In-house accountant in the workflow
Gets a dedicated control step, supporting documents and a traceable result in SIFYBOX.
Workflows and documents
Do not retype invoices. Control them.
Receive, extract, validate and approve incoming invoices before handing them to accounting.
For organisations with their own approval rules and an authoritative accounting system. Multi-client use by accounting firms is assessed separately.
See the process
From start to finish
An invoice from intake and approval to an accountant or finance system.
One invoice queue
Every invoice reaches one queue, regardless of the channel it came through.
Data ready for review
The system prepares the data and a person confirms what genuinely needs review.
Order and budget check
The document is checked against the supplier, order and available budget.
Right people, right order
The right people receive the task in the order required by the organisation.
Hand-off to accounting
An accountant receives the approved invoice, or a connector hands it to the finance system.
Where accounting happens
Three hand-off models, fitted to your organisation.
SIFYBOX does not keep the accounts. It prepares an approved document and hands it on according to your roles and finance-system capabilities.
External accountant in their own system
Receives the approved document and data, without needing SIFYBOX access unless the workflow requires it.
Connector hand-off
A connector can create the finance-system record and return its identifier or status, subject to the available interface.
Who is involved
Who is responsible for what.
Back-office specialist
Reviews extracted data, resolves exceptions and tracks the document.
Business owner and approver
Confirms delivery, purpose and authority under configured roles and limits.
Budget controller and accountant
Validates funding and accounting data before the result is handed to the ERP.
What happens when something goes wrong
When a check fails
A duplicate, credit note, missing purchase order, amount mismatch or unknown supplier creates a controlled exception. The document can be returned, rejected or resubmitted after correction. Original and changed values and the ERP response remain traceable.
The result
SIFYBOX does not replace accounting. It prepares an approved, traceable package, hands it to the authoritative ERP and records the response.
Product and integrations
What comes ready and what we configure together.
The product provides ready-made building blocks. Roles, forms and rules are configured for your organisation. For every connector, we agree the system of record and the error path in advance.
Explore the product: Workflows and documents →Related solutions
What can connect to this workflow
Next step
Let’s find a solution for your real operation.
We will take one real case, including the complications that commonly arise. We will explain clearly what the product does out of the box and what needs configuration or integration.
Find the right solution