Product tour

25 engines, five jobs, one back office.

Each engine is described by the job it does and the result it gives you. The badge says the lowest plan that includes it. Every picture is a screenshot of the product with demonstration data from an invented company.

Capture and understand

Every invoice, order, receipt, contract and statement your team already receives, read into fields you can trust.

Every plan

Document reading

Fields, line items and totals read from PDFs, scans and photos, each with the page it came from.

Upload by drag and drop (one file, many, or a zip of them), through the API, by forwarding an email to your workspace’s own address, or from a supplier through a request link you send. Mail from people you list is read at once; anyone else’s waits for an administrator to approve it. Servabo reads the text (OCR for scans), classifies the document and extracts its fields. Anything it is unsure of goes to a person in the review queue, with the evidence highlighted on the page.

Business and up

Extraction memory

Fewer corrections each month: what your reviewers fix is learned per supplier layout.

When a person corrects a field, Servabo learns how that layout is written. A learned rule is tried before it is trusted and withdrawn if it drifts.

Every plan

Ask your documents

Answers to questions about your documents, with a citation to the page for every claim.

The workspace assistant searches your own documents and answers with numbered citations you can click. It only ever reads your organization's documents.

Business and up

Table intelligence

Tables that run across pages, rotate or lose their rules, rebuilt and checked, ready as CSV or Excel.

Line items, rate cards and statements are rebuilt into one table, and totals are checked against the rows so a misread figure is caught before it reaches a spreadsheet.

Business and up

Case files and bundle splitting

A scanned bundle split into its documents, and related documents gathered into one case.

A 40-page scan of invoices, delivery notes and a contract is cut into separate documents automatically. Documents about the same matter are grouped, and missing ones can be requested from the sender with a link.

Verify and match

Documents checked against each other, so a wrong price, a duplicate or a changed bank account is stopped before it is paid.

Business and up

Three-way matching

Each invoice matched to its purchase order and goods receipt, line by line, within the tolerances you set.

Quantities and prices are compared with what was ordered and received. A difference opens one case per invoice (copies of the same invoice are listed on it, never opened twice) for a person to approve or dispute.

Business and up

GST credit

Your GSTR-2B matched with the purchase invoices Servabo has read: what you can claim, what a supplier has not reported, and which unpaid invoices near 180 days.

Import the portal's GSTR-2B JSON; each invoice gets a status with its reason, an Invoice Management System recommendation, and a reminder you can send to the supplier. Recommendations, not tax advice; Servabo never files or acts on the portal.

GST credit in Servabo: Your GSTR-2B matched with the purchase invoices Servabo has read: what you can claim, what a supplier has not reported, and which unpaid invoices near 180 days.

Business and up

Duplicate and anomaly radar

Duplicate invoices, changed supplier bank details and unusual amounts flagged with the evidence.

The radar compares every new document with your history and explains each flag in words, with the documents side by side.

Business and up

TruthMesh

Conflicts between documents found across the whole workspace: a contract price that no invoice honours.

TruthMesh links documents that talk about the same thing and shows where they disagree. Ask "what if" a figure changes, and it shows which other documents it would affect.

Business and up

One record per supplier and customer

Every document about the same company or person tied to one record, however its name was written.

"Acme Pvt Ltd", "ACME PRIVATE LIMITED" and the GSTIN on its invoices become one supplier, with every document and payment about it in one place.

Enterprise only

Document comparison

Two to five versions of a contract or policy compared clause by clause, with a downloadable report.

Each clause is lined up with its counterpart in the other documents and every difference is listed in a matrix, so a changed term is never missed between drafts.

Enterprise only

Clause checks

Rules your contracts must meet, checked on every new contract: a liability cap, a notice period, a governing law.

Write a check once as a sentence; every contract that arrives is checked against it and the result is shown with the clause it rests on.

Track promises and obligations

What each document commits you to, and what it commits others to, with the date it falls due.

Business and up

Helm

Every promise in your documents in one ledger, your rules kept true, and a plan of what to pay, hold and chase.

