Invoice processing

Stop keying invoices. Read them, check them, route them for approval.

CapturePoint 6 reads every header field and line item on your own PC and checks the math. Content Central sends each invoice to the right approver and exports it to accounting. Your team only looks at what needs a person.

Download free trial Book a free demo

Windows 10 and 11 (64-bit). The trial starts the first time you open it, with no form to fill in.

$CapturePoint 6 review screen: a sample invoice beside its fields and line items, with line 2 flagged because 3 at 32.75 was read as 89.25 instead of 98.25$

01Where AP time goes

The work is not the decisions. It is the typing, the chasing and the filing.

Most of an invoice's life is handling: someone keys it, someone forwards it for approval, someone files it and someone hunts for it later. That is the part software should take away.

Keying the header, invoice after invoice

Vendor, invoice number, dates, PO and total typed from the page into the accounting system. Every keystroke is a chance to swap two digits.

Line items that nobody wants to type

Matching to a purchase order or coding lines to different GL accounts means typing the table too, so most teams skip it and post one total.

Approvals that live in someone’s inbox

The invoice gets forwarded, waits while the approver is out, and comes back days later. Meanwhile the vendor calls asking where the payment is.

Finding it again

An auditor or a vendor asks about one invoice and someone has to dig through folders, mailboxes and a filing cabinet to find it and its approval.

02The path

Five stops from the envelope to accounting.

Each product does one part. Use CapturePoint 6 on its own to stop typing, add Content Central for approvals, or use Paige when invoices only ever arrive as files.

01
Arrives
Paper from the mail tray, PDFs from the AP mailbox, statements and credit memos mixed in.
ScannerEmailFolder
02
Read
Split into documents, sorted by type, header fields and line items pulled out.
CapturePoint 6Paige
03
Checked
Line math, required fields, your vendor list. Anything unsure waits, with the reason shown.
CapturePoint 6Paige
04
Approved
Routed to the right approver by amount, with deadlines, escalation and sign on approval.
Content Central
05
Exported and filed
Data to accounting, the PDF filed by vendor and invoice number where anyone can find it.
Content CentralFolders

03Reading invoices with CapturePoint 6

Every field and every line, read on your own PC.

CapturePoint 6 is a Windows app. It scans with your TWAIN scanner or imports PDF, TIFF, JPEG, PNG, BMP and GIF files, and the reading happens locally on that computer.

It splits and sorts the stack first

Drop a mixed pile in the feeder. CapturePoint 6 finds where each document starts and ends and recognizes what it is. The 2-minute tour shows it on an invoice, a purchase order, a credit memo, a W-9 and an expense report; set a job up from your own folder and it finds your types, such as statements and remittance advice.

Then it reads the fields you post

On the sample invoice from Northbridge Office Supply, that is the vendor, invoice number INV-2401, invoice date, due date, purchase order PO-1031 and the total of 480.00, plus subtotal and tax where the invoice has them. Each field has a shape (date, money, number, text), so a total that is not a valid amount never passes.

CapturePoint 6 job setup: six document types found in one accounts payable folder: invoice, purchase order, statement, remittance advice, W-9 and credit memo — Automatic setup, pointed at one accounts payable folder, found six document types by itself, each with its own fields.

CapturePoint 6 review screen: a sample invoice beside its fields and line items, with line 2 flagged because 3 at 32.75 was read as 89.25 instead of 98.25 — Line 2 says 3 at 32.75, but the amount was read as 89.25. CapturePoint 6 flags it: correct it, or mark it right as printed.

Line items, with the math checked

The table in the middle of the invoice comes out as rows: description, quantity, unit price and amount. CapturePoint 6 checks each line, and when quantity times unit price does not match the amount it stops and says so instead of passing a wrong number on.

Checked against your own lists

Values can be checked and filled from lookup lists you load, such as your vendor list, so a misread vendor name or a vendor you have never paid stands out before anyone posts it.

Review only what needs a person

You set a review threshold per field, and the screen shows the effect before you save: how many current documents would go through and how many would wait. Every waiting document says why, in plain words.

