What is slowing down document workflows in your company today?
Approval that gets stuck
Documents in many places
Retyping document by document
Searching instead of working
Compliance hard to prove
KSeF is only the start of the workflow
AI-powered document workflow
One entry point for all documents
ADF collects invoices, receipts, contracts and deliveries in one system, whether they arrive by email, from KSeF, via EDI or entered by hand. One repository replaces mailboxes, drives and binders.
Reading by AI and OCR
Microsoft Document Intelligence and OCR technology automatically read and classify documents and match them to orders. Manual data entry disappears from the process.
Approval paths on your rules
A path configured in Power Automate routes a document to the right users, groups or roles, depending on the document's type and value. No one has to remember who approves invoices above a certain amount, because the system keeps track.
Access from the office and the field
A barcode on every document and a mobile version of the app give access from anywhere. Approval doesn't wait for the decision-maker to get back to their desk.
Security and storage compliance
ADF protects documents against unauthorised access and loss, in line with document-retention requirements. Once approval is complete, the document stays in the Dataverse repository or moves to Azure Blob Storage.
The full invoice workflow with KSeF
The KSeF integration automates the entire invoice lifecycle: from downloading and reading the XML data, through verification and approval, to hand-off to the finance system. Intelligent routing sends the document to the right person without manual handling.
Do you already use Microsoft 365 in your company?
The value ADF delivers
Approval without reminders
A document reaches the person who's to approve it on its own, and the system minds the queue. Payment deadlines stop losing out to the workflow.
Everything in one place
Every document is where you look for it, no matter where it came from. You see the full set of documents for a case in one view, not in four places.
Less retyping, fewer errors
AI reads the data from documents, not a person. Typos in amounts and numbers stop making their way into accounting.
Status at a glance
You find a document in a moment, from the office, the field or on the road. The question of where an invoice got stuck has its answer in the system, not in a chain of emails.
Peace of mind at an audit
Documents are secured and can be shown in full. The repository gathers the evidence as it goes, not you at the last minute.
KSeF handled end to end
An invoice from KSeF goes through verification, approval and posting without being led by the hand. A statutory obligation turns into an automated process.
AI-assisted document processing from multiple sources
ADF handles various document types, that is, invoices, receipts, contracts, and shipments, imported from many sources: email, KSeF, EDI, or entered by hand. Microsoft Document Intelligence and OCR technology automatically read and classify documents and match them to orders, without manual data entry.
Budget management and configurable approval paths
Configuring budget lines, financial dimensions, and related permissions gives full control over planned and actual costs, and every budget item linked to a document reduces the risk of overruns. In Power Automate, you define any processing and approval path for users, groups, or roles, depending on the type and value of the document.
Flexible deployment and integration with the Microsoft environment
ADF works as a standalone solution or in full integration with a finance and accounting system, including Dynamics 365. Built in Power Apps, it connects with Microsoft 365, Outlook, and Teams, and its responsive interface works just as well in the office as in the field or on the move.
Orders, a data repository, and the full document lifecycle
The document flow extends to managing internal and purchase orders and communication with suppliers, integrated with the cost documents received. Dataverse provides a single repository with barcodes for quick search, and once approval is complete, documents can be moved to Azure Blob Storage. From the start of the flow to archiving, the entire document lifecycle stays in one system.
Products that help us drive change
We don't just deploy standalone applications; we implement a cohesive suite of Microsoft solutions—from Dynamics 365 and the Power Platform to advanced analytics and AI—tailored to your specific goals. Everything runs on a unified data foundation, meaning information entered once works across your entire organization, while AI supports your processes exactly where the work happens.
A clear, structured path for change in your company
Switching systems doesn't have to mean chaos. We guide you through four simple steps, ensuring that at every stage, you know exactly what is happening, why it’s happening, and what comes next.
Needs analysis
We get to know your situation, processes, and goals. Together, we determine what needs to change and how we will measure the success of that change.
Choosing the right solutions
We recommend the scope, path, and variant, always starting with standard options. You make your decisions based on facts, not assumptions.
Roadmap
Schedule, budget, roles, and decision gates. Everyone knows who is responsible for what and when decisions are made.
Implementation and monitoring
We implement in stages, incorporating testing and risk management, and once live, we stabilize the system and transition to ongoing support.
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Let's see how Dynamics 365 can transform your business
We implement, develop, and maintain Microsoft systems: from finance and operations to data and AI. Let’s start with a free consultation about your current situation.
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Remove redundant data, unused indexes, and excess on sandboxes to bring F&O database consumption down to a safe threshold, instead of buying capacity.
Polish Localisation Pack
Download NBP exchange rates, counterparty data from GUS, and VAT status from the Ministry of Finance and VIES automatically, straight into the system where you post.
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Send and retrieve KSeF invoices straight from Dynamics 365 or AX, with validation and a full confirmation cycle in one system.
OPAA - On-Premises ANEGIS App
Pull data from files, FTP, SQL databases, and ESB buses into Dynamics 365 through one mechanism, with full transmission confirmation.
AGA - ANEGIS Generative Assistant
Turn quote requests from any channel and format into ready quotes, created automatically from the data in your systems.
Cost Allocation and Settlement
Generate and post indirect-cost allocations straight to the general ledger and project transactions, by your own algorithms and keys.
AWM - ANEGIS Workforce Management
Guide an employee from recruitment, through onboarding and development, to offboarding, with the stages visible to HR, the manager, and the employee.
AMOS - ANEGIS Motivation System
Translate company goals into concrete metrics for departments, teams, and employees, so everyone knows exactly what they are rewarded for.
FAQs
Does ADF work on its own, or does it require integration with a finance and accounting system?
It can work as a standalone solution, with all the functions needed to process and store documents, or in full integration with a finance and accounting system, including Dynamics 365, depending on what fits your organisation better.
Which document types does ADF handle?
Invoices, receipts, contracts, and shipments. Documents can come into the system from email, from KSeF, through EDI, or be entered by hand.
How does the ADF integration with KSeF work?
The integration automates the entire invoice lifecycle: from retrieving and reading the data in the XML file, through verification and approval, to passing it on to the finance system. Smart routing directs documents to the right people and processes.
Can you access ADF from a phone?
Yes. The app has a mobile version with a responsive interface that adapts to any screen, so you have access to your documents in the office, in the field, and on the move.
What happens to a document once the approval process is finished?
The document stays in the Dataverse repository, with a barcode for quick search and inventory. Once approval is complete, it can be moved to Azure Blob Storage to save space in Dataverse.
Let's talk about your project
Let us know what you need: implementation, migration, system development, or a question you’re looking to have answered. We’ll get back to you with a concrete proposal for the next step - not a sales pitch.
