Automatic Document Capture
for SAP Business One

Extract information from documents such as invoices, delivery notes etc. with the click of the mouse.

Save time by automatically capturing third-party documents.

Relieve your accounting department with document information extraction. Incoming documents such as invoices and delivery bills etc. no longer have to be entered manually, item by item, in a time-consuming process. The entire document is automatically recognized, processed and then a completed SAP draft is generated.

Import documents

If you have received delivery notes, invoices, payment notifications or customer orders by mail in paper form, simply scan them via your document scanner. If your third-party document is already available in a digital version, you can easily import it into your inbox. You can also move a document received by email directly from Outlook to the inbox.

Processing documents

In your inbox directly in SAP Business One you will first find all imported documents. Here you simply select the documents whose information you want to extract. You only need to specify the type of document (delivery note, invoice, payment notification or customer orders) and start the recognition routine.

Post documents

During recognition, an SAP draft is automatically created and filled out with the corresponding values that you previously entered manually. If a previous SAP document is found, it is also automatically linked and matched. Deviating values such as quantities or prices are highlighted and can thus be checked directly.

Watch live demo

We will show you how it works live, answer your questions directly and discuss individual application possibilities with you. Duration: approx. 60 minutes.

Import your documents in five different ways

Documents such as delivery notes and invoices can enter the company in many different ways. In order to integrate cks.ADC as perfectly as possible into your processes and to extract all document information automatically, various options are available to you. And if you are missing a way here, please feel free to contact us.


Third-party documents that are still in paper form can simply be scanned using your office scanner. The resulting PDF file is then directly available in the cks.ADC inbox in SAP Business One.

File Search

If your external documents are already stored as PDF files in your network or in a data carrier, you can easily select them using the usual file search and copy them to the inbox.

Directly From Outlook

Today, many invoices are sent by email. Therefore, move incoming receipts directly from Outlook to the Inbox.

Windows Directory

You can save your inbound documents, e.g. from other applications, to a specific Windows directory. This is linked to the cks.ADC inbox in SAP Business One. Files stored there will be forwarded directly there.

Icon-automation.pngAutomate specific processes

With the cks.RUN add-on you can automate and speed up many steps. You can import, capture and process receipts and documents around the clock.

Capture Different Formats

Even if all companies now use a computer-supported enterprise resource planning, the transmission of invoices & Co. is still not always done electronically. No matter how you receive external documents, with cks.ADC you can capture them automatically in SAP Business One. We will always implement future formats as well.

Paper documents

Delivery notes are often still sent in paper form. This is usually the case when they are enclosed with the deliveries. These can be easily imported via the office scanner and then automatically captured.

PDF Files

Another popular way of sending invoices is a simple PDF file, which is then delivered by email. You can easily transfer these documents to the automatic information extraction from Outlook.

TIFF Files

In some companies, documents and records are already digitized into the lossless TIFF format. These files can also be read and processed with cks.ADC.

Recognize deviations from basic documents at a glance

cks.ADC automatically searches for matching SAP base documents during the processing. If a document is found, it is directly compared with the new document. Discrepancies, e.g. in delivery quantity or price, are then highlighted in the SAP draft and can be quickly identified and checked.

Process both article and service documents

During automatic processing, a distinction is also made between article and service documents. Whereas the stock level is obtained for the article documents, the corresponding G/L accounts are addressed for the service documents.

Watch live demo

We will show you how it works live, answer your questions directly and discuss individual application possibilities with you. Duration: approx. 60 minutes.

The most important key functions at a glance

Function cks.ADC
Physical and electronic formats ? Extract information from paper documents, PDF files and electronic invoices automatically.
Incoming invoice recognition routine? Capture invoices automatically.
Delivery note recognition routine? Capture delivery notes automatically.
Payment advice recognition routine? Capture payment advice notices automatically.
Customer order recognition routine? Capture customer orders automatically.
Determine vendors and debtors? Determines the relevant vendor or debtor.
SAP base document assignment? Checks whether previous SAP documents exist and links them if found.
Communication with cost centres? Communicates with cost centres, regardless of the G/L account assignment.
Transmission of individual items? Transmission of individual items from the SAP base document to the target document.
Flexible and adjustable? Flexible and can be adjusted to company-specific requirements.
Revision proof archiving? Links documents with vendors or SAP business transactions and archives them in a revision-proof way.
Article and service documents? Both article documents and service documents can be processed.
Detection of SAP article master data? Detects and reconciles the items on the document with the SAP article master data.
Capture of individual items? Capture each and every item with quantity and amount.
Highlighting of deviations? Highlights deviations (in quantity, price etc.) from the SAP base document so they can be checked and resolved before posting.
Detection of payment terms? Captures and processes different payment terms.
Transfer freights? Transfers freights to the SAP Business One Freight module.
G/L accounts for service rows? Chooses the G/L accounts automatically for service rows e.g. for handling charges or customs.
Recalculation of the unit price? Recalculates the unit price when there are surcharges or discounts for items.
Outlook Add-in? Process external documents directly from your Outlook inbox.
Individual developments? Adapt cks.ADC to your individual requirements.
in der Lizenz enthalten |  zubuchbar |  in dieser Lizenz nicht enthalten

Discuss your options with an SAP partner

Would you like to know more about cks.ADC or clarify your individual requirements in advance? Simply contact your SAP consultant or choose a partner from our list:

Get to know more functions of the cks.ADC live

In our online presentation, we will be happy to show you many more possibilities that are available to you with cks.ADC. Simply arrange an appointment online.

Watch live demo

We will show you how it works live, answer your questions directly and discuss individual application possibilities with you. Duration: approx. 60 minutes.

Frequently Asked Questions

Can new documents simply be taught-in?

New supplier, new document and a very simple learning process. If colleagues in accounting can learn a new document themselves without the help of a programmer and only need 60 seconds to do so, then we are talking about a really simple learning process. You can learn how to teach documents in our User Guide

What is the detection rate?

As a rule, between 80% and 90% of the documents are recognized, processed and assigned without errors after 3 days of setup time. In most cases, this recognition rate is sufficient for efficient document capture. However, if you need a higher recognition rate, this is not a problem. Up to 99% is possible, but only with a much higher setup effort. However, we always advise you to consider the additional expense from an economic point of view.

What time frame do I need to plan for the setup?

The introduction of document information extraction is first preceded by careful planning. Before setting up the system, we work with you and your SAP partner to develop a precise catalog of requirements. In most cases, the setup time itself is around one week.

Still open questions?

Simply send us your question via our form or call us.