Obrtnica

Documents

From intake to posting

Incoming documents arrive in one place. Review, approve, and link them to general ledger entries without manual retyping.

What you get

[01]

Document inbox

All incoming documents in one place — less hunting through WhatsApp, email, and Excel.

[02]

Inbound email

Documents sent to a dedicated address land in the Obrtnica inbox.

[03]

Automated processing

The system suggests data from incoming invoices and documents — you control the result.

[04]

Review before posting

Clerk prepares, accountant reviews — posting only after approval.

[05]

Posting to the ledger and modules

Approved documents flow to buying, selling, or the general ledger — no re-entry.

[06]

Usage tracking

See how much processing you use in a period — no surprises at month-end.

Want to automate the full document flow?

Automated processing, inbound email, and higher AI limits are available on the Agency plan.

Related modules

Accounting

Chart of accounts, approved entries, and period close.

Buying

From procurement to supplier payment.

Selling

From quote to collection, with fiscalization.

Pricing

Plans and limits for client work.

Want to walk through this module on your workflow?

Book a demo for your agency or get started free.