Business Process Automation Features for ERP & Finance

Features Per Module

Discover Intelligent Tools to Streamline, Automate, and Optimize Your Business Processes — From Accounts Receivable and AP Automation to Contract, Document, Expense, and Purchasing Management

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Illustration of End-to-End Business Process Automation
user Accounts Payable
  • Approval Workflow
  • Automated 2-Way or 3-Way Matching
  • Automated Invoice Processing
  • Budget Management
  • Cataloging/Categorization
  • Collaboration Tools
  • Duplicate Payment Alert
  • Expense Tracking
  • External Database Connection
  • Integration With ERP / CRM
  • Internal And Vendor Collaboration
  • Invoice Processing
  • Multi-Currency
  • Smart Data Capture
  • Spend Analysis
  • Spend Control
  • Supplier Management
  • Supplier Web Portal
Illustration of Power Automate
  • Automate Invoice Processing
  • Automated 2-Way or 3-Way Matching For Invoices
  • Automatic Payment Remittance
  • Billing & Invoicing
  • Billing Portal
  • Collections Management
  • Contacts Database
  • Customers Document Management
  • External Database Connection
  • Invoice Tracker
  • Multi-Currency
  • Payment Reminders
Illustration of Power Automate
  • 24/7 Access
  • Acknowledgments Of Receipt
  • Advanced Workflow Management
  • Automated GL Coding
  • Automatics Data Extraction From Receipts
  • Cloud Storage for Receipts
  • Expense Matching
  • Mobile Forms
  • Pre-Populated Expense Reports
  • Real-Time Digital Audit Trail
  • Real-Time Policy Checks
  • Smart Data Capture
  • Travel Requisitions
Illustration of Power Automate
  • 3-Way Matching
  • Cataloging/Categorization
  • Customizable Interface
  • Expense Tracking
  • Inventory Management
  • Invoice Processing
  • Multi-Currency
  • Quick Approvals
  • Receipt Management
  • Requisition & Orders Management
  • Smart Dashboard
  • Sourcing Management
  • Spend Control & Analysis
  • Spend Management
  • Supplier Management
Illustration of Power Automate
  • Advanced Document Scanning
  • Advanced Report Dismount
  • Barcode Capabilities
  • Database Integration
  • Document Classification
  • External Database Connection
  • Flexible Document Separation
  • Hotfolders
  • Input/Output From Multiple Sources
  • Intelligent Document Recognition (IDR)
  • Intelli-Tag Processing
  • Metadata Management
  • Nuance OCR Plug-In
  • Optical Character Recognition (OCR) Triggers
  • Zonal OCR
Illustration of Power Automate
  • Archiving & Retention
  • Audit Trail
  • Client Portal
  • Communication Management
  • Content Management
  • Customizable Templates
  • Digital Assets Management
  • Document Classification
  • Document Generation
  • File Recovery
  • Mail Management
  • Quick, Advanced & Multi-Criteria Search
Illustration of Power Automate
  • Advanced Workflow
  • Central Repository
  • Contract Lifecycle Management
  • Customizable Templates
  • Document Analytics
  • Document Classification
  • Document Generation
  • Full-Text Search
  • Maintain Template Module
  • Mobile Signature Capture
Illustration of Power Automate
  • Collaboration Tools
  • Reporting & Analytics
  • Customizable Branding
  • Customizable Templates
  • Forms Creation & Design
  • Forms Management
  • Full-Text Search
  • Mobile Survey
  • Offline Response Collection
Illustration of Power Automate
  • Archives Folder
  • Consent Management
  • Data Mapping
  • Policy Management
  • Records Retention
  • Retention Configuration
  • Retention Plan
  • Risk Management
  • Sensitive Data Identification
Illustration of Power Automate
  • Advanced Workflow
  • Automated Routing
  • Central Depository
  • Data Recovery
  • Email Monitoring
  • Files Management
  • Mail Automated Forwarding
  • Mail Classification
  • Shared Inboxes
  • Signature Management
Illustration of Power Automate