Documation: Your Partner in Finance Process Automation
Powerful finance automation solutions with unrivalled features, delivered by a team small enough to care. Transform your finance process with Documation’s innovative Ai automation solutions.
- 95%+ data capture rate
- Touchless processing
- Enhance data accuracy
- 100% visibility of all processes
We specialise in transforming financial operations through innovative Ai automation solutions. As your partner in finance process automation, we streamline workflows, reduce manual tasks and enhance data accuracy – empowering your finance team to focus on strategic initiatives that drive growth and deliver a rapid ROI.
“Documation’s experience and depth of knowledge was evident, every base has 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
Purchase To Pay
Streamline purchase to pay processes using Documation’s innovative Ai automation, simplifying procurement processes and implementing touchless invoice processing, to improve financial control, whilst seamlessly integrating with all finance systems.
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AP Automation
Implement 100% straight through processing with Documation’s powerful Ai automation solution, using cutting edge technology for data capture, matching, coding and posting, freeing up the AP team for value add tasks.
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Agile Invoice Processing
The lightest of Documation’s solutions and often used as the first step of a digital transformation. AIP uses cutting edge Ai technology for data capture and integrates with all finance systems to post verified invoices and associated documents ready for processing and payment.
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E-Invoicing
Documation AP and AR solutions enable sales and accounts payable e-invoicing, integrating with your finance system to streamline e-invoice distribution and receipt. Connect to all your customers and suppliers, guarantee the exchange of accurate data and ensure full traceability of the entire invoice lifecycle and remain compliant.
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Finance Solutions
Documation’s added value solutions enhance automation to continuously improve current processes complimenting key finance solutions such as AP automation and Purchase to Pay by adding Statement reconciliation, Expense management and Remittance delivery.
Read More about Finance SolutionsUnsure How It All Works?
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Ai Document & Data Capture Robot
Using Ai, the robots scan emails for attachments. Our document capture robot will store a readable PDF copy of an invoice and any supporting files/documents can be attached in our solution. If multiple invoices arrive in a single pdf the robot will identify and split the invoices accordingly. Our data capture robot uses intelligent capture to extract invoice data into our solution. Data is captured as either header or line detail and then validated before being processed. Our robots are currently achieving a 95% data capture rate.
Ai Matching Robot
When invoice data is captured our matching robot will automatically 2 or 3-way match your invoices at high speed, enabling touchless processing to become a reality. Invoice details which fail to match are automatically routed to AP or directly out to the business for resolution by receipting, manual matching or rejection. Automatic match reattempts ensure invoices are released as soon as problems are resolved. The robot will then continue to process the invoice whilst applying tolerances and controls to ensure your processes remain secure and compliant.
Ai Coding & Approval Robot
Invoices that do not have a purchase order are picked up by our coding & approval robot. It will fill the gaps where coding information isn’t available and will alert the right person to approve the purchase order or payment. It will follow up the approval process automatically with the relevant person and alert the AP team of progress. Once coded and approved invoices and purchase requests are ready to be posted to the finance system.
Posting Robot
Our posting robot integrates fully with your finance system. It collects the invoices or purchase requests from the Documation solution and delivers them to your finance system automatically ready for payment or processing.
Visibility Robot
Our visibility robot works for you by providing a real time, full financial picture for forecasting and analysis. It gives actionable insights into bottlenecks in your processes and can help improve straight-through processing. Working with Power BI, reporting becomes a breeze, with mandatory reports built in as standard.
Control Robot
Our control robot provides the tools you need to fine-tune processes. It helps you set tolerances and puts you in control of your business rules to work in line with your growth. You can create users, issue permissions, control changes and authorisation matrices and access reports as your business priorities change.
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- Explore use cases for your team
