Question 1

What should we bring to the walkthrough?

Accepted Answer

Bring one document task your team repeats, where the files arrive, where the information should go, a few real examples, and the exceptions that should stop for a person.

Question 2

Does Safivo replace our accounting or CRM tools?

Accepted Answer

No. Safivo works with the tools your team already uses. It reads incoming documents, checks the details, writes clean information back into place, and asks for help only when an exception needs judgment.

Question 3

What happens when Safivo is unsure?

Accepted Answer

Unclear matches, missing records, new vendors, mismatched totals, and policy gaps pause for a person with the source document, extracted fields, and the reason review is needed.

Question 4

Can people approve before anything is written?

Accepted Answer

Yes. The first walkthrough maps which clean-path updates can run automatically and which writes need approval first. Safivo should start with the review boundary your team trusts.

Question 5

What audit trail do we get?

Accepted Answer

Safivo keeps a record of what arrived, which fields were read, what was checked, who decided an exception, what changed, and where the result was written.

Question 6

What kinds of documents are a good first task?

Accepted Answer

Invoices, order forms, delivery documents, onboarding PDFs, spreadsheets, and recurring email attachments are good fits when the same details need to be read, checked, and moved again and again.

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What to include

Source

Document type

Destination system

Exceptions to pause

Helpful links