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Finance Automation Integrations That Streamline Workflow

Sync Documation with ERP & Accounting Systems

  • Real‑time data sync

  • Reduce manual data entry

  • Full audit trails & visibility

  • Integrates with any finance system, cloud-based or on-premise

Why Integrate with Documation?

  • Faster invoice processing

    Automated data transfer between Documation and your ERP or finance system reduces bottlenecks and speeds up approval cycles.

  • Cost savings and ROI

    By streamlining workflows and reducing errors, integrations cut operational costs and deliver measurable returns.

  • Seamless data flow across systems

    Integrations remove the need for manual uploads and disconnected processes, keeping all financial information accurate, secure, and synchronised.

  • Error reduction and compliance

    Removing manual entry lowers the risk of mistakes and ensures a full audit trail for stronger financial governance.

  • Real-time visibility

    Gain instant access to up-to-date information across purchase orders, invoices, approvals, and payments in one central view.

  • Increased productivity

    Free up finance teams from repetitive data entry so they can focus on more strategic, value-driven tasks.

Book Now to Unlock a Smoother, More Connected Workflow

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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 

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.

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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.

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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
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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.

What finance systems can Documation integrate with?

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.

How do Documation’s finance automation integrations work?

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.

Can Documation support integration with legacy systems?

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.

How long does it take to implement an ERP integration?

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.

What are the benefits of Sage integration with Documation?

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.

How does Microsoft Dynamics 365 integration help my finance team?

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.

Is Documation integration secure?

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.

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