Products · DocPro + FinSuite

From Document to Finance Action

DocPro provides the intelligence layer. FinSuite provides the finance workflow layer. One connected path from unstructured document to verified payment.

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PTAS AI app reading an invoice, a bank statement and email, checking each one and posting the result to the ERP.

Two layers

Two layers, one record

Document to payment automation is two kinds of work. Reading a document is a perception problem: where a field sits, what it means, how sure the model is. Acting on it is a finance problem: masters, tolerances, approval bands, postings. PTAS AI builds them as two products on one platform, so the record passes between them without being retyped.

PTAS AI / Intelligence layer

DocPro

Agentic Document Intelligence

CaptureUnderstandScoreValidateReviewDeliver

The intelligence layer. DocPro takes the PDF, scan or phone photo, settles what it is, reads every field in context and scores each value. It recomputes totals, checks formats and matches the vendor to your master, then returns one typed JSON record carrying its scores, validation results and any reviewer corrections.

  • Six agents: invoice, receipt, bank statement, KYC and identity, purchase order, custom
  • A confidence score on every field, with a threshold you set per field
  • Review queues that hold the doubtful field, not the whole document
  • Delivered by webhook, poll, batch file or API, with an audit log
Explore DocPro Test Your Document
PTAS AI / Finance workflow layer

FinSuite

AI Finance Operations

CheckMatchApprovePostPayAudit

The finance workflow layer. FinSuite takes that record and runs the finance work around it: vendor and bank detail checks, duplicate search, the two-way or three-way match against purchase order and goods receipt (six-way where vendor, contract and tax data exist), GSTIN and rate checks, approval by band, ERP posting and the payment run. Every decision lands in the same log as the extraction.

  • Two- and three-way match with the tolerances you set, six-way where the data exists
  • Approval bands, delegation and escalation, with the reason recorded
  • Vendor, GST and bank reconciliation modules on one rule set
  • ERP posting with the document attached and payment status written back
Explore FinSuite Assess Your Finance Workflow
Both layers run on the same agentic AI platform: one orchestration, one review queue, one audit log. That is why the hand-off between them is a defined record rather than an integration project. Read about the platform.

DocPro + FinSuite

Document to payment automation in eight steps

An invoice takes this path when both layers are in place. DocPro owns the steps up to a validated record, FinSuite the ones that act on it. A failed step holds the record there, with the reason, until a person decides.

  1. 01

    Capture

  2. 02

    Understand

  3. 03

    Validate

  4. 04

    Match

  5. 05

    Approve

  6. 06

    Post

  7. 07

    Pay

  8. 08

    Audit

Intelligence layer → Finance workflow layer → System of record

See it as a case study

Division of labour

What each layer owns

The boundary sits at the validated record. Everything needed to produce it belongs to DocPro. Everything that uses it belongs to FinSuite. The table maps each step to the layer that answers for it.

The step, and what happens at it Owned by
Capture: email, supplier portal, scanner folder or API; logged on arrival and classified before any field is read. DocPro
Understand: header, every line and the tax split read as typed fields, each with its own confidence score. DocPro
Validate: arithmetic recomputed, formats checked, vendor matched to your master, doubtful fields sent to a reviewer; then vendor status, duplicates, GSTIN and rate. DocPro, then FinSuite
Match: each line against the purchase order and goods receipt inside your tolerances; a non-PO invoice is coded and sent to its budget owner. FinSuite
Approve: routed by amount, cost centre and legal entity, chased, escalated and recorded with a reason. The approver approves; the agent does not. FinSuite
Post: the entry written to the ERP with your accounts and dimensions, document and checks attached, document number read back. FinSuite
Pay: scheduled by terms, placed on the run, bank status written back against the invoice. FinSuite
Audit: what was read and scored, what a person corrected, which checks ran, who approved, when it posted and paid. Both, in one log
How the record leaves DocPro How the entry reaches your ERP

Worked example

One purchase, followed through

Follow one purchase from requisition to scheduled payment: six references, each linked to the last. The invoice in the fifth row is the one DocPro reads on its own product page, fourteen lines and one handwritten quantity that went to a reviewer.

One purchase, end to end · Illustrative example

StageReferenceValue
Requisition raisedREQ-2211₹ 2,29,000
Budget checked — line 4120Within₹ 2,29,000
Purchase order issuedPO-88214₹ 2,29,000
Goods received — 2 deliveriesGRN-40117₹ 2,29,000
Invoice matched three waysMC-2026-04871₹ 2,70,220
Payment scheduled — due 13 SepNet 30₹ 2,70,220
One chain Six references, each one linked to the last. Nobody re-keyed anything between them.

