METLAGO: order in documents and in the daily running of a business

Bookkeeping starts long before the reports are due. An invoice arrives by email, a receipt stays on an employee's phone, and at the end of the month someone has to work out what has already been handed over and what is missing. This is where METLAGO begins, our automation service for small businesses.

One document, a clear path

The proposed scenario is simple: receive the document, keep the original, check its content and prepare it for further processing. For the business owner it matters to see not only the file but also the state of the work: the document has been received, needs clarification, or is ready to be passed to the person responsible.

Text recognition on its own does not solve the problem. If an amount has been read incorrectly, a document belongs to a different company or the same invoice has arrived twice, a check is needed. In the METLAGO project such situations must remain visible, and the final decision is taken by an authorised person.

What we are preparing

Receiving receipts via Telegram, collecting invoices from email, finding missing documents and preparing the handover to the accountant are part of the product plan. This is not yet a list of working client features. For each scenario we still have to check the full path of the document, employee access and behaviour when errors occur.

Finding missing invoices requires a basis for comparison, for example a reconciled list of bank transactions. A single folder of documents cannot reliably tell you whether everything has ended up in it. Passing a file to an accounting system does not mean either that the file has been accepted and processed correctly.

Start with a small area

We suggest discussing automation around one recurring process. For example, how a company receives its employees' receipts and passes them to the accountant. First we describe the current procedure, choose examples without real client data and define what the pilot has to show.

Measurable questions matter: can the source document be found, can an error be noticed, and is it clear who needs to be answered. After the check it will be visible what is worth automating next. Accounting decisions and tax assessment remain with the client and their adviser.

Discuss a task for METLAGO.