--- title: D27 Docs | Document and accounting automation for accounting firms description: Your clients send invoices and receipts through WhatsApp or email. D27 Docs validates them, extracts the data and leaves them ready for your ERP. image: https://www.dialog27.com/hubfs/raw_assets/public/d27-site-v1/images/og-d27-docs.svg --- [Skip to content](https://www.dialog27.com/en/docs#main-content) [![Dialog27](https://www.dialog27.com/hs-fs/hubfs/raw_assets/public/d27-site-v1/images/dialog27-logo-white-v2.png?width=320&height=160&name=dialog27-logo-white-v2.png)](https://www.dialog27.com/en/?hsLang=en) [Problem](https://www.dialog27.com/en/docs#problem) [How it works](https://www.dialog27.com/en/docs#solution) [Plans](https://www.dialog27.com/en/docs#plans) [Customers](https://www.dialog27.com/en/docs#proof) [FAQs](https://www.dialog27.com/en/docs#faqs) Products [D27 Docs](https://www.dialog27.com/en/docs?hsLang=en) [D27 FactorDesk](https://www.dialog27.com/en/factordesk?hsLang=en) [D27 Insights](https://www.dialog27.com/en/insights?hsLang=en) [D27 Orders](https://www.dialog27.com/en/orders?hsLang=en) D27 Banking Coming soon [Request a demo](https://www.dialog27.com/en/docs#demo-form) [Español es](https://www.dialog27.com/docs) [English en](https://www.dialog27.com/en/docs) [Request a demo](https://www.dialog27.com/en/docs#demo-form) [Español es](https://www.dialog27.com/docs) [English en](https://www.dialog27.com/en/docs) [Problem](https://www.dialog27.com/en/docs#problem) [How it works](https://www.dialog27.com/en/docs#solution) [Plans](https://www.dialog27.com/en/docs#plans) [Customers](https://www.dialog27.com/en/docs#proof) [FAQs](https://www.dialog27.com/en/docs#faqs) Products [D27 Docs](https://www.dialog27.com/en/docs?hsLang=en) [D27 FactorDesk](https://www.dialog27.com/en/factordesk?hsLang=en) [D27 Insights](https://www.dialog27.com/en/insights?hsLang=en) [D27 Orders](https://www.dialog27.com/en/orders?hsLang=en) D27 Banking Coming soon ![D27 Docs](https://www.dialog27.com/hs-fs/hubfs/raw_assets/public/d27-site-v1/images/d27-docs-logo-landscape.png?width=4096&height=2048&name=d27-docs-logo-landscape.png) D27 Docs · Accounting automation # Your invoices, ready to post. No chasing. No typing. Receive documents through WhatsApp or email. D27 Docs interprets them, validates them and delivers them ready for your ERP. [Try it free for 1 month](https://www.dialog27.com/en/docs#demo-form) [See how it works](https://www.dialog27.com/en/docs#solution) ![D27 Docs mockup receiving an invoice and returning validated documents ready for posting.](https://www.dialog27.com/hs-fs/hubfs/raw_assets/public/d27-site-v1/images/hero-docs-visual-v2-en.png?width=1325&height=1187&name=hero-docs-visual-v2-en.png) ![D27 Docs mockup receiving an invoice and returning validated documents ready for posting.](https://www.dialog27.com/hs-fs/hubfs/raw_assets/public/d27-site-v1/images/hero-docs-visual-v2-en.png?width=1325&height=1187&name=hero-docs-visual-v2-en.png) ![D27 Docs overview dashboard with the period document flow and the daily validation trend](https://www.dialog27.com/hubfs/raw_assets/public/d27-site-v1/images/docs-hero-carousel/01-dashboarddocs.png) ![D27 Docs overview dashboard with alert workload and average score by user group](https://www.dialog27.com/hubfs/raw_assets/public/d27-site-v1/images/docs-hero-carousel/02-dashboarddocs2.png) ![D27 Docs document inbox with an AI-validated invoice and its extracted summary](https://www.dialog27.com/hubfs/raw_assets/public/d27-site-v1/images/docs-hero-carousel/03-bandejadocs.png) ![D27 Docs document inbox with a receipt received through WhatsApp and the data extracted by AI](https://www.dialog27.com/hubfs/raw_assets/public/d27-site-v1/images/docs-hero-carousel/04-bandejadocs2.png) Rotate your phone to see it better Limited-time offer Try it free for 1 month The real problem ## Accounting is still painfully manual Data entry and document chasing still consume the time your team should be using to review better and advise more. ![Invoice chaos](https://www.dialog27.com/hubfs/raw_assets/public/d27-site-v1/images/problem-icons/cajafacturas.png) ### Invoice chaos Documents arrive at the last minute, in boxes or buried inside email threads from many different clients. ![Manual entry](https://www.dialog27.com/hubfs/raw_assets/public/d27-site-v1/images/problem-icons/contabilidadmanual.png) ### Manual entry Your team spends hours typing amounts, dates and tax IDs by hand. Every single day. ![No real-time