Document automation

PaperLess

Invoice recognition, approval and document management that posts straight into Sage — taking the manual handling out of purchase ledger processing.

Less manual data entry
Up to 90%
Lower purchase ledger costs
Up to 80%
Invoice recognition accuracy
Up to 90%

Automatic invoice recognition

Invoices are read as they arrive, so the data is captured once rather than typed in and corrected afterwards.

Matching and approval

Purchase orders match and close automatically, with discrepancies flagged and approvals tracked instead of chased by email.

Documents you can find

Everything is searchable, so a document somebody needs today takes a search rather than a walk to the archive.

Posting into Sage

Documents post directly into the accounting system with the audit trail attached, rather than being re-entered there.

PaperLess is a business workflow and accounting solution that reads invoices as they arrive, matches them against what you already have, and posts them into your accounting system — with the approvals and the audit trail attached.

It uses automatic invoice recognition, data input and document matching, together with electronic document flow and online exchange and approval, to take the manual handling out of purchase ledger processing.

What it replaces

  • Typing invoice data in by hand, and correcting it afterwards
  • Chasing approvals by email and losing track of which are outstanding
  • Matching and closing purchase orders manually, discrepancies and all
  • Hunting through folders and archives for a document somebody needs today

What that changes

The data is captured once. Recognition reads the invoice on arrival, so the keying that generates most purchase ledger errors stops happening rather than being checked for.

Approvals have a state. Who has it, how long they have had it and what is still outstanding are properties of the document, not something reconstructed from an inbox.

The archive is searchable. Documents and the exchange of them are online, which is what turns “somebody needs the March invoice” from an errand into a search.

Where it fits

PaperLess posts straight into your accounting software, so it sits alongside Sage X3 or Sage 200 rather than replacing any part of them. Document storage and exchange are online, which is worth reading next to IT & Cloud if your document archive is still on a server in the building.