Start with private document upload, then connect the email, accounting, billing, or advisor systems that support a specific workflow. Each connection has a defined purpose and data boundary.
Every integration starts with a supported workflow, defined information scope, and an easy-to-understand control point for the customer.
Connect your approved mailbox first for focused, automatic bill intake. If you prefer not to connect it, use a forwarding rule instead. Costivra reads attachments only for the vendors and matching rules your organization authorizes, and access can be revoked at any time.
Reconcile vendor, bill, and payment records without turning accounting software into a model tool.
Support subscriptions and approved performance-fee billing with a clear verification record.
Share only consented evidence packages with the advisor or specialist selected by the customer.
Tell us where your bills and contracts live. We can recommend the smallest reliable intake path for your review.
