Login
Book a Demo

Seamless Integration with Your Microsoft 365 Environment

ScanWise integrates directly with your Microsoft 365 tenant, ensuring invoices are securely stored within your company’s own document infrastructure.

Book a Demo
See How It Works

Keep Documents Inside Your Ecosystem

Many invoice automation tools store documents in external platforms.

ScanWise gives you the option to archive processed invoices directly in your Microsoft 365 tenant.

This means:

  • Document ownership remains with your company
  • No dependency on third-party storage
  • Structured folder organization
  • Compliance-friendly document retention

Automatic SharePoint Archiving

After invoice approval or accounting export, ScanWise can:

  • Automatically upload invoice files to SharePoint
  • Create structured folders by year / supplier / department
  • Attach metadata for easier search
  • Maintain link between accounting entry and document

This creates a clean and searchable financial document archive.

OneDrive Integration

For smaller teams or flexible storage setups, invoices can also be archived in:

  • OneDrive for Business
  • Structured shared folders
  • Department-specific libraries

This ensures accessibility while maintaining control.

Structured Metadata & Searchability

Invoices stored in Microsoft 365 can include metadata such as:

Supplier Name

Invoice Number

Invoice Date

Total Amount

Department

Accounting Status

Secure Authentication & Permissions

ScanWise connects securely to your Microsoft 365 tenant using authorized access.

Existing permission structure

Documents stored in SharePoint or OneDrive inherit your existing folder permissions automatically.

Role-based acess

Leverage Microsoft 365's powerful role-based access control (RBAC) to manage who sees what.

Company security policies

Your organization's broader security policies apply to these documents instantly.

Microsoft 365 compliance controls

Benefit from Microsoft 365 compliance controls including retention labels and sensitivity tags.

Alignment Between Accounting & Documents

When integrated with accounting systems (Rivile, Finvalda, Debetas, Pragma):

  • Accounting entries are exported
  • Original invoice documents are archived
  • Audit trail remains intact
  • Traceability is maintained

This simplifies financial audits and compliance checks.

Designed for Compliance-Sensitive Organizations

Combined with ScanWise’s secure AI processing (no public AI engines), Microsoft 365 integration ensures:

  • Data remains within controlled infrastructure
  • Financial documents are centrally managed
  • Access is logged and auditable
  • Retention policies can be applied

Ideal for companies with regulatory requirements

Business Impact

Companies using Microsoft 365 integration achieve:

Structured financial document management
Reduced document loss
Easier audit preparation
Stronger compliance posture
Better internal collaboration

Secure Invoice Automation Without Compromise

ScanWise integrates intelligent invoice processing with your existing Microsoft 365 infrastructure. Secure. Structured. Fully synchronized.

Schedule a Demo Talk to Our Team

ScanWise is a role-based mobile application designed to streamline internal invoice assignment, review, and confirmation workflows for organizations.

Pages
Features
Support
Support