Calitem vs DocFinance: supplier or treasury invoices
DocFinance connects treasury, banks and ERP. Calitem connects purchasing documents and controls with the accounting entry.
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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 DocFinance if the work you want to automate is in treasury: collections, payments, banking transactions and financial planning connected to your ERP.
What is DocFinance and how does it work?
DocFinance is treasury software that connects ERP information with banks. It automates collection and payment processes, records bank transactions and allows you to manage financial contracts. It is aimed at both individual companies and groups.
This is how the work is organized:
- Connect ERP and banks.The solution brings together the administrative and banking information necessary for the treasury.
- Manage collections and payments.The team organizes financial operations and their accounting records.
- Plan the financial position.The information allows you to follow the company's treasury and financial contracts.
DocFinance focuses on money movement and planning. Calitem focuses on processing and controlling supplier documents until generating the entry in ERP.
When DocFinance fits
- Treasury as a priority.You need to automate the management of collections and payments.
- Banking information.You want to connect banking transactions with the ERP.
- Financial planning.You manage financial positions and contracts of one or more companies.
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 DocFinance has the advantage
Treasury connected to ERP
DocFinance is articulated around the connection between administrative systems and banks. It is an option when the main problem is to prepare a common financial position from those two sources.
Collection and payment processes
The solution automates operations of both cycles. It fits into departments where preparing and managing treasury movements takes up an important part of the day, in addition to registering invoices.
Accounting for bank transactions
DocFinance incorporates the accounting record of banking activity. This scope is relevant when the team wants to connect the treasury operation with the entries that must reach accounting.
Management of financial contracts
Its offering contemplates financial contracts within the treasury work. It allows you to evaluate financial obligations together with the collection and payment activity, both for a company and a group.
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 DocFinance if…
- You need to automate the management of collections and payments.
- You want to connect banking transactions with the ERP.
- You manage financial positions and contracts of one or more companies.
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 DocFinance and Calitem
When to choose DocFinance and when to choose Calitem?
DocFinance fits if the work you want to automate is in treasury: collections, payments, banking movements and financial planning connected with your ERP. Calitem is designed to automate a high volume of documents and accounts payable processes with purchase reconciliation, allocations by line and approvals adapted to the company or accounting firm, up to the entry in the ERP.
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.