Industries · Technology
Technology Companies
AI products, embedded document intelligence and connected applications for companies that build software themselves.
Where it gets stuck
Many small invoices, and nobody owns the total
A software company's finance team has the same paperwork problem as anyone else, shaped by subscriptions, cloud usage and entities in several countries. Some also need document reading inside their own product. This page covers both.
Subscriptions
Hundreds of SaaS tools, few owners
Engineering, sales and design each buy tools on a card or an annual order form. Finance sees the invoice and rarely the contract, and a tool renews because nobody cancelled it.
Cloud
Usage bills with thousands of rows
A cloud invoice is one total and a usage file with thousands of lines. Splitting it by product, environment and team takes a spreadsheet and someone who understands the tags.
Entities
Billed to one entity, used by another
The US entity signs, the India entity's engineers use the tool and the Singapore entity's card pays. The cost has to land in the right books, with a recharge that both sides record.
Currency and tax
Foreign currency and imported services
Invoices arrive in USD, EUR and GBP. When an Indian entity buys a service from a vendor abroad, GST is usually paid by the buyer under reverse charge, and that has to be spotted on the invoice, not at filing.
Coding
Shared tools coded to whoever approved first
Four teams use the same tool. Without a rule, it lands in the cost centre of the first approver, and product margins carry costs that belong somewhere else.
Your product
Your own product needs to read documents
A lending, HR, expense or procurement product often has to read what its users upload. Building that extraction in-house takes engineering time away from the roadmap.
Documents and data
What arrives, and what it has to agree with
Few of these documents are hard to read. The work is deciding which entity, which cost centre and which tax treatment each one belongs to.
A week of invoices across three entities shows why. Five invoices in three currencies, and three of them need more than a single entry.
A week of software and cloud invoices, three entities. Illustrative example
Who signed the contract, who used the tool and who paid for it are three questions. Each invoice answers all three before it posts.
Capabilities
What PTAS AI does with them
Each invoice is read, given an entity and a cost centre, and checked against its order form before it posts. The same agents can also run inside your product.
Read invoices, usage files and order forms
01Subscription invoices, cloud cost files, order forms and contractor bills read into typed fields in any currency, with a confidence score per field.
Assign each invoice to its entity
02The contracting, paying and using entity identified from the invoice and the order form, so the cost lands in the books it belongs to.
Code by your allocation rules
03Seats, tags and usage split by the rules you set. Anything the rules do not cover is held for its owner, not guessed.
Draft intercompany entries on both sides
04Recharges drafted in the paying and the using entity with one reference and one allocation key, so the balances agree at close.
Flag the tax treatment per entity
05Reverse charge on imported services flagged for the Indian entity, and VAT or GST treatment flagged elsewhere, by rules your tax team owns.
Put document reading in your product
06The same DocPro agents called through an API from your own application, returning structured JSON with a confidence score on each field.
The cloud bill is a good first workflow. It is usually the largest invoice of the month, and the part nobody tagged is the number finance most wants explained.
One cloud invoice, allocated by your tags. Illustrative example
The tag rules are yours. The agent applies them and holds what they do not cover. It does not invent an owner.
Product
Which product carries it
For your own vendor spend, DocPro reads the invoices and FinSuite runs the payables and entity work. For your product, the DocPro API or our engineering team.
Integrations
Systems that can be connected
Technology companies often run a different ledger in each country. The point is one place where every entity's vendor spend is read, coded and checked.
NetSuite
ERP
Microsoft Dynamics
ERP
SAP
ERP
QuickBooks
Ledger
Zoho Books
Ledger
Tally
India ledger
Card and spend platforms
Card transactions
Cloud billing exports
Usage files
REST API and webhooks
Your own product
There are four integration methods: native where a system offers one, API, file or flat-file exchange, and custom work. QuickBooks and SAP connect by API or file, as their integration pages describe. For NetSuite, Microsoft Dynamics, Zoho Books, Tally and card platforms, the method is confirmed in discovery against the version you run. Your own product calls DocPro through its REST API. The names here are planning examples, not packaged connectors.
See all integrationsOutcomes
What you can measure, and how
We do not quote improvements before we have seen your invoices. We agree the measures before the work starts, and these four can be read straight from the ledger and the audit trail.
Spend with no owner
- Today
- Shared tools sit in one cost centre and untagged cloud usage goes to suspense.
- What changes
- Spend is allocated by rule each month, and the unallocated part is named and owned.
- How it is measured
- Value of vendor spend in suspense or unallocated at month end, by vendor.
Intercompany differences at close
- Today
- One side books the recharge and the other finds it missing at close.
- What changes
- Both entries are drafted together, under one reference.
- How it is measured
- Number and value of intercompany mismatches found at each close.
Reverse-charge items found late
- Today
- Imported services are identified when the GST return is prepared.
- What changes
- Each one is flagged on the invoice as it is posted.
- How it is measured
- Reverse-charge invoices flagged at posting, against those found at filing, per period.
Renewals nobody decided
- Today
- A renewal shows up as an invoice after the notice period has passed.
- What changes
- Renewal and notice dates are held from the order form and sent to the tool's owner.
- How it is measured
- Subscriptions renewed without an owner's decision, counted each quarter.
FAQ
Questions technology finance teams ask
Most of our vendors bill in US dollars. How are currencies handled?
Each invoice is read in the currency it was issued in, and amount, currency and tax are kept as separate fields. The rate used for posting is the one your ERP or your policy sets; the agent does not choose a rate. Conversion happens where it happens today, so each entity's books stay in their own currency.
Can a cloud bill be split by our tagging scheme?
Yes, if the tags are in the usage file. The allocation follows your rules: by account, project, tag, or a fixed key for shared services. Usage nobody tagged is held with its rows for an owner to claim, rather than spread across teams by guesswork.
We want document extraction inside our own product. Is that a separate engagement?
It can be either. If your product needs a document type DocPro already reads, you call the DocPro API and get structured JSON with field-level confidence back. If it needs something new, a custom document agent or an AI feature built with our engineers is scoped on its own, with an indicative timeline agreed before work starts.
Do our teams have to change how they buy software?
No. Teams keep buying the way they do. What changes is that each invoice reaches finance already assigned to an entity, coded and checked against its order form, and the spend nobody can account for shows up with an owner attached. Approval before a card is charged is a separate workflow, if you want it later.
Keep reading
Related industries and capabilities
Enterprise Shared Services
One agent runtime across business units, entities and tax regimes.
Read more →DocPro API
Document extraction called from your own application.
Read more →AI Product Development
When the product itself is what needs building.
Read more →Expense Automation
Card spend and claims, read, checked and coded.
Read more →Next step
Start with last month's vendor invoices
The subscriptions, the cloud bill and the entities that paid for them. That shows how much is already coded by rule and how much is still a guess.