Documents & smart search
Every invoice attached, and found again in seconds
Documents are attached where the payment starts, sorted and renamed automatically, and never separated from the request. Smart search finds payments, filings and documents from plain words.
Included in every plan · see plans
What you get
Attach at the source
PDF, JPG, PNG, Word and Excel files up to 25 MB, from the web or photographed in the Android app.
Sorted and renamed
Files are filed as quote, purchase order, goods received note, invoice, statement or sundry, and renamed to match, for example INV-1174.pdf.
Duplicates spotted
Each file gets a digital fingerprint, so the same invoice uploaded twice is recognised.
Search in plain words
"Approved but not paid", "last month Cape Town" or "Apex invoices": search understands statuses, dates, people and organizations, and forgives spelling.
English and Afrikaans
Words like strokies, kwitansies and liassering work too.
Totals per currency
Search results show totals per currency, never rands and dollars added together.
How it works
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1
Attach
Add the invoice, order and delivery note to the request, or photograph them on your phone.
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2
Preview
Approvers preview images and PDFs in the browser without downloading.
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3
Find
Type what you are looking for in the search box. Switch between the list, the documents and the totals.
Can I require documents before a request is submitted?
Yes. Set a minimum number of documents and requests cannot be submitted without them.
Does EzeFlow read the text on invoices?
The Android app can scan a document and send its text with it. The website stores what you upload.
Who can see a document?
The same people who can see the payment: its requester, people with access to that organization, and colleagues tagged on it.
Related features
Approvals & audit trail
Set how many people must approve. Every step is signed in, timestamped and logged.
Notes, @tags & alerts
Reviewer and requester notes, @tag a colleague, and a notification bell instead of WhatsApp.
Reports & exports
Turnaround times, trends and red flags. Totals per currency. CSV, PDF and Excel.
See it with your own payments.
Start a 7-day free trial without a card, or look around a demo company with sample data first.