The review screen puts the page, the fields and the line items side by side. Ctrl+Enter confirms the whole invoice. Each confirmation teaches the job, and CapturePoint 6 re-checks what is still waiting, so documents that now pass clear on their own. One click puts them back in review if you would rather look.

CapturePoint 6 review screen: a sample invoice with its fields on the right, its line items under the page, and a note that CapturePoint isn’t sure of the document type — CapturePoint is not sure of the document type, so it says so and the invoice waits in review instead of going through on a guess. The table header says No arithmetic issues.

Then it files every invoice the same way

Finished invoices go to a folder with automatic folder and file naming built from the captured values (for example AP Scans, then Invoice, then the vendor, then the date and invoice number), as a searchable PDF (PDF/A optional), a data file with every captured value and a text file. Or they go straight into Content Central. A job can also send each finished PDF to SharePoint or OneDrive (Microsoft 365 work or school accounts), Google Drive, Dropbox or Nucleus One. Export can run as soon as documents are ready, once a day, or only when you say.

CapturePoint 6 export settings: documents filed into AP Scans, then Invoice, then the vendor folder, named by date and invoice number — Naming is built from captured values, so a file name always matches the data. Two files with the same name are both kept.

See the CapturePoint 6 invoice OCR page for the short version, or the CapturePoint help library for setup steps.

04Approvals in Content Central

Each invoice finds its approver, and comes back approved.

Content Central is our document management system, in the cloud or on your own servers. CapturePoint 6 files invoices into it with their values; a no-code workflow takes it from there.

Route by amount. A workflow rule starts the approval when an invoice is filed: for example one approver under a set amount, two steps above it.
Look up the vendor. Fill vendor details and terms from your ERP or accounting database the moment an invoice arrives.
Decide from the email. Approvers can get Approve and Reject links in the arrival email, or work the queue in a browser, on a phone too.
Nothing stalls. Deadlines per stage, reminders, escalation when an approval has waited too long, and substitutes for people who are out.
Signed on approval. The final approval can stamp the approver's signature on the invoice and save the signed PDF.
Into accounting. Approved invoices export as bills to QuickBooks Online, QuickBooks Desktop or Sage 50, or as records to Workday or Epicor, with duplicate detection and an export history.

Every step is on the record: who approved, when, with which note. See approval workflows for how chains, voting groups and escalation work.

Content Central approval queue with two invoices waiting in the Invoice Approval process — The Content Central approval queue: two invoices waiting in the Invoice Approval process, with approve and reject on each row.

Recipes in the help library

Route large invoices to a second approverA workflow rule that picks the approval by amount.Escalate an approval that has waitedRaise the priority and tell a manager after a set time.Export approved invoices to accountingSend approved bills to your accounting system.

05The cloud option

Invoices only arrive as files? Send them to Paige.

Paige is our cloud service. Send in documents and get clean data back: it learns your invoices from a few samples, splits and sorts what you send, and pulls header fields and line items.

Data comes back by download, SFTP or webhook, which suits teams that want invoices flowing into another system automatically. There is nothing to install, and Paige runs on Google Cloud.

Start free with Paige

Paige showing the line items read from an invoice: description, quantity, unit price and line total — Paige with a batch of invoices: vendor, dates, total and PO read, and each invoice's line items one click away.

06Which setup fits

Start from how your invoices arrive.

You do not need all three products. Pick the row that sounds like your AP desk.

Paper invoices come in the mail and get scanned in the office

Start with:: CapturePoint 6
Why:: It drives your TWAIN scanner and reads every document on the same PC. Nothing is uploaded for recognition.

Invoices arrive as PDFs and you want the data delivered into another system

Start with:: Paige
Why:: Send files in, get clean data back by download, SFTP or webhook. Nothing to install.

You need approvals, signatures and an audit trail, in the cloud or on your own servers

Start with:: CapturePoint 6 + Content Central
Why:: CapturePoint 6 reads and files into Content Central; Content Central routes, approves and exports to accounting.

