Chaos in document collection
Clients send invoices via email, WhatsApp, paper. Statements arrive in different formats. Documents get lost, duplicated, or arrive late. Every month, the same chase after paperwork.
[ELEVIO]
FINANCIAL DOCUMENT AUTOMATION
Close the month in 5-7 days.
Not on the 25th, after hours.
Your clients upload documents, and bank statements flow in automatically via PSD2 API from 12 Romanian banks. AI reads, validates, structures and reconciles payments against invoices. Your team reviews and exports straight into SAGA, WinMentor, Pluriva or SAP, no more retyping.
Data stored in the EUGDPR compliantLive in 5-7 days
Works on top of your existing accounting software it does not replace it.
Target −85%*
Reduction in collection and data-entry time*
Up to 3×*
More files processed per operator per day*
24/7
Continuous processing, no breaks
Audit trail
Full traceability on every document
*Estimates based on internal pilots and industry benchmarks for document collection and data-entry processes in accounting firms. Actual results vary by document volume, type and your clients' level of digitalization.
THE PROBLEM
Repetitive manual work is no longer a business model.
Manual data entry, hours wasted daily
Operators spend hours reading invoices and retyping numbers into accounting software. Slow, error-prone, and completely unproductive for a firm that wants to grow.
Scaling means hiring, not efficiency
Want more clients? Hire more people. Want fewer errors? Double-check everything. Growth costs more and more, without growing the margin.
HOW IT WORKS
1
Client sends documents
Web portal, dedicated email, or mobile scan.
2
AI reads and extracts
OCR, classification and field extraction for every document type.
3
Anomaly detection
Duplicates, unusual amounts, altered documents, flagged before validation.
4
Operator confirms
Original document next to the extracted data, one click to approve.
5
Structured export
Verified data, sent straight into your accounting software, SAGA, WinMentor, Pluriva or SAP. Elevio One doesn't replace it, it feeds it.
FEATURES
Intelligence at every stage of the workflow.
OCR and intelligent data extraction
Reads invoices, bank statements, receipts, contracts and tax documents, regardless of format, quality or language. Automatically extracts: amounts, VAT, tax IDs, supplier, date, payment term, line items.
AI
Automatic accounting code suggestions
Suggests accounting codes, VAT categories and cost centers based on document content and your firm's history. The model learns from operator corrections, accuracy keeps improving.
Fraud, duplicate and anomaly detection
Automatically flags duplicate invoices, modified amounts, suspicious suppliers and problematic documents, before they reach an operator or get exported into your accounting software.
Tax validation compliant with RO e-Factura
Verifies tax IDs, VAT format and required fields per ANAF e-Factura specs and the PEPPOL standard. Non-compliant documents are flagged before export.
Approval workflow tailored to your firm
Multiple validation stages by document type, amount threshold or client. Delegation, SLA escalation, full audit log, every approval traceable.
NOURECONCILIERE BANCARĂ AUTOMATĂ
12 bănci RO conectate prin API PSD2. Matching AI plăți ↔ facturi.
Sincronizare zilnică automată a extraselor bancare ale clienților firmei tale. Matching cu facturile primite/emise din SPV și e-Factura. Închizi luna într-o zi, nu într-o săptămână.
- Conectare PSD2 o singură dată (180 zile)
- Sincronizare zilnică, fără upload de CSV/MT940
- Reconciliere AI cu facturi din SPV + arhivă electronică
Bănci conectate
BT
BancaBCR
BCRING
INGBRD
BRD,RZB
RaiffeisenCEC
CECUNC
UniCreditLIB
LibraREV
RevolutGRT
GarantiPCB
PatriaEXIM
EximBank,BT · BCR · ING · BRD · Raiffeisen · CEC · UniCredit · Libra · Revolut · Garanti · Patria · EximBank
FOR YOUR CLIENTS
A premium product under your firm's brand.
Branded document upload portal
Your client sees a portal with your firm's brand, not ours. They upload documents from browser or phone. They see the status of each document in real time. No back-and-forth emails, no confusion.
Centralized archive with full-text search
All processed documents, stored, indexed, searchable by amount, supplier, date or keyword. Your client finds any document in seconds. Audits become a formality.
New
Business intelligence and automated reports
Spend by category, top suppliers, unpaid invoices, cash flow forecasts, reports generated automatically from processed documents. An extra advisory service, with no extra work.
Cash flow forecasting
Based on recurring invoices, payment terms and history, the platform generates cash-flow forecasts and alerts for upcoming payments, a valuable tool for advisory work.
