> **In short.** AI for acts and closing documents is when an invoice under a supply contract, a quarterly reconciliation act with a sole proprietor, closing documents for shipments, and a triage of supplier letters get done in a conversation, not over an evening. Samreshuuu returns the result as a finished file — DOCX, XLSX, or PDF — with the counterparty's details and on your company template, pulling the data straight from your systems (1C, EDI, CRM, marketplaces). Below: which documents you can automate, how to connect it, and how this differs from a Word template and from accounting outsourcing.

## Which documents you can automate

- **Supply-contract invoice** — on your company template, with counterparty details, amount and line items pulled from the deal
- **Quarterly reconciliation act with a sole proprietor** — balances come from the accounting system, discrepancies are flagged separately
- **Closing documents for shipments** — delivery notes and acts by actual shipment, as a batch
- **Digest of supplier letters** — incoming mail collapsed into a short summary: who, about what, what needs a reply

The request sounds human: "Make an invoice for OOO Romashka on our supply template" — and the output is a final file, not chat text.

## Three ways to produce closing documents — and why the result differs

1. **A Word/Excel template by hand.** Free and familiar, but you fill in every document yourself: copy over details, amounts and line items, and watch for discrepancies. One reconciliation act is half an hour; a full quarter across all counterparties is an evening.
2. **Accounting outsourcing.** The documents get done for you, but at the contractor's speed and priorities: an urgent "by tomorrow" invoice hits someone else's queue, and every correction is a new round of email.
3. **An AI agent over your systems.** It takes details, shipments and balances straight from 1C, EDI and CRM, assembles the document on your template, and returns the finished file immediately. You state the task in words — it does it and, where needed, files it via EDI.

From here on, "agent" means only the third way.

## How to connect it: step by step

1. **Connect your data sources.** Your accounting system (any edition of 1C), EDI (Diadoc, SBIS, Kontur), CRM, and if needed your marketplace accounts (Wildberries, Ozon, Avito) — through official integrations, with no manual exports to Excel.
2. **Upload your templates.** The invoice, act, and delivery-note forms with your company logo and details — so the file comes out in your branded style.
3. **Describe the task in words.** For example: "build a reconciliation act with sole proprietor Petrov for Q2; flag discrepancies separately and send it to me for review."
4. **Choose the output format.** DOCX, XLSX, or PDF — depending on what the document needs next: a signature, sending to the counterparty, or filing via EDI.
5. **Choose the control mode.** Routine — on autopilot, debatable actions — in "draft → approval" mode.

## What the agent does with documents

| Task | Word template by hand | Accounting outsourcing | AI agent (Samreshuuu) |
|---|---|---|---|
| Assemble an invoice on the company template | yes, manually | yes | yes, automatically |
| Pull details and line items from accounting | no | yes | yes |
| Reconciliation act with quarterly discrepancies | manually | yes | yes |
| Closing documents for shipments as a batch | manually | yes | yes |
| "By tomorrow" speed without someone else's queue | yes | no | yes |
| File the document via EDI | no | partial | yes |

The key difference: a template and outsourcing live *apart* from your data, while an agent uses 1C, EDI and CRM as the source of truth — it takes details, shipments and balances from there directly and assembles the file with no manual transfer.

## Why the link to accounting decides everything

Errors in closing documents are most often born in the copying: details pasted from an old invoice, an amount taken from an email rather than the deal, a shipment counted from memory. When the agent takes data straight from the accounting system, that manual-transfer layer disappears — and with it the typical discrepancies in a reconciliation act. That's the difference between "making a document" and "making a document that reconciles."

## Honestly about the downsides

If you need **one** invoice a month — a ready Excel template is simpler, and an agent is overkill here. If an outsourced accountant already runs all your books and the speed suits you — there's little point wiring in an agent for the same documents. An agent is justified where there are many closing documents, they're tied to shipments and balances in your systems, and "by tomorrow" speed matters. And you connect the data sources once — slightly longer than opening a template, but after that the document assembles itself.

## Checklist: how to choose AI for closing documents

1. **How many documents and how often?** One invoice a month — a template. A stream of closing documents for shipments — an agent.
2. **Does the solution take data from accounting directly?** Without a link to 1C/EDI you'll copy details and amounts by hand — and that's the source of discrepancies.
3. **Does it assemble on your template?** Check that the output is a branded document with your details, not an impersonal form.
4. **Can it file via EDI?** If closing documents go out through Diadoc/SBIS/Kontur, filing from the same loop matters, not a manual file export.
5. **Is there an approval mode?** Start with "draft → approval" and switch on automation where you trust the rule.

## FAQ

**How do I automate issuing invoices and acts?**
Connect your accounting system and EDI, upload your templates, and describe the task in words — the agent pulls details and line items from accounting and assembles a finished file (DOCX, XLSX, PDF) with no manual entry.

**Can AI produce a reconciliation act with a sole proprietor?**
Yes. The agent pulls balances from the accounting system, builds the reconciliation act for the period you need, and flags discrepancies separately so they're visible at once.

**Where does the agent get the details and amounts?**
Straight from your systems — 1C, EDI, CRM, and if needed marketplace accounts — not from copy-paste out of old documents. That's why amounts and line items reconcile with accounting.

**Can it file closing documents via EDI right away?**
Yes, if an EDI operator (Diadoc, SBIS, Kontur) is connected: the agent assembles the document and, where needed, sends it to the counterparty from the same loop.

**How is this different from a ready Excel template?**
A template you fill in yourself and watch for discrepancies by hand. The agent takes data from accounting, assembles the document on the template, and returns the finished file — sending anything debatable for approval.

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**Last updated:** July 2026.

**Sources:** 1C integration documentation; documentation of EDI operators (Diadoc, SBIS, Kontur).