Approvals already happen in your accounting system

Start with:: CapturePoint 6 to a folder
Why:: Each invoice arrives as a searchable PDF plus a data file with every captured value, ready to import.

If this is you	Start with	Why
Paper invoices come in the mail and get scanned in the office	CapturePoint 6	It drives your TWAIN scanner and reads every document on the same PC. Nothing is uploaded for recognition.
Invoices arrive as PDFs and you want the data delivered into another system	Paige	Send files in, get clean data back by download, SFTP or webhook. Nothing to install.
You need approvals, signatures and an audit trail, in the cloud or on your own servers	CapturePoint 6 + Content Central	CapturePoint 6 reads and files into Content Central; Content Central routes, approves and exports to accounting.
Approvals already happen in your accounting system	CapturePoint 6 to a folder	Each invoice arrives as a searchable PDF plus a data file with every captured value, ready to import.

None of these is a payments system. Payments and three-way matching stay in your accounting system or AP platform; our products feed it clean data and keep the documents and approvals on record.

07Go deeper

Guides for the people setting it up.

Practical, vendor-neutral where it can be, and written for AP leads and the IT person helping them.

Invoice OCR: how invoice data extraction worksThe fields that matter, line items, judging accuracy, local vs cloud, and a buyer checklist.AP document capture: a setup checklistIntake, scanner settings, separation, exceptions, naming and a rollout plan.Invoice line item extractionWhy tables are hard, math checks and multi-page invoices.Invoice processing checklistFrom intake to export, with the controls and exceptions to plan for.

Questions AP teams ask

Do I need to build a template for every vendor?

No. Point CapturePoint 6 at a folder of your own invoices and it works out the document types, fields and line-item tables by itself, then learns from every confirmation and correction. Paige learns your invoices from a few samples.

Should I use CapturePoint 6 or Paige?

CapturePoint 6 if you scan paper or want documents read on your own Windows PC. Paige if your invoices already arrive as files and you want the data delivered into another system by download, SFTP or webhook, with nothing to install. Some teams use both.

Does CapturePoint 6 send our invoices to the cloud to read them?

No. Reading and extraction happen locally on the PC, with or without a graphics card. Documents only leave the PC if you choose a destination such as Content Central, SharePoint or OneDrive, Google Drive, Dropbox or Nucleus One.

Which accounting systems can approved invoices go to?

Content Central exports bills to QuickBooks Online, QuickBooks Desktop and Sage 50 (US and Canada), and account-based records to Workday and Epicor, with duplicate detection and an export history. Without Content Central, CapturePoint 6 writes a data file for each document that your accounting system or IT team can import.

Does this replace our AP or payments system?

No. CapturePoint 6 and Paige remove the typing and filing, and Content Central adds approvals and the export to accounting. Payments and three-way matching stay in your accounting system or AP platform.

How do we try it?

Download CapturePoint 6: the free trial starts the first time you open it, with no form, and the 2-minute tour on sample accounts payable documents is ready to take. Or book a free live demo and bring a stack of your own invoices.

What does it cost?

Pricing depends on what you need: scanning stations for CapturePoint 6, users for Content Central and Nucleus One, document volume for Paige, and your servers for Cortexa. Tell us about your setup on the pricing page and we will send pricing that fits, or book a free live demo and we will walk you through it.

Try it on your own invoices

Take the 2-minute tour, then run a folder of your own invoices.

CapturePoint 6 sets itself up from your documents and shows you why anything waits. No sign-up and no credit card.

Download free trial See approvals in a demo

Priced per scanning station, with unlimited scanning. Get pricing

Free live demo

Bring a stack of real invoices. We will run them for you.

Book a free demo and we will show you around, answer your questions and run your real paperwork through it. No cost, no pressure.

A live tour of the products that fit your work
Your own documents, set up and shown working
Your workflow and process, mapped with you
Straight answers from people who build it

Book a free demo (863) 937-0272

Engraved illustration: file boxes, a document scanner and a PC at a desk