December 26th 2023

Umango & M-Files connector for Pro/Elite Tiers

Umango is a valuable tool for capturing information into various back-end systems. In this article, we will focus on how Umango can efficiently process invoices into M-Files.

The Challenge:

  • Prone to errors
  • Tedious manual entry process
  • No invoice matching
  • Resulting in errors and operational loss

Traditional methods of scanning and importing files into business systems can be cumbersome and error prone. The manual data entry process, often involving one document at a time, increases the risk of inaccuracies. This becomes particularly problematic when dealing with invoices, as it requires matching orders, line items, and totals against the original paperwork, leading to a higher potential for errors.

The Solution:

  • Automated detection
  • Smart data extraction
  • M-Files matching for invoices and line items
  • Bulk scanning saves time in operations
  • Various storing methods

Umango offers a simple solution for detecting information from scanned and imported files: if data clean-up is needed, the user will be prompted. This can help to provide custom problem-solving opportunities for the user during more complex batch scanning imports.

In the latest update to our M-Files connector, available for Pro and Elite tiers, Umango can now extract data from invoices and separate the line items associated with the invoices for matching in M-Files. This allows for bulk scanning of documents, maximizing the speed of the scanner, and using information to separate individual documents.

Watch tech tidbit #11 – a feature video where Julian (Umango) and Lee (M-files) discuss the M-Files connector.

Additionally, files can be imported from a folder, web browser, or email address. This new feature is a game changer for small and medium-sized businesses in need of an end-to-end account’s payable solution. Setting up Umango takes mere minutes and provides data validation on the touch screen of the MFD.

Are you interested in offering an innovative and versatile document capture solution to your customers? Umango‘s latest features present an exciting opportunity for resellers and technology providers. Join us in delivering cutting-edge solutions that meet the evolving needs of businesses. To learn more about selling the Umango solution and to get started, please reach out to our sales department here. 

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