Finance Process Automation Solutions
Our AI powered solutions enable finance teams to streamline their processes and help identify areas for further automation using data analytics provided by real-time reporting with Power BI. Our mobile approver App allows approvals ‘On the Go’ anywhere in the world, and as an ISO 27001 certified company with ongoing audits by the BSI every six months you can be assured your data and systems are protected now and into the future. Whether cloud-hosted or on-premise we have the solution for you.
Smarter Finance Automation, Built Around Your Processes
At Documation, we help finance teams remove manual effort, improve control, and gain clearer visibility across their processes. Our AI‑powered automation solutions are designed to fit around how your business already works, connecting seamlessly with your ERP and finance systems.
From invoice processing to purchase‑to‑pay and data capture, our platform reduces errors, speeds up workflows, and gives teams the confidence that every transaction is accurate, compliant, and fully auditable.
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.
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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.
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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.
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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.
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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 SolutionsUnsure How It All Works?
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Get In TouchWhat 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
Seamless Integration with Your Existing Systems
Our AI powered finance automation solutions are built to work with your existing finance and ERP systems. Our solutions integrate smoothly without disrupting your current processes. Popular platforms such as Oracle, Microsoft Dynamics 365, SAP, Infor SunSystems, SAGE and many more, can be seamlessly integrated with our software.
We ensure that data flows securely and accurately across your finance stack, without the need for complex workarounds.
A Platform That Grows With You
Whether you are automating a single process or transforming your entire finance operation, Documation provides a flexible platform that adapts as your needs evolve. Our team works closely with you to ensure each solution is configured to your processes, not the other way around.
Scale 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.
Discover More Finance Automation Solutions
Statement Reconciliation Solution
Improve accuracy and control with automated statement reconciliation that quickly matches supplier statements, flags discrepancies, and reduces time spent on manual checks during month-end and year-end close.
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Robotic Process Automation (RPA)
Enhance operational efficiency with RPA for finance, using software robots to automate repetitive, rules-based tasks across your AP, AR, procurement, and financial systems—boosting accuracy and freeing your team for higher-value work.
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AR Automation Solution
Accelerate cash collection and improve visibility with Accounts Receivable automation, enabling automated invoice delivery, intelligent reminders, real-time tracking, and improved customer communication.
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Integrations
Connect Documation seamlessly to leading ERP and financial platforms with powerful system integrations. Whether you use SAP, Oracle, Dynamics, Sage, or custom systems, our integration framework ensures secure, real-time data exchange and a fully connected workflow.
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Industries
See how our automation solutions for multiple industries support organisations in retail, manufacturing, utilities, public sector, transport, and more—addressing sector-specific challenges with proven, scalable technology.
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Strengthen your digital transformation strategy with Documation’s full suite of finance automation, workflow automation, and intelligent document processing solutions. Explore more tools designed to streamline processes, reduce manual workload, and deliver end-to-end visibility across your financial operations.
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Lets Talk!
If you want to improve a business process or understand how our AI‑powered automation solutions could work for your organisation, the next step is simple – get in touch!
See our platform in action and explore how smarter automation can support your finance team today.
