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Sanso + Evoliz: Invoicing and Accounting, Connected

Invoice capture and bank reconciliation automated by Sanso's AI in the Evoliz integration

Evoliz Handles Your Quotes, Invoices, and Bookkeeping. But Feeding It Is Still on You

Evoliz has earned a real place among the French self-employed and small businesses, and deservedly so. Quotes, invoices, credit notes, recurring and progress invoices, payment tracking, bank synchronization, real-time accounting entries… all with dual NF 203 and NF 525 certification and Factur-X compliance. If you picked Evoliz to run your invoicing and prepare your accounting, you made the right call. Still, a well-designed Evoliz integration can make it even more useful as your business grows.

Tired of feeding Evoliz by hand?

Sanso is the service that collects your invoices and does all the work inside Evoliz, so your books stay up to date without you entering a thing.

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Except Evoliz is still a tool. However complete it is, it waits to be fed. As long as you were handling a few invoices a month, it fit into a corner of your day. But once activity picks up, someone still has to go collect the supplier invoices scattered across inboxes and portals, drop them into the tool, spot the duplicates, create client invoices at the right time, chase the clients who drag their feet on paying, then step back in as soon as a client disputes. The tool doesn't do any of that work for you. It waits for it.

I'm Amalia Bercot, co-founder and CEO of Sanso. That missing link is exactly what we take care of. Sanso is a finance operations service with AI as its engine: our Evoliz integration handles all the feeding, so your invoicing and your accounting stay up to date without you entering anything.

What Sanso Adds to Your Evoliz Integration

Sanso isn't yet another piece of software to learn, and it doesn't come to replace Evoliz: it's a service that works inside Evoliz, in your place. The AI is the engine that gets through the work. It collects invoices, reads them, understands them, categorizes them, creates your client invoices, follows up on unpaid ones, and reconciles your bank. You no longer have anything to enter.

The distinction fits in two lines. Evoliz provides the tool, the legal framework, and the bookkeeping; Sanso does the work inside it. Classic automation imports any attachment as if it were an invoice, without even reading it. Sanso's AI actually understands each document before sending it into Evoliz. And where a tool just fires off an automatic reminder and stops, Sanso takes collections end to end, disputes included.

In practice, Sanso connects to your Evoliz account by API, based on your needs, then operates directly inside it. Everything the AI processes shows up where you already look every day: your invoices and your entries in Evoliz, your transactions on your synced accounts. Nothing is hidden, and you don't have one more tool to keep an eye on.

How Sanso and Evoliz Work Together

Automatic Supplier Invoice Capture

Your supplier invoices come in from all over: by email, on portals (OpenAI, Amazon, energy providers, SaaS tools), and sometimes even by WhatsApp. Sanso's AI goes and gets them on every one of these channels. It connects to your inbox, reads every message and every attachment, sorts real invoices from quotes and the greeting card a vendor sent, discards duplicates, then pushes the validated invoices into Evoliz. And when a portal doesn't offer email delivery, an AI agent logs in, navigates to the billing section, and downloads the right documents. On your side, you never log into a portal again.

Reading and Categorization Without Data Entry

Once an invoice is in the flow, the AI reads it and extracts the key information: amount, VAT, supplier, date, purchase order number, line items. Then it categorizes it based on context, not rigid rules. It spots that an invoice spans several projects and splits the amounts at the right percentage, understands that two different labels mean the same thing, and applies your filing logic. The result: your supporting documents end up organized and usable in Evoliz, without a single entry on your part.

Invoice Validation Before Payment

Before a supplier invoice gets approved, the AI checks three things: that it isn't a duplicate, that the amount matches the quote or purchase order, and that the VAT adds up. The slightest anomaly gets flagged before it turns into an overpayment. And if you want, you keep the final say on payment approvals.

Still keying in every invoice?

Sanso's AI reads, understands, and categorizes your invoices before pushing them into Evoliz, with no re-keying on your part.

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Client Invoice Creation and Sending

In small businesses, nearly 5% of invoices are simply never created: the work got done, but nobody thought to bill it. Sanso is plugged into your tools (CRM, project management, email) and knows when a project is wrapped up and ready to invoice. The AI prepares the invoice in Evoliz, checks it against the quote to make sure nothing was missed, and sends it. You approve just before it goes out, if you want to.

End-to-End Collection of Unpaid Invoices

An automatic reminder knows how to send an email. What it can't do is react when the client replies "that's not the right amount" or "you billed the wrong entity." Sanso can. Collections are personalized and multichannel: email, SMS, phone. When a client disputes, the AI goes and checks the quote in your CRM; and if there was an entity mix-up, it reissues the invoice and tracks the payment until the money lands. Every case gets seen through to the end, not just nudged once for form's sake.

