Stage 2 — Intelligent Automation

Remove the Manual Transactional Layer. Permanently.

At Stage 2, Mysoft activates the automation layer: For Sage X3 customers – workflow & X3CloudDocs; for Sage Intacct – native Intacct AP automation. All governed by a Tiered Approval Model that ensures every automated action has a defined human authority.

Sage Platinum Club Winner

20+ Years Experience

UK&I + North America

First UK Sage X3 Partner

Mysoft Proprietary IP

X3CloudDocs. The Top-Rated Product on the Sage X3 Marketplace.

Built by Mysoft. Exclusive to Sage X3. The automation anchor for every Sage X3 customer on the AI Transformation Journey.

PIA

Purchase Invoice Automation

AI-driven invoice capture, Text-Layer/OCR field extraction, and three-way match against PO and goods receipt. Exception routing via the Tiered Approval Model.

SOA

Sales Order Automation

Automated processing of inbound sales orders (inbound POs) from customer documents. Reduces manual data entry and order processing time significantly. Half-way house between EDI and manual.

EDM

Electronic Document Management

Governed document archive attached to Sage X3 transactions. Searchable, audit-ready, compliant.

ENA

Email and Notification Automation

Intelligent email routing, automated customer and supplier notifications, and event-triggered communication workflows.

Sage Intacct AI

Native Intacct Automation for Finance Operations

Deep AP automation, intelligent GL management, and AI-powered intelligence — all native to Sage Intacct’s finance-first architecture.

AP automation

AI-powered accounts payable automation. Intelligent document capture, classification, and posting.

Intelligent GL

Automatic sub-ledger reconciliation and intelligent general ledger management. Discrepancy identification at scale.

Cash intelligence

Real-time cash position monitoring and AI-driven cash flow analysis. Available from the February 2026 release.

AI-powered data import

Complex dataset import without spreadsheet manipulation. Intelligent field mapping and validation.

Extended by solutions like: Nectari, WebExpenses, Velixo and more.

Stage 2 Technology

X3CloudDocs. The automation layer built into your ERP.

Mysoft’s proprietary X3CloudDocs product is the primary automation technology for Sage X3, alongside the native workflow module. It removes the manual AP processing layer from Sage X3 — and generates the AI-ready data foundation required for adoption later.

Intelligent document capture. Automated three-way matching. Structured exception management. Full audit trail. Delivered as part of your phased ERP roll-out.

X3CloudDocs

Document Automation

Native to Sage X3 · Four modules

Automated

of documents

PIA

Purchase Invoice Automation

inv/mo

SOA

Sales Order Automation

—

EDM

Document Management

—

ENA

Email & Notification Automation

—

hrs saved / mo

—

docs processed

—

avg ROI period

Governance Layer 2

The tiered approval model.

Every automated action has a defined human authority. The Tiered Approval Model ensures no automated process operates without accountability, from fully automated to CFO sign-off.

Fully automated

Routine, high-confidence transactions processed automatically with no human intervention required. Complete audit trail maintained.

Reviewer notification

Automated with notification to designated reviewer. 48-hour SLA for review. Reviewer can accept, query, or escalate.

Direct human review

AI-assisted processing but human review and approval required before posting. Used for exception scenarios and higher-value transactions.

CFO / FD sign-off

Highest-value or highest-risk transactions require direct CFO or Finance Director sign-off. Fully audited and timestamped.

Stage 2 Deliverables

What you receive at stage 2.

Sage X3 or Sage Intacct automation SOW

Detailed statement of work for the automation layer, including module configuration, volume thresholds, and acceptance criteria.

Tiered approval model configuration

Full documentation of each tier, transaction types, escalation paths, and human authority assignments for your organisation.

First QAOR

The inaugural Quarterly AI Optimisation Review — exception rate calibration, audit trail anomaly review, and Stage 3 readiness assessment.

The Foundation for What Comes Next

Stage 3 — AI-Augmented Finance

Sage Copilot & ISV ecosystem partner AI solutions. Finance as a strategic function.

Ready to Remove the Manual Transactional Layer?

Start with the AI Readiness Assessment to confirm your Stage 2 entry conditions.

Remove the Manual Transactional Layer. Permanently.

X3CloudDocs. The Top-Rated Product on the Sage X3 Marketplace.

Purchase Invoice Automation

Sales Order Automation

Electronic Document Management

Email and Notification Automation

Native Intacct Automation for Finance Operations

AP automation

Intelligent GL

Cash intelligence

AI-powered data import

X3CloudDocs. The automation layer built into your ERP.

The tiered approval model.

What you receive at stage 2.

Sage X3 or Sage Intacct automation SOW

Tiered approval model configuration

First QAOR

Stage 3 — AI-Augmented Finance

Ready to Remove the Manual Transactional Layer?

Ready to build the infrastructure your next chapter actually needs?