{"id":12636,"date":"2025-12-05T11:15:37","date_gmt":"2025-12-05T11:15:37","guid":{"rendered":"https:\/\/exb.de\/?page_id=12636"},"modified":"2025-12-05T11:17:19","modified_gmt":"2025-12-05T11:17:19","slug":"how-anna-works","status":"publish","type":"page","link":"https:\/\/exb.de\/en\/platform\/how-anna-works\/","title":{"rendered":"How it works"},"content":{"rendered":"\t\t
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How Anna works \u2013 the virtual clerk<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Anna automates your document processes from start to finish: it understands content in context, checks against system data and transfers results in a structured manner to ERP, TMS or DMS. Ready to go from day one without training or templates. With transparency, traceability and clear collaboration between humans and AI.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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\n\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\tBook a meeting<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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More than field detection \u2013 Anna<\/span> thinks for herself<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Anna understands documents in context, checks across documents and makes decisions. She only involves her team in specific cases where there is uncertainty.<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Traditional IDP tools read fields. Anna understands content. She recognises what belongs together \u2013 such as orders, delivery notes and invoices \u2013 and compares values with your master data.<\/p>

Secure cases are automatically transferred to ERP, TMS or DMS, while open issues are displayed transparently. This provides real relief from day one, without templates or training data.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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How Anna<\/span> works\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Receive documents & data extraction<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Anna receives your documents – whether scanned, by e-mail, as a PDF or from a system.<\/p>

Scanned and handwritten documents can be processed by Anna without any problems.<\/p>

Anna carefully reads the data from each document, extracts the relevant data and understands correlations like experienced clerks.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Check & adjust<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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She also checks what she reads: Anna compares the values between different documents (e.g. delivery notes, invoices or consignment notes).<\/p>

Anna pays attention to quantities, amounts, addresses, references and everything else that is important in her processes.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Quality inspection & decision on further processing<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Anna decides independently whether a document is complete and correct so that it can be processed automatically (straight through processing) – or whether it should be passed to a human clerk for checking (human-in-the-loop).<\/p>\n

In the event of discrepancies that require clarification (e.g. an invoice that does not match the delivery note), Anna proactively contacts you and asks for clarification.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Straight Through Processing<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Anna requires no human support and automatically transfers the checked data to your ERP, TMS or DMS system – without media discontinuity or manual intervention.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Employees are involved<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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If Anna is not sure about something – for example, if there are contradictory details or missing information – she informs your employees in a targeted manner.<\/p>

Anna uses a web-based user interface to show exactly which documents are involved.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Learn & Improve<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Our virtual clerk Anna never gets tired, imprecise or impatient.<\/p>\n

She can utilise knowledge gained from ongoing operations to extend straight through processing to difficult or particularly complex documents.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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See Anna in action<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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In this demo excerpt, Holger Trittenbach from ExB shows how our AI clerk Anna processes logistics documents: from extraction and TMS comparisons to intelligent decisions about when human intervention is necessary. See live how Anna saves time, reduces errors and takes the pressure off your teams.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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You are currently viewing a placeholder content from YouTube<\/strong>. To access the actual content, click the button below. Please note that doing so will share data with third-party providers.<\/p> More Information<\/a> <\/div>

Unblock content<\/a> Accept required service and unblock content<\/a> <\/div> <\/div> <\/div><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Collaboration, data, connectivity and security at a glance<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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How Anna works on a daily basis, how she uses her systems, and why you can rely on her business<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Targeted integration, clear overview<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Anna works independently, where she feels secure, and displays open cases in a clear web interface. Her team can see at a glance what has been done automatically and where intervention is needed. This allows you to combine maximum automation with full transparency.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Better decisions based on your data<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Anna uses system data from ERP, TMS and DMS to compare content and identify discrepancies at an early stage. Confirmed decisions are incorporated into future processes, enabling Anna to continuously improve.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Quickly connected, productive in everyday life<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Anna can be easily connected to SAP, CargoWise, ELO, DATEV, d.velop, Lobster, SharePoint and more via APIs and standard formats. This enables automation without the need to rebuild your IT infrastructure.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Built for sensitive processes<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Anna was developed for critical business processes. 100% GDPR compliant, no disclosure to third parties and stable operation at high volumes. This allows you to automate securely \u2013 without compromise.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\n\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\tMore about data security<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Less load, more impact in day-to-day business<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Anna handles routine cases independently and only involves your team when absolutely necessary. This reduces effort, shortens turnaround times and creates space for tasks directly related to customers and sales.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Ready for the future of document processing?<\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Discover how Anna makes your processes simpler, faster and more reliable.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\n\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\tBook a demo<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Frequently asked questions<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Can Anna edit entire email inboxes?<\/div>\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t
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Yes. Anna processes emails and attachments, recognises relevant documents and transfers the results to your target systems in a structured manner.<\/p><\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>

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Is it possible to connect to SAP and other ERP\/TMS\/DMS systems?<\/div>\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t
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Yes. Anna can be connected to almost any system via APIs, including SAP, M3, CargoWise, ELO, DATEV, d.velop, SharePoint and more.<\/p><\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>

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Does Anna automate follow-up processes or detect missing documents?<\/div>\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t
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Yes. It can trigger defined follow-up actions and recognises when, for example, an invoice, packing list or CMR is missing from a process.<\/p><\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>

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What types of documents does Anna support?<\/div>\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t
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Typical logistics and back office documents such as invoices, delivery notes, CMRs, order confirmations, customs documents, or credit notes. We add other document types on a project-specific basis.<\/p><\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>

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Which file formats can Anna process?<\/div>\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t
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PDF, common image formats (JPG\/PNG\/TIFF) and email attachments. Structured data via interfaces is also possible.<\/p><\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

How Anna works \u2013 the virtual clerk Anna automates your document processes from start to finish: it understands content in context, checks against system data and transfers results in a structured manner to ERP, TMS or DMS. Ready to go from day one without training or templates. With transparency, traceability and clear collaboration between humans […]<\/p>\n","protected":false},"author":15,"featured_media":0,"parent":3983,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-12636","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/exb.de\/en\/wp-json\/wp\/v2\/pages\/12636","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/exb.de\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/exb.de\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/exb.de\/en\/wp-json\/wp\/v2\/users\/15"}],"replies":[{"embeddable":true,"href":"https:\/\/exb.de\/en\/wp-json\/wp\/v2\/comments?post=12636"}],"version-history":[{"count":3,"href":"https:\/\/exb.de\/en\/wp-json\/wp\/v2\/pages\/12636\/revisions"}],"predecessor-version":[{"id":20184,"href":"https:\/\/exb.de\/en\/wp-json\/wp\/v2\/pages\/12636\/revisions\/20184"}],"up":[{"embeddable":true,"href":"https:\/\/exb.de\/en\/wp-json\/wp\/v2\/pages\/3983"}],"wp:attachment":[{"href":"https:\/\/exb.de\/en\/wp-json\/wp\/v2\/media?parent=12636"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}