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Proactis logo

Accounts Payable Automation
Spend Control

Spend Control

Proactis and CloudTrade is a framework of software and services that can dramatically reduce the cost and complexity of Accounts Payable, from invoice receipt to payment authorisation

Proactis and CloudTrade is a framework of software and services that can dramatically reduce the cost and complexity of Accounts Payable, from invoice receipt to payment authorisation

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

 

Scarborough Group logo

"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."

Read this news item


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.

Learn more

Expense Management

Proactis streamlines the management of employee expense claims. The mobile app saves hours of paperwork and simplifies the authorisation process.


Learn more

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.


Learn more

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Take the next step

Chat icon

Chat now

Phone icon

Call us on 0113 273 7788

Webinar icon

Book a tailored demonstration


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Software

Infor SunSystems
SAP Business One
Proactis
Infor Q&A
Infor d/EPM
CloudTrade


Solutions

Contract Management
Electronic Invoicing
ERP
Expenses Management
Financial Management
MRP
Performance Management
Purchase-to-Pay
Sourcing


Sectors

Animal Feed
Education
Energy
Financial Services
Food and Drink
Group Companies
Manufacturing
Not for Profit
Retail
Social Housing
Wholesale & Distribution


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Events
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