Finance Solutions
Expense management
Track employee expense claims, gain access to manage expense reports and make fewer errors through our expense management tools. Automatically process business expense claims, removing the need for manual entry of receipts. Finance teams will reduce time spent processing and expense tracking errors will be eradicated.
Remittance Delivery
Documation’s Remittance Delivery solution delivers remittances to suppliers electronically, saving costs and improving efficiency. Remittances can be imported in PDF form directly from any finance system. If the system cannot create PDFs, then remittance creation can be enabled to take remittances in print or text file format or from a database and convert the data into viewable PDFs.
Remittances without an email address are delivered to the AP team via workflow for resolution. (Remittances with email addresses will not be held up while exceptions are resolved).
Statement Reconciliation
In busy accounts payable departments, manually reconciling and matching supplier statements can be a tedious and manual task, giving the opportunity for errors to creep into the system.
Matching supplier statements proactively is key to identifying issues early, improving the chance of resolving them in time, which benefits the business, Accounts Payable and suppliers. Quantifying the issues and identifying the root cause also drives continuous improvement and further automation. Our Supplier Statement Reconciliation process gives businesses the control and freedom to ensure supplier balances are precise.
Get in touch
Documation can provide an automation solution to almost any information management or document processing challenge. Contact us now to find out how our Automation Software can help.
Our Testimonials
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“Documation provides a very, very good service with a very good system and I’ve always felt very supported. The fact that they’ve got the same team that’s been there since we started this project is invaluable.”
Andrea Hargate, General Ledger Manager
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‘’We reviewed a number of potential suppliers as we wanted to select a best-in-class product provided by committed supplier. Documation stood out from the start with an excellent P2P solution but also the confidence and experience to deliver what we needed. As such Documation were an excellent choice.’’
Craig Tellwright, Head of Financial Services
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“The Documation team provided fantastic support before, during and after deployment. They worked well with a range of stakeholders across the Council, including our IT team and Procure to Pay teams. They understood our challenges and the scale on which we operate and were able to implement a solution which met our needs effectively as well as providing support and problem-solving at crucial points. “
Patrick Tipton, Senior P2P Projects Officer
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“Documation are really approachable, even when we were working through the issues, they really listened to what we needed and worked hard to understand the process and any problems, and they have been a great partner to work with. “
-Lesley Brown, IS Product Manager at NWG
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“Of course, when choosing a new system, it is difficult but I absolutely love Documation, it’s a very simple tool to use, it is intuitive and the functionality was exactly what we were looking for.
Auto matching and auto distribution are two of the most time saving functions that an AP Team could wish for”.
-Liz Coffey – Accounts Payable Manager at Weetabix
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We chose Documation as our AP Automation provider because they are a UK based software development company, and had an expert support team, along with powerful software that exceeded our requirements. Documation are efficient, user friendly and always offer their help and support.
-Rachel Heys, Accounts Payable Team at Agrovista
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“Documation’s experience and depth of knowledge was evident, every base had been covered, it has clearly been built by AP Professionals with an understanding of the problems that Accounts Payable face on a daily basis, and the match query solution was a clear winner!”
-Liz Coffey Accounts Payable Manager at Weetabix
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“One of the real key things for us was Documation’s understanding of what our requirements were which made it really easy for us to get the solution that we wanted. They listened to our needs and offered advice and recommendations in line with our budget.”
Kerry Bailey, Strategic P2P Manager
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“Documation are customer focussed and approachable. They are well balanced between delivering a service, demonstrating their expertise whilst always listening”
Nancy Easey, Central Finance & Project Improvement Manager
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“A massive thank you for all Documation have done thus far with our project. I know we aren’t the easiest client but I am genuinely excited about the system and its implementation.”
Ian Westlake, Head of Procurement