From document to case file in seconds

D27 FactorDesk is Dialog27's AI-powered operations workspace for Supply Chain Finance teams. It turns heterogeneous, scattered documentation into reviewable, traceable case files ready to load into the ERP or Core System.

D27 FactorDesk is used to reduce the manual work involved today in opening emails, downloading attachments, separating documents, identifying supporting files, relating them to each other and preparing complete case files before impacting the operating system.

D27 FactorDesk solves processes in which every invoice depends on scattered documentation, multiple validation rules and tacit team knowledge. It helps turn a fragile manual workflow into a supervised and more consistent operation.

No. D27 FactorDesk does not replace the ERP or the team's judgement. The system proposes relationships, classifications and validations; the operator reviews, decides and confirms before the information is loaded into the destination system.

D27 FactorDesk can work with heterogeneous document containers such as emails, ZIP files, PDFs and supporting documents associated with an operation. The exact scope is defined during project setup.

Yes. One of D27 FactorDesk's goals is to break down files or containers that include several documents and separate the supporting files that belong to each case.

Not necessarily. D27 FactorDesk is designed to sit between the documentation the team already deposits and the ERP, without forcing the back office to manually rebuild each case file from scratch.

Yes. D27 FactorDesk is built for operations where data and supporting files arrive scattered across several sources and need to be consolidated into one supervised workflow.

D27 FactorDesk decomposes containers, classifies documents, extracts relevant metadata and proposes how to relate the supporting files in order to build an operational case file.

The system proposes relationships between invoices and their supports, grouping the information needed so the operator can review the case file without manually reconstructing it.

D27 FactorDesk applies validation rules and raises alerts when it detects incomplete information, inconsistent supports or cases that require supervision before moving forward.

No. The system's proposal is always presented for human review. The operator validates the case file and confirms the decision before the information impacts the ERP or Core System.

A case file is the structured grouping of the invoice, its supports, the extracted metadata, detected alerts and the validation or loading proposal associated with the operation.

Yes. The system maintains traceability from the received documentation to the final proposal that is reviewed by the operator and prepared for the ERP or Core System.

The operator reviews case files, validates proposals, resolves exceptions and confirms the operation. D27 FactorDesk reduces repetitive work, but keeps control where operational judgement is needed.

Yes. The idea is to automate the most mechanical part of the work and make incidents and alerts visible so the team can spend time on cases that require real review.

Yes. D27 FactorDesk is designed to prepare validated case files ready to load into the ERP or Core System. The exact integration depends on the system in use and the scope of the project.

Yes. D27 FactorDesk is conceived as an intermediate operational layer between the incoming documentation and the system where the operation must finally be recorded.

Not necessarily. The product logic is that the system proposes and the operator decides. The ERP or Core System is only impacted after the human validation defined by the operation.

The deployment may include defining document types, validation rules, criteria for relating supports, alerts, input sources and integration with the destination systems.

D27 FactorDesk is built for operations and back-office teams working with heterogeneous documentation in Supply Chain Finance contexts and needing reviewable, traceable case files.

Yes. It is specifically designed for scenarios where complexity grows because of the diversity of issuers, supports, validation rules and documentary combinations.

Yes. One of its clearest use cases is an operation that currently depends on opening emails, downloading attachments, unzipping files and rebuilding case files by hand before they can be validated.

If your team loses time separating documents, identifying supports, crossing information and preparing case files before loading them into the ERP, D27 FactorDesk can help automate that operational layer without losing human control.