Document Management Blog

Automating Invoice Processing in Rental Software: A Practical Guide for Finance Teams | DocTech

Written by Laura Bulmer | Wednesday Feb 11, 2026

Rental businesses process thousands of invoices every year, often under tight deadlines. They deal with complex purchase orders, partial deliveries, and rehire arrangements. Yet many finance teams are still relying on manual processes to get invoices approved and the data into their rental management systems.

This week , we return to the Executive Hire Show in Coventry.  In a recent webinar hosted by DocTech, we explored how automated invoice processing, integrated directly with rental software such as RM from MCS, can remove bottlenecks, reduce risk, and free finance teams to focus on higher-value work. If you would like a recording of the webinar, please contact us or you can sign up our next webinar which is on 25th February 2026 at 10:00 GMT.  

This blog summarises the key takeaways from that session and shows what invoice automation really looks like in practice for rental businesses.

 

Why Do Hire Companies Struggle with Manual Invoice Processing?

For many hire businesses, invoice processing still involves:

  • Invoices arriving by email and being printed or forwarded internally
  • Manual data entry into rental software
  • Chasing approvals across departments
  • Switching between systems to check POs, receipts, and values

These manual steps slow everything down and increase the risk of errors, duplicate payments, and lost documents. More importantly, they tie up finance teams with low-value tasks when they should be analysing costs, improving controls, and supporting business growth.

Automation isn’t about removing people it’s about using their time better.

 

How Does Automated Invoice Processing Work?

By implementing DocuWare alongside your rental software, invoice processing can become largely touchless, while still giving finance teams full visibility and control.

  1. Invoices Captured Automatically from Email

Most supplier invoices arrive by email. With DocuWare’s Office 365 integration:

  • Invoices and attachments are captured directly from shared mailboxes
  • Emails are visually marked as processed, so teams know what’s been handled
  • Documents can be routed automatically based on invoice type

This removes the need for manual filing, renaming, or moving emails between folders.

  1. Intelligent Data Capture (Without Rigid Templates)

Once invoices are captured, DocuWare automatically extracts key data such as:

  • Supplier details
  • Invoice number and date
  • Purchase order references
  • Line-item information and values

A built-in traffic-light system shows confidence levels in the captured data. Where needed, users can correct or confirm fields and DocuWare learns from those actions, improving accuracy over time.

This is particularly valuable in the rental sector, where invoice layouts vary widely between suppliers.

  1. Automatic Matching Against Rental Software (RM)

Captured invoice data is then validated against RM:

  • Do the invoice lines match receipted goods?
  • Are prices and quantities correct?
  • Is the supplier valid?

Where everything matches, invoices can be automatically posted back into RM including line-by-line allocations without re-keying any data.

For finance teams that want oversight, approval steps can be added before posting, ensuring confidence without slowing the process.

 

Managing Exceptions Without Printing or Emailing

Not every invoice will be a perfect match and that’s where automation really proves its value.

DocuWare workflows can automatically:

  • Flag duplicate invoices
  • Highlight value discrepancies
  • Handle partial deliveries and split allocations
  • Present RM data alongside the invoice for quick decision-making

All exceptions are managed in one system, removing the need to bounce between RM, email, and paper files.

 

Flexible Approval Workflows That Fit Your Business

Every rental business has its own approval rules. Automated invoice processing doesn’t mean losing control.

With DocuWare, businesses can configure workflows such as:

  • Value-based approvals
  • Manager or departmental sign-off
  • Single or multi-approver routes
  • Read-only approvals for non-finance users

Each action is stamped onto the document, creating a clear and auditable trail of who approved what, and when.

 

Visibility, Audit Trails, and Faster Answers

One of the biggest benefits for finance teams is visibility.

With every invoice stored alongside its captured data:

  • Documents can be found in seconds
  • Full audit histories are always available
  • Teams can instantly see where an invoice is in the process

Invoices can even be retrieved directly from within RM using reference searches. There's no need to leave the system you’re working in.

This dramatically reduces internal queries and makes audits far less stressful.

 

Document Management Success in the Rental Sector

During the webinar, a rental business processing around 15,000 invoices per year shared their experience after implementing automated invoice processing.

The key driver wasn’t reducing headcount it was efficiency.

By automating invoice capture and matching:

  • Manual processing time was significantly reduced
  • Finance teams focused more on analysis and value-adding tasks
  • Accuracy improved with line-by-line matching
  • Staff engagement increased as repetitive work disappeared

The result was a more resilient and scalable finance operation.

 

Beyond Invoices: Extending Automation Further

While invoice processing is often the first step, the same automation platform can also support:

  • New supplier onboarding
  • Credit application workflows
  • Contractor compliance and certification tracking

This allows rental businesses to standardise and control finance-related processes far beyond accounts payable.

 

Final Thoughts 

Automated invoice processing isn’t just about speed it’s about control, accuracy, and scalability.

For rental businesses using RM, integrating invoice automation with existing rental software removes manual effort, reduces risk, and gives finance teams the space to focus on what really matters.

If your finance team is still spending too much time keying invoices and chasing approvals, it may be time to rethink how invoice processing fits into your rental software landscape.