Invoices in TeamSystem
Connect the previous work of your supplier invoices with TeamSystem. Calitem extracts the data, checks orders and receipts and prepares each line with its account and allocation before sending it to the management system.
Integration of Calitem with TeamSystem
TeamSystem brings together different software families. The integration is defined for the specific product: TeamSystem Enterprise Cloud or solutions from Software DELSOL, depending on the company's environment.
TeamSystem Enterprise
- TeamSystem Enterprise Cloud
- Company environment and modules
DELSOL Solutions
- Contasol, Factusol and Delsol
- Configuration according to the connected product
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 TeamSystem.
Why integrate Calitem with TeamSystem
Register invoices automatically
Calitem extracts headers and lines, checks the purchasing documents and prepares the result for TeamSystem. Your team stops entering the same data by hand.
Respect your accounting structure
The assignment uses your chart of accounts and is tailored to your accounts and analytical structure. 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 receives and checks the documents and prepares the accounting result for the connected product TeamSystem. The connection uses the method available in that edition and deployment. Enterprise and DELSOL solutions maintain their own account, company and document structures.
Invoice transmission to TeamSystem
Calitem prepares header, lines, taxes and purchase references for the connected product TeamSystem. Invoices are checked against available orders and receiving documents before approvals are applied and accounting data is sent.
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 TeamSystem.
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 TeamSystem 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 uses the account and cost center structure configured for the connected product TeamSystem. The allocations correspond to the dimensions used by the company; Names and fields are not automatically transferred from Enterprise to DELSOL solutions.
Operate with multiple companies
Calitem allows you to work with documents from several companies and keep your suppliers, accounts and allocations separate. The connection directs the result to the corresponding company of the TeamSystem product used, respecting its accounting organization.
Implementation of integration with TeamSystem
The Calitem team is responsible for connecting TeamSystem 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 TeamSystem
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 TeamSystem.
Calitem and TeamSystem FAQ
What TeamSystem environment does Calitem integrate with?
TeamSystem brings together different software families. The integration is defined for the specific product: TeamSystem Enterprise Cloud or solutions from Software DELSOL, depending on the company's environment.
Can I use Calitem as invoice OCR for TeamSystem?
Yes. Calitem extracts headers and lines from PDF or image invoices and prepares the result for TeamSystem. In addition to scanning documents, it checks orders and receipts, assigns accounts and allocations, and applies process approvals.
What is the difference with the Software DELSOL integration?
This page describes the connection to the TeamSystem family, including Enterprise Cloud. Contasol, Factusol and Delsol have their own integration journey within that family; the Software DELSOL page details those applications.
How are cost centers assigned?
Calitem uses the account and cost center structure configured for the connected product TeamSystem. The allocations correspond to the dimensions used by the company; Names and fields are not automatically transferred from Enterprise to DELSOL solutions.
Can I manage several companies?
Calitem allows you to work with documents from several companies and keep your suppliers, accounts and allocations separate. The connection directs the result to the corresponding company of the TeamSystem product used, respecting its accounting organization.
Does Calitem replace TeamSystem?
No. TeamSystem 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 TeamSystem. 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 TeamSystem
Discover how to automate your invoices and prepare each account and allocation for your accounting system.
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