visibility](https://www.dialog27.com/hubfs/raw_assets/public/d27-site-v1/images/problem-icons/escalar.png) ### No real-time visibility Because documents tend to arrive at the end instead of steadily over time, your accounting status stays out of date. ![Reconciliation errors](https://www.dialog27.com/hubfs/raw_assets/public/d27-site-v1/images/problem-icons/errores.png) ### Reconciliation errors When closing depends on rushed manual work, mistakes happen. Month-end closes stretch for days because nothing matches the first time. How it works ## Discover D27 Docs: how it works ## Three steps to zero manual work A flow designed to preserve the client channel and transform the internal operation. ![Customer sending a document to D27 Docs from a mobile phone](https://www.dialog27.com/hubfs/raw_assets/public/d27-site-v1/images/solution-steps/cliente-d27.jpeg) 01 Step 01 ### Your clients send the documents. From their phone, whenever they can. Through WhatsApp or email. No app to install, no portals, no forms. The experience is natural and immediate. ![D27 Docs screen processing and extracting data from documents](https://www.dialog27.com/hubfs/raw_assets/public/d27-site-v1/images/solution-steps/d27docs.jpeg) 02 Step 02 ### D27 Docs processes and extracts the information. AI receives the document, checks its quality, extracts the key data (amounts, dates, issuer) and detects errors or missing data. All automated, and enriched with external sources such as the BORME. ![Person validating the information on screen before sending it to the ERP](https://www.dialog27.com/hubfs/raw_assets/public/d27-site-v1/images/solution-steps/gestor-valida-20260504.png) 03 Step 03 ### You review and send it to the ERP. You receive a clear, organised and traceable summary. Information extracted and ready to review and post. No searching, no downloading, no reorganising. Native integration with a3ERP, Holded and Odoo. Native integrations ![Odoo logo](https://www.dialog27.com/hubfs/raw_assets/public/d27-site-v1/images/integrations/odoo.png) ![a3ERP logo](https://www.dialog27.com/hubfs/raw_assets/public/d27-site-v1/images/integrations/a3erp.png) ![Holded logo](https://www.dialog27.com/hubfs/raw_assets/public/d27-site-v1/images/integrations/holded.png) ![BORME logo](https://www.dialog27.com/hubfs/raw_assets/public/d27-site-v1/images/integrations/borme.svg) Plans ## Choose the plan that fits your activity A clear product structure so commercial and finance teams speak the same language. Promoción por tiempo limitado — 50% de descuento durante los primeros 6 meses OFERTA ACTIVA ### BASIC 24 ,95€/month 6 months at 50%, you save 149.70€. Then 49.90€/month. - Up to 250 documents/month - Up to 50 clients View details The Basic plan includes: - Channel unification (WhatsApp and email) - Three AI models available - Automatic document data extraction with AI Plan limits: - 2,000 tokens/month included (up to 250 documents) - 120 days of storage - 50 simultaneous clients/users - 2 simultaneous projects - Simultaneous export of up to 50 documents MOST POPULAR ### PLUS 99 ,95€/month 6 months at 50%, you save 599.70€. Then 199.90€/month. - Everything in BASIC, plus: - Up to 2,500 documents/month - Up to 200 clients View details Everything in Basic, plus: - Extraction enhanced with OCR - Reminders - Custom exports More capacity: - 20,000 tokens/month included (up to 2,500 documents) - 400 days of storage - 200 simultaneous clients/users - 5 simultaneous projects - Simultaneous export of up to 400 documents ### CORPORATE 199 ,95€/month 6 months at 50%, you save 1199.70€. Then 399.90€/month. - Everything in PLUS, plus: - Up to 6,250 documents/month - Up to 1,000 clients View details Everything in Plus, plus: - Custom reminders - Advanced exports - Advanced traceability and audit - API integrations More capacity: - 50,000 tokens/month included (up to 6,250 documents) - 2,000 days of storage - 1,000 simultaneous clients/users - Unlimited simultaneous projects - Simultaneous export of up to 1,000 documents ### Enterprise If you need more document volume, more users or tailored integrations for a larger operation, let us talk. [Email info@dialog27.com](mailto:info@dialog27.com) Monthly pricing, taxes not included. [Request a demo](https://www.dialog27.com/en/docs#demo-form) Additional token bundles can be contracted from any plan. They are only consumed when the monthly included tokens run out. Results ## More capacity without growing the team Operations improve when repetitive work disappears and validation becomes more visible. ⚡ 80% Less time spent on data entry Free your team from repetitive tasks and redirect that time to higher-value advisory work. 