The AI-powered operations workspace for Supply Chain Finance.
FactorDesk explained in 3 simple steps
1. Your team deposits invoices, delivery notes, multi-page PDFs and compressed files in the entry directory. Without changing your current work habits.
2. FactorDesk processes the documentation with AI: it classifies each document, extracts its data, detects duplicates, discards unrelated documents and proposes relationships between invoices and linked supporting documents.
3. In seconds, each invoice becomes a complete operational dossier — with its supporting documents, alerts, validations and ERP upload proposal — ready for the operator to review and confirm.
One invoice = one dossier. The team validates, not searches.
FactorDesk explained in more detail
FactorDesk is an operations workspace designed for teams managing invoice financing (factoring and confirming). It acts as an operational intelligence layer between the document inbox and the ERP, without requiring complex core integration or scheduled ingestion cycles.
Key features
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Automatic processing of multi-page PDFs, ZIPs, emails and compound files (splitter).
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Document classification by type: invoices, delivery notes, purchase orders, promissory notes, supporting documents, contracts and more.
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AI metadata extraction: amount, due date, IBAN, VAT number, invoice number, purchase order, delivery note.
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Generation of a standardised and traceable Document Identity JSON for each processed document.
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Automatic creation of dossiers (Dossiers) from each identified invoice.
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Proposal of relationships between invoice and supporting documents, with confidence level and explicit evidence.
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Detection of missing documents and placeholders by configured Issuer.
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Automatic alerts: unauthorised IBAN, duplicate invoice, due date, credit limit, debtor grade.
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Validate → Confirm Purchase flow: validating is not equivalent to purchasing. The ERP is only impacted with explicit confirmation.
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Generation of ERP-compatible file for upload and exportable audit log.
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Soft ERP integration: direct reading of operational context (limits, dual assignor/debtor, authorised accounts) + controlled write-back via files.
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Complete traceability: history of actions, operator decisions and minimum two-year retention.
FactorDesk transforms a manual, dispersed and knowledge-dependent process into a supervised dossier flow with visual evidence and complete audit trail.
FactorDesk frees up operational capacity without automating the final decision.
How FactorDesk works
How FactorDesk works
1. Document input
The team deposits documentation in the controlled entry directory (SharePoint or other repository). Invoices, supporting documents, ZIPs, multi-page PDFs — without format restrictions.
2. Splitter and normalisation
The system detects compound documents and separates them into minimum documentary units. Each document receives a normalised name and a hash for traceability and duplicate detection.
3. AI document analysis
For each document, FactorDesk classifies the type, extracts key metadata and generates a Document Identity JSON. Invoices create or update a Dossier; supporting documents accumulate waiting to be linked.
4. Dossier construction
Each Dossier groups the main invoice, its linked supporting documents, the expected documents (with placeholder if not yet received), the proposed relationships and the active alerts. The Board provides a global view of all dossiers in progress.
5. Operational review
The operator opens the Dossier, reviews the visual evidence, accepts or corrects relationships, resolves alerts, and when the dossier is correct, executes Validate Dossier.
6. Confirm purchase and ERP upload
Once validated, the operator executes Confirm Purchase. Only at that moment does the system generate the ERP-compatible upload package and record the export log. No ERP impact without explicit human validation.