Helm is the flagship engine. You state the outcomes once (never pay above the agreed price, keep cash above a floor, pay small suppliers on time); Helm plans and checks every step against them, and a person approves.

More about Helm

Helm in Servabo: Every promise in your documents in one ledger, your rules kept true, and a plan of what to pay, hold and chase.

Business and up

Obligations and deadlines

Renewals, notice periods, payment dates and certificate expiries read from documents, with reminders.

Each obligation has an owner and a due date in your workspace's time zone. Reminders go out before it falls due, and a calendar feed puts them in Google or Outlook.

Automate and post

The routine steps done the same way every time, and the results posted where your team already works.

Starter and up

Automations

Rules that act as documents arrive: hold for review, tag, notify, post to Slack or Teams, or call your systems.

Start from one of sixteen ready-made recipes (hold invoices above ₹10 lakh, flag an invoice with no e-invoice IRN, post a failed document to chat) or build a rule from 37 triggers and sixteen steps. Amounts and dates are checked the way you write them (₹10,00,000, older than 150 days), and a rule can be tried on a recent document, or on the last 30 days, before it is switched on. Every run is logged with the reason for each check. A limit, a cooldown and one pause switch stop a flood, and no step can approve or pay anything. Honest limits: a rule cannot yet wait and check again later, and posting to a real Slack or Teams channel has so far been tried only against a test receiver.

Enterprise only

Process intelligence

Where documents wait and why, and which ones are about to miss their deadline.

Servabo maps how documents actually move through your team, predicts which ones will breach their service level, and an exception agent proposes a fix: applied only when a person approves it, or within an error bound you set.

Business and up

Posting to your ERP

Approved bills, orders, receipts and journals posted to your ERP exactly once, even when a connection drops.

QuickBooks, Zoho Books (sign in with Zoho), Business Central, SAP, NetSuite, Tally Prime (a file you import into Tally), EDI X12, UBL and SFTP. Values are mapped to your ERP's codes, and a posting that cannot be confirmed is shown as such, never sent twice.

Business and up

Batch operations

Hundreds of documents processed, reviewed and exported together, with a package anyone can verify.

Exports are packaged with a manifest and SHA-256 checksums, so an auditor can prove nothing was changed after it left Servabo.

Starter and up

API and webhooks

Your own systems upload documents and receive results, with keys you scope and signed events.

API keys carry only the scopes you give them. Webhooks are signed, retried with backoff and shown with every delivery attempt.

Business and up

Analytics warehouse sync

Extracted data delivered to Snowflake, BigQuery, Databricks or S3 for your own reporting.

Choose the destination and the schedule; each delivery is recorded and can be replayed.

Govern and audit

Who did what, who may do what, and where your data may go.

Every plan

Audit log

Every sensitive change recorded with who, what and when, in a log no one can edit.

The database refuses to change or delete an audit entry. Keep the log for as long as you choose (at least 400 days) and export it whenever you need.

Enterprise only

Review together, live

A shared review queue where everyone sees who is looking at what, with item locks and discussions.

Two people never decide the same item at once, and a discussion stays anchored to the paragraph it is about.

Enterprise only

Redaction

Personal data removed from the page itself, not hidden behind a black box that can be lifted.

Names, account numbers and other identifiers are cut out of the file's image and text layer, and the redacted copy is sealed.

Enterprise only

Single sign-on and SCIM

People sign in with Okta, Entra ID or Google, and joiners and leavers follow your directory.

SAML and OpenID Connect, a verified domain, required single sign-on and two-factor, and SCIM provisioning that respects your seats.

Enterprise only

Egress lockdown

Every connection made for your organization confined to the destinations you allow.

Webhooks, warehouses, ERP, mail and AI providers can only reach the hosts on your list; every refusal is recorded and audited.

See every engine on your own documents.

A 14-day trial with no payment details. Bring a handful of real invoices and see what Servabo reads, matches and flags.

Request a demo See pricing