Document digitisation
Document digitisation in Trigon
Trigon’s built-in document digitisation uses CostPocket’s technology. No separate CostPocket account, contract or app is needed.
Document digitisation is built into Trigon. CostPocket’s technology works in the background, while you stay in Trigon throughout.
Data flow
Document in Trigon → digitisation with CostPocket’s technology → digitised data into the Trigon workflow.
What does CostPocket do in Trigon?
Each company in Trigon can have its own mailbox for documents. Send PDFs or images by email or upload them for digitisation, then use the data to create an invoice, expense or financial entry in the same workflow.
How does the connection work?
Step by step
- Send the document to the business’s Trigon mailbox, or upload it to Trigon.
- The document is digitised automatically in Trigon.
- The digitised data is ready to use in the accounting workflow in Trigon.
- Check the data if needed and continue working in Trigon.
Do I need a separate account or agreement?
No. A Trigon user does not need to sign a separate contract with CostPocket, create a CostPocket account, or use the CostPocket app. Digitisation is a Trigon feature and is included in the price of the relevant Trigon plan.
Who benefits most from this?
For anyone who wants to reduce manual entry of invoices and receipts. It’s especially valuable for an accounting firm, where document volume is spread across many businesses.
Frequently asked questions
No. Digitisation happens in Trigon, and no separate CostPocket account or app is needed.
Invoices and receipts in PDF and image formats can be sent or uploaded to Trigon. The document data is digitised automatically in Trigon.
Yes. You can use the digitised data in the same accounting workflow.
No. Using Trigon’s built-in digitisation does not require the customer to sign a separate contract with CostPocket.