Ask any bookkeeper what takes the most time and the answer is usually the same: typing. Supplier invoices, sales invoices, receipts and bank statement lines all arrive as PDFs or paper, and someone has to copy the details into the accounts, one line at a time. DynaMatrix2 ERP now uses AI to do that copying for you.
How AI data entry works
- Upload the document. Drop in a PDF, a scan or a photo from your phone. You can upload several at once.
- AI reads it. It finds the details that matter: supplier or customer, invoice number, dates, line items, amounts and taxes.
- AI prepares the entry. It matches the document to the right supplier, customer and account, and fills in a draft entry.
- You review and approve. The draft sits next to the original document so you can check it at a glance. Fix anything, then approve.
Nothing is posted to your accounts until you approve it. AI does the typing; you keep the decision.
Bank statements: matching made easier
Bank reconciliation is often the slowest job of the month. Upload your bank statement PDF and AI reads each line, then suggests a match: this deposit pays that sales invoice, this withdrawal pays that supplier. Lines it cannot match are flagged for you, so you spend your time only on the ones that need a person.
Invoices and receipts
Supplier invoices become purchase entries with the right supplier and tax. Sales invoices from other systems can be brought in the same way. Receipts for small expenses can be photographed and uploaded instead of collected in an envelope.
The aim is simple: type less, check more. Your team reviews entries instead of creating them from scratch.
AI reports: ask in plain words
Once your data is in, the next question is what it tells you. Instead of building a report from menus, you can simply ask:
- "Which customers owe us money for more than 60 days?"
- "What were our five best-selling products last month?"
- "Compare this quarter's expenses with the same quarter last year."
- "Show expected cash in and cash out for the next 30 days."
AI builds the report from your live numbers. You can save it, export it, or have it emailed to you every week.
What about privacy?
Your documents are stored in your own DynaMatrix2 installation. When AI reads a document or answers a question, only what is needed for that task is sent to our AI provider, and it is not used to train AI models. You can read the details in our Privacy Policy.
Getting started
AI data entry is included from the Starter plan, and AI reports from the Business plan. Our team sets everything up and shows your staff how to upload their first documents.