Calitem vs Anfix: AP automation or accounting
Anfix brings together billing and accounting for small businesses. Calitem focuses on automating the journey from the supplier invoice to ERP.
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Short answer
Choose Calitem to automate business processes with custom workflows, including purchase checks, line-level allocations and your own approval rules. It adapts to the rules of companies and accounting firms and generates journal entries for their ERP.
Consider Anfix if you are looking to handle invoicing, accounting and tax preparation in the same program. Its consulting environment allows you to work with information from different clients and organize the office's obligations.
What is Anfix and how does it work?
Anfix is a cloud billing and accounting program for companies, freelancers and accounting firms. Gather invoices issued and received, bank transactions, accounting books and tools to prepare taxes. It may be the system in which you do business accounting.
This is how the work is organized:
- Gather sales and expenses.You can create sales invoices and incorporate invoices and receipts by digitizing documents.
- Work on accounting.The program generates entries and allows the bank's movements to be related to the registered activity.
- Prepare reports and obligations.The information feeds the books, reports and tax models. The firm can manage its clients' companies from its advisory environment.
Anfix and Calitem automate accounting work, but cover different needs: Anfix includes the program where general accounting is carried out. Calitem focuses on processing accounts payable documents, applying company rules, and submitting the entry to ERP.
When Anfix fits
- A program for daily management.You want to issue invoices and do accounting without dividing that work between several applications.
- An office with several clients.You need to organize your companies, permissions and obligations from a common environment.
- Accounting information to prepare taxes.You seek to connect the activity record with the accounting models and books.
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.
Where Anfix has the advantage
Invoicing of sales within the program
Anfix allows you to prepare quotes, convert them into invoices and track amounts pending collection. It fits when you also need to manage what you bill your clients, in addition to recording business expenses.
General accounting and accounting books
Accounting is carried out within Anfix: its entries feed the books and reports. It is relevant if you are looking for the main accounting program, with access to business records in the same environment.
Preparation of tax models
Anfix uses registered information to generate models and organize tax obligations. For a accounting firm, the obligation table allows you to follow the due dates of your clients along with the accounting work.
A shared space between office and client
The advisory environment brings together client companies and allows roles to be assigned to employees and collaborators. It is useful when the challenge includes organizing who provides documents, who consults the information and who works on the accounting.
Where Calitem has the advantage
Documents from your team channels
Calitem receives invoices and documents from email, WhatsApp, Teams and shared repositories. A person in a store or warehouse can send a photo without installing another app. The documentation enters the same accounting process, although it arrives through different channels.
Extraction tailored to your documents
The AI extracts general data, lines and specific fields of your operation. Calitem processes up to 250 documents every five minutes, to absorb large volumes without transcribing invoices one by one. Fields with low confidence are reviewed.
Duplicate invoices under control
Calitem detects duplicate documents automatically. When the same invoice arrives through different channels, your team can identify repetition before it turns into more accounting work.
Matching invoices, purchase orders and delivery notes
Calitem matches the three documents line by line and checks references, quantities, prices and taxes. If more units are invoiced than received, or a price changes, it flags the difference for your team to review before posting.
Accounts and cost centers by line
One invoice can include expenses from several stores, departments or projects. Calitem assigns categories, subaccounts and cost centres to each line using your chart of accounts and the team’s previous classifications.
Approvals that follow your rules
Define who must approve based on the amount, legal entity, cost centre or supplier. Calitem routes each document through the appropriate workflow and can automatically approve transactions that meet your limits.
AI-generated accounting entries
Calitem uses your chart of accounts and previous accounting decisions to generate journal entries and send them to your ERP. Allocations are included, so the team does not have to re-enter information that has already been processed.
Integrations that connect the entire operation
Calitem connects the ERP to stock systems, POS and internal tools using native integrations and an open API. Specific connections adapt to the flow and data your operation needs, to reduce manual transfers between systems.
Several companies, well-organized accounting
Calitem supports multiple legal entities and cost centres. Classifications and approval routes follow your operational structure, whether you are a group of companies or an accounting firm managing clients’ accounts.
Analysis of accounting information
Calitem allows you to analyze the accounting and accounts payable information it processes. Your team can use that data to track the operation and understand expenses, as well as complete the work on each invoice.
Learn more: Document receptionInvoice, purchase order and delivery note matchingApproval workflowsAutomated accounting
Choose Anfix if…
- You want to issue invoices and do general accounting in the same program.
- You need to prepare tax models from accounting information.
- Your accounting firm wants to centralize companies, permits and obligations of its clients.
- You are looking to replace or implement the main accounting program.
Choose Calitem if…
- You manage a high volume of invoices or processes that require several checks before posting.
- You need to cross invoices, orders and delivery notes by line and detect differences in quantities or prices.
- You distribute the expense of the same invoice between different accounts and cost centers.
- You want to configure approvals by company code, cost center, amount, or supplier.
- You are looking to automate the generation of entries with your chart of accounts and previous classifications.
- You need to connect the ERP with stock systems, POS or other tools in your operation.
Frequently asked questions about Anfix and Calitem
When to choose Anfix and when to choose Calitem?
Anfix fits when you need a billing, accounting and tax program, or a management environment for your consulting. Calitem fits when you want to automate accounts payable processes with high document volume, purchase verifications, line-level allocations and own approvals, down to the entry in the ERP. Calitem also works with accounting firms; The difference is in the process you want to solve.
What programs does Calitem integrate with?
Calitem integrates with most ERP available on the market, such as A3, Sage, SAP, NetSuite, QuickBooks, Holded and more than 20 others. Available dimensions vary by connector: channels in a3innuva, projects in Sage, and tags in Holded.
How does Calitem manage cost centers?
Calitem uses projects, channels or other dimensions depending on your accounting software. It can assign them automatically using addresses, descriptions, suppliers or products.
How does Calitem match invoices, delivery notes and purchase orders?
Calitem’s document management system matches invoices, purchase orders and delivery notes and compares their products. It checks references, quantities, prices and taxes line by line and flags differences for review.
How does duplicate detection work in Calitem?
Calitem identifies duplicates based on the digital ID of each document and crossing data such as amounts, document number and supplier to flag duplicates to the user.
How does the workflow builder in Calitem work?
In Calitem you can configure routes by company code, cost center, amount or supplier, with automatic approval for operations that comply with your rules.