Watch the video

Smart AP

Streamline invoice processing and automate accounts payable workflow.

What it Does

Smart AP streamlines invoice processing by capturing invoices electronically and routing them through every step of your accounts payable workflow, from matching and GL coding, to approvals and payments.

Invoice data such as vendor ID numbers, date, line-item descriptions and charges are easily captured and validated based on your business rules.

Smart AP makes paying invoices easy and error-free because you can automatically match POs and look for variances in quantity and amount from a single web interface instead of multiple screens. The Smart AP software also takes care of the pesky issue of not having a PO to match against, and includes customizable purchase order request forms that can be built into the approval process.

Smart AP accounting software plugs directly into your Enterprise Resource Planning (ERP) or financial system to cut down on duplicate data entry and give you a single screen for matching, GL coding and approvals.

Key Benefits

Automate data capture

Scan and intelligently capture invoice information based on the rules of your organization, and automatically transfer that data to your ERP or financial system.

Putting the "flow" in workflow

Once invoices are scanned, those image files and related documents are automatically routed through a matching and approval process based on your business rules. Smart AP makes sure fields are filled out correctly, tasks are completed properly and documents are signed for by the right people. Documents are then securely stored for easy browser-based access or review.

One screen connects all the dots

Accounts payable software should make your life easier, not harder. Smart AP allows you to review invoices, match POs, check for variances and GL code from one interface instead of multiple screens. That is not a misprint. One screen allows you to do all that and more.

Streamline PO and Non-PO processes

Processing an invoice that doesn't have a purchase order? Smart AP takes care of that with electronic purchase request forms that are built into the approval process. No more chasing down managers for approvals that took place verbally or via email.

Integration made easy

Smart AP plugs directly into your ERP or financial system to cut down on duplicate data entry. The solution works with with virtually any ERP package, including SAP, Oracle, Infor’s suite of solutions, Microsoft Dynamics, Epicor, Sage and many more. 

Find information fast

Browser-based access to digital files makes servicing customers and vendors quick and easy. Multiple search keys can be assigned to each invoice or document, giving you many ways to quickly find the information you need.

Save money by going digital

Smart AP can reduce your accounts payable paper shuffle and allows you to securely store, manage and share documents from a browser-based filing cabinet. You'll save money and trees with a paperless accounts payable process.

On-Demand Webinars

  • On-Demand Webinar
    Automate AP with Smart Invoicing

    Learn how to streamline AP invoice processing by scanning or capturing PO and non PO based invoice data into a web form, which can then be used for easy electronic routing through your approval process. You’ll see how Smart Invoicing™ technology can easily capture supporting information like line item details or metadata from invoices for easy GL coding. Supporting documents, links and original invoice images can also be capture in the web form to allow for easy three-way matching and verification.

    Download On-Demand Webinar (WMV)

Who's Using It?

Carisch
Managing documents more efficiently and effectively with WebDocs saved Arby's Franchisee, Carisch, Inc., more than $250,000 in strategic sourcing costs.
Download the Case Study (PDF)
DEMCO
DEMCO streamlines workflow by using WebDocs to help automate its order and fulfillment processing.
Download the Case Study (PDF)
Ontario Universities Application Centre
OAUC speeds up application processing and streamlines document management with WebDocs.
Download the Case Study (PDF)
Penn College

WebDocs gets high marks from Penn College for digitizing student records and other school documents and making them easy to find, use and share.

Download the Case Study (PDF)
Woodharbor Doors & Cabinetry

Woodharbor streamlines business processes and improves production time by using WebDocs and our Document Assembly software to manage and distribute invoices and order documents.

Download the Case Study (PDF)

Looking for Support

You’ll find all relevant support resources for Smart AP software in our Support Center, including:

  • Documentation
  • Installation Instructions
  • Upgrades
  • Licenses
  • Troubleshooting
  • Tutorial Videos

The Document Lifecycle

Stage 1: Capture

Capturing signatures and data, and creating forms and reports that people can easily access, use, and distribute is the first stage of the document lifecycle. Learn how products like SignHere, iForms and WebForms can digitize documents and data, decrease paper costs and speed up workflow.

Stage 2: Manage

Securely managing documents and other data after they have been captured or created is the second stage of the document lifecycle. Learn how products such as WebDocs and inContact can give you the tools to securely find, use and store information, no matter where you are.

Stage 3: Distribute

Getting documents and data to the people who need them – on time and in the format they need – is the third stage of the document lifecycle. Learn how products like DeliverNow and Enterprise Workflow can automate document distribution and speed up business processes.

Stage 4: Secure

Securing data and documents is the final stage of the document lifecycle. Learn how WebDocs and our Security Solutions can protect key business information from cyber threats, data loss and costly downtime.