🎯 99% Data accuracy AI extraction removes typographical and transposition errors from manual work. 📈 3× More clients, same team Scale your firm without growing headcount. Growth without hiring. What our customers say ## The trust of accounting professionals ★★★★★ Naumanni "At the firm we manage hundreds of invoices and receipts every quarter, and D27 Docs has simplified the work enormously. Our clients simply send the documentation through WhatsApp over the quarter and the system classifies it, checks it and extracts the key information. We have drastically reduced the time spent on manual tasks. Now we can focus on advising clients better instead of chasing paperwork." MP Manuel Pérez Tax, accounting and labour advisory firm · Naumanni SL Get started ## Stop chasing documents. Start supervising better. Request a D27 Docs demo and review with your team how work changes when intake, extraction and accounting preparation are automated. Guided onboarding · ERP integration · Real validation with your current workflow FAQs ## Frequently asked questions about D27 Docs Clear answers about how D27 Docs receives, interprets, classifies and prepares documents for accounting teams and document operations. About the product What is D27 Docs? D27 Docs is Dialog27’s intelligent document management solution. It lets companies receive documents through everyday channels such as WhatsApp and email, process them automatically with AI and OCR, extract their information and leave them organised, validated and ready to connect with management systems. What is D27 Docs used for? D27 Docs is used to automate processes in which a company needs to request, receive, review and register documents from customers, suppliers, employees or collaborators. It turns photos, files and scattered documents into structured, traceable information that is ready to use. What problem does D27 Docs solve? D27 Docs reduces the time spent chasing documents, downloading files, classifying them, checking readability, entering data manually and linking them to the right customer or case. It also helps avoid errors, duplicates and lost documentation. Is D27 Docs a document manager? D27 Docs includes document management capabilities, but it goes beyond storage. It also receives documents through conversational channels, checks their quality, identifies their type, extracts and normalises data and links everything automatically to the right process. Does D27 Docs replace accounting software or the ERP? No. D27 Docs acts as an intelligent layer before the ERP or accounting software. It collects, interprets, organises and validates documents so the information reaches the management system ready for further processing or posting. Document intake Through which channels can documents be sent to D27 Docs? D27 Docs can receive documents through WhatsApp and email. Users can send photos, PDF files and other enabled formats without having to use complex portals. Does the customer need to install an app? No. Users can send documents through WhatsApp or email without installing an additional app or learning a new platform. Can it process invoice photos taken with a mobile phone? Yes. D27 Docs can process invoice photos and other document images. Before extracting information, it analyses image quality, readability and completeness. Can D27 Docs receive PDF files? Yes. D27 Docs can receive documents sent as files, including PDF documents, in addition to photographs taken with a mobile phone. Can it receive documents from many customers or locations? Yes. D27 Docs is designed to centralise documentation coming from many users, establishments, branches, franchises or collaborators. Each document can be associated automatically with the right person, entity, period, case or process. How does D27 Docs identify who sent each document? D27 Docs can relate the document to identifiers authorised by the organisation, such as the sender’s phone number or email address. This makes it possible to link the file to a person, customer, company or case. Artificial intelligence and OCR How does D27 Docs process documents? D27 Docs combines artificial intelligence and OCR to identify the type of document, assess its quality, extract relevant data, normalise the information and associate it with the right process. How is D27 Docs different from a conventional OCR