Features
From document intake to accounting, everything DocBridge does
DocBridge receives the company’s documents, reads them with artificial intelligence, classifies every line, catches duplicates, lets you confirm in seconds and hands them over to the accountant. Around that: bank statements, tax obligations, documents that expire, an archive and an assistant that answers from your documents.
Intake
Documents arrive on their own
- Four ways in: the company’s own email address, the connected mailbox (Outlook, or Gmail on request), forwarding to the company’s address, and the app on your phone.
- Newsletters, email signatures and marketing images are excluded by rule, before they use up an AI reading.
- Invoices that arrive as a link, instead of an attachment, are followed and downloaded.
Reading
The AI reads the document for what it is
- Supplier, NIF (tax number), dates, amounts, IVA (Portuguese VAT) and lines, with a confidence indicator on every field.
- More than twenty Portuguese document types — invoice-receipt, credit note, delivery and transport note, payslip, Social Security payment slip.
- The Tax Authority (AT) QR code is read and checked against what the AI extracted. A hard-to-read fuel receipt is re-read with an enhanced image.
Classification
Every line with its expense category and SNC account
- The company starts with the expense model for its CAE: 21 activity models, more than a thousand labels, each with its own SNC account.
- Every approved document teaches the system to read that supplier: confidence rises when the supplier, the lines and the prices repeat.
- Expense categories can be changed at any time — the model is a starting point.
Duplicates
The same invoice does not go in twice
- Three independent checks: the file’s fingerprint, the supplier’s NIF together with the document number, and the ATCUD.
- Duplicates are grouped on a screen of their own, in plain view, and the decision rests with the reviewer.
Approval
Confirmed in seconds — or through on its own, if the company wants
- The review screen shows the document alongside the fields read, with the confidence of each one.
- Automatic approval has three presets — cautious, balanced and confident — and it is the company that switches it on.
- Social Security payment slips, DMR, IRC, withholding tax and IES are never approved automatically, by design.
Accounting
Posted to Centralgest, without being typed again
- In Centralgest Cloud, the entry is created via API, and you can attach the PDF through ClientConnect. Writing is a separate authorisation, switched on company by company.
- Once a day, DocBridge reads the accounting and stops counting as pending what the accountant has already posted by hand.
- Cancelling an entry first does a dry run. What did not go in is grouped by cause.
- In Jasmin, issued invoices are imported so you know what is still to be collected, and the receipt for a paid invoice is issued with one click. Approved purchases can also be posted to Jasmin, enabled company by company.
e-fatura
What suppliers reported to the AT, checked
- You upload the file exported from the Portal das Finanças (the Tax Authority portal) and DocBridge shows the reported invoices the company does not have.
- Portal das Finanças credentials are never stored.
Banks
The bank statement linked to the invoices
- Statements from ten banks — CGD, Millennium BCP, BPI, Santander, Novo Banco, Crédito Agrícola, ABANCA, Bankinter, ActivoBank and Wise — and the MT940 format. Wise connects via API.
- Reconciliation runs every hour and only links what is unambiguous; an automatic link can be undone with one click.
Obligations
Tax and payroll deadlines in view
- Payslips, Social Security payment slips, IVA payment plans, DMR, IRC, withholding tax and IES, with deadline, status and payment reference.
- A validated document goes up to the dashboard on its own. It is marked as paid with the proof of payment attached.
Expiry dates
Documents that expire, flagged in advance
- Official certificates, insurance policies, contracts, certifications and inspections, with the expiry date read from the document itself.
- Each document belongs to a subject — the company, a person, a piece of equipment, a supplier — and gives a warning before it expires, by email or in the application.
Archive
An archive that knows what each document is
- Archive isolated per company and stored on servers in the European Union, searchable by supplier, date and type.
- A deleted document is kept for 30 days before being erased.
- Several companies in the same portal, and the portal in four languages: Portuguese, English, Spanish and French.
Assistant
Maksim answers from your documents
- You ask the way you would speak, and the answer comes from the company’s documents, with the document behind every figure.
- It explains the application and changes simple settings with confirmation in the chat. Included in every plan.
Mobile app
Photographed on the spot, by whoever has the paper in hand
In eight languages — Portuguese, English, Spanish, French, Nepali, Hindi, Arabic and Russian — with automatic rotation and AT QR code reading.
Frequently asked questions
Is DocBridge accounting software?
No. It handles the paperwork that comes before the accounting — collecting, reading, classifying, catching duplicates and filing — and hands it over to the accountant, or posts it directly to Centralgest Cloud.
Does DocBridge issue invoices?
No. Issuing invoices is the job of certified invoicing software. DocBridge handles the documents the company receives.
Are all features included in every plan?
Yes. The difference between plans is the volume of documents and the number of companies. See pricing →
Where is the data kept?
The archive is on servers in the European Union, isolated per company. AI reading uses Anthropic, under the terms described in the privacy policy.
What about the team?
AI does the tedious work. The decision stays with the people who know.
DocBridge does not replace anyone. It takes away the part of the bookkeeper’s job that does not need their skills — copying numbers from a PDF into a screen, hunting for a piece of paper, matching a bank statement against a folder — and gives them back the part that does: understanding, checking, deciding.
Nothing reaches the books without being approved. Automatic approval exists, but it is the company that decides whether to switch it on and how far it goes. And some documents — Social Security payment slips, DMR, IRC, withholding tax, IES — are never approved automatically, by design.
In practice: the same person handles far more, with fewer mistakes and without staying late on the 10th. For an accounting firm, that is what makes it possible to take on more clients without hiring.
Built for Portugal
Made for Portugal, not translated for Portugal.
You can translate a screen; you cannot translate IVA, SAF-T, the ATCUD or a Portuguese delivery note. That is what sets DocBridge apart from international software that arrives with another country’s accounting.
AT QR code
Reads the Tax Authority QR code and checks it against what it extracted.
SNC and IVA
SNC chart of accounts, IVA codes and regions — Mainland, Azores and Madeira.
Centralgest
Posts directly to Centralgest Cloud via API, and reads back what is already there.
CAE-Rev.4
The full activity classification, the same as on your company registration certificate.
It knows Portuguese document types — invoice-receipt, delivery and transport notes, credit note, payslip, Social Security payment slip, DMR, IES — and the deadlines of the Tax Authority and Social Security.
Send 10 invoices. See the result.
We show you each of these pieces working with your real documents.