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Intelligent Business Automation Solution for Sage X3

Top Rated Application on Sage X3 Marketplace

Purchase Invoice
Automation

Sales Order
Automation

Electronic Document
Management

Email & Notification
Automation

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Solutions Offered By X3CloudDocs

Purchase Invoice Automation (PIA)

AP Automation Solution For Sage X3

X3CloudDocs Purchase Invoice Automation, automates accounts payable with intelligent OCR and cloud-based workflows. Invoices from any channel are captured, processed, and posted to Sage X3—complete with audit trails, approvals, and full e-invoice compliance. Real savings, rapid ROI.

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Seamless Integration with
Sage X3

Fully Automated

Designed Specifically for
Sage X3

Full Digital Audit Trail

E-Invoicing (Part of PIA Module)

Advanced E-Invoicing for Sage X3 Users

X3CloudDocs E-Invoicing enhances the Sage X3 standard solution with an improved UI, a fully cloud- and browser-based architecture, and native support for Peppol, Chorus Pro, and multi-format invoicing, all within a secure platform. Purpose-built for Sage X3, it delivers seamless integration, rapid deployment, and full control across entities, without the need for third-party connectors or custom development.
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Multichannel Automation

Global Compliance

Designed Specifically for
Sage X3

End-to-End Invoice Lifecycle Automation

Sales Order Automation (SOA)

Automating Sales Orders in Sage X3

X3CloudDocs Sales Order Automation, automatically transforms incoming customer purchase orders into Sage X3 sales orders. No manual rekeying required. It processes documents from email, uploads, or automated folders using advanced OCR/TLX, validates data against your Sage X3 records, and automatically creates the sales order in Sage X3 while storing the original document in the cloud.
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Zero Manual Entry

Smart Order Automation with Built-In Controls

Designed Specifically for
Sage X3

ROI from Day One

Electronic Document Management (EDM)

Cloud Document Management for Sage X3

X3CloudDocs Electronic Document Management offers secure, cloud-based storage for all Sage X3 documents. Fully indexed and searchable, documents are captured automatically or manually, linked to Sage X3 transactions, and stored with full auditability. It also enables viewing and storing of non-Sage X3 generated documents directly within Sage X3.

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Sage X3 Aware Filing and Indexing

Cloud-Native, Secure, and Scalable

Designed Specifically for
Sage X3

Capture Any Document, Not Just X3 Generated

Email & Notification Automation (ENA)

Advanced Worklows in Sage X3

X3CloudDocs Email & Notification Automation enhances Sage X3 communication with intelligent, event-driven communication. It automatically sends emails and alerts based on predefined triggers, like approvals, status changes, or document creation, using configurable templates. ENA ensures consistent, auditable messaging without manual intervention, improving efficiency and communication, and reducing errors.

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Fully Embedded in Sage X3 Workflows

Dynamic Templates with Data from Sage X3

Designed Specifically for
Sage X3

Centralized Audit Trail for All Notifications

How X3CloudDocs Fits with Sage X3

Unlock faster, smarter invoice, sales order and document management directly inside Sage X3.

X3CloudDocs aims to automate many aspects of your document process with customers, suppliers and within the internal operation teams in Sage X3, allowing your teams to add value.

Receive Invoices from your Suppliers/Vendors in any format.

Fully Customizable Approval Process, and Anomaly Detection
with optional HTML5 Notifications.

X3CloudDocs EDM has the ability to send both
Sage X3-generated and non-Sage X3-generated documents to
Suppliers as well storing them in the cloud.

Receive Purchase Orders (POs) from your customers in any format.

X3CloudDocs will automatically create a PO in Sage X3.
You also have the ability to send HTML5 notification
to customers as well team members.

X3CloudDocs ENA will enhance the functionality of our modules
by allowing users to send and receive automatic, bespoke
HTML5 notifications and requests from Sage X3.

X3CloudDocs EDM can send both Sage X3-generated
and non-Sage X3-generated documents to
customers as well as to the cloud

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Why Sage X3 Users Prefer X3CloudDocs

Only Native Sage X3 Solution

Rapid Go Live of Just 5 Days

Advanced Compliance Features

Guaranteed Future Compatibility With Sage X3

Expert Support, that have extensive knowledge of Sage X3

X3CloudDocs is Trusted By

Fold Hill
Fold Hill
Group IT Manager
We've been using X3CloudDocs for AP automation for a few months, and it's significantly sped up our processing—handling over 80 documents per hour. The built-in electronic invoice approval has reduced paper use and improved visibility of invoice status and approvals. Implementation was quick and seamless—highly recommend Mysoft and X3CloudDocs.
Two Providores
Two Providores
Digital Transformation and Strategy
After trying other sales order automation tools and needing AP automation too, we wanted one solution for both. X3CloudDocs was the only product we found built specifically for Sage X3 with out-of-the-box integration—and it was a perfect fit.
TIMCO
TIMCO
Operations Director
I would certainly recommend X3CloudDocs to other businesses using Sage X3. The solution is native to X3 and fits seamlessly within the overall environment. The ease of use and integration have made the solution valuable for our document management and accounts payable automation needs.
ENVEA
ENVEA
IT Systems Manager
We looked at 2-3 other solutions, but the best one that we found was X3CloudDocs. It was the most suitable for our business process. The UI is really simple and very easy to use. We wanted a simple software that could get the job done and integrated smoothly with Sage X3, and with X3CloudDocs it was just that.
RH Amar
RH Amar
Finance Director
There was a lot of manual inputs data entry onto our main system, which is Sage X3. There was a lot of manual typing and punching in data that was on the paper. We were very paper-based. Now it feels like history! We are too big to deal with paper anymore.
Two Providores
Two Providores
Digital Transformation and Strategy
Within two weeks of installing X3CloudDocs AP and SO modules we were live and had successfully and automatically processed over 1000 documents in the first week instantly saving our team a huge amount of rekeying and letting them get on with running the business.
CAVU Group
CAVU Group
Accountant
“I can process 90% of PO invoices at such a high level of accuracy that I don’t even have to intervene!”
Madison
Madison
Management Accountant
“One of the biggest factors for me was the integration. X3CloudDocs proved to link better with Sage X3 than any other software. There is no need for any bridging software to allow it to work and this gave me much more confidence in Mysoft and X3CloudDocs compared to competitors.”
BURNS Pet Food
BURNS Pet Food
Financial Analyst
“X3CloudDocs has revolutionised the way we work. We can now successfully process 1 months’ worth of invoices in just a couple of afternoons, rather than 1 week!”
Two Providores
Two Providores
Digital Transformation and Strategy
The X3CloudDocs team were great to work with, they were amazingly responsive and with a deep understanding of Sage X3 coupled with their knowledge of AP and SO Automation they could advise and resolve any problems we threw at them. I highly recommend this solution if you have Sage X3 and want a quick and seamless automation solution for supplier invoices and/or customer orders!
Cann Group Limited
Cann Group Limited
IT Business Analyst
X3CloudDocs with their intuitive solution for AP Automation allowed us to streamline the invoicing process in Sage X3. The built-in approval workflows, integrates well with X3. This has helped our Accounts team to validate invoices quicker and import them into Sage saving us hours spent on manual entry.
TransPak
TransPak
Senior Business Operations Manager
X3CloudDocs has really automated our company’s AP processes. We now spend less time doing manual work and has truly made our AP processes very easy and efficient. The solution is very user friendly and the interface is easy for even a novice to navigate.

As Seen With

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CAVU PNG
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Two Providers
Madison
Envea
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