Source documents outside EDI
Counterparties send documents by email or other channels. The solution captures the documents, recognizes the details, prepares the data for 1C, and leaves the review to a person instead of manual entry.
AI
Automate accounting processes with AI: eliminate manual entry, reconciliation, and reporting. Integrates with 1C, EDI, email and compliance control.
Our clients
Document travels from source to verified action
Sources
AI agent
Control
Action
Next
Offer
RUB 300,000 excl. VAT
In 2 weeks, we launch the selected part of the workflow in your accounting team: source documents outside EDI, reconciliation statements, document matching, a payment calendar, a recurring report, or another repeatable manual process.
In many companies, accounting already uses 1C, EDI, online banking, and Excel.
Even so, a layer of manual work remains: some counterparties send documents by email, some reconciliation statements must be requested and tracked manually, period-close statuses live in email threads, and reports need regular refinement.
When there are dozens or hundreds of such operations, they turn into separate hidden processes.
Formally, the system exists, but people still download files, open emails, transfer data, chase counterparties, reconcile amounts, and keep track in their heads of who has replied and who has not.
Agent checked
Document is reconciled with counterparty record and contract. No critical discrepancies found.
Suggested action
Create receipt draft in 1C
After confirmation: 1C · operation draft
Trace: UPD + counterparty record + check rule
Source documents
Incoming document is verified against 1C rules; exceptions go to Foundation and remain under accountant control.
01
An incoming UTD triggers a 1C rule check without manual re-entry.
02
A standard document is created in 1C, and a nonstandard one is passed to Osnova.
03
Real anonymized screen: the document type is linked to 1C and an export template.
04
The bot warns about an unregistered sender and lets the user open the register or leave the document in quarantine.
This approach is especially useful for mid-sized and large companies that already have a significant accounting workload, but cannot always launch a large IT project for every local process. The initiative most often comes from the owner, CEO, CFO, chief accountant, or head of operations. For them, accounting routine is not the core business focus, but it is a constant source of cost, delays, and dependence on people.
Counterparties send documents by email or other channels. The solution captures the documents, recognizes the details, prepares the data for 1C, and leaves the review to a person instead of manual entry.
You need to generate or collect statements, request documents from counterparties, track replies, compare versions, and highlight discrepancies.
You need to match payments, invoices, payment statuses, and internal approval rules.
Each month, an accountant or finance specialist gathers data, checks variances, and manually prepares a management file or presentation.
You need to collect planned payments, reserves, limits, and actual statuses from multiple sources.
Agent checked
Agent reconciled balances, payment schedule, limits and contract terms. One payment option creates a cash gap, the other is ready for approval.
Suggested action
Prepare recommended payment and draft intra-group loan package
After confirmation: payment calendar / 1C · unposted drafts
Trace: balances + calendar + contracts + limits + rule version
Shows available cash across all group accounts now, what is already reserved, and where cash gaps are expected.
Compares entities, basis, limits, priority and calendar impact. Prepares recommendation and alternatives but doesn't send payment without confirmation
Creates checklists and drafts covering parties, amounts, deadlines, rates, corporate approvals, contracts, accounting and tax matters.
Verifies available facts from official databases and internal data within legal scope and role. Shows source, date and specific fact, not hidden risk score
Highlights changes in details, letters from new address, duplicates, payment splits, atypical recipient, approval bypass and contract mismatch
Identifies cyclic and mirror transfers, overdue intercompany debt, recurring relations, cash concentration, and gaps between legal entities.
Verified on: 15.07.2026
Agent checked
Service amount on line 4 differs from 1C order. Automatic posting stopped
Suggested action
Request amount confirmation or correct line 4
After confirmation: exception queue · awaits accountant
Trace: act + 1C order + amount reconciliation rule
Reconciliation statements
Agent collects sources, explains the discrepancy, obtains confirmation, and records transmission via EDI and entry in 1C.
01
A request for a reporting period becomes a data collection task.
02
1C, Diadoc, Astral, and the bank are combined in one register with the status of each source.
03
The system matches two ledgers, shows the source of the difference, and leaves confirmation for the chief accountant.
04
A single screen records approval in Telegram, sending through EDI, and registration in 1C.
If a quick review shows that it actually contains three different processes, we reduce the scope honestly and define the first part.
We document the files, systems, roles, manual operations, expectations, common errors, and the checks that must stay with the person.
This can be an integration with 1C, incoming email processing, document recognition, a status traffic light, act comparison, preparation of an upload file, or an exception review interface.
We look at how much manual work was eliminated, which exceptions remain, and which rules need clarification before the next process.
Not an AI presentation, but a part of accounting work that is now done differently: less manual entry, less manual status checking, fewer repetitive actions.
The metric for the first project is how much time and how many manual operations are removed from the process. Headcount savings appear cumulatively once there are several such automated processes.
AI does not make critical accounting decisions on its own. It prepares the data, compares it, highlights discrepancies, and passes clear exceptions to the person.
After the first successful area, it is easier to take on the next one: the data structure, access, rules, and confidence in the approach are already in place.
The starting format is one process, a short review before kickoff, and fixed output boundaries.
Usually, the first process takes more time for access, communication, and clarifying rules than for the automation itself.
Subsequent standard processes move faster because part of the solution is reused.
The final result is defined not by a promise to "cut headcount tomorrow," but by a measurable reduction in manual work in the chosen process: less manual entry, fewer manual emails, less manual reconciliation, and less time spent preparing recurring reports.
Do not start with the big promise of "automating all accounting." Such a project quickly turns into a complex change program. It is better not to take a process into a pilot if there is no client-side owner, no access to source data, no clear repetition, or no accountant willing to verify the result. In such conditions, AI automation will clash with organizational problems rather than remove manual work.
First step
30 minutes
Choose one pain point: source documents outside EDI, reconciliation statements, a report, statements, a payment calendar, or another repeatable process. In the first call, we assess manual work, data, the process owner, and the measurable result of the first project.
Cases