ROI CALCULATOR
How much do you save with Elevio One?
Enter your team's volume and see in real time how many hours and how much money you free up per year.
Your data
50
5500
80
10500
12
540
BENCHMARK
Firms similar to yours (~50 active clients) save on average €17,500 per year with Elevio One.
Based on estimates from internal pilots for firms with comparable volume.
167h
saved per month
−83%
document processing time
€2,000
monthly savings
ESTIMATED ANNUAL SAVINGS
€24,000
Equivalent to 2,000 hours per year, about 1 operators freed up for higher-value work.
Detailed PDF with your savings, the calculation assumptions and the implementation plan. Free, no card.
*Estimates based on 3 min/document for manual processing vs. 30 sec validation with Elevio One. Results vary by document type.
SOFTWARE INTEGRATIONS
Connects with what you already use.
Native connectors for the most popular Romanian accounting software and international ERPs. Data flows in directly, no manual exports.
RO Accounting
RO ERP
RO ERP
HU Accounting
HU Accounting
HU Accounting
Enterprise ERP
Custom API / EDI
+ STANDARDS
RO e-FacturaANAF
PEPPOLEU B2B
REST APICustom
EDIData exchange
Got an API or EDI? We connect.* Stylized representations. All trademarks belong to their respective owners.
WHO IT'S FOR
A tool for every role.
Owner / Managing partner of an accounting firm
More clients without hiring. Better margin per file. Full visibility into operations. A branded portal that sets your firm apart from the competition.
- Higher capacity without extra staffing costs
- Differentiation through technology
- Real-time operational reports
Accountant / Tax consultant
You receive data already extracted and validated, not raw PDFs. You spend time on analysis and advisory, not collection and retyping. Automated tax checks before export.
- Structured, ready-to-use data, not raw scans
- Spec-compliant VAT and e-Factura checks
- More time for high-value advisory work
Team lead / Coordinator
Distribute files fairly across the team, track each client's status and spot blockers before they become problems. Fast onboarding for new accountants on a standardized workflow.
- Visibility into each team member's load
- Alerts on overdue documents or stuck files
- Standardized procedures, easy to teach
WHY THIS PLATFORM, NOT ANOTHER
Three differences that matter.
01
Specialized AI models, not one generic engine
One model reads documents, another detects anomalies, another suggests accounting codes, each step with the right intelligence, not a one-size-fits-all compromise.
02
Your brand, not ours
The client portal shows your firm's logo, domain and colors. Your clients are yours, we don't move them onto another platform.
03
Complementary to your accounting software, not a replacement
Elevio One sits on top of SAGA, WinMentor, Pluriva or SAP, it doesn't change them. API-first, no lock-in: keep the software you use today and feed it already-validated data.
SUPPORTED DOCUMENTS
Any financial document.
Invoices and delivery notes
Tax invoices, delivery notes, proforma invoices, credit notes
Bank statements
Current account statements, transaction reports, payment confirmations
Tax documents
Tax returns, ANAF e-Factura, tax payment notices
Legal documents
Contracts, addenda, client files, notarial documents
SECURITY AND COMPLIANCE
Enterprise-grade protection for your clients' data.
Data stored in the EU
Encryption at rest and in transit
GDPR compliant
Configurable retention policies
Role-based access
Detailed audit log
99.9% uptime
SLA available in contract
FREQUENTLY ASKED
What you want to know before the demo
Everything about implementation, security, integrations and pricing, in one place.
Can't find your answer?
Write to hello@elevioone.io or book a demo.
PRICING
From 191 € / month. Under 4% of your firm's revenue.
In your client's language: pricing anchored on your firm's actual revenue. For every 40 € collected from a sole trader, the platform costs ~2.00 €.
ESSENTIAL
191,00 €/ month
Up to 60 active clients
For small firms
RECOMMENDED
PROFESSIONAL
431,00 €/ month
Up to 180 active clients
Recommended
ENTERPRISE
863,00 €/ month
Up to 400 active clients
On request
Unlimited operators Onboarding included No minimum contract 30-day free pilot
See all plansSEE LIVE DEMO
Ready to close the month in 5-7 days?
30-minute live demo · No commitment · Live in 5-7 business days. We get back to you within 24h.
- Free onboarding for the first 10 firms in July 2026
- Native integrations: SAGA, WinMentor, Pluriva, SAP
- Data stored in the EU · GDPR compliant
hello [at] elevioone.io +40 749 997 699
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