IRISmart Invoice

Intelligent, semi-automatic classification and capture of your invoices for expense monitoring.

Compatible with Windows
Windows 7, 8 and 10

A valuable aid for financial & accounting management (freelancers, microbusinesses, and SME)

Ideal for freelancers as well as any manager or accountant: IRISmart Invoice will help you to manage your daily invoices in a superefficient and organised manner. Any manager who wants to quickly and consistently file their invoices into ordered folders and would like to monitor their expenses more closely will find IRISmart Invoice to be a major ally. It will be a valuable aid for financial or accounting managers in charge of managing expenses. They will gain a direct, summary view into all of their incoming invoices, which are then classified, commented on, categorized, and even pre-posted!

Supercharge expense management: use intelligent filing of your invoices, categorise them and optimise payment approval.

Invoice classification

Semi-automatic classification of your invoices: your stacks of invoices are sorted into predefined folders, either by supplier or date (local or Cloud storage)

Invoice encoding

On-the-fly OCR and a powerful recognition tool to recognise up to 8 key fields from your invoices (supplier, date, total amount excluding taxes, total amount including taxes, invoice number, VAT number, VAT amount, VAT* rate) for efficient encoding and monitoring

Manage your expenses

Categorise your expense for better analysis: assign an expense category per invoice Add, delete, or modify expense categories on the fly while viewing the invoice

Prepare your charts of accounts

Prepare for account posting tasks thanks to default integration with standardised accounting plans \(BE/FR/NL/CH/US/DE/IT/SP) so that you can preselect the main account to be posted per expense type Add, delete, or modify accounts on the fly while viewing the invoice

Lightning fast

Process your documents at speeds up to 30 pages per minute; with the ability to rename, file, index, compress, categorise, and pre-post a significant volume of invoices per day due to parallel batch processing

Export to the Cloud

Manage your invoices from A to Z thanks to perfect integration with Cloud & DMS platforms: MS SharePoint®, BOX, Dropbox, Evernote, Google Drive and OneDrive for document management

Create compressed and indexed PDFs

Archiving and optimised search at your fingertips thanks to automatic, on-the-fly conversion of all of your invoices into compressed and indexed PDFs while maintaining perfect legibility of the text

Compatible with most scanners

Software compatible with the majority of scanners available on the market: ideal for digitising your office and moving to electronic document management

Intuitive interface so you can get started right away

  • Simple, refined design that offers you all the features you need to classify files efficiently
  • Optimal previews of your files: thumbnails that you can move, split and delete…
  • Import your documents into the software instantly with a simple Drag & Drop
  • Easy navigation among multiple batches of documents and different folder trees
  • View editable fields: content recognition on the fly, file configuration and free text fields
  • Helpful toolbars for publishing and image processing: image correction, adjustment, rotation, cropping, etc.

Intelligent classification of all your invoices

Semi-automatic expense classification & monitoring

Rapid processing of batches of invoices (30 PPM)

Large selection of import formats

Compatible with the majority of scanners (TWAIN)

Easy archiving & retrieval of your invoices

Integration of Cloud & DMS exports

Image publishing & processing tools

Discover the power of our modules

“Invoice-Date” module

With this module you can control, categorise, add comments, pre-post and monitor your expenses for simple invoices, on the fly, by inserting this key data into a single Excel file, in addition to offering a pre-defined structure and automatic filing into folders organised by date (year_month). This file can then be easily sent or shared with your accountant or fiduciary for fully optimised encoding, archiving, and filing.

“Invoice-Supplier” module

With this module you can control, categorise, add comments, pre-post and monitor your expenses for simple invoices, on the fly, by inserting key data into a single Excel file, in addition to offering a pre-defined structure and automatic filing into a supplier folder. This file can then be easily sent or shared with your accountant or fiduciary for fully optimised encoding, archiving, and filing.

Extraction of key data from your invoices for optimal monitoring

In addition to easy, semi-automatic sorting of your invoices, IRISmart Invoice enables you to keep a summary view of all of your expenses. The software generates a single Excel file, automatically listing all of the key data extracted from your invoices (supplier, date, amount VAT…). This file centralises the essential information so that you can monitor your expenses. This is a valuable feature for any manager, accountant or other financial manager. This file (with a hyperlink to each invoice document) can also be sent or shared with your fiduciary or financial manager so they can approve payment.

Your invoices transformed into intelligent, modular files

Import, merge, split, etc.

Export to ultra-light compressed PDF

Create indexed PDFs automatically

Different volumes available to meet your needs

IRISmart Invoice has a reservoir that holds a certain amount of invoices per year. This reservoir contains 500, 1,000 or 3,000 invoices depending on the version. One invoice is a paper or electronic document with one or more pages. Processing one invoice decrements the IRISmart Invoice counter by one unit. When the reservoir is close to empty, a message prompts you to reload your counter. Refills (tanks) of 500, 1000, or 3000 invoices per year are available.

IRISmart Invoice – Resources

Technical information

RISmart Invoice is compatible with virtually any Twain-based Canon and I.R.I.S. scanner as well as with other brands of scanner.
IRISmart Invoice is compatible with MFPs thanks to the Scan from Folders functionality.
Note: when using a Twain-based scanner, at least Twain version 1.9 or higher is required.

Interface languages English, Français, Nederlands, Deutsch, Espanol, Portugues, Italiano, Japanese, Magyar, Cestina

*IRISmart Invoice can only process a single VAT rate per invoice and does not manage individual item lines, but only the invoice total

Minimum computer requirements

For Windows®
– 2GHz processor (32- or 64-bits)
– 4 GB RAM
– 5 GB free hard disk space

Recommended System Requirements Processor Intel i7 or similar. 2.6 GHz or faster (64 bits), with at least 2 cores.
8 GB RAM.
10 GB free hard disk space, preferably on a Solid State Disk drive.
Internet connection.

Supported Operating Systems Windows 7 (32 and 64 bit)
Windows Server 2012 (64 bits)
Windows 8 (32 and 64 bit)
Windows 8.1 (32 and 64 bit)
Windows 10 (32 and 64 bit)

Important note about Virtual Machines: some virtual machines running on a laptop or small computer may not be usable. Some scanners are not recognised properly and the IRISmart Invoice installation may fail if the Virtual Machine is not up to date with the latest Windows updates. Also note that a Virtual Machine must have at least 4 virtual cores.

About OCR

OCR” stands for “Optical Character Recognition’’. This is the process whereby an image of a paper document is captured and the text is then extracted from the resulting image. Readiris 16 is an OCR software package that automatically converts text from paper documents, images or PDF files into fully editable files without having to perform all the tedious retyping work! The optical character recognition (OCR) technology used in Readiris 16 allows very accurate document recognition whilst preserving the original page layout.

Learn more about OCR software