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Finance Process Automation for Every Industry

Every industry has its own challenges when it comes to managing finance processes. Whether it’s high-volume transactions, strict compliance requirements, or the pressure to deliver more with fewer resources, the need for smarter, faster finance automation is universal.

At Documation, we’ve built solutions that adapt to the way your organisation works. From public sector bodies and manufacturers to retailers and financial services, our technology is designed to integrate seamlessly with your systems and deliver measurable value.

Industries We Support

  • Manufacturing & Engineering

    Streamline supplier invoicing, improve cost control, and reduce delays in production finance.

  • Retail & Wholesale

    Manage large supplier networks, process invoices faster, and gain visibility over seasonal spend.

  • Utilities & Energy

    Manage complex billing cycles, multiple suppliers, and cross-entity approvals with ease.

  • Transportation & Logistics

    Keep operations moving with finance automation that matches the speed and complexity of your supply chain.

  • Construction

    Control costs, strengthen supplier and subcontractor relationships, and gain complete visibility across every stage of the finance lifecycle.

  • Financial Services

    Improve compliance, strengthen auditability, and gain real-time insight into high-volume transactions.

  • Public Sector & Local Government

    Increase efficiency, reduce admin, and free up resources to focus on delivering public services.

  • Healthcare & Life Sciences

    Ensure compliance, support secure audit trails, and reduce processing times for critical suppliers.

  • Education Sector

    Simplify financial processes across schools, colleges, and universities with automated invoicing, improved budget visibility, and faster approvals that free up time and resources for student-focused initiatives.

Our Clients Include

  • weetabix logo

  • NWG logo

  • yuusen logistics

  • Germains

  • Agrovista logo

Why Industries Choose Documation

Documation helps organisations transform their finance operations by eliminating manual effort, reducing errors, and providing real-time visibility across every step of the purchase-to-pay process. Our platform is flexible enough to support both large-scale global operations and specialist local teams.

  • Efficiency: Streamline invoice capture, approvals, and payments to cut costs and save time.

  • Compliance: Maintain complete audit trails and meet sector-specific regulations with confidence.

  • Scalability: Handle complex, multi-entity environments and adapt as your business grows.

  • Integration: Connect seamlessly with ERP and finance systems including Sage, Microsoft Dynamics 365, Oracle, and SAP.

  • Streamline invoice handling from start to finish

    Eliminate manual effort in accounts payable with intelligent capture technology and automated workflows that process invoices as soon as they arrive. Our solution reads, validates, and routes documents instantly, cutting processing times and improving accuracy. With real-time visibility over every stage of the AP cycle, finance teams can focus on value-driven work while invoices move quickly and securely through the system.

  • Improve control and compliance across your finance operations

    Gain confidence that every invoice is fully checked and compliant before it enters your financial systems. Customisable workflows support multi-level approvals and enforce supplier, budget, and contract policies automatically. AI-driven validation and anomaly detection further reduce risk, while comprehensive audit trails simplify internal governance and external reporting requirements.

  • Connect your AP solution with all core business systems

    Easily link Documation’s automation platform with any major ERP, accounting software, or enterprise system to build a connected finance ecosystem. Flexible API and web service integrations enable rapid deployment with minimal IT input, supporting multi-entity environments and complex financial structures. Data flows securely and consistently between systems, giving your teams the insights and control they need.

  • Automate e-invoicing and achieve global compliance

    Transform how invoices are processed with end-to-end automation and built-in eInvoicing capabilities. AI-powered matching ensures every invoice is aligned with POs, GRNs, and contracts across multiple entities, currencies, and regions. Receive, validate, and archive digital invoices automatically while connecting to government platforms and eInvoicing networks worldwide, meeting CTC mandates and enabling straight-through processing.

  • Expert partners in AP automation and digital finance

    Voted a top provider by AP and P2P professionals, Documation has built a reputation for delivering innovative automation solutions that drive measurable results. Our award-winning team brings decades of experience and deep financial expertise, helping organisations modernise their accounts payable processes, improve efficiency, and unlock new opportunities through automation.

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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 

Why Work With Documation

With more than 30 years of experience in finance process automation, we understand the pressures different industries face. Our solutions are flexible, configurable, and supported by a dedicated team who work alongside you to ensure long-term success.

From reducing costs and increasing compliance to delivering faster, smarter financial processes, Documation is trusted by national and international organisations to deliver measurable results.

 

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.

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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We’re happy to answer questions and get you acquainted with Documation’s Solutions

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Incredible companies use Documation:

yuusen logistics
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See our testimonials
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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

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Frequently Asked Questions

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

How does Documation adapt to different industry requirements?

Our finance automation software is highly configurable, allowing processes to be tailored to each organisation. Whether you need public sector compliance, multi-entity support in financial services, or high-volume invoice processing in manufacturing and retail, Documation adapts to your unique environment.

Can Documation integrate with the ERP systems used in my industry?

Yes. Documation integrates seamlessly with leading ERP and finance systems such as Sage, Microsoft Dynamics 365, Oracle, and SAP, as well as bespoke or legacy platforms. This ensures smooth, connected processes no matter which industry you operate in.

Which industries can benefit from finance process automation?

Documation’s finance process automation solutions support a wide range of industries including financial services, manufacturing, retail, healthcare, utilities, professional services, construction, and the public sector. Each solution is configured to meet sector-specific needs, ensuring measurable efficiency gains.

What are the benefits of finance automation for regulated industries?

In highly regulated industries such as healthcare, financial services, and utilities, automation reduces human error, enforces approval rules, and provides complete audit trails. This ensures compliance while maintaining efficiency and transparency.

How quickly can finance automation deliver ROI for my industry?

Many organisations begin to see measurable benefits from accounts payable automation within weeks of implementation. Faster approvals, fewer errors, and reduced manual effort deliver immediate time and cost savings across industries from retail to government.

Is Documation suitable for multi-entity and international businesses?

Yes. Documation is built to handle the complexity of multi-entity, multi-currency, and cross-border finance operations. This makes it a strong fit for global organisations in sectors such as manufacturing, energy, and professional services.

How can AI enhance our eInvoicing process when integrated with existing finance systems?

AI can automate and optimise many stages of the eInvoicing process, from intelligent data extraction and validation to fraud detection and exception handling. When integrated with your existing finance systems, AI can learn from historical data to flag anomalies, reduce manual intervention, and improve invoice matching accuracy. This not only accelerates approval times but also ensures cleaner data flows into your ERP, creating a more reliable and efficient purchase-to-pay cycle.

Can Documation’s integrations support AI-driven eInvoicing platforms?

Yes. Documation’s integration solutions are designed to work seamlessly with AI-powered eInvoicing platforms and intelligent automation tools. By connecting these systems directly with your finance applications and ERPs, you can benefit from real-time data exchange, automated compliance checks, and predictive insights that support better decision-making. This creates a unified ecosystem where AI enhances the speed, accuracy, and visibility of your invoicing process.

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