Real-Time Bank Reconciliation

Evoliz already syncs your bank accounts. Sanso's AI builds on that: for every transaction, it finds the matching purchase or sales invoice and updates the status. It even handles the cases classic automatic reconciliation gives up on: currency differences, transaction labels that don't match the invoice wording, gaps of a few days. At any moment, you know who has paid and what's still owed, without checking your statements line by line.

Who This Evoliz Integration Is For

  • The self-employed and growing very small businesses who started on Evoliz and are watching finance admin overflow as activity picks up.
  • Business owners who spend their evenings on invoicing when they'd rather give that time to their clients or their craft.
  • Independent professionals, consultants, and freelancers who want to keep Evoliz but are tired of running after supplier invoices and overdue payments.
  • Companies hesitant to hire a dedicated finance person: the volume doesn't justify a full-time role, but the admin piles up anyway.
  • Small teams where the same person sells the project and then has to chase the client for payment, at the risk of souring the business relationship.

What Changes for You

  • Before: You make the rounds of supplier portals every week to collect invoices. After: The AI handles it on its own and files them in Evoliz.
  • Before: You key in and file every receipt by hand. After: The AI reads, understands, and categorizes, with no data entry.
  • Before: Client invoices fall through the cracks. After: The AI spots billable work and issues the invoices at the right time.
  • Before: Follow-ups stop dead as soon as the client disputes. After: Sanso takes over the dispute and sees it through to payment.
  • Before: You check your synced accounts line by line. After: Reconciliation runs continuously, in real time.

Connect Evoliz to Sanso

You keep Evoliz. You keep your invoicing tool and your habits. Sanso simply adds the engine that gets through all the work inside it: the AI captures your invoices, categorizes them, issues your client invoices, collects your unpaid ones, and reconciles your bank, without a single entry on your part. Onboarding takes a few days and disrupts nothing.

Book a call to see concretely how Sanso's Evoliz integration can keep your invoicing and your accounting up to date, continuously, without you having to think about it.

Free yourself from finance admin

Book a call

Frequently asked questions

Do I need to leave Evoliz to use Sanso?
No. Sanso works inside Evoliz, not instead of it. You keep your invoicing tool, your entries, and your habits. Sanso's AI simply feeds Evoliz and gets through the work the tool expects from you.
How do I connect Evoliz to Sanso?
The connection is set up once, during onboarding. Sanso plugs into your Evoliz account by API, based on your needs, along with your inboxes, then operates directly inside it. Count on a few days, with no interruption to your business.
Does Sanso replace Evoliz's features?
No, it feeds them. Evoliz stays your invoicing and bookkeeping tool, with its certifications and its [Factur-X compliance](/en/solutions/e-invoicing-compliance-france). Sanso is the service that runs all the work around it: capture, reading, categorization, client invoicing, collections, and reconciliation, with AI as the engine executing all of it.
Does Sanso replace my accountant?
No. Sanso doesn't do accounting in the regulated sense. It takes care of bookkeeping and day-to-day finance operations, so your accountant finds clean, complete data in Evoliz. The two are complementary, not competing.
Evoliz already sends payment reminders. What does Sanso add?
Automatic reminders know how to send a nudge, and that's already useful. But they stall as soon as a client replies, disputes an amount, or flags an error. That's exactly where Sanso takes over: the AI checks the quote, corrects the invoice if needed, and follows the case through to payment, across several channels.
Isn't Evoliz's built-in OCR already enough?
Evoliz's built-in OCR makes purchase entry easier, but you still have to bring it the documents, and it focuses on invoices. Sanso's AI steps in upstream: it starts by collecting the documents (email, supplier portals, WhatsApp), handles every type of financial document (rent notices, capital calls, construction progress statements, bank statements), understands what each document is, and ties it to its context before sending it into Evoliz.
Do I keep control over what Sanso does?
Yes, fully. Everything the AI processes lands in your Evoliz account and on your synced bank accounts. Nothing happens behind the scenes. And you keep the final say on sensitive decisions: payment approvals, follow-up priorities and tone, ambiguous cases.
Is my data secure?
Yes. Sanso is GDPR-compliant and hosts data in the European Union. Since it operates inside your existing tools, your data stays where it is, with controlled, traceable access. Sanso is also CASA (Cloud Application Security Assessment) certified by Google.
How much does Sanso cost on top of Evoliz?
Sanso works on a monthly flat fee, sized to your volume of operations rather than per transaction. Expect between $300 and $2,000 per month. No commitment either: you stop whenever you want.
Does Sanso work with tools other than Evoliz?
Yes. Sanso also plugs into other accounting tools (Pennylane, Tiime, Axonaut, Xero), your banking tools (Qonto, Revolut Business, Float), and Google Workspace.

Free yourself from finance admin