Official Visma business partner
AccountView integration for invoice processing
Recognise and approve invoices and receipts in TriFact365. Only then does the journal entry go to AccountView.
- Real-time AI invoice recognition
- Approval flows with up to 5 stages
- € 0.18 per processed document
- Connected in 5 minutes
AccountView remains your accounting software
Why use TriFact365 alongside AccountView?
A checked proposal before posting, even with an extensive AccountView setup.
Ready for an extensive setup
Line by line to cost centres and projects, as accruals over periods and in foreign currency.
Blocked until payment approval
Post to AccountView right away, blocked for payment until the final approval.
History and PDF in AccountView
The PDF is stored with the document and the action history goes along as an attachment.
How invoice processing with AccountView works
You scan, recognise and approve in TriFact365. AccountView receives the journal entry.
1 · From AccountView
Master data is read automatically, so every proposal matches your setup.
2 · In TriFact365
- Receiveby email, upload, the app or Peppol
- Recognisepurchase invoices line by line, within seconds
- Checkduplicate invoices are flagged
- Approvein stages, including by your accountant
3 · To AccountView
Only after your approval.
With a link in Notes; the PDF requires the VIS module in AccountView.
Possible in the journal entry to AccountView
Using Visma eAccounting? The integration works the same way there. Go to Visma eAccounting ›
Invoice approval for AccountView
Have invoices approved before they reach AccountView: authorisation and payment approval, in stages.
Prefer to post right away? The invoice is then already in AccountView, blocked for payment until payment approval is done.
Example approval route
Illustrative example; you set the stages and approvers per administration.
Invoice scanning and pre-accounting features for AccountView
Invoices and receipts via email, the app or Peppol, processed before they are posted in AccountView.
Submit
- Email, portal, app and Peppol
- Dedicated mailbox per administration
- Split bulk scans, merge pages
- Set type and split via the subject line
- Word, Excel, photos and UBL to PDF
- Bulk upload
Recognise
- Purchase invoices recognised line by line, no template
- Real-time, no queue
- Learns from every correction
- Sales invoices from another system
- Duplicate invoices flagged
- Receipts read for amount and VAT
Check and process
- Approval in up to 5 stages
- Authorisation and payment approval
- Approve with a swipe in the app
- Correct before AccountView
- Action history sent to AccountView
- One work queue for your administrations
Learn more: Invoice processing · Invoice recognition · Invoice scanning · Workflows · Document Hub · Digital archive · Peppol · Receipts app · Expense claims · Purchase to pay Preview
What does invoice processing for AccountView cost?
€ 0.18 per document, or FIXED at € 2.45 per client administration per month. Integration included.
Businesses · per processed document
Firms · per client administration per month
Prices exclude VAT.
Customers in their own words
AccountView invoice processing in practice
One way of working in every office: how Ten Donkelaar works with AccountView.
Works with AccountView
Ten Donkelaar works the same way in every office
Because every office works the same way with TriFact365 and AccountView, a colleague can take over straight away.
Customer story
Pathé Thuis uses TriFact365 Scan and Recognize on demand
“Checking an invoice takes 30 seconds at most. A lot of the data has already been recognised and filled in correctly.”
25,000+ administrations · 10 million+ invoices and receipts a year · ★ 4.8 on Google
Get started with TriFact365 and AccountView in 5 minutes
You connect it yourself, without a consultant. AccountView remains your accounting software.
Start for free
30 days free, no payment details needed.
Select AccountView
Select AccountView as your accounting software and follow the guide.
Choose your administrations
Add one or more administrations straight away.
Process your first invoice
Check the proposal, have it approved and send it to AccountView.
5 min connected, on your own
- No implementation costs
- One or more administrations
- Your setup stays as it is
- Archive kept if you switch
FAQ
Frequently asked questions about the AccountView integration
TriFact365 reads invoices and receipts and turns them into a draft entry for AccountView. Purchase invoices get a proposal per line. Only after your approval does the journal entry go to AccountView.
Yes. With posting before payment approval, the invoice is already in AccountView, with the open item blocked for payment. After payment approval the block is lifted. This requires the Automatic payments module.
Yes. You post line by line to cost centres and projects, spread costs over periods as accruals and post invoices in foreign currency.
The new financial year is linked to the same administration automatically. You can also create suppliers and customers in another financial year.
The PDF is in the Documents tab of the document screen, with a link in Notes. The VIS module in AccountView must be switched on for this.
Yes, if you turn on the audit trail. Every new entry then comes with a PDF of the actions taken: who did what and when.
Yes. You add one or more administrations and process them in one work queue. Also using Visma eAccounting? You connect it the same way.
Yes. Through your Peppol ID with TriFact365, e-invoices come in and are ready as a draft entry for AccountView. More about Peppol.
Try TriFact365 free for 30 days with AccountView
No payment details needed · AccountView remains your accounting software