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AP Automation & IFS Cloud Integration in Cannock, Staffordshire

Discover how we helped a Cannock-based equipment rental, leasing and engineering services business modernise accounts payable with AI-powered invoice processing and seamless IFS Cloud integration.

The Challenge

Replacing Manual Accounts Payable Processes as Part of a Wider ERP Transformation

A Cannock-based equipment rental and engineering services business needed to modernise its accounts payable processes as part of a wider ERP replacement project.

Manual invoice and credit note processing was creating unnecessary administration, with finance teams spending valuable time capturing data, checking information and managing exceptions.

The business wanted to reduce repetitive tasks, improve invoice accuracy and introduce a more efficient approach to accounts payable automation.

The Requirements

With plans to move to IFS Cloud, the organisation needed an automated invoice processing solution that could integrate with its new ERP environment.

The key requirements included:

  • AI-powered invoice and credit note capture
  • Automated data validation and duplicate detection.
  • Supplier and purchase order verification.
  • Efficient invoice exception handling.
  • Cloud hosting and IFS Cloud integration.

The aim was to create a more connected finance process that could support future business growth.

office team using invoice processing software

The Solution

We implemented a cloud-based Agile Invoice Processing solution to automate invoice capture, validation and exception handling.

Using AI-powered data capture, Agile reduces manual entry while automatically identifying potential duplicates and validating invoice information. The solution helps finance teams focus on exceptions requiring attention rather than spending time processing every invoice manually.

In addition, we integrated Agile Invoice Processing directly with IFS Cloud using web service APIs, enabling automated supplier and purchase order verification against ERP records, supporting more accurate invoice validation and streamlined processing.

By connecting the two systems, the organisation established a more efficient accounts payable workflow that complemented its wider ERP transformation.

documation partnership

The Outcome

  • Reduced manual data capture

    AI-powered automation reduces repetitive invoice and credit note entry.

  • Improved accuracy

    Automated validation helps identify missing information and potential duplicate invoices.

  • Better exception handling

    Supplier and purchase order verification makes discrepancies easier to identify and manage.

  • Greater process visibility

    More structured invoice workflows improve oversight of supplier invoice processing.

  • Connected finance systems

    IFS Cloud integration supports a more joined-up accounts payable operation.

  • Scalability for growth

    Cloud-based automation provides a foundation for managing future invoice processing demands.

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Have a Process That Needs Automating?

Every finance team works differently. Whether you’re looking to automate a complex process, integrate with an existing finance system or solve a specific AP or document processing challenge, Documation can configure a solution around your needs.

Tell us what you’re trying to achieve and we’ll help you find the right approach.

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