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Finance Process Automation

Finance Process Automation Solutions

Our AI powered solutions enable finance teams to streamline their processes and help identify areas for further automation using data analytics provided by real-time reporting with Power BI.  Our mobile approver App allows approvals ‘On the Go’ anywhere in the world, and as an ISO 27001 certified company with ongoing audits by the BSI every six months you can be assured your data and systems are protected now and into the future.  Whether cloud-hosted or on-premise we have the solution for you.

 

automated invoice matching solution
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Purchase To Pay

Streamline purchase to pay processes using Documation’s innovative AI automation, simplifying procurement processes and implementing touchless invoice processing, to improve financial control, whilst seamlessly integrating with all finance systems.

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AP Automation

Implement 100% straight through processing with Documation’s powerful AI automation solution, using cutting edge technology for data capture, matching, coding and posting, freeing up the AP team for value add tasks.

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Agile Invoice Processing

The lightest of Documation’s solutions and often used as the first step of a digital transformation. AIP uses cutting edge AI technology for data capture and integrates with all finance systems to post verified invoices and associated documents ready for processing and payment.

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E-Invoicing

Documation AP and AR solutions enable sales and accounts payable e-invoicing, integrating with your finance system to streamline e-invoice distribution and receipt. Connect to all your customers and suppliers, guarantee the exchange of accurate data and ensure full traceability of the entire invoice lifecycle and remain compliant.

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Finance Solutions

Documation’s added value solutions enhance automation to continuously improve current processes complimenting key finance solutions such as AP automation and Purchase to Pay by adding Statement reconciliation, Einvoice management and Remittance delivery.

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The Platform

Documation solutions are based on our flexible, robust software platform ‘Enable’ that hosts all our finance process automation solutions.  This makes scaling your automation from simple invoice processing to full P2P automation, e-invoicing, expense management, remittance delivery and statement reconciliation simple to implement and user-friendly with Single Sign-On and a simple dashboard that allows access to all solutions.

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Checklist

Statement Reconciliation Solution

Improve accuracy and control with automated statement reconciliation that quickly matches supplier statements, flags discrepancies, and reduces time spent on manual checks during month-end and year-end close.

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Robotic Process Automation (RPA)

Enhance operational efficiency with RPA for finance, using software robots to automate repetitive, rules-based tasks across your AP, AR, procurement, and financial systems—boosting accuracy and freeing your team for higher-value work.

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AR Automation Solution

Accelerate cash collection and improve visibility with Accounts Receivable automation, enabling automated invoice delivery, intelligent reminders, real-time tracking, and improved customer communication.

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Integrations

Connect Documation seamlessly to leading ERP and financial platforms with powerful system integrations. Whether you use SAP, Oracle, Dynamics, Sage, or custom systems, our integration framework ensures secure, real-time data exchange and a fully connected workflow.

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Industries

See how our automation solutions for multiple industries support organisations in retail, manufacturing, utilities, public sector, transport, and more—addressing sector-specific challenges with proven, scalable technology.

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Strengthen your digital transformation strategy with Documation’s full suite of finance automation, workflow automation, and intelligent document processing solutions. Explore more tools designed to streamline processes, reduce manual workload, and deliver end-to-end visibility across your financial operations.

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Lets Talk!

If you want to improve a business process or get control of your documents and content, let’s talk – it could be the start of something great. We are the experts in finance process automation.