Calitem vs Plino: supplier or treasury invoices
Plino helps track cash, expenses and forecasts. Calitem automates supplier invoices before posting them to accounting.
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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 Plino if you need daily visibility into your SME's cash, costs, purchase prices and forecasts, gathering banking and invoice information.
What is Plino and how does it work?
Plino is a financial management and analysis platform aimed at Italian SMEs. Gather banks and documentation to track income, expenses, maturities and forecasts. Its focus is on helping business and finance managers interpret the company's numbers.
This is how the work is organized:
- Gather the information.The platform groups bank and invoice data.
- Categorize and reconcile.Organize information by categories and relate movements and documents.
- Analyze and predict.The team consults prices, maturities and differences between forecasts and results.
Plino uses the information for financial monitoring and cash forecasting. Calitem automates accounts payable checks and tasks that prepare ERP records.
When Plino fits
- Cash control.You want to gather balances and movements from your banks.
- Purchase analysis.You need to follow unit prices and spending categories.
- Financial forecasts.You prepare cash budgets and compare what was planned with what was done.
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 Plino has the advantage
Joint vision of the banks
Plino brings together balances and movements from different accounts. It fits when the person in charge needs to consult the financial position without entering each electronic bank or combining statements manually.
Unit Price Tracking
The platform allows you to analyze prices of products and services from invoices. It is useful to detect changes in recurring purchases and understand how they affect the company's costs.
Expirations related to movements
Plino uses reconciliation to maintain a view of what remains to be collected and paid. The team can focus monitoring on outstanding obligations with information connected to banking activity.
Forecast vs. actual result
Your planning compares planned inputs and outputs with actual data by category. It is relevant to anticipate cash needs and review financial budget assumptions throughout the year.
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 Plino if…
- You want to gather balances and movements from your banks.
- You need to follow unit prices and spending categories.
- You prepare cash budgets and compare what was planned with what was done.
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 Plino and Calitem
When to choose Plino and when to choose Calitem?
Plino fits if you need daily visibility on your SME's cash, costs, purchase prices and forecasts, gathering banking and invoice information. 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.