Invoices in SYSPRO
Automate supplier invoices for your industrial operation with Calitem and SYSPRO. Extracts the data, checks each line against orders and receipts and prepares the accounting codes before sending the result to ERP.
Integration of Calitem with SYSPRO
The integration is configured for the SYSPRO version and modules installed. The workflow uses the company's documents and accounting structure, including orders and GRN receipt documents.
SYSPRO
- Accounts Payable and General Ledger
- GRN orders and receipt documents
- Company version and modules
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 SYSPRO.
Why integrate Calitem with SYSPRO
Register invoices automatically
Calitem extracts headers and lines, checks the purchasing documents and prepares the result for SYSPRO. Your team stops entering the same data by hand.
Respect your accounting structure
The assignment uses your chart of accounts and adapts to accounting codes and cost centers. 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 connects document processing with the company's SYSPRO environment. Extracts and verifies invoices and prepares their registration in accounts payable. The exchange accommodates the installation's integration services, while SYSPRO preserves Accounts Payable, General Ledger and their validations.
Invoice transmission to SYSPRO
Calitem prepares invoice lines and references and compares them to the order and GRN, the goods receipt document, when available. Differences in quantity, price or reference are noted before sending the result to SYSPRO.
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 SYSPRO.
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 SYSPRO 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.
Calitem relates the allocation to the company's accounting codes and centers in SYSPRO. The shipping address can identify a plant or warehouse, while the product of each line allows us to distinguish the destination of the expense. The result adapts to the dimensions contemplated in the connection.
Operate with multiple companies
Calitem allows you to manage documents from several companies and separate their suppliers, accounting codes and allocations. Each invoice is prepared for the corresponding SYSPRO company, maintaining the structure of its industrial and financial operations.
Implementation of integration with SYSPRO
The Calitem team is responsible for connecting SYSPRO 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 SYSPRO
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 SYSPRO.
Calitem and SYSPRO FAQ
What SYSPRO environment does Calitem integrate with?
The integration is configured for the SYSPRO version and modules installed. The workflow uses the company's documents and accounting structure, including orders and GRN receipt documents.
Can I use Calitem as invoice OCR for SYSPRO?
Yes. Calitem extracts headers and lines from PDF or image invoices and prepares the result for SYSPRO. In addition to scanning documents, it checks orders and receipts, assigns accounts and allocations, and applies process approvals.
How do GRN documents come into play?
The GRNs document the receipt of goods in SYSPRO. When they are part of the connected flow, Calitem compares them with the order and invoice to check quantities, prices and references before preparing the posting.
How are cost centers assigned?
Calitem relates the allocation to the company's accounting codes and centers in SYSPRO. The shipping address can identify a plant or warehouse, while the product of each line allows us to distinguish the destination of the expense. The result adapts to the dimensions contemplated in the connection.
Can I manage several companies?
Calitem allows you to manage documents from several companies and separate their suppliers, accounting codes and allocations. Each invoice is prepared for the corresponding SYSPRO company, maintaining the structure of its industrial and financial operations.
Does Calitem replace SYSPRO?
No. SYSPRO 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 SYSPRO. 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 SYSPRO
Discover how to automate your invoices and prepare each account and allocation for your accounting system.
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