The Automation Foundation That Makes AI Adoption Possible.
Built by Mysoft. Exclusive to Mysoft. X3CloudDocs is the top-rated product on the Sage X3 Marketplace — and the Stage 2 anchor of the Mysoft AI Transformation Journey. It removes the manual transactional layer from Sage X3 finance operations with AI-driven document capture, approval automation, and intelligent document management.
The Complete Automation Suite for Sage X3
Purchase Invoice Automation
AI-driven invoice capture using OCR field extraction, followed by automated three-way match against the purchase order and goods receipt note. Exceptions are routed to the appropriate tier of the Tiered Approval Model rather than queuing in an inbox.
Invoice captured → matched → posted or escalated
Sales Order Automation
Automated processing of inbound sales orders from customer documents — emails, PDFs, EDI transmissions, or portal uploads. Eliminates manual order keying and reduces order processing cycle time significantly. Each automated order is logged against the relevant Sage X3 transaction.
Order received → extracted → posted to Sage X3
Electronic Document Management
Governed document archive attached directly to Sage X3 transactions. Every invoice, delivery note, contract, and correspondence is stored, indexed, and retrievable — audit-ready, GDPR-compliant, and accessible from within the ERP.
Document archived → indexed → retrievable in-ERP
Email and Notification Automation
Intelligent email routing and automated notification workflows triggered by Sage X3 events. Supplier remittances dispatched automatically. Customer statements sent on schedule. Approval request notifications routed to the correct authority. Internal escalations triggered by exception thresholds.
Event triggered → routed → notified automatically
AP automation that goes further than document capture
X3CloudDocs is Mysoft's proprietary automation IP built on top of Sage X3. It removes the manual transactional layer from accounts payable — and prepares the finance function for the next stage of AI maturity.
Intelligent document capture, three-way matching, approval workflow, and audit trail — all within Sage X3. No third-party middleware. No data leaving your ERP environment.
The Top-Rated Product on the Sage X3 Marketplace
The Sage X3 Marketplace rating reflects independent customer reviews, implementation quality, and product performance. X3CloudDocs holds the top position — which means that when customers evaluate add-on products for Sage X3, X3CloudDocs is the benchmark they compare against.
Because X3CloudDocs is built and maintained exclusively by Mysoft, customers have a single point of accountability for both the ERP implementation and the automation layer — no separate vendor relationship, no finger-pointing between suppliers.
Sage X3 Marketplace
Top-rated product. Built and maintained exclusively by Mysoft.
Governed Under the Same Framework as Your ERP
Tiered Approval Model
Every X3CloudDocs automated action operates within the Tiered Approval Model. Tiers 1–4 determine which transactions are fully automated, which require notification, and which require direct human review or CFO sign-off.
Complete Audit Trail
Every automated action generates an audit trail entry in Sage X3. Timestamped, immutable, and accessible to auditors without requiring ERP user licences.
QAOR Review
X3CloudDocs performance is reviewed at each Quarterly AI Optimisation Review. Exception rates, matching accuracy, and new capability assessment are standard QAOR agenda items.
Governance Configuration Record
All X3CloudDocs module configuration — approval tiers, exception thresholds, document types — is documented in the Governance Configuration Record delivered at Stage 2.
When Does X3CloudDocs Generate Return?
Directional figures only. Validated ROI data available on request following a Finance Operations Review. Exact returns depend on current process maturity and transaction volumes.
Ready to See X3CloudDocs in Action?
Book a demonstration scoped to your invoice volumes and operational requirements.