tool? A conventional OCR tool mainly recognises text. D27 Docs interprets the document inside a real process: it identifies its type, extracts relevant fields, checks defined conditions, relates the information to people or cases and prepares it for review or integration. What information can D27 Docs extract? Depending on the document type and configuration, D27 Docs can extract information such as dates, amounts, names, identifiers, references and other metadata needed for the document or accounting process. Does D27 Docs automatically identify the document type? Yes. D27 Docs can determine whether the file belongs to the expected document type and classify it according to the categories defined for each process. Does it check whether the document can be read correctly? Yes. D27 Docs analyses document quality and readability before processing. It can also detect incomplete documents, incorrect files or documents that do not match what was requested. What happens if a photo is blurry or incomplete? When a document does not have enough quality, is incomplete or cannot be interpreted safely, D27 Docs can flag the issue so a new version is requested or the case is reviewed. Is the extracted information normalised? Yes. D27 Docs turns recognised information into structured, normalised data, making it easier to review, validate, export and integrate with other systems. Accounting automation How does D27 Docs help an accounting firm? D27 Docs allows clients to send invoices and documents through WhatsApp or email throughout the accounting period. The solution receives them, classifies them, checks them, extracts the data and leaves everything ready for the team to review and continue with the accounting workflow. Does D27 Docs post invoices automatically? D27 Docs can extract and structure invoice information, check it and generate a posting proposal. The final level of automation depends on the configured rules and the integration with each organisation’s accounting software. What types of accounting documents can it manage? D27 Docs can be used to process invoices, receipts and other tax or accounting documents. The exact document types and the required extracted fields are defined during process configuration. Can D27 Docs process invoices with different taxes and withholdings? Yes. D27 Docs can process invoices containing different VAT rates, IGIC, withholding taxes, reverse-charge VAT and equivalence surcharge. The system extracts and structures the relevant tax information so that it can be reviewed, validated and subsequently integrated with the accounting software or ERP. Is it necessary to enter each invoice manually? No. D27 Docs reduces manual data entry through AI and OCR. The system extracts the information from documents and presents it in a structured way for validation, so the team does not need to transcribe every invoice from scratch. How are processed invoices validated? The extracted information remains available in the document workspace so authorised users can check and validate it. The system preserves the link between the original document, the extracted data and the process status. Does D27 Docs eliminate the accountant’s review? Not necessarily. D27 Docs automates the mechanical tasks of intake, classification and extraction, while the professional keeps control over validation and the cases that require accounting judgement. Can D27 Docs help during quarter-end closings? Yes. By allowing clients to send documentation throughout the quarter and keeping it classified and available, D27 Docs reduces last-minute accumulation and the work required to collect everything at the end. Organisation, control and integration Can D27 Docs show which documentation has been received? Yes. Teams can review the document process status and check which documents have been received, which ones were processed and which cases remain pending or need review. Does D27 Docs provide document traceability? Yes. D27 Docs provides structured, traceable and auditable storage. It links the original document with the sender, the extracted data, the validations performed and the current process status. Can documents be associated with customers or case files? Yes. D27 Docs can automatically link documents with people, entities, phone numbers, periods, properties, orders, case files or other processes defined by the organisation. Does D27 Docs integrate with accounting software and ERP systems? D27 Docs is designed to integrate with leading ERP and