AI Powered Automation Solutions - Streamline with Documation

Types of AI

Agentic AI

Agentic AI initiates and completes defined actions without manual intervention and adapts dynamically to changes such as new suppliers or updated financial controls. It learns continuously, refining its algorithms based on interactions and outcomes and assigns tasks to individuals or teams to manage exceptions or by customer choice.
Pragmatic AI

AI brings great benefits to document processing but it isn’t always the right answer. Documation solutions are based on ‘Pragmatic AI’. Using AI where it is safe and advantageous to do so but combining it with referential logic and other technologies to provide optimum efficiency and control.
AI Data Capture Agents

Uses AI to extract header and line‑level invoice data, achieving high accuracy ‘out of the box’, coupled with machine learning to improve performance over time. Extracted data is automatically ‘enriched’ to assign documents to companies, suppliers, business units and other entities, based on your master data.

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Intelligent Document Classification

Automatically identify documents as invoices, credit notes and other types. With multiple classification technologies that combine text and graphical methods to deliver higher accuracy.
AI Pairing & Matching

Pairs invoice lines with order lines, performs order or receipt-based 2 or 3-way matching at high speed. Intelligently distributes exceptions, autonomously retries and applies controls & tolerances to ensure compliance. They use pattern recognition combined with rules-based and AI-driven logic to achieve high success rates.
Coding & Approval

Automates GL coding, including learning coding patterns from historical data. Distributes transactions, manages approval workflows through alerts, checks, and escalations.
Integrated AI and Machine learning

Improves accuracy and process automation with AI and machine learning capabilities that automatically recognise new invoices and quickly process business content.
Continuous machine learning

Automatically updates continuous machine learning models using data from human-in-the-loop validation activities. No data labeling or model development expertise is needed from the customer.
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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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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

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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.

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AI Automation

Documation’s AP Automation incorporates Multi-Agent Workflows orchestrating AI driven Agents and incorporating Humans in the Loop when needed. Humans in the Loop have AI Assistance available where appropriate to help maximise efficiency. All Documation solutions integrate with your chosen finance system meaning the benefits of AI can be recognised right across your finance processes.

How long does it take to implement Documation’s agentic AI solution?

Implementation typically takes a few weeks, depending on your system complexity and integration requirements.

What business benefits can I expect from implementing agentic AI?

Expect faster processes, reduced manual effort, fewer errors, improved compliance, and cost savings through smarter automation.

Can agentic AI integrate with existing business systems?

Yes. Documation’s agentic AI is designed to integrate seamlessly with your current ERP, finance, and procurement systems.

How does agentic AI adapt to changes in my business?

It continuously monitors processes, learns from new patterns, and adjusts workflows automatically to align with evolving business needs.

What’s the difference between agentic AI automation and traditional automation?

Traditional automation follows fixed rules and workflows. Agentic AI uses intelligent agents that can make decisions, learn from data, and adapt dynamically without constant human intervention.

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.

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.

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.

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.

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.