP families
- Infor CloudSuite Industrial
- Infor Distribution SX.e
What is Calitem?
Calitem is the AI accounting system that automates accounts payable, from receiving documents to posting journal entries in your ERP.
It is designed for companies where each invoice can require several checks: finding the purchase order, checking what was received, allocating the expense and obtaining the right approval. Calitem connects this work with your accounting rules and business systems.
Companies and accounting firms can automate the extraction, matching of invoices, purchase orders and delivery notes, approvals and the generation of accounting entries in Infor.
Why integrate Calitem with Infor
Register invoices automatically
Calitem extracts headers and lines, checks the purchasing documents and prepares the result for Infor. Your team stops entering the same data by hand.
Respect your accounting structure
The assignment uses your chart of accounts and adapts to the dimensions of the Infor environment. Each invoice arrives with the information your accounting needs.
Reduces operational load
Automate document collection, checks and approvals. Your team can focus on the differences that need revision.
How the integration works
Calitem prepares the invoice and its purchase context before transmitting the result to the Infor environment. The connection can use the Infor ION APIs and services available in the installation. M3, LN and the other families maintain their own company structures, documents and dimensions.
Invoice transmission to Infor
Calitem extracts purchase references and lines and compares them with available orders and receipts. Prepare supplier, company, taxes and allocations for the connected product Infor and highlight differences that need revision.
The invoice OCR is the starting point. Calitem also cross-references each invoice with the purchasing documents, assigns the allocations and applies the process approvals before sending the accounting result.
- Verified purchases: Differences in quantity, price or tax are pointed out to the team.
- Accounting result: categories, subaccounts and allocations are prepared before transmitting it to Infor.
Supplier and customer synchronisation
Calitem identifies the supplier on the invoice and prepares its data along with the lines, amounts and taxes. The connection relates the result to the corresponding record of Infor and to the company to which the document belongs.
The Calitem team configures contact matching within the integration. Thus, the identification of the supplier is part of the accounting process of the invoice and its assignment and approval rules.
Assignment to cost centers
Calitem uses AI to assign entire documents or invoice lines to your cost centers. The allocation can be done in several ways, depending on how the expense is organized:
- Description of the cost center. The AI relates the content of the document with the description of the center to identify the corresponding allocation.
- Supplier. A supplier can be associated with a cost center to assign its invoices.
- Shipping address. The address of the document allows the expense to be related to a headquarters, store, construction site or other center.
- Product of each line. The allocation can depend on the product, allowing the lines of the same invoice to be distributed between different centers.
The mapping corresponds to the accounting dimensions available in the connected product Infor. An address can identify a plant or warehouse; the product of a line can determine another center. The result adapts to the company structure, without assuming that M3 and LN use identical fields.
Operate with multiple companies
Calitem organizes invoices from multiple companies and prepares the destination based on the companies and divisions configured in Infor. Each document retains its supplier, its accounts and its allocations, so that the expenses of different operations are not mixed.
Implementation of integration with Infor
The Calitem team is responsible for connecting Infor and configuring companies, accounts, allocations and approvals. Initial connection work can be completed in one day. The standard implementation includes configuration, review, training and production for one week; The calendar adapts to the scope and the connected environment.
- Day 1
Connection with Infor
We connect the environment and configure the invoice route to accounting.
- Days 2–5
Accounting setup
We configure company codes, accounts, cost centers and approvals, and check data exchange.
- Day 6
Review and training
We review the configuration and show your team how to work with the integration.
- Day 7
Put into production
We activate the connected workflow between Calitem and Infor.
Calitem and Infor FAQ
What Infor environment does Calitem integrate with?
The connection is configured for the Infor product, version, and environment used by the company. The exchange and accounting fields are adapted to each ERP family.
Can I use Calitem as invoice OCR for Infor?
Yes. Calitem extracts headers and lines from PDF or image invoices and prepares the result for Infor. In addition to scanning documents, it checks orders and receipts, assigns accounts and allocations, and applies process approvals.
Is Infor ION used for connection?
The exchange can use the Infor ION APIs and services available in the environment. The configuration depends on the family and version of Infor; The Calitem team adapts the connection to the documentary and accounting path of that facility.
How are cost centers assigned?
The mapping corresponds to the accounting dimensions available in the connected product Infor. An address can identify a plant or warehouse; the product of a line can determine another center. The result adapts to the company structure, without assuming that M3 and LN use identical fields.
Can I manage several companies?
Calitem organizes invoices from multiple companies and prepares the destination based on the companies and divisions configured in Infor. Each document retains its supplier, its accounts and its allocations, so that the expenses of different operations are not mixed.
Does Calitem replace Infor?
No. Infor maintains the accounting and financial processes of the management system. Calitem automates the receipt, extraction, verification, approval and accounting preparation of supplier invoices before sending the result.
Do I have to prepare files for implementation?
The Calitem team is responsible for setting up the connection and data correspondence with Infor. The native connection avoids routine exports and manual file transfers; The workflow adapts to the version and environment of your company.
How much does Calitem cost?
Check the current conditions in the Calitem pricing page.
Connect Calitem with Infor
Discover how to automate your invoices and prepare each account and allocation for your accounting system.
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