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ERP and system integrations

Your ERP stays the system of record. Docufella does the paperwork.

Docufella sits in front of your ERP as the capture, extraction, matching and approval layer. Invoices, purchase orders, goods receipts and vendor records flow both ways, so the ERP receives clean, approved transactions and Docufella keeps the documents, the approvals and the audit trail.

Book a demo AP automation and 3-way matching
SAP S/4HANA: PO 4500017781 and GRN fetched2s
3-way match within toleranceAuto
Invoice posted, IV document 5105601234Returned
INV-2291: quantity mismatch, exception code RQMDECTo buyer
PDF filed to ERP document storeLinked
Integrated today

ERPs and systems Docufella already connects to

Built and running in customer deployments. Each integration is configured, not custom coded, for the next customer.

SAP
SAP S/4HANABidirectional. PO, GRN, service entry, vendor and material data in; matched invoices, exceptions and PDFs out. Via REST APIs through middleware such as SAP webMethods.
Integrated
D365
Microsoft Dynamics 365Document exchange and invoice posting integration.
Integrated
Odoo
OdooNative integration: vendor, customer and product masters, PO, GRN and invoice matching data, posting.
Integrated
M365
Microsoft 365 and OutlookMailbox capture with tenant credentials, Outlook plugin for filing from the inbox, Microsoft single sign-on and directory-based users.
Integrated
LIMS
Laboratory information systemsBidirectional: sample identifiers and customer information auto-populated, document metadata and status synchronised.
Integrated
Cloud
Storage platformsAWS S3, Azure Blob, OneDrive, Google Cloud Storage and network file shares as document stores.
Integrated
Also supported

Connect any other ERP through the API

Docufella exposes a comprehensive REST API and can connect through direct database connectors or your integration platform. These systems are supported through that route and scoped per project.

Oracle E-Business Suite and FusionOracle NetSuiteTally PrimeZoho BooksSageInforQuickBooksCustom and in-house ERPsCRM systemsHRMS systemsiPaaS and ESB middleware
What flows between the systems

Typical AP integration data flows

DirectionDataWhen
ERP to DocufellaPurchase orders, goods receipts, service entry sheets, vendor master, material master, plant and company data, block flagsReal time on invoice arrival, plus scheduled refresh
Docufella to ERPMatched invoices with header and line data, tax breakdown, GL and cost centre coding, payment terms, posting dateOn approval, straight-through for clean invoices
Docufella to ERPException records with coded reasons, such as price, quantity, tax, missing GRN, vendor mismatch, credit notesOn exception decision
ERP to DocufellaInvoice verification document number, fiscal year, posting status and error indicatorsAfter posting, hourly or on event
Docufella to ERPInvoice PDF and supporting documents to the ERP document store, renamed with the ERP referenceAfter posting, attachment-independent so posting is never blocked
Integration approach

Built for enterprise IT constraints

  • Works through your middleware or integration platform when direct connections are not permitted.
  • Runs in internet-isolated on-premise environments with scheduled and event-driven exchanges.
  • Two-way references: the ERP document number is stored on the Docufella record and the Docufella reference on the ERP record.
  • Retry, escalation and auto-stop rules for records waiting on ERP data, with full audit lineage.
  • Multi-plant and multi-company mapping, including plant derivation from source folders and addresses.
  • Integration handled by Docufella during implementation, so your IT effort is configuration, not development.
Other integration points
Email and mailbox captureWhatsApp ingestionWatched network foldersVendor direct API submissionDocuSign and built-in e-signatureMicrosoft Entra ID, Okta, SAML SSOBarcode and QRWeb portal uploadMobile app captureWebhooks and REST API
On the roadmap

Pre-built connector packs for SAP, Oracle, Dynamics and Tally, iPaaS connectors such as Zapier, Make and Power Automate, and a self-service vendor portal. Ask us about current availability.

Tell us your ERP and we will show the posting flow

We will demonstrate an invoice going from capture to a posted ERP document, with the exception path, using your system as the reference.

Book a demo Ask for a proof of concept