Suppliers submit structured digital invoices through our Pagero integration, which are automatically validated, processed, and securely archived for full audit readiness.
Simplify Education Finance with AI-Driven Automation
Reduce manual work, minimise errors and take control of your financial processes. Our finance automation solutions help schools, multi-academy trusts, colleges and universities manage budgets, payments and reporting more efficiently.
Built to make education finance faster, clearer and easier to manage.
Stop Chasing Invoices and Start Moving Faster
Invoices can easily become stuck in inboxes, lost between departments or delayed while your finance team waits for approval. The result is more admin, slower payments and less visibility over spending.
Documation’s AI-driven finance automation captures invoice information, sends it to the right approver and matches it against purchase orders automatically. Your team only needs to step in when something requires attention, helping you process invoices faster, reduce errors and stay in control.
Finance Automation That Fits Around Your Education Team
Documation works alongside your existing finance, ERP and procurement systems, so your team can improve everyday processes without changing how your organisation operates overnight.
Invoices are captured automatically, approval requests are sent to the right budget holders and finance teams can track progress from one central place. Staff across schools, departments and campuses can continue using familiar systems while automation handles the repetitive work behind the scenes.
The result is a smoother working day, fewer follow-up emails and more time for your team to focus on budgets, reporting and supporting your organisation.
How Much Time Could Your Finance Team Save?
Still chasing approvals, correcting invoice errors or searching for missing documents?
See how Documation can simplify everyday finance processes and give your education team more time to focus on what matters.
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.
Struggling to See Where Your Education Budget Is Going?
When invoices are spread across schools, campuses and departments, it can be difficult to see what has been approved, what is still outstanding and how much has already been committed.
Documation’s education finance automation brings invoices, purchase orders and approval activity into one clear workflow. Your finance team gains better visibility over spending, while automated routing and real-time status updates help prevent delays, missing documents and unexpected costs.
Core Finance Automation Solutions
Purchase To Pay
Streamline purchase to pay processes using Documation’s innovative AI automation. Designed for finance teams, our P2P solution connects procurement, approvals and invoicing in one streamlined workflow. Improve financial control, whilst seamlessly integrating with all finance systems.
Read More about Purchase To Pay
AP Automation
Our powerful AI accounts payable automation solution removes bottlenecks caused by manual invoice handling. Using AI‑driven data capture and validation, invoices are processed accurately and consistently, even when formats vary, resulting in reduced process times and minimised errors.
Read More about AP Automation
Agile Invoice Processing
Often used as the first step of a digital transformation, our AI‑powered data capture uses cutting-edge AI technology and integrates with all finance systems. Providing a reliable foundation for downstream automation and reporting, our invoice processing solution extracts and validates information from invoices and documents with a high level of accuracy.
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.
Get In TouchOur Testimonials
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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.”
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.’’
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. “
Senior P2P Projects Officer
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“Documation are really approachable, even when we were working through the issues, they really listened to what we needed and worked hard to understand the process and any problems, and they have been a great partner to work with. “
-Lesley Brown, IS Product Manager at NWG
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“Of course, when choosing a new system, it is difficult but I absolutely love Documation, it’s a very simple tool to use, it is intuitive and the functionality was exactly what we were looking for.
Auto matching and auto distribution are two of the most time saving functions that an AP Team could wish for”.
Accounts Payable Manager at Weetabix
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We chose Documation as our AP Automation provider because they are a UK based software development company, and had an expert support team, along with powerful software that exceeded our requirements. Documation are efficient, user friendly and always offer their help and support.
-Rachel Heys, Accounts Payable Team at Agrovista
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“Documation’s experience and depth of knowledge was evident, every base had 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!”
Accounts Payable Manager at Weetabix
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“One of the real key things for us was Documation’s understanding of what our requirements were which made it really easy for us to get the solution that we wanted. They listened to our needs and offered advice and recommendations in line with our budget.”
Kerry Bailey, Strategic P2P Manager
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“Documation are customer focussed and approachable. They are well balanced between delivering a service, demonstrating their expertise whilst always listening”
Nancy Easey, Central Finance & Project Improvement Manager
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“A massive thank you for all Documation have done thus far with our project. I know we aren’t the easiest client but I am genuinely excited about the system and its implementation.”
Ian Westlake, Head of Procurement
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?
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.