Finance
- Invoice capture and matching
- Reconciliations and month-end tasks
- Approvals and reminders
AI agent examplePredictive spend forecasts, ready before month-end.
Welcome. Whether you’re just starting with AI or ready to automate, you’re in the right place.
doKumentive supports organizations through their AI journey. We help you find where AI can add value, train your team on Copilot Studio, and build and test the AI agents and workflows that do the work, with eDoc360, Power Platform and Copilot Studio. Any team, any department.
How we help
Most organizations know AI matters but aren’t sure where it fits. We help you find out, teach your team to use it, and build what works.
By team
These are the teams we see most often. We work with any team that has repetitive, document-heavy work, and each one gets workflows for its own tasks and an AI agent that helps with decisions.
AI agent examplePredictive spend forecasts, ready before month-end.
AI agent exampleVendor comparisons in front of you before you approve.
AI agent exampleRenewal alerts before a contract lapses.
AI agent exampleRoutine approvals and reminders handled for you.
What we build
AI-based OCR reads PDFs, images and emails, including invoices, contracts, forms and handwritten notes, and sends the data where it belongs.
What changes
Contracts are generated from your templates, routed for approval and checked by AI before anyone signs.
What changes
Purchase requests and approvals run on their own, while AI watches spend and vendor performance.
What changes
Agents learn how each person works, then suggest, remind and handle routine tasks. Every agent is built and tested before it goes live.
What changes
The platform
We combine our own platform with Microsoft Power Platform and Copilot Studio, tools your business may already own, so your AI agents and workflows work together.
Tell us where you are with AI, and where your team loses the most time. You'll get an honest view and a clear next step.
Ahmed Hanane, CPA, CMA, MBA, founder of doKumentive
Questions
Yes. That’s where most of our clients begin. Our free AI assessment looks at your current processes, finds the problems where AI can add real value, and shows which one to tackle first.
Yes. We train your team hands-on in Copilot Studio, so people can build and test their own agents and spot new opportunities in their own work.
Most repetitive, document-heavy work across your organization, from finance and procurement to legal, HR and operations: document capture, approvals, contracts, reconciliations, forms, and data entry between systems.
No. We automate around the systems you already use, including Dynamics 365 Business Central and Finance & Operations.
eDoc360 is our own document and workflow automation platform. We combine it with Microsoft Power Platform (Power Automate, Power Apps and Power BI) and Copilot Studio, so AI agents and workflows work together.
Every agent is built and tested before it goes live, and approvals and exceptions always go to a person. AI drafts; your people decide.
Not sure where AI fits?
Book a free 30-minute call. Tell us where your team loses time, and we’ll show you where AI can help first and what we’d leave with your people.
Or call us at +1 647-939-2128.
See what’s possible
Real examples of what we automate across different teams, or ask for a demo of a workflow in action.
