How Recivo Works

From paper to SAP in minutes

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01 / Overview

The Big Picture

People, platform, and output — the three layers of Recivo

People
🧑‍💼
Office Clerk
Scans & uploads documents
👔
Project Manager
Reviews & approves
📊
Accountant
Final sign-off
⚙️
System Admin
Monitors & configures
Recivo Platform
Step 01
📤 Upload
Documents enter the system
Step 02
🔍 OCR Engine
AI reads every detail
Step 03
🧩 Smart Matching
Links to purchase orders
Step 04
✅ Human Review
Approve or reject
Output
💼
SAP ERP
Automatically posted
📋
Audit Trail
Every action is logged
02 / Deep Dive

The Document Journey

What happens from the moment a document enters Recivo until it reaches SAP

Step 01
📤
Upload
Clerk scans an invoice, delivery note, or bill and uploads it to Recivo
Step 02
☁️
Store
File is securely saved to Azure Blob Storage in the cloud
Step 03
📋
Queue
Document enters the processing queue, prioritized and tracked in real-time
Step 04
🔍
OCR
AI reads the document — extracting supplier name, amounts, dates, line items, and PO number
Step 05
📖
Dictionary Lookup
Translates supplier item names into internal SAP codes — learns and improves over time
Step 06
🧩
Match
Finds the matching Purchase Order, links invoice to delivery note, calculates confidence score
Step 07
🎯
Confidence Check
High confidence → manager review. Low confidence → needs accountant sign-off for extra safety
Step 08
✅
Review
Manager or accountant reviews the OCR results and matches — approves or rejects
Step 09
💼
Post to SAP
Creates MIRO or GR entry in SAP with matched PO and line items
Step 10
🎉
Done!
Document fully processed and reconciled. Everything is logged in the audit trail.
03 / Statuses

Document Status Lifecycle

Every document moves through these statuses from upload to completion

Uploaded
Queued
Processing
Awaiting Review
Approved
SAP Sync
✓ Completed
Error → retry back to Queued
Accountant Review → low confidence path
Rejected ← reviewer declines
04 / Security

Data Stays Isolated

Every company sees only their own data — automatically, on every single query

🏗️
Acme Construction
3 projects · 150 docs
🔒
auto-filter
WHERE org_id = ?
🏪
Metro Retail
7 projects · 430 docs
🗄️
Shared PostgreSQL Database
same tables, different org_id — total isolation
05 / Stack

Tech Stack

The technologies powering Recivo

Frontend
Next.js
framework
React 19
ui library
Metronic
design system
i18n
hebrew + english
Backend
.NET 10
api runtime
MediatR
cqrs pipeline
EF Core
data access
Hangfire
background jobs
Cloud
Auth0
authentication
PostgreSQL
database
Azure Blob
file storage
Redis
cache + rate limit
Integrations
SAP ERP
reconciliation
SignalR
real-time updates
06 / Progress

Built vs Planned

What's live and what's coming next

Overall Progress 7 / 10 — 70%
✓
Document Upload
✓
Auth + Multi-tenancy
✓
User Management
✓
Queue System
✓
Dictionary
✓
Approve / Reject
✓
Dashboard
○
OCR Engine
○
Smart Matching
○
SAP Posting