Accounts Payable Automation
Invoice Processing with Workflow
Proactis streamlines the processing of inbound invoices with a powerful workflow engine that accommodates multiple authorisation methods.
- Three ways to automate invoice capture: self-service; managed service or CloudTrade
- One-click to reject or authorise invoices for payment
- Exception handling capability speeds the process of query resolution
- The powerful workflow engine streamlines the approval process and minimises delay
- Mobile app and email alerts ensure managers are up-to-date with invoices awaiting approval
- Automated postings to SunSystems or your other finance system ensure complete visibility, avoid errors and reduce cost
Managed Service
Proactis offers a fully managed service as an alternative to the self-service capture of data from inbound invoices. The service includes cloud storage of images, data capture, cleansing and conversion into eInvoices, prior to onward delivery into Proactis AP Automation.
Data is checked for duplicates and supplier validity, then processed into Proactis for approval.
eInvoices are available for matching/approval or pre-matching query resolution within 48 hours of receipt.
Drill to the cloud-hosted image with just one click at any time to answer queries or support decision making.
Invoice Capture without Scanning
Many organisations look to document scanning as the way to streamline the entry of supplier invoices. But there is another option. CloudTrade is able to read the data held within PDF documents. Scanning and OCR technology is not required.
CloudTrade extracts all the required information and then passes it to your purchasing system as an electronic invoice accompanied by the original PDF.
- Removes more paper than OCR / Scanning systems
- The data is 100% accurate
- CloudTrade from LAKE is delivered with out-of-the-box integration with Proactis, SunSystems, and SAP Business One
"Proactis is going to save a massive amount of time. We will scan the invoice, input the data once then push it out to all authorisers simultaneously."
Explore these other Proactis solutions
Purchase-to-Pay
Proactis helps manage the complete buying cycle from expression of need to approval of payment. It simplifies purchasing while ensuring compliance with sourcing, authorisation, and financial controls.
Expense Management
Proactis streamlines the management of employee expense claims. The mobile app saves hours of paperwork and simplifies the authorisation process.
Sales Invoicing
If you thought Proactis was all about purchasing and procurement, think again. Proactis is also a straight forward and cost-effective solution for sales invoicing.
