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An overview of how Intelligent document scanning works and how to get the most value from it in your business.

Intelligent document scanning overview (Work Order)

How to scan your invoices, review the results and create work orders.
Intelligent document scanning uses AI to read your invoices and fill in work orders. Nothing is created until…

Using Intelligent document scanning

Create work orders as Completed

Answers to common questions about Intelligent document scanning.

Intelligent document scanning: frequently asked questions

Set up guide for Intelligent document scanning

Intelligent Document Scanning

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Create your workspace and invite the people you work with.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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