Bulk upload
Upload hundreds or thousands of records at once from an Excel template: customers, items, invoices, journal entries, opening balances and much more.
Document Import · Powered by AI
Bring your documents into Adm Cloud without typing them
Stop keying in invoices one by one. Adm Cloud gives you three ways to import documents: bulk upload from Excel, an AI-powered expense agent that reads your invoices from a photo or PDF, and automatic reception of the Electronic Tax Receipts your suppliers issue through the DGII.
Capture your documents from
Excel
Photo or PDF
Email
Mobile app
DGII (e-CF)
3ways to import
50+ record types via Excel
0lines you type by hand
10DGII e-CF types
What is it?
Less data entry, more management
Adm Cloud's Document Import brings together every way of loading information into the ERP without keying it in field by field. Whether you are getting started with the system and need to migrate your entire history, or you record supplier invoices and expenses day after day, Adm Cloud reads the data for you, validates it and creates accounting documents ready to use.
AI reading
AtIna, the expense agent, reads the photo or PDF of an invoice, understands what it is about and extracts the supplier, amounts, ITBIS and NCF automatically.
Tax compliance
Receive the Electronic Tax Receipts your suppliers issue through the DGII and record them as purchase invoices in seconds, with their fiscal stamp verified.
Import methods
Three ways to import, one single platform
Choose the one that best fits each task. All of them eliminate manual data entry and create real documents in your ERP.
1
Data migrator
Bulk import from Excel
Choose what you want to import, download a tailor-made Excel template with exactly the columns you need, fill it in and upload it. Ideal for migrating your information when getting started or for large day-to-day loads.
- More than 50 types of records and documents
- Templates generated from the fields you choose
- Includes your custom fields
- Create new records or bulk-update existing ones
- Row-by-row error report to fix and retry
.xlsx file
2
AtIna · Expense agent
Read your invoices with AI
Send the photo or PDF of a purchase invoice by email, from the web or the mobile app and AtIna does the rest: it reads the document, identifies the supplier and leaves the invoice or expense pre-filled, ready to review and post.
- Smart invoice recognition (OCR + AI)
- Extracts supplier, RNC, NCF, date, ITBIS and totals
- Suggests the ledger account and tax code
- Creates the supplier invoice or the expense report
- Everything goes through your review before posting
Artificial Intelligence
3
Electronic tax receipts
e-CF reception from the DGII
Adm Cloud shows you every Electronic Tax Receipt your suppliers have already issued to you through the DGII. It reads the official XML, preloads the data and records the purchase invoice in one click.
- Filterable inbox of received receipts
- Reads the official signed XML
- Fiscal stamp verification with the DGII
- Prevents recording the same receipt twice
- Automatic total and ITBIS reconciliation before posting
DGII compliance
How it works
From document to journal entry, step by step
Each method follows a simple, guided flow. Pick one to see how it works.
1
Choose what to import and download the template
Select the record type (customers, items, invoices, accounts…) and check the fields you need. Adm Cloud generates an Excel file with those exact columns, including your custom fields.
2
Fill in and upload the file
Complete the template and upload it. Choose whether you are going to create new records or bulk-update existing ones.
3
Background validation
The system processes the upload without blocking you: it validates every row (dates, amounts and references such as customer, item or account) and you can keep working while it runs.
4
Results and error correction
Valid rows are imported. If any fail, you get an error Excel file showing the row and the reason, so you can fix and resubmit only what is pending.
Designed both for the initial migration (bringing your history over from your previous system) and for recurring bulk loads of thousands of lines per file.
1
Send the document
Forward the invoice by email, upload it from the web or snap a photo with the mobile app. All your receipts land in a single inbox.
2
AtIna reads the document
The agent combines optical character recognition (OCR) and artificial intelligence to read the invoice — even handwritten notes — and extract the supplier, RNC, NCF, date, ITBIS, totals and line-item detail.
3
Pre-fills and suggests
It looks up the supplier by RNC (and creates it if it does not exist), suggests the ledger account and tax code, and generates a readable description of the expense.
4
Review and post
Verify the pre-filled data on the bulk posting screen — with cost centers, taxes and withholdings — and confirm. The supplier invoice or expense report is created, with the original document attached.
AtIna validates that the detail matches the total before posting and recognizes the format of Dominican NCF/e-NCF numbers, for reliable recording.
1
Your suppliers issue through the DGII
When a supplier invoices you electronically, their e-CF becomes available under your company's RNC. Adm Cloud picks them up automatically.
2
See them in your inbox
The screen lists received receipts, filterable by date, e-NCF or issuer RNC. Already-recorded receipts no longer appear, preventing duplicates.
