Be operational in weeks, not months. With measurable efficiency gains, faster approvals, and stronger cost control, education finance teams can achieve a rapid return on investment across all campuses.
AI-Driven Finance Automation for the Education Sector
Transform Education Finance with Intelligent Automation
Educational institutions face complex budgets, multiple funding streams, and the challenge of managing high volumes of invoices and procurement activity across campuses, all while keeping operations efficient and compliant. Documation’s agentic AI solutions are built to meet these demands, combining Accounts Payable (AP) Automation, Agile Invoice Processing, E-Invoicing, and Purchase-to-Pay (P2P) within one scalable platform.
With over 30 years of experience, our advanced finance automation solutions help schools, colleges, and universities control costs, strengthen supplier relationships, and gain complete visibility across every stage of the financial lifecycle.
Our Clients Include
Why Leading Educational Institutions Choose Documation
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30+ Years of Expertise in Finance Automation
Trusted by leading schools, colleges, and universities, we understand the unique challenges of managing budgets, supplier payments, funding compliance, and multi-campus financial operations.
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Modular & Scalable Platform
Implement invoice automation or full purchase-to-pay workflows across departments. Our Enable platform scales easily from single schools to large academy trusts and multi-campus universities.
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Fast Deployment, Rapid ROI
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Enterprise‑Grade Security & Compliance
ISO-certified with robust controls over approvals, workflows, and data governance, ensuring sensitive financial and student-related information remains secure across every department and campus.
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Sustainability & Operational Efficiency
Reduce paper-heavy processes like printed invoices and purchase orders. Documation helps education providers cut waste, lower admin costs, and support ESG goals.
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Need More Information? Get in Touch With Us
Contact Us
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
Finance Automation Solutions Tailored to Your Education Sector Needs!
Innovative P2P Solutions That Last
At Documation, we deliver powerful cloud based or on premise solutions to address challenges across the entire Purchase-to-Pay process. Seamlessly integrating with all finance systems, our P2P automation offers unrivalled features for complex challenges and ensures e-invoicing compliance in 80+ countries.
With decades of experience, we’re small enough to care deeply about every customer while providing the expertise and support of a lifelong partner. Backed by ISO27001 certified information security and a strong commitment to sustainability, our AI solutions empower finance teams to drive efficiency and growth.
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.
Capable. Experienced.
Here are the latest results from a research project asking our customers what they think of us.
Capable. Experienced.
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.
Learn More About How We Can Support Your Educational Institution
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E-invoicing Compliance Updates – May 2025
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How To Improve Accounts Payable Process With AP Automation
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AP Automation v Manual Processes
Frequently Asked Questions
Can’t find the answer to your question? Give us a call today.
Can Documation handle multi-campus education environments?
Yes! Our system is designed to manage invoice processing across multiple campuses, departments, and funding streams, by integrating with any Finance system. Entity-specific controls and consolidated reporting give complete financial oversight.
Do I need to replace my ERP or Finance system?
No, we integrate seamlessly with your existing ERPs (Sage, Dynamics, SAP, and other integrations), enabling intelligent automation without replatforming.
What if I receive both PO and non‑PO invoices?
Our workflows support both. PO invoices are matched automatically, while non-PO invoices workflow route and manage invoices coding and approval.
How does e‑invoicing work?
Suppliers submit structured digital invoices through our Pagero integration, which are automatically validated, processed, and securely archived for full audit readiness.
Is this scalable for large educational institutions?
Absolutely! Our agentic AI solutions scale effortlessly to manage high transaction volumes and complex supplier networks across large educational institutions, ensuring consistent performance and accuracy throughout.
Can I track exceptions and approvals in real time?
With Power BI dashboards, you can report on match rates, exceptions, approval times, supplier performance, and budget commitments in real time. Tracking individual invoices is managed through the finance teams’ in-tray.
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.
Read More about Agile Invoice Processing
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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We’re happy to answer questions and get you acquainted with Documation’s Solutions
- Learn how to increase productivity
- Get pricing information
- Explore use cases for your team
Talk to the listening team:
+44 (0) 23 8064 7776