accounting systems. The exact integration depends on the software used, its available interfaces and the scope defined in each implementation. Can the processed information be exported? Yes. Both the documentation and the structured information can be made available for consultation, export or integration with the organisation’s systems. Is the configuration the same for every company? No. Each organisation defines the documents it needs to collect, the authorised senders, the data to extract, the validations, the process rules and the integrations it needs. Companies and use cases What types of companies is D27 Docs built for? D27 Docs is aimed at organisations that receive a high volume of documents and still spend time collecting, classifying or transcribing them manually. Potential users include accounting firms, professional services firms, commercial networks, procurement teams, real estate businesses, financial institutions and fintech companies. Is D27 Docs only for accounting? No. In addition to invoice processing, D27 Docs can be used for delivery notes, supplier documentation, document onboarding, risk analysis, real-estate files and document collection processes for distributed networks. Can it be used in procurement and supply chain operations? Yes. D27 Docs can capture and process documents such as delivery notes, supplier invoices and delivery confirmations, and link them to the corresponding order or case file. Can it be used in real estate operations? Yes. It can help receive and organise contracts, identity documents, certificates, receipts and other documentation submitted by owners or tenants, linking it to the relevant property or case file. How can I know whether D27 Docs fits my company? D27 Docs can be a fit if documentation arrives through multiple channels, time is lost chasing or classifying it, data is entered manually and then needs to be transferred to an ERP, accounting system or another internal tool. How can I try D27 Docs? You can request your trial through the website using the form you will find in the Request a demo section. 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(B84303569) All rights reserved ```json { "@context" : "https://schema.org", "@type" : "FAQPage", "mainEntity" : [ { "@type" : "Question", "acceptedAnswer" : { "@type" : "Answer", "text" : "D27 Docs is Dialog27’s intelligent document management solution. It lets companies receive documents through everyday channels such as WhatsApp and email, process them automatically with AI and OCR, extract their information and leave them organised, validated and ready to connect with management systems." }, "name" : "What is D27 Docs?" }, { "@type" : "Question", "acceptedAnswer" : { "@type" : "Answer", "text" : "D27 Docs is used to automate processes in which a company needs to request, receive, review and register documents from customers, suppliers, employees or collaborators. 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D27 Docs can receive documents sent as files, including PDF documents, in addition to photographs taken with a mobile phone." }, "name" : "Can D27 Docs receive PDF files?" }, { "@type" : "Question", "acceptedAnswer" : { "@type" : "Answer", "text" : "Yes. D27 Docs is designed to centralise documentation coming from many users, establishments, branches, franchises or collaborators. Each document can be associated automatically with the right person, entity, period, case or process." }, "name" : "Can it receive documents from many customers or locations?" }, { "@type" : "Question", "acceptedAnswer" : { "@type" : "Answer", "text" : "D27 Docs can relate the document to identifiers authorised by the organisation, such as the sender’s phone number or email address. 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Teams can review the document process status and check which documents have been received, which ones were processed and which cases remain pending or need review." }, "name" : "Can D27 Docs show which documentation has been received?" }, { "@type" : "Question", "acceptedAnswer" : { "@type" : "Answer", "text" : "Yes. D27 Docs provides structured, traceable and auditable storage. It links the original document with the sender, the extracted data, the validations performed and the current process status." }, "name" : "Does D27 Docs provide document traceability?" }, { "@type" : "Question", "acceptedAnswer" : { "@type" : "Answer", "text" : "Yes. D27 Docs can automatically link documents with people, entities, phone