3
Data read from the official XML
Adm Cloud reads the signed XML, preloads the supplier (by RNC) and suggests the ledger account with AI. You can see the preview, the XML, the official PDF and check the fiscal stamp with the DGII.
4
Fast posting
Confirm the document type and the account, and Adm Cloud creates the vendor invoice or expense using the lines from the receipt itself, after validating that the total and ITBIS match.
Receipts you are not going to record can be ignored (and restored later), keeping your inbox tidy without losing traceability.
What you can import
More than 50 record types from Excel
The data migrator covers virtually every module of the ERP. These are some of the supported areas.
Sales and accounts receivable
Cash, credit and historical invoices, customer credit and debit notes, customers and opening balances.
Purchasing and vendors
Supplier catalog with tax details, contacts and commercial terms.
Inventory
Items and services, inventory adjustments, warehouse transfers, lots, serial numbers, price lists and production formulas.
Accounting
Chart of accounts and journal entries, so your books are up to date from day one.
Payroll and human resources
Employees, loans, payroll adjustments and pay items, time logs and vacation days.
Fixed assets
Fixed assets and equipment, with their preventive maintenance plans and associated tasks.
Services and work orders
Service requests and work orders, to get your service operation up and running.
CRM and sales operations
Contacts, addresses, opportunities and prospects, commission rules and sales budgets.
The change
From typing all day to just reviewing and confirming
Manual entry
- You key in every invoice field by field
- Typing errors in amounts and NCF numbers
- Misplaced or duplicated receipts
- Hours spent building the initial data load
- Risk of mismatches in total and ITBIS
With document import
- Data comes in read from the official document
- Automatic validation of amounts, ITBIS and NCF
- A single inbox with no duplicates and full traceability
- Massive initial migration in minutes, from Excel
- You just review and confirm
Benefits
Why it pays off
Save time
Less data entry means closing the month faster and freeing your team for higher-value work.
Reduce errors
Data comes from the actual document and validates itself; typing mistakes and mismatches disappear.
Stay compliant with the DGII
e-CF capture and posting aligned with the official standard, with a verifiable fiscal stamp and support for tax reports.
Get started fast
Migrate your entire history — customers, items, balances, accounting — from Excel and start operating the same day.
Expense control
All your receipts in one inbox with clear statuses, plus cost centers and employee reimbursements.
Capture from anywhere
Email, a photo from your phone, web upload or reception through the DGII: the document comes in the moment the expense happens.
Built-in intelligence
AtIna's AI suggests accounts, matches suppliers by RNC and learns from how you record your documents.
You stay in control
No import is posted without your review; it respects your permissions and the ERP's rules.
Availability
Included in your Adm Cloud plan
Document import is part of the ERP in every package. It is not a separate module: it is ready to use from your account.
Data migrator
Setup tool available for your company; requires system configuration permissions.
Built-in AI (AtIna)
Adm Cloud's artificial intelligence is included in every subscription plan.
Electronic tax receipts
Electronic invoicing and e-CF are included in every plan (subject to your certification process with the DGII).
Want the package-by-package detail? Check the Adm Cloud plans.
Frequently asked questions
We answer your questions
What is the difference between the three ways to import?
The data migrator is for bulk loads from Excel (ideal for getting started or for large volumes). AtIna reads individual invoices from a photo or PDF with AI. Electronic Tax Receipts arrive on their own from the DGII when your suppliers invoice electronically. You can use all three depending on the situation.
What file formats does the migrator accept?
The data migrator works with Excel (.xlsx) files. The system itself generates the template with the exact columns you need, so you never have to guess the format.
Does the AI post invoices on its own, without my review?
No. AtIna leaves documents pre-filled and ready for review. You verify the data, adjust whatever is needed and confirm before anything is posted. You are always in control.
What data does AtIna extract from an invoice?
Supplier and its RNC, receipt number (NCF/e-NCF), date, currency, subtotal, ITBIS and total, plus the line-item detail. It also suggests the ledger account and tax code, and creates the supplier if it does not exist yet.
How do I avoid recording the same receipt twice?
In e-CF reception, Adm Cloud compares each receipt (by e-NCF and issuer RNC) against what you have already recorded and hides the ones already posted, preventing duplicates.
Can I update existing records, not just create new ones?
Yes. The migrator lets you bulk-update existing records (for example customers, vendors, items, accounts and some documents), using an identification field to locate them.
What happens if a row in the Excel file has an error?
Valid rows are imported and the ones that fail are reported in an error file showing the row and the reason. You fix only those and upload them again; none of the rest of your work is lost.
Stop typing. Start importing.
Migrate your information, let AI read your invoices and receive your receipts from the DGII, all inside Adm Cloud.