Sage Platinum Club Winner
20+ Years Experience
UK + North America
First UK Sage X3 Partner
AI-driven invoice capture using OCR field extraction, followed by an automated three-way match against the purchase order and goods receipt note. Exceptions are routed to the appropriate tier of the Tiered Approval Model rather than queuing in an inbox.
Automated processing of inbound sales orders from customer documents — emails, PDFs, EDI transmissions, or portal uploads. Eliminates manual order keying and reduces order processing cycle time significantly. Each automated order is logged against the relevant Sage X3 transaction.
Governed document archive attached directly to Sage X3 transactions. Every invoice, delivery note, contract, and correspondence is stored, indexed, and retrievable — audit-ready, GDPR-compliant, and accessible from within the ERP.
Intelligent email routing and automated notification workflows triggered by Sage X3 events. Supplier remittances dispatched automatically. Customer statements sent on schedule. Approval request notifications routed to the correct authority. Internal escalations triggered by exception thresholds.
X3CloudDocs is Mysoft’s proprietary automation IP built on top of Sage X3. It removes the manual transactional layer from accounts payable, and prepares the finance function for the next stage of AI maturity.
Intelligent document capture, three-way matching, approval workflow, and audit trail — all within Sage X3. No third-party middleware. No data leaving your ERP environment.
The Sage X3 Marketplace rating reflects independent customer reviews, implementation quality, and product performance. X3CloudDocs holds the top position, which means that when customers evaluate add-on products for Sage X3, X3CloudDocs is the benchmark they compare against.
Because X3CloudDocs is built and maintained exclusively by Mysoft, customers have a single point of accountability for both the ERP implementation and the automation layer, no separate vendor relationship, no finger-pointing between suppliers.
Top-rated product. Built and maintained exclusively by Mysoft.
Every X3CloudDocs automated action operates within the Tiered Approval Model. Tiers 1–4 determine which transactions are fully automated, which require notification, and which require direct human review or CFO sign-off.
Every automated action generates an audit trail entry in Sage X3. Timestamped, immutable, and accessible to auditors without requiring ERP user licences.
All X3CloudDocs module configuration, approval tiers, exception thresholds, and document types are documented in the Governance Configuration Record delivered at Stage 2.
Book a demonstration scoped to your invoice volumes and operational requirements.
