Integration guide

In the order the work actually happens, which is not the order a feature list would suggest.

1. 01

   Load the suppliers first

   Not the documents. Every check this product runs is a comparison against the supplier record — the established bank account, the payment terms, the prices paid before. A workspace that starts reading before it has one produces a queue of findings nobody can act on, and the fastest way to teach somebody to ignore an alert is to show them one they cannot answer.

   A year of history is enough for the bank-account check to mean something; two invoices is not.

2. 02

   Connect two readers, not one

   From different vendors. Two runs of the same model make correlated mistakes: they agree, confidently, on the same wrong digit, and a second opinion that fails the same way is not a second opinion. Budget roughly double the per-page cost — at these prices a page costs cents and a person costs a minute, so the arithmetic is not close.

   There is a self-hosted option for workspaces that will not send invoices to a cloud. Honest trade: nothing leaves the building, and the second opinion goes with it.

3. 03

   Point an inbox at the queue

   Most suppliers already email a PDF; forward that address and nothing else has to change on their side. The channels that matter more are the awkward ones — a photograph taken in a van, a receipt sent over WhatsApp — because those are how a document actually reaches a five-person business and they are the ones every accounting tool ignores.

   If the workspace runs EnterChat, its number is already a channel — the thread arrives attached to the document.

4. 04

   Release one supplier at a time

   Autonomy is per supplier and per account, never global. A new workspace starts with everything on draft; a pairing promotes when its own record supports it and drops back on the first correction. Resist the urge to switch everything to auto on day one — the rung a supplier is on is the only honest statement this product makes about how much it can be trusted with that supplier.

   Rent and subscriptions promote fastest, because they are identical every month. Anything photographed will sit on draft for a long time, and should.

5. 05

   Do not turn the checks off

   Each one shows how many documents it has actually fired on in this workspace. If a check reads zero everywhere it is a check to delete, and we would rather delete it than have you disable it — but a check that reads zero here and fires elsewhere is doing exactly what it should, which is nothing until it matters.

6. 06

   Close the period from the checklist

   The close screen answers one question — can I file — and it answers it with counts rather than with a readiness percentage. Ninety-four per cent ready is not a state anybody can file from. The export endpoint refuses with 409 while blocking items remain, for the same reason: a file that silently omits four unposted documents looks complete and gets filed.

curl https://api.enterdocs.io/v1/documents \
  -H "X-API-Key: edo_live_..."