ViaCRM logo
CZEN
Book a demo
Back to ViaCRM

AI in ViaCRM

AI that reads your documents for you

Just take a photo of an invoice in the mobile app. AI reads the details and saves them to the right customer and job. Your chatbot can also manage ViaCRM, but only within the scope you allow.

Book a demo

How it works

  1. Photograph or upload

    In the mobile app, point the phone at an invoice and a photo is enough. You can also add a document from your computer.

  2. AI reads the details

    Supplier, company ID, amounts, VAT, due date and other fields. No retyping.

  3. You check it

    Uncertain fields are highlighted. Correct them with one tap and confirm.

  4. It is saved in the CRM

    The document is attached to the customer and job and can continue to approval.

  5. It continues from there

    Connection to accounting software and email depends on your system setup.

Reading invoices, documents and drawings

AI reads documents directly in your CRM or ERP, connected to accounting software and email. You can start extraction from a form in the system or from the mobile app.

  • Invoices, documents and drawings
  • Accounting software and email connection
  • Also available without ViaCRM

Document on the left, extracted data on the right

In the system you see the original document and the extracted fields beside it. Each field shows how sure the AI is, and uncertain fields are highlighted, so checking takes a moment.

  • Marked areas on the original
  • Highlighted uncertain values
  • Assigned to a customer and job

MCP server: your chatbot inside ViaCRM

You can connect ViaCRM to the chatbot your team already uses. The chatbot then works with your data, for example reading statistics or finding customers. Every request runs with the permissions of the signed-in user, so the chatbot never sees more than they can. The user can narrow the scope further, for example to statistics only, and all other data stays shielded.

  • Connects to the user's chatbot via MCP
  • Permissions of the signed-in user
  • Optional narrowing, for example statistics only
  • Other data stays shielded

Questions before you start

Does AI extraction work without ViaCRM?

Yes. The feature is also available on its own. Tell us how it should connect to your system.

Which documents can AI read?

Invoices, documents and drawings. We check specific types on your samples during a demo.

Does a person check the extracted data?

Yes. The user reviews and confirms the data before it is saved, and uncertain fields are highlighted.

What is an MCP server?

MCP is an open standard that lets a chatbot connect to tools and data. ViaCRM has its own MCP server, so a chatbot can work with the system within the permissions of the signed-in user.

Can the chatbot see all the data?

No. It sees only what the signed-in user can access, and the user can narrow that further, for example to statistics only.

Next step

See how ViaCRM fits your team.

Book a demo
Call usBook a demo