Basware - Knowledge Base Article - Basware Customer Support

What is changing with SmartPDF from June 2024?

We are currently in the process of developing the next generation of SmartPDF, which will include Full Invoice Content. This advancement will enable SmartPDF to capture both header and line-level data. Additionally, we will continue to enhance SmartPDF with other features to improve quality, simplify processes, and mitigate risks.

We will start highlighting these new features in our promotional story immediately. Our teams are actively developing these capabilities, with the target of having line-level capture available by 2025.

Why are we discussing the new features now?

We have deliberately chosen to launch early to the market. We aim to start discussing the benefits of the new features with our customers, helping them prepare for the next generation of SmartPDF. Additionally, we want to collect early feedback to ensure we develop a product that delivers the most value.

Is this a new product?

No it is not, we are adding the line level and other features to the existing SmartPDF product, that uses self-validation UI. We are constantly developing the SmartPDF product further and adding new features to it. New implementations will have all available features at that time.

What new features will the SmartPDF have by Q1 2025?

We are enhancing SmartPDF to cover all key functionalities, including full invoice content. When the next generation version is available, customers can make a Change request to get the line level capture as a feature within the product.

Key upcoming features for the enhanced SmartPDF will include the following:

Full Invoice Data Capture: Complete invoice header and line level data capture takes touchless invoice automation to a new level, enabling better downstream data use.

Multi-Invoice Processing: Remote offices can scan invoices into one PDF and send them to SmartPDF. Suppliers invoicing once a month for multiple events can send all invoices in one email.

Single Email Address Receiving: Maintaining only one email address and box for incoming PDF invoices saves time and reduces complexity. SmartPDF automatically identifies the company from invoice details.

API for Sending PDFs: SmartPDF benefits in use regardless of the PDF invoice receiving channel. Both email and API can be used, or the email channel can be closed.

Automatic Quality Feedback: Enhanced constant learning of AI, that benefits all SmartPDF users. When a customer makes changes in AP, the data is captured and taught to AI for future recognition in SmartPDF.

I have SmartPDF and I want to add line level capture. What does this mean for me?

You can continue to use SmartPDF as it is.

Existing SmartPDF (previously known as AI Instant Learning or Self-Validation) customers will have the option to order Full Invoice Content and receive other upcoming features once they are available.

If you wish to add line levels to your SmartPDF, a change request form will be available later. We aim to have the form ready by the end of Q4 2024 and will update this article accordingly.

Cost: A professional services fee will be charged for this work, while the subscription transaction price will remain the same.

If you prefer not to include line levels in your SmartPDF, no action is required. You can continue to use SmartPDF as is.

I have SmartPDF Custom, I have SmartPDF Line Level, what does this mean for me?

You can continue to use the managed services SmartPDF Custom and SmartPDF Line Level versions as they are.

If you want to have SmartPDF with full invoice content & self-validation UI & the other new functionalities, you need to sign a new contract to get SmartPDF.

Please note:

SmartPDF is a distinct product from the managed services SmartPDF Custom and SmartPDF Line Level.

To transition, you'll need to engage with Basware sales, sign a new contract, and undergo a new configuration process.

Cost: A professional services fee will be charged. We may also need to revise pricing and the pricing model to facilitate your transition to subscription pricing.

I use other Basware PDF solutions, what does this mean for me?

Basware recommends transitioning all PDF invoicing to SmartPDF. It's time to start considering migrating your PDF invoices to SmartPDF. With SmartPDF, we can automatically capture 90% of the invoices. For the remaining invoices, we recommend utilizing the self-validation tool.

SmartPDF AI Full Invoice content