Finance Automation Integrations That Streamline Workflow
Sync Documation with ERP & Accounting Systems
Documation connects your finance automation platform with your existing ERP and accounting systems so data flows smoothly and processes work together as a single, unified solution. Our integrations eliminate manual data entry, improve data accuracy, and give finance teams real-time visibility across purchase orders, invoices, approvals, and payments.
Unify Financial Processes Into A Single Platform
Integrating Documation with your core finance systems means your technology ecosystem works as one. When systems communicate directly, finance teams spend less time on manual uploads, reduce errors, and gain accurate, up-to-date information without interruption.
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
Highlighted Integration Partners
Documation integrates seamlessly with leading finance systems, helping you unlock greater efficiency and visibility across your processes.
Sage Integration
Connect Documation with Sage to accelerate invoice processing, cut admin time, and improve data accuracy. Real-time data sync keeps your finance team working with the most up-to-date information, ensuring smoother approvals and stronger compliance.
Microsoft Dynamics 365 Integration
Our Dynamics 365 integration streamlines purchase-to-pay and accounts payable workflows by connecting supplier records, invoices, and approvals directly with your ERP. The result is faster approvals, fewer errors, and improved financial visibility across the business.
Trusted by Finance Teams
Here are the latest results from a research project asking our customers what they think of us.
Trusted by Finance Teams
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.
Get Started Today!
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
Learn More About Finance Automation Integrations
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Integrate to Automate
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I can’t automate our organisation’s AP processes – Can I?
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Overcoming Compatibility Issues with Procure to Pay Solution: Integrated Automation Solutions
Integration FAQs
Documation’s integration solutions are ideal for organisations that want to connect finance systems, eliminate data silos, and create a single source of truth across their purchase-to-pay processes. Our integration capabilities are a great fit for:
✓ Shared service organisations operating nationally or internationally that need consistent, connected finance processes across multiple entities and regions.
✓ Businesses looking to unify procurement workflows by integrating requisitions, purchase orders, and supplier management directly with their ERP or finance system.
✓ Companies with specific requirements that need a flexible integration approach, configured to their systems today and scalable for future growth.
Documation integrates with leading ERP and finance platforms including Sage, Microsoft Dynamics 365, Oracle, and SAP. Our flexible approach also supports bespoke and legacy systems through APIs or secure file-based connectors.
Our integrations connect directly with your ERP or accounting system, enabling real-time data transfer for invoices, purchase orders, and approvals. This ensures your AP automation software runs efficiently without manual uploads or duplicate entry.
Yes. For older or bespoke platforms without open APIs, we provide file-based and scheduled data transfer integration. This allows you to modernise finance workflows while still working with your existing infrastructure.
Most Documation ERP integrations are configured and live within a matter of weeks, depending on complexity. Our team handles planning, configuration, and testing to ensure a smooth and reliable deployment.
Integrating Sage with Documation accelerates invoice processing, improves data accuracy, and reduces manual admin. Finance teams gain real-time visibility across supplier invoices, purchase orders, and approvals, all within one connected system.
Dynamics 365 integration with Documation streamlines purchase-to-pay processes by automatically syncing supplier data, invoices, and approvals. This improves compliance, reduces errors, and speeds up financial decision-making.
Yes. Our finance system integrations use secure APIs, encryption, and audit trails to ensure data integrity and compliance. Whether you’re connecting cloud-based platforms or on-premise systems, security and accuracy remain central.