Committed spend is visible from the third row onward — three weeks before the invoice makes it real.

Spend visible early

The commitment shows at the purchase order, weeks before the invoice arrives.

Three documents on the match

PO-88214, GRN-40117 and the invoice compared line by line, within tolerance.

Paid on terms

Net 30 from the invoice date, placed on the run, bank status written back.

By the time the invoice reaches this chain, DocPro's part is finished: fields typed, scored and validated, the one doubtful quantity settled by a reviewer. FinSuite matched the lines to the purchase order and the goods receipt, routed the invoice to the approver its band named, posted it and put it on the run for its due date. Nobody retyped a figure between the six references, and each points at the one before it, which is the first thing an auditor asks to see.

Illustrative. The references and amounts are invented for the example and are not customer data. The figure shows the shape of the chain, not a measured result.

Controls

Where the record can stop, and who can move it

Autonomy across two layers needs the same controls on both sides of the hand-off. These four are enforced on every workflow. The approval itself, a change to a vendor's bank account and a disputed invoice stay with people, and the products are built so that they do.

Thresholds at the boundary

A field below the threshold you set never crosses into FinSuite until a person has settled it. Thresholds are per field and per document type. Moving one changes how much a reviewer sees, not what the agent extracts.

Segregation of duties, both layers

The reviewer who corrects a field cannot approve the invoice. The approver cannot release the payment. Whoever changes a vendor's bank details cannot do either. Roles are enforced, not assumed.

Approval boundaries

Approvers are defined by role, amount, cost centre and legal entity. The agent prepares, routes, reminds and escalates. The decision is a person's, recorded with a reason.

One audit log, end to end

What was read, what the model returned, what a person changed, which checks ran, who approved, the ERP document number and the bank status, all on the one invoice. Exportable for internal and statutory audit.

The hand-off is also where a combined rollout meets the untidy parts of finance: a vendor master with the same supplier under three names, purchase orders raised after the invoice arrived, tolerances nobody has written down. DocPro will read those invoices correctly and FinSuite will hold most of them, because the data they are checked against is the problem. The first weeks go on that, and we would rather say so before the pilot than explain it after. Deployment options, access control and encryption are set out on DocPro Security and FinSuite Security.

FAQ

Questions about running the two together

Can we start with one product and add the other later?

Yes, and most teams do. If the pain is reading paperwork, start with DocPro and deliver its JSON into the workflow you already run. If the pain is what happens after the data exists, start with FinSuite on records from your ERP. The hand-off is a defined record, so the second product attaches to the first without rework.

Where exactly is the hand-off?

At the validated record. DocPro's job ends when it has returned one JSON record: a typed value and a confidence score for every field, the validation results and any reviewer corrections. FinSuite's job starts when it reads that record. It never opens the PDF, and DocPro never applies a tolerance or an approval band, so each can be tuned or replaced without touching the other.

Does FinSuite check what DocPro extracted a second time?

It does not read the document again. It trusts the record, because the record says how far to trust each field: passed its threshold, or settled by a person. What FinSuite adds is a different kind of check, against things the document cannot contain: the vendor master, the purchase order and goods receipt, GSTIN status and rate, invoices already received, your approval bands. A failed check holds the invoice with the reason.

How long does it take to put both in for one workflow?

Typically four to twelve weeks for a single workflow, an indicative range that varies with document variety, systems, approval design and deployment. Invoice to pay is one workflow with two layers, so it sits inside that range rather than doubling it. The first weeks go on your documents and masters as they actually are; a vendor master with duplicates shows up early, and sorting it out is part of the project.

Keep reading

Where to go next

DocPro

The intelligence layer on its own: six agents, confidence scores, validation, review and delivery.

Read more →

FinSuite

The finance workflow layer on its own: payables, vendors, GST, reconciliation, approvals and posting.

Read more →

Accounts Payable Automation

The business problem the two layers are most often applied to, for teams sizing the opportunity.

Read more →

Case study: documents to finance operations

The same chain worked through as a representative architecture, with the controls at each step.

Read more →

Next step

Watch one of your invoices go end to end

Bring a real invoice, the purchase order behind it and the goods receipt if there is one. In a thirty-minute working session we walk it from capture to posting and show where a person is still needed.

See DocPro + FinSuite in Action Talk to an Automation Expert