Book a Demo

Utilities

Simplifying Finance for the Utilities Sector

Finance teams in the utilities sector face mounting pressure to manage high transaction volumes, multi-site operations, and evolving compliance requirements. Documation’s finance automation solution is built to ease that load, automating everything from invoice capture and approval routing to supplier statement reconciliation and audit trails. It integrates seamlessly with your existing finance systems, helping reduce manual effort, accelerate processing times, and improve financial control across your organisation, all without disrupting day-to-day operations.

 

Book A Demo To See Our Solution In Action

Book a Demo

Finance Process Automation Solutions for the Utilities Sector

Our intelligent finance automation solutions are built to meet the unique demands of utilities organisations, helping teams drive efficiency, reduce manual workload, and maintain control over complex, high-volume finance processes. With advanced reporting and real-time data visibility, decision-makers gain the insight needed to optimise operations across distributed networks.

Our mobile approver app enables quick decision-making in the field or office, keeping approvals moving without disruption. As an ISO 27001 certified provider, independently audited by the BSI every six months, we ensure robust data security, whether your deployment is on-premise or in the cloud.

Documation Blue Logo

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
Documation Pink Logo

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
Documation Purple Logo

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
Documation Orange Logo

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
Documation Green Logo

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

Unsure How It All Works?

Book into a bespoke workshop where our experts show you how our solutions can help your pain points.

Get In Touch

Results You Can Expect to See From Our FPA Solutions

Faster Invoice Processing

Delays in invoice approvals can disrupt supplier relationships and lead to late payment penalties. Our automation platform accelerates processing times by removing manual steps and routing approvals instantly to the right stakeholders.

Improved Financial Accuracy

Manual data entry in high-volume environments often leads to costly errors. Automation ensures accurate matching between invoices, purchase orders, and supplier statements, reducing the risk of overpayments or duplicates.

Stronger Audit Trails and Compliance

Utilities providers must meet strict regulatory and audit requirements. Our solution automatically logs every action, providing transparent audit trails and enforcing approval rules to support compliance with industry standards.

Better Cash Flow Management

Fluctuating energy prices and infrastructure investments make cash visibility essential. Real-time dashboards and automated reporting help finance teams forecast more accurately and make informed financial decisions.

Reduced Operational Costs

Manual processes take time and tie up resources. Our system reduces admin burden, minimises paper usage, and frees up your finance team to focus on value-add activities.

“Documation are really approachable, even when we were working through the issues, they really listened to what we needed and worked hard to understand the process and any problems, and they have been a great partner to work with.”

Lesley Brown, IS Product Manager at NWG

 

get in touch with documation

Book A Demo With One of Our Experts

Get in touch regarding automation solutions

Ready to Streamline Your Utility Operations?

Take the next step towards improving your finance processes with automation solutions designed specifically for the utilities sector. Whether your priority is cutting operational costs, increasing process efficiency, or ensuring compliance, our platform is built to support your goals without disrupting core services.

We focus on building strong, long-term partnerships with our clients and pride ourselves on being experienced, reliable, organised, and easy to work with. Documation can solve a wide range of information management and document processing challenges. Get in touch with our Listening Team or book a demo to see how we can help simplify your finance workflows and address key operational pain points.

 

FAQs

How can Documation help streamline finance operations in the utilities sector?

Documation’s platform automates key finance processes such as invoice capture, approval routing, statement reconciliation, and payment notifications. This reduces manual admin, shortens approval cycles, and gives finance teams full visibility crucial for maintaining service continuity and managing large-scale infrastructure budgets.

Is the solution compatible with our existing ERP or finance system?

Yes. Documation is designed to integrate seamlessly with a wide range of ERP and finance platforms, whether cloud-based or on-premise. Our team works closely with your IT team to ensure a secure, reliable setup whether that’s via APIs, file-based methods, or custom integrations.

What kind of results can we expect?

Utilities providers that implement our finance automation typically see invoice processing times reduced by up to 60%, along with improved compliance, fewer errors, and clearer audit trails. The result is faster turnaround, stronger supplier relationships, and better control over spending.

How much does it cost to implement Documation?

There’s no one-size-fits-all price. We tailor every solution to your organisation’s structure, system landscape, and process needs. After an initial discovery session, we’ll provide a clear proposal with no hidden costs. Many clients achieve ROI within the first 12 months. Get in touch today for a quote.

How long does it take to implement the system?

Timelines vary depending on your systems and the complexity of your setup. For many utilities clients, implementation takes between 8–14 weeks from initial planning to go-live. We manage the process end-to-end, ensuring minimal internal disruption.

What support is available post-launch?

Our support doesn’t stop at go-live. You’ll have access to ongoing support from our UK-based team, full documentation, and optional training sessions. We also provide regular system updates and security patches, so your solution stays future-proof and compliant.