Centralized document intake workflow for accounting offices

Collect client documents in a single hub.

Invoices, PDFs, XMLs, e-Archive, e-Invoice, Excel files and email attachments should not be scattered across different places. FaturaMerkez collects incoming documents per client, stores them and prepares them for the review workflow.

Client-based document flow Email attachments PDF / XML / Excel

Incoming Document Center

Client-based collection view

12 new documents

ABC Tekstil Ltd.

3 PDF, 1 XML, 1 Excel attachment

Received

Yıldız Gıda A.Ş.

e-Archive XML · ETTN found

Processing

Unknown sender

Awaiting sender approval

Quarantine

[email protected]

Client-specific inbound document address

Why do documents become scattered?

The problem in accounting offices is usually not that documents do not arrive; it is that they arrive from different channels, in different formats and without control.

Stays in emails

Invoices may remain inside client emails, personal inboxes or separate message threads.

Formats get mixed

PDFs, XMLs, Excel files, ZIP archives and scanned images require different controls within the same workflow.

Split across the team

It becomes difficult to track who received which document from which client and what is still missing.

Review gets delayed

Collection, review and export workflows become disconnected.

Incoming attachments

PDF

Invoice / Receipt

XML

e-Archive / e-Invoice

ZIP

Bulk documents

Single Document Center

Documents are collected per client, stored and transferred into the review workflow.

How does FaturaMerkez collect documents?

Regardless of where they arrive from, documents are moved into a client-based workspace. This solves the “where is the document?” problem first.

Client workspace

Documents are organized and reviewed within dedicated client workspaces.

Same processing pipeline

Uploaded documents, email attachments and XML imports all enter the same review workflow.

Status tracking

States such as new, processing, review required, approved or quarantined become visible.

Client-specific inbound document address

[email protected]

Trusted sender

Automatically accepted

[email protected]

Unknown sender

Quarantine

Controlled email workflow

Untrusted senders are not processed directly.

Incoming email documents under control

Documents are sent to client-specific addresses and processed automatically.

Trusted sender list

Allowed sender email addresses can be defined for each client.

Quarantine system

Documents from unknown senders are held for review and can be reprocessed after approval.

Attachment validation

Only supported file types enter the processing pipeline.

ABC Tekstil Ltd.

Client document status

Up to date

Incoming documents

Received today

Pending review

Review Queue

Approved

Ready for export

Client-based document flow

Separate operational and document visibility for each client.

Active client selection

The team clearly sees which client they are currently working on.

Document status visibility

The full lifecycle of every document can be tracked.

Transfer to review workflow

Collected documents move directly into review workflows.

Collected documents enter the review process.

Explore the Document Review Workflow

Incoming documents flow into AI-assisted review, duplicate detection, approval and export processes.

AI-assisted reading

Supplier, date, amount, currency, invoice number and ETTN fields are extracted.

Review Queue

Focused queue for documents that need accountant attention.

Duplicate document warning

Same or similar documents are flagged.

Excel Çıktı

Approved documents become ready for export.

Stop documents from being scattered.

Collect, review and prepare client documents for accounting from a single platform.