AI-Driven Finance Automation for Retail Industries
Revolutionise Retail Operations with Intelligent Automation
Retailers juggle high transaction volumes, tight margins, and supply chain complexity, all while aiming to deliver top-tier customer experiences. Documation’s AI‑powered solutions are purpose-built to meet these demands, combining Accounts Payable (AP) Automation, Agile Invoice Processing, E‑Invoicing, and Purchase-to-Pay (P2P) into one smart, scalable platform.
With over 30 years of experience, our innovative AI automation solutions help retailers reduce costs, improve supplier relationships, and achieve full visibility across their finance lifecycle.
Our Clients Include
Why Leading Retailers Choose Documation
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30+ Years of Expertise in Finance Automation
Trusted by major UK retailers and global brands, we understand the seasonal spikes, SKU variability, and supplier dynamics in retail.
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Modular & Scalable Platform
Deploy just AIP for invoice management, or full AP Automation with e-invoicing across your enterprise. Our Enable platform flexes with your needs.
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Fast Deployment, Rapid ROI
Get up and running in weeks, not months! With clear efficiency gains, cost savings, and measurable improvements in invoice cycle times.
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Enterprise‑Grade Security & Compliance
ISO-certified with robust controls around access, workflows, and data governance—protecting sensitive financial information across all retail units.
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Sustainability & Operational Efficiency
Remove paper waste and reduce storage-energy demands. Documation helps retail teams eliminate printed PO and invoice processes, contributing to sustainability goals.
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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 Configured to Your Retail 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 allowing access to all solutions.
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.
Learn More About How We Can Help Your Retail Business
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Financial solutions for the retail world!
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Getting involved – Helping the NHS
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Weetabix – Accounts Payable Digital Transformation Project
Frequently Asked Questions
Can’t find the answer to your question? Give us a call today.
Yes! Our system is designed to work across multiple retail sites, warehouses, or franchises with entity-specific controls and consolidated reporting.
No, we integrate seamlessly with your existing ERP (Sage, Dynamics, SAP, and other integrations), enabling intelligent automation without replatforming.
Our workflows support both. PO invoices are matched automatically, while non‑POs are routed for coding and approval.
Suppliers send structured digital invoices through our Pagero integration. These are automatically validated, processed, and archived for audit readiness.
Absolutely! Our AI-backed systems scale automatically during high-volume retail periods, ensuring consistent performance and accuracy.
Via Power BI dashboards, you can monitor match rates, exceptions, approval cycle times, vendor performance, and cash commitments in real time.
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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