Multiple intake routes
Use mobile-friendly capture, desktop upload, email, OneDrive, Dropbox or supported received e-invoices.
Expense documents and approvals
Move the document, data and decision together.
Aeglio gives incoming financial documents one review path from capture and extraction to approval, expense and payment status.
Built for
Finance teams, approvers and employees who submit supporting documents.
Capture remains simple for the submitter while coding, approval and financial actions stay with authorized users.
How it works
One continuous process with a clear next step.
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Capture the document
Upload a file, take a photo, forward an email or use a connected cloud document inbox.
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Extract useful fields
AI-assisted extraction proposes supplier, dates, document number, totals, tax details and other available context.
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Review before saving
A person checks the document preview, extracted values, supplier, category, project and who incurred the expense.
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Route the approval
Aeglio resolves the matching workflow and places the request with the appropriate reviewer or approver.
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Create the financial record
After review, convert the document to the intended expense record without losing the source trace.
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Follow payment state
Record a payment manually, send supported payments to LHV or match the eventual bank transaction.
The real Aeglio workflow
Keep the original document beside every proposed field.
The review view shows extraction progress, preview, supplier and coding context together. The user can clear an uncertain expense owner instead of being forced to accept an AI guess.
A practical example
A forwarded supplier PDF arrives with the supplier, totals and dates proposed.
Finance checks the preview, corrects one category and sends the document to the responsible approver. The original file and every decision remain connected to the resulting expense.
See how reviewed source records stay connected →What Aeglio provides
Useful capability at every handover.
Each stage uses records already reviewed in the previous stage, so context stays connected.
Extraction status visibility
See when processing is still pending, has completed or needs attention instead of guessing.
Duplicate awareness
Flag likely duplicate documents for review before they create repeated financial records.
Configurable approvals
Route by supported object context and separate review, approval, coding, final approval and delegation rights.
Source traceability
Retain where the document came from and the decisions made during its review.
Project cost context
Connect relevant supplier expenses to projects so delivery economics include more than recorded time.
Human control
AI proposes data. A person confirms the financial meaning.
Extraction does not silently finalize supplier, coding or approval decisions. The original document remains available beside the proposed values throughout review.
Questions about this workflow
- Does extraction automatically create an expense?
- No. Extracted data is presented for review before the document is converted into the selected record type.
- Can employees submit receipts without seeing the document inbox?
- Yes. The mobile-friendly capture flow can be available without granting broad finance inbox access.
- Can approvals have different responsibilities?
- Yes. Review, approval, final approval, coding and delegation can be granted separately.
Continue exploring
See the connected workflows and practical guidance around this one.
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