"AP Automation" is our specialism. We help finance teams to transform their entire purchase to pay process. AP solutions from DocTech can be fully integrated with your 3rd party systems improving efficiency and transparency whilst reducing cost and risk.
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Automate the data capture of invoices down to line-item level and eliminate manual data entry. Add Supplier and Data Validation. Our AI powered data capture tools can handle unstructured data including hand writing.
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Bespoke approvals and allocations via document workflows. Implement access & approval permissions per user or role. Speed up approvals with 3-way matching of POs, invoices and delivery notes alongside automated GL coding.
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Export validated invoice data into your ERP or finance system while documents are housed in the integrated document management system. Link related documents together and find documents 'within' your other applications.
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Automatic Data Capture: Invoices received by email or uploaded are scanned, with key fields such as invoice number, dates, amounts and suppliers extracted automatically using OCR (Optical Character Recognition) and intelligent indexing.
Validation and Matching: Invoices are matched against purchase orders and delivery notes, reducing the need for manual checks and ensuring compliance with internal policies.
Approval Workflows: Invoices are routed automatically to the right approvers based on custom rules (e.g. department, project, value thresholds), helping prevent bottlenecks and delays.
ERP Integration: DocuWare integrates with your existing finance system like Sage, SAP, QuickBooks or industry-specific platforms so data flows directly into your core financial processes without re-keying. Read the Wernick Case Study.
Audit and Compliance: Every action is tracked and timestamped. Access permissions and digital stamps offer a clear audit trail for internal or external reviews.
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Digital Accounts Payable solutions offer a multitude of rewards. The main ROI is the reduction of data entry which saves time (and money) and reduces the risk of errors. These benefits are supported further by automated workflows and task lists and the integration with your ERP or Finance systems.
Your accounts payable requirements will be specific to your organisation. Your needs will depend on the invoice volume and complexity of your accounts payable processes. The nature of your business and the systems you use are also a big factor. These permutations can quickly lead to very technical discussions which are far better done with one of our team directly.
Getting paid on time is critical for all businesses and we're sure yours is no different.
But what are doing to ensure your organisation receives payments quickly and accurately?
Organisations generally use a Finance or ERP type system to manage their projects, timesheets and resources.
These systems often lack the accounts receivable element, forcing finance staff to use the data from those systems to manually create invoice documents.
Time is spent manually copying and pasting data into MS Word templates or filling in complicated spreadsheets, all of which delay getting invoices out to customers.
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The software we provide is routinely used for Accounts Payable Automation and has features to help you tackle your Accounts Receivable process.
You can streamline your invoicing to ensure invoices reach your customers as soon as your work is complete, without the need for manual input.
1 - Based on predefined rules, we extract the invoice data from your main business systems.
2 - Data is ingested into the DMS (usually DocuWare).
3 - The data is merged onto your personalised invoice template.
4 - DocuWare automatically stores the merged documents and triggers an email (with the invoice attached) to relevant customers.
No more manual data entry, No more delays in getting paid.
We can also send the invoice data into your finance package to generate the invoice transactions ready for when the payment arrives.
Our experienced integration team can bridge the gap between your systems, capturing incoming payment information, reconciling customer remittances, and updating the transactions in your finance package to reflect the payments you have received.
The software routinely used for Accounts Payable Automation has features to help you tackle your Accounts Receivable process.
You can streamline your invoicing to ensure invoices reach your customers as soon as your work is complete, without the need for manual input.
From discovery to go-live and beyond, our team remains involved to make sure your solution evolves with your needs.
Your accounts payable requirements will be specific to your organisation. Your needs will depend on the invoice volume and complexity of your accounts payable processes. The nature of your business and the systems you use are also a big factor. These permutations can quickly lead to very technical discussions which are far better done with one of our team directly.
For example, we can tell you that DocuWare's workflow automation allows you to define rules for GL coding and invoice routing, ensuring that invoices are directed to the appropriate approver(s) and accounts. Rules can be designed to automatically assign GL codes based on vendor, invoice amount, or expense type, streamlining the allocation process. This will spark huge interest in some people and little to others who might have less technical needs.
The conversation we have with you will be specific to your business.
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We recommend starting with a Free Discovery Call, where our experts will map out your existing accounts payable processes and identify areas for automation and improvement.
info@doctech.co.uk
0161 647 7040