Hours of searching
Invoices, delivery receipts and payment receipts scattered across network folders, e-mail and paper.
DocGestor reads invoices, delivery receipts, contracts and payment receipts with Portuguese OCR, links them to the customer or supplier by tax ID, and files each one in the right place. Nobody types, nobody hunts.
Illustrative screen, with fictional data.
The robot watches the folders, the system reads what it finds, checks the data and files it in the right place. It is the same path as the real system, with sample documents. Click a folder to replay its document.
Folders watched by the robot
Record in the system
Archive0
Illustrative animation, with fictional documents and data. The real system reads PDF, image and XML files.
Invoices, delivery receipts and payment receipts scattered across network folders, e-mail and paper.
Without the signed receipt, the company loses proof of delivery and the right to collect.
Someone opens every file, reads the number, tax ID and date, and renames it by hand.
The team saves the PDF or XML in the usual folder. Nothing changes in the routine.
A Windows robot watches the folders around the clock and sends each new file to the server. The same file never enters twice.
Portuguese OCR and XML parsing identify the type, the data and who the document belongs to.
Search on the computer or phone. Anything doubtful goes to a review queue, and the team only checks that part.
It reads NF-e, CT-e and other documents in XML or PDF, and also the scanned image. When the document carries the access key, the type comes from it; otherwise it comes from the text. If there is no evidence, the system does not guess: it sends the document to review.
A digitized archive with fast lookup: contracts, permits, case files and each department’s documents, found by number, name or keyword, with expiry control and access by department.
Delivery receipts, loads, CT-e and proof of delivery. Proof in hand to collect payment or answer a customer or an audit.
Payment authorizations, batch slips, bank slips and receipts, linked to the supplier by tax ID.
Incoming invoices by supplier, year and month, organized on their own.
Employee documents with access restricted by department.
Contracts and amendments linked to the customer or supplier, with a heads-up on what is about to expire.
A restricted document is visible only to those with permission.
Approve, reject or reprocess whatever raised doubt.
The system records who did what and when.
Encrypted passwords and lockout after wrong attempts.
On your own server or in the Oito cloud.
Search and lookup in the browser, with no app to install.
In a single day, the robot processed as many as 4,121 files.
| DocGestor | Large DMS platforms | Generic scanner + OCR | Network folder | |
|---|---|---|---|---|
| Reads NF-e, CT-e and receipts | ✓ Ready | Needs a project | Text only | No |
| Links to the customer by tax ID | ✓ Automatic | Needs a project | No | No |
| Groups receipts by load | ✓ Yes | Rare | No | No |
| Uses the folders you already have | ✓ Robot | Varies | Partial | ✓ |
| Rollout | ✓ Weeks | Months | Days | — |
| Support | ✓ Straight from the makers | Reseller | Vendor | In-house IT |
Use of DocGestor by your organization, on your server or in the Oito cloud.
Robot installed, document types configured, customers imported from a spreadsheet and the team trained.
Support, updates and, if in the cloud, hosting and backups.
Start with a pilot in one department, such as delivery receipts, finance or one city department’s registry, and expand later. Prices come in a proposal, after the conversation.
Yes, if the scanner saves files to a network folder. The robot watches that folder, so the team’s routine does not change.
Anything doubtful is not filed blindly: it goes to the review queue, where the team approves, rejects or sends it for reprocessing. The system also checks the digits of tax IDs and access keys.
On your organization’s server or in the Oito cloud, as you prefer.
Lookup is in the browser, on computer and phone. Only the capture robot is installed, on one Windows computer on your network.
There is a license, a setup fee and a monthly fee. Prices come in a proposal, once we understand your document volume and the pilot department.
Another question? Talk to Oito.