Streamlined Accounts Payable Automation
Data Capture with OCR | Workflow Automation | PO & Supplier Matching | Touch-Free Invoice Processing
With Document Manager, invoice data is captured, validated and routed for approval through fully automated workflows. This ensures that only verified, approved data is posted into your ERP system. By using Invoice Approval features, Document Manager cross-checks invoices against your purchase orders, enforces your internal business rules and simplifies the management of exceptions. Designed for compliance and featuring a comprehensive document-level audit trail, it eliminates the need for excessive manual intervention in your AP processes.
Advanced AP Processing with Document Manager
Unlike outdated legacy platforms, Document Manager is intuitive, feature-rich and designed for ease of use. It centralizes invoice data, reduces manual tasks and offers intelligent search and retrieval that outperforms standard application tools.
- Automatically extract data from received invoices
- Implement fully automated approvals and control workflows
- Eliminate manual data input to reduce errors
- Consolidate invoice information for team access and collaboration
- Provide each user with a personalized dashboard for status tracking and frequent queries
- Deliver real-time reporting for managers and auditors
- Digital workflows mimic existing manual ones, easing the transition
- Cut processing time and costs by up to 80%, boosting team productivity
Accurate Data Intake for Fast, Reliable Processing
Efficient data ingestion at the start of the accounts payable process helps streamline all subsequent steps. Document Manager supports multiple input methods for documents, including monitored email folders that can extract attachments and apply OCR to capture key invoice data, at the header or line-item level.
The platform checks vendor details against your supplier database to validate invoice authenticity and flag duplicates. Once verified, invoice data is matched to open POs and processed based on your custom business logic. Invoices with a full match are forwarded directly to the ERP system, allowing your AP team to focus solely on handling exceptions.
Document Manager ensures every invoice is routed to the appropriate approver, a particularly valuable feature for businesses without a formal purchase order process in place. Its built-in OCR tools also allow for manual data review when necessary, with options to display all invoices or only those requiring attention, to eliminatie the need for manual entry.
User-Friendly Interface for Seamless Operation
With clear workflows and user-friendly dashboards, Document Manager provides a straightforward experience for both managers and Accounts staff. Users can customize how data is displayed, including virtual previews, thumbnails and full document views.
No technical expertise is required: System users can create custom queries, sort and filter data, set permissions, locate missing files, and tailor the system to departmental needs. Additional sidebar tools make it easy to add notes, apply stamps or annotations, and redact confidential information.
Easy Configuration to Fit Your Business Processes
Document Manager adapts to your company’s policies and procedures. Documents are automatically routed to the correct recipients and folders, and individual dashboards highlight “my tasks,” which streamlines frequent actions like saved searches and shortcuts tailored to each user’s role.