Automate the copying, not the decisions. A system reads each invoice, codes and matches it, posts it and prepares the payment run. A person still approves new suppliers, changed bank details and every payment release.
From the invoice landing in your inbox to the supplier being paid – captured, coded, matched and posted for you. You only look at the exceptions and release the payment.
Most accounts payable work is copying. Someone opens each invoice, types the supplier, date, VAT and amount into the ledger, picks the account, checks it against the order, then builds the payment run by hand. It is slow, it is where duplicate payments and fake bank details slip through, and it stops completely when that person is on leave.
Watches the accounts mailbox, scan folders and supplier portals, and pulls each invoice in as it arrives. Duplicates of an invoice already in the ledger are caught here.
Reads the supplier, invoice number, VAT and line items, and codes each line the way you coded that supplier before.
Checks the invoice against the purchase order and delivery note. A price or quantity that does not agree stops the invoice instead of posting quietly.
Writes the bill into your accounting package – through its API where it has one, and through its own screens where it does not, such as desktop Pastel.
Builds the batch on your terms and loads it to the bank for a person to release, then sends each supplier a remittance.
Automize does the routine work and stops on anything that needs judgement. These always wait for someone on your team:
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