numbers, periods, properties, orders, case files or other processes defined by the organisation." }, "name" : "Can documents be associated with customers or case files?" }, { "@type" : "Question", "acceptedAnswer" : { "@type" : "Answer", "text" : "D27 Docs is designed to integrate with leading ERP and accounting systems. The exact integration depends on the software used, its available interfaces and the scope defined in each implementation." }, "name" : "Does D27 Docs integrate with accounting software and ERP systems?" }, { "@type" : "Question", "acceptedAnswer" : { "@type" : "Answer", "text" : "Yes. Both the documentation and the structured information can be made available for consultation, export or integration with the organisation’s systems." }, "name" : "Can the processed information be exported?" }, { "@type" : "Question", "acceptedAnswer" : { "@type" : "Answer", "text" : "No. Each organisation defines the documents it needs to collect, the authorised senders, the data to extract, the validations, the process rules and the integrations it needs." }, "name" : "Is the configuration the same for every company?" }, { "@type" : "Question", "acceptedAnswer" : { "@type" : "Answer", "text" : "D27 Docs is aimed at organisations that receive a high volume of documents and still spend time collecting, classifying or transcribing them manually. Potential users include accounting firms, professional services firms, commercial networks, procurement teams, real estate businesses, financial institutions and fintech companies." }, "name" : "What types of companies is D27 Docs built for?" }, { "@type" : "Question", "acceptedAnswer" : { "@type" : "Answer", "text" : "No. In addition to invoice processing, D27 Docs can be used for delivery notes, supplier documentation, document onboarding, risk analysis, real-estate files and document collection processes for distributed networks." }, "name" : "Is D27 Docs only for accounting?" }, { "@type" : "Question", "acceptedAnswer" : { "@type" : "Answer", "text" : "Yes. D27 Docs can capture and process documents such as delivery notes, supplier invoices and delivery confirmations, and link them to the corresponding order or case file." }, "name" : "Can it be used in procurement and supply chain operations?" }, { "@type" : "Question", "acceptedAnswer" : { "@type" : "Answer", "text" : "Yes. It can help receive and organise contracts, identity documents, certificates, receipts and other documentation submitted by owners or tenants, linking it to the relevant property or case file." }, "name" : "Can it be used in real estate operations?" }, { "@type" : "Question", "acceptedAnswer" : { "@type" : "Answer", "text" : "D27 Docs can be a fit if documentation arrives through multiple channels, time is lost chasing or classifying it, data is entered manually and then needs to be transferred to an ERP, accounting system or another internal tool." }, "name" : "How can I know whether D27 Docs fits my company?" }, { "@type" : "Question", "acceptedAnswer" : { "@type" : "Answer", "text" : "You can request your trial through the website using the form you will find in the Request a demo section." }, "name" : "How can I try D27 Docs?" } ] } ``` ```json { "@context" : "https://schema.org", "@id" : "https://www.dialog27.com/docs#software", "@type" : "SoftwareApplication", "applicationCategory" : "BusinessApplication", "brand" : { "@id" : "https://www.dialog27.com/#organization" }, "description" : "Your clients send invoices and receipts through WhatsApp or email. D27 Docs validates them, extracts the data and leaves them ready for your ERP.", "name" : "D27 Docs | Document and accounting automation for accounting firms", "offers" : { "@type" : "AggregateOffer", "highPrice" : 399.9, "lowPrice" : 49.9, "offerCount" : 3, "priceCurrency" : "EUR", "url" : "https://www.dialog27.com/en/docs" }, "operatingSystem" : "Web", "provider" : { "@id" : "https://www.dialog27.com/#organization" }, "url" : "https://www.dialog27.com/en/docs" } ``` ```json { "@context" : "https://schema.org", "@id" : "https://www.dialog27.com/#organization", "@type" : "Organization", "address" : { "@type" : "PostalAddress", "addressCountry" : "ES", "addressLocality" : "Madrid" }, "legalName" : "Zona Soluciones S.L.", "logo" : { "@type" : "ImageObject", "caption" : "Dialog27", "height" : 160, "url" : "https://www.dialog27.com/hubfs/dialog27/site-v1/brand/dialog27-logo-white-v2.png", "width" : 320 }, "name" : "Dialog27", "url" : "https://www.dialog27.com/en" } ```