By role · Firms
Hundreds of clients, zero data mix-ups.
Every firm client has their own invoices, receipts and documents. LOCRAI separates organizations, assigns team roles and speeds processing when closing peaks hit — including foreign invoices still stuck in PDF, which the Italian SDI never delivers as structured data.
The typical desk
Multi-client firm pain points.
- 01Switching between clients without mixing documents and master data.
- 02Facing month-end peaks with the same team, on volumes that double.
- 03Transcribing data from PDFs arriving via email, certified mail or different portals.
- 04Retyping EU and extra-EU supplier invoices, then issuing the Italian self-invoice in the firm's software.
- 05Exporting data to different accounting software per client, with non-uniform file formats.
How LOCRAI helps
Native multi-organization, not a workaround.
- 01
One login, separate contexts
Each client is a distinct organization. Switch context in one click; documents and data never overlap.
- 02
Roles for the firm team
Granular permissions: who uploads, who reviews, who exports. Traceability on every run.
- 03
Throughput when you need it
Parallel processing on large volumes. Fewer late nights retyping invoices before tax deadlines.
- 04
Configurable export per client
Custom CSV, JSON or XML formats per organization; webhooks to automate import into accounting software.
- 05
Foreign invoices, data ready for the self-invoice
From the foreign supplier PDF we extract the fields needed to post the bill. The Italian self-invoice (TD17, TD18, TD19) is issued by the ERP or the firm's tax software — not by LOCRAI.
- Typical documents
- Supplier and sales invoices · Foreign invoices (PDF) · Receipts · Bank statements · Payment receipts · Delivery notes · Order confirmations · Generic documents
The flow
From client file to data ready for posting.
- 01
Per-organization intake
Each client has its own context: documents via certified email, inbox, upload or API — isolated per organization.
- 02
Reading different layouts
Invoices, receipts and bank statements read with one engine, without a template for every client supplier.
- 03
Fiscal checks
Totals, rates, VAT and IBAN verified automatically; on foreign invoices the fields stay mapped for posting and the self-invoice in the ERP.
- 04
Firm review queue
Documents below threshold stay in review with full traceability: who checked, what was corrected.
- 05
Multi-format export
CSV, JSON, XML or webhook to the client's accounting or ERP system — one flow per organization.
Questions from firms
No. Each organization is isolated. Infrastructure is EU-based and GDPR-compliant.
Yes. Professional and Enterprise plans are built for high volume and multiple contexts.
No. LOCRAI reads the foreign PDF and hands structured data to the client's accounting software or ERP. Sending to the SDI stays in the tax stack you already use.
Tell us about your firm.
Share how many clients you serve and what documents you receive: we'll propose a concrete flow.