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Finance Automation for the Healthcare & Life Sciences Sector

Transform Healthcare & Life Sciences Finance with Intelligent Automation

Healthcare and life sciences organisations face rising operational costs, complex supplier networks, and the challenge of managing large volumes of invoices, procurement activity, and funding streams, all while maintaining compliance and operational efficiency. Documation’s agentic AI solutions are built to address these challenges, combining Accounts Payable (AP) Automation, Agile Invoice Processing, E-Invoicing, and Purchase-to-Pay (P2P) into one secure, scalable platform.

With over 30 years of experience, our intelligent finance automation solutions help healthcare providers and life sciences organisations streamline financial processes, strengthen supplier relationships, and gain complete visibility across every stage of the financial lifecycle.

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Benefits of Finance Automation for Healthcare and Life Sciences Organisations

  • Touchless Invoice Processing at Scale

    With AP Automation, invoices from suppliers, research partners, and service providers are automatically captured, coded, matched, and approved, even during peak operational periods.

  • Real‑Time Spend Control

    Through agentic AI workflows, finance teams gain real-time visibility of spending before it occurs, ensuring budgets are controlled, compliance is upheld, and unapproved costs are minimised across all departments and research programmes.

  • Improved Supplier & Partner Relationships

    Faster AP cycles enhance communication with suppliers and partners, reduce payment disputes, and create opportunities for cost savings through timely or early payments.

  • Greater Accuracy, Fewer Errors

    Reduce manual data entry and minimise human error with automated matching and validation, powered by agentic AI technology.

  • Regulatory Compliance Made Simple

    Our integrated E-Invoicing ensures full compliance with healthcare and life sciences financial regulations and reporting standards, giving organisations confidence in meeting governance and audit requirements across all operations.

  • Complete Visibility Across Operations

    Centralised dashboards and BI reporting give finance leaders a unified, accurate view of data across departments, research centres, and facilities, enabling smarter financial decision-making.

Our Clients Include

  • weetabix logo

  • NWG logo

  • yuusen logistics

  • Germains

  • Agrovista logo

Why Leading Healthcare and Life Sciences Organisations Choose Documation

  • 30+ Years of Expertise in Finance Automation

    Trusted by leading healthcare and life sciences organisations, we understand the challenges of managing budgets, supplier payments, funding, and regulatory compliance.

  • Modular & Scalable Platform

    Implement invoice automation or full purchase-to-pay workflows across departments. Our Enable platform scales seamlessly from single facilities to multi-site organisations.

  • Fast Deployment, Rapid ROI

    Be operational in weeks, not months. With measurable efficiency gains, faster invoice cycles, and stronger cost control, healthcare finance teams can achieve rapid ROI across all operations.

  • Enterprise‑Grade Security & Compliance

    ISO-certified with robust controls over approvals, workflows, and data governance, ensuring sensitive financial, patient, and research data remains protected across every department and facility.

  • Sustainability & Operational Efficiency

    Reduce paper-heavy processes like invoices and purchase orders. Documation helps healthcare and life sciences organisations cut waste, lower costs, and support ESG goals.

  • Need More Information? Get in Touch With Us

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What Our Clients Say About Us...

  • “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

  • ‘’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

  • “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 

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Finance Automation Solutions Tailored to Your Healthcare and Life Sciences 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.

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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.

Trusted. Proven.

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.

Book Into A Demo To See How We Can Help You

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Frequently Asked Questions

Can’t find the answer to your question? Give us a call today.

Can Documation support multi-site healthcare and research environments?

Yes! Our system is designed to manage invoice processing across multiple hospitals, research centres, and departments, with entity-specific controls and consolidated reporting for complete financial oversight.

Do I need to replace my ERP?

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 are designed to handle both PO and non-PO invoices seamlessly. PO invoices are automatically matched to purchase orders and goods receipts, ensuring full accuracy and compliance. Non-PO invoices are intelligently routed for coding and approval through configurable workflows, giving finance teams clear visibility and control over every stage of the process. This flexibility supports the varied purchasing and funding structures common in healthcare and life sciences organisations.

How does e‑invoicing work?

Suppliers and partners submit structured digital invoices through our Pagero integration, which automatically validates and processes each invoice before securely archiving it for full audit readiness. This ensures complete traceability and compliance, helping healthcare and life sciences organisations maintain transparency and accuracy across every financial transaction.

Is this scalable for large healthcare and life sciences organisations?

Absolutely! Our AI-powered systems scale effortlessly to support the complex financial needs of large healthcare and life sciences organisations. Whether processing thousands of supplier invoices, managing diverse research funding streams, or coordinating multi-site operations, the platform adapts automatically to maintain speed, accuracy, and reliability. From local hospitals to global research networks, Documation ensures financial consistency, transparency, and compliance at every level of your organisation.

Can I track exceptions and approvals in real time?

With Power BI dashboards, you can monitor match rates, exceptions, approval cycle times, supplier performance, and cash commitments in real time. These insights give finance leaders the clarity to track spending patterns, optimise workflows, and make proactive, data-driven decisions that strengthen financial control across all healthcare and life sciences operations.

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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
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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.

Read More about AP Automation
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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.

Read More about Agile Invoice Processing
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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
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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, Einvoice management and Remittance delivery.

Read More about Finance Solutions

Unsure 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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Our Partners:

  • UiPath
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  • Microsoft partner logo

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Talk to the listening team: +44 (0) 23 8064 7776

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