Shareflex® Invoice


Digital invoice processing with SharePoint and Microsoft 365

Shareflex Invoice supports your financial accounting along the entire process chain – from the receipt of an invoice to its processing and archiving.

  • ✯ Keep track of all your deadlines dates
  • ✯ Workflow-based invoice review and approval
  • ✯ Integrates easily with your existing ERP
Screenshot of the user interface of Shareflex Invoice, the software for incoming invoice processing with SharePoint and Microsoft 365.
Screenshot of the user interface of Shareflex Invoice, the software for incoming invoice processing with SharePoint and Microsoft 365.

Shareflex® Invoice – The easy way to digital invoice processing


Based on SharePoint Online, Shareflex Invoice can be seamlessly integrated into your existing Microsoft 365 environment for the processing of incoming invoices. The solution has standard interfaces for ERP integration and scales as your company grows.

The core of Shareflex Invoice is the freely configurable digital invoice workflow for the verification and approval of incoming invoices. This enables you to keep track of the current processing status, reduce your invoice processing times, meet your compliance requirements and never miss a discount deadline again.

Screenshot of the cockpit with actions and tasks in the Shareflex Invoice incoming invoice processing software.
Screenshot of the search mask in Shareflex Invoice, the software for processing incoming invoices with SharePoint and Microsoft 365.
Screenshot of the Shareflex Invoice Reader Online user interface.
Screenshot of an validation task with document information and items on the left and a document preview on the right as part of Shareflex Invoice, the software for incoming invoice processing with SharePoint and Microsoft 365.
Screenshot of the integration of Shareflex Invoice into Microsoft Teams.
Dashboard of a Power BI report in Shareflex Invoice.

Invoice processing


  • ✓ Convenient and efficient
  • ✓ User-friendly interface
  • ✓ Invoice content recognition, fully integrated with AI and rules-based recognition, including line item data
  • ✓ Processing of electronic invoices (ZUGFeRD, XRechnung)
  • ✓ Verification of the individual items on the invoice
  • ✓ Invoices with order reference
  • ✓ Automatic assignment of all process participants
  • ✓ Role-based permissions
  • ✓ Advanced metadata search
  • ✓ Automatic workflow protocol
  • ✓ Mobile task processing

Processes and Workflows


  • ✓ Fully configurable, multi-level approval process
  • ✓ Ensuring the four-eye or multiple-eye principle
  • ✓ Escalation mechanisms for meeting deadlines
  • ✓ Integrated delegation rules
  • ✓ Automatic email notifications to ensure compliance with deadlines
  • ✓ Group notification via email
  • ✓ Generic interface for invoice import
  • ✓ Standard interfaces for ERP integration

Analysis & Reporting


  • ✓ Dynamic lists and filter views
  • ✓ Excel export
  • ✓ Graphical reports with Power BI

Archiving


  • ✓ Audit-proof archiving of all invoices and attachments
  • ✓ Long-term secure storage with Microsoft 365 capabilities

These and many more companies already manage and process their incoming invoices with Shareflex® Invoice

“We have been working with Microsoft 365 / Office 365 for years, and also exchange information directly with Microsoft about the latest developments. Thus, we have already been able to unlock a lot of potential for our group with the standard tools and functions. We are happy to add digital invoice verification to our application landscape on the Microsoft 365 platform. The product Shareflex from Portal Systems AG convinces us on a professional and technical level.”

Film projector and Shareflex Invoice logo.

Discover Shareflex Invoice now


Would you like to learn more about Shareflex Invoice? Book your personal live demo now! There, you will learn everything you need to know about incoming invoice processing with SharePoint / Microsoft 365 and Shareflex. In approx. 60 minutes, individually and directly demonstrated in the system by our Shareflex experts.

Any questions? I will be happy to answer them personally!


Portrait of Patrick Carl, Chief Sales Officer at Portal Systems AG.

Patrick Carl
Chief Sales Officer

Email: info[at]portalsystems.de

Portal Systems is Microsoft Solutions Partner Digital and App Innovation Azure.
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