AI Powered Automation
Documation’s Solutions Are Based on Agentic AI
Our solutions help our customers achieve as close to 100% straight-through touchless processing as possible, improving quality and accuracy. They improve controls and give visibility of financial information, workloads and opportunities for even greater efficiency
Streamline & Accelerate Your Finance Process Automation with AI
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Intelligent Document Classification
Automatically identify documents as invoices, credit notes and other types. With multiple classification technologies that combine text and graphical methods to deliver higher accuracy.
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AI Pairing & Matching
Pairs invoice lines with order lines, performs order or receipt-based 2 or 3-way matching at high speed. Intelligently distributes exceptions, autonomously retries and applies controls & tolerances to ensure compliance. They use pattern recognition combined with rules-based and AI-driven logic to achieve high success rates.
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Coding & Approval
Automates GL coding, including learning coding patterns from historical data. Distributes transactions, manages approval workflows through alerts, checks, and escalations.
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Integrated AI and Machine learning
Improves accuracy and process automation with AI and machine learning capabilities that automatically recognise new invoices and quickly process business content.
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Continuous machine learning
Automatically updates continuous machine learning models using data from human-in-the-loop validation activities. No data labeling or model development expertise is needed from the customer.
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What Our Clients Say About Us...
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“Documation provides a very, very good service with a very good system and I’ve always felt very supported. The fact that they’ve got the same team that’s been there since we started this project is invaluable.”
Andrea Hargate, General Ledger Manager
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‘’We reviewed a number of potential suppliers as we wanted to select a best-in-class product provided by committed supplier. Documation stood out from the start with an excellent P2P solution but also the confidence and experience to deliver what we needed. As such Documation were an excellent choice.’’
Craig Tellwright, Head of Financial Services
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“The Documation team provided fantastic support before, during and after deployment. They worked well with a range of stakeholders across the Council, including our IT team and Procure to Pay teams. They understood our challenges and the scale on which we operate and were able to implement a solution which met our needs effectively as well as providing support and problem-solving at crucial points. “
Patrick Tipton, Senior P2P Projects Officer
Give us a call to discuss how AI automation can assist your finance team!
How we work
“Listen, understand, respond. These three pillars underpin our belief that the best solutions come from getting to know you, your business and your pain points. Only then will we propose a solution that best fits your needs.” John Wallace
The Platform
Documation solutions are based on our flexible, robust software platform ‘Enable’ that hosts all our finance process automation solutions. This makes scaling your automation from simple invoice processing to full P2P automation, e-invoicing, expense management, remittance delivery and statement reconciliation simple to implement and user-friendly with Single Sign-On and a simple dashboard that allows access to all solutions.
Competent. Accomplished.
Here are the latest results from a research project asking our customers what they think of us.
Competent. Accomplished.
Here are the latest results from a research project asking our customers what they think of us.
95%
Rated us for listening and communication.
90%
Rated us for pro activity.
92%
Rated us value for money.
AI Automation
Documation’s AP Automation incorporates Multi-Agent Workflows orchestrating AI driven Agents and incorporating Humans in the Loop when needed. Humans in the Loop have AI Assistance available where appropriate to help maximise efficiency. All Documation solutions integrate with your chosen finance system meaning the benefits of AI can be recognised right across your finance processes.
Implementation typically takes a few weeks, depending on your system complexity and integration requirements.
Expect faster processes, reduced manual effort, fewer errors, improved compliance, and cost savings through smarter automation.
Yes. Documation’s agentic AI is designed to integrate seamlessly with your current ERP, finance, and procurement systems.
It continuously monitors processes, learns from new patterns, and adjusts workflows automatically to align with evolving business needs.
Traditional automation follows fixed rules and workflows. Agentic AI uses intelligent agents that can make decisions, learn from data, and adapt dynamically without constant human intervention.
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.
Read More about Purchase To Pay
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.
Read More about AP Automation
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.
Read More about E-Invoicing
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, Einvoice management and Remittance delivery.
Read More about Finance SolutionsUnsure How It All Works?
Book into a bespoke workshop where our experts show you how our solutions can help your pain points.
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