El Siete Formación
Product: CSG-360
Sector: Training
Stop typing invoices and start asking your data
AI reads your invoices and creates the document, and an assistant answers in plain language about the software and your data, respecting each user's permissions.
What it includes
- OCR · Document Digitisation
- AI Assistant
- AI over your data
- Smart FAQs
Artificial intelligence stops being a promise and becomes work you no longer have to do. Upload the PDF or a photo of a purchase invoice, a delivery note, an order or a payslip, and the system extracts supplier, line items, taxes and due dates and creates the document for you.
When something does not add up (a supplier it does not recognise, a product it cannot find) it makes nothing up: it asks you, learns from your answer and processes the document again without repeating the analysis. The other half is the assistant: one click away on any screen, it answers questions about how the software works straight from the official documentation, which shortens a new employee's learning curve considerably.
And if you extend it to your own data, instead of building a report you simply ask in plain language ("how much have I invoiced this month?", "which work orders are still open?") and it answers instantly with its tables and charts. With one non-negotiable condition: each user only gets the information their profile is allowed to see in the rest of the software, not a single record more.
Document digitisation
Upload the invoice and the document creates itself
The OCR module reads a PDF or a photo taken on a phone and extracts what is inside: supplier, number, date, line items with quantities and prices, net amounts, VAT rates, withholdings and due dates. With that it creates the purchase invoice, delivery note, order or whichever document applies.
This is not text recognition returning a pile of words: it is structured extraction that understands what each number is. That is why it works across invoices from different suppliers without configuring a template for each one.
What makes it usable in production
- Review before saving: the document is proposed and a person validates it, with the original alongside for comparison.
- It learns your equivalences: the name a supplier uses for an item is matched to your own reference, and next time it comes in already filled.
- Visible errors: whatever could not be read is flagged and corrected, rather than slipping through silently.
- Batch processing: upload the whole month's folder, not one file at a time.
The saving is measured in admin hours, but what gets noticed is something else: the books stop running three weeks behind.
Assistant for the software
"How do I issue a credit note?", answered on the spot
The assistant is one click away on any screen and answers questions about how the system works by consulting the official documentation, in the user's language and with the context of where they are.
That changes two concrete things. First, the learning curve for new joiners: they ask instead of digging through a manual or interrupting a colleague. Second, the volume of support tickets, which drops because most of them are questions that already have a written answer.
Smart FAQs work on the same idea with semantic search: the assistant understands what the user means even when they phrase it differently, use synonyms or make typos. The knowledge base updates continuously, so answers reflect the version actually in use.
Asking your own data
"How much have I invoiced this month?" without building a report
The assistant extends to query your company's real data: sales, customers, stock, work orders, clock-ins, outstanding payments. You ask in plain language and the answer comes back straight away with its table and chart, without opening a report, exporting anything or knowing where each figure is stored.
Questions people actually ask: which customers have bought less than last year, which work orders are still open, how much stock is left of an item, which invoices are overdue.
Permissions still rule
Each user only gets the information their profile allows them to see, exactly as everywhere else in the software. AI is not a back door into the data: it queries with the same permissions that person would have on their own. A store manager asks and gets their own figures; management asks the same and gets the consolidated view.
What it includes
Artificial intelligence and OCR
4 modules
OCR · Document Digitisation
Upload the PDF or a photo of a purchase invoice, delivery note or order, and the system extracts the supplier, line items, net amounts, taxes and due dates, and creates the document for you.
AI Assistant
An assistant one click away on any screen, answering questions about how the system works by consulting the official documentation, in the user's language.
AI over your data
Extend the assistant to query your company's real data (sales, customers, stock, work reports, clock-ins, outstanding payments) by asking in plain language.
Smart FAQs
Semantic search over the FAQ knowledge base: the assistant understands what the user means, not just the exact words they typed.
Success stories
Companies already using it
Grupo Inverdama
Product: CSG-360
Sector: Services and maintenance
M&G
Product: CSG-360
Sector: Cleaning and facility services
Edificam
Product: CSG-360
Clearing things up
Frequently asked questions
Answers to what we get asked most.
Which documents can the AI read?
Purchase invoices, delivery notes, quotes, orders, payslips, withholding certificates and tax forms, among others. A PDF or a photo taken with a phone will do, and the system creates the document with its line items, taxes and due dates.
Can the assistant see data the user should not?
No. The assistant answers with exactly the same information the user would see browsing the software: their permissions, their site and their profile restrictions all apply. If a figure is not theirs to see, the AI does not return it either.
What if the AI misreads an invoice?
The document is not created blindly. When something does not add up (an unknown supplier, an unrecognised product), the system opens a wizard for a person to resolve those points, and remembers the decision for that supplier's next invoices.
Can I ask about my own data in plain language?
Yes. You ask things like how much you have invoiced this month, which work orders are still open or which invoices are overdue, and the answer comes back straight away with its table and chart, without building a report or exporting anything. Each user only gets the information their profile allows.
Do I need a template for each supplier?
No. This is not position-based text recognition but extraction that understands what each field is, so it works across invoices from different suppliers with nothing to configure. It also learns your equivalences: the name a supplier uses for an item is matched to your reference and comes in already filled next time.
Can I limit who uses AI and see how much is being spent?
Yes. Features are enabled per module and granted per profile, so you decide who gets each one, and usage is logged and can be reviewed. Cost is a figure you watch, not a surprise at month end.