Webdocs for AP

Invoice Capture and Processing Software

How Webdocs for AP Modernizes Each Stage of the Document Lifecycle

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the stages of a document within an automated accounts payable process

Create

For ERP systems without easy PO requisition, create web-based PO requisition forms with Webdocs for AP to route through built-in workflows

Capture

Scan or import invoices into your EDMS, or use folder or email monitoring to automatically extract data from documents. Or capture invoices from vendor or bank portals with our RPA capabilities. Whatever way you get invoices, they can be captured directly into the Webdocs for AP system.

Transform

The advanced document capture tool uses state of the art OCR and business rules technology to transform data and classify incoming documents without manual effort. Invoices that pass all validations go directly to Webdocs, and data goes to your ERP. Documents with exceptions are passed to a user in a workflow for validation.

Verify

With intelligent capture, Webdocs for AP can find the right information on your documents and perform 2- or 3-way matching to make sure POs and invoices are correct.

Approve

Route invoices to the right people and systems—hands-free. Exceptions and approvals are flagged automatically with Webdocs for easy review.

Export

Export extracted data and images to your ERP system and Webdocs secure document storage. Data is formatted so your ERP can import it directly via an XML file or RESTful API.  After the validation process data can pass to the ERP vouchering system. 

Utilize

Access, archive, or workflow documents securely from our web browser interface—without an extra desktop application. Or integrate directly into your ERP applications, whether through IBM i green screen or Windows applications. Securely manage documents and ensure regulatory compliance with version and audit control.

Key Features of Webdocs for AP

 
AP Automation for PO and non-PO based invoice management features across IBM i (iSeries, AS/400) and Windows platforms.

 

 

Intelligent Capture, Classification, and OCR Data Extraction

Fortra Intelligent Capture solution uses Smart Process Technology to help you control accounts payable invoice and other document processing costs. The Invoice Actions module captures invoices automatically, classifies them, splits them apart, and extracts and validates the needed data.

Then, with our Webdocs for AP module, you can route them to the appropriate staff. Exceptions are handled quickly, as approvals and GL coding are managed electronically through a Webdocs AP workflow process. This dramatically reduces the time, costs, and errors in the process.

Key Benefits

Improve Accuracy
Time Savings
Maximize Early Pay Discounts
Lower Cost of Invoice Processing
Enhanced Insights into Data
Fraud Protection and Easier Auditing

Watch Webdocs for AP in Action

Watch this video for an overview of the core components and features of Webdocs for AP – including streamlined data capture, workflow processes, and scanning of documents to the system. You’ll also get a demonstration of what a day in the life of an AP professional using Webdocs for AP would look like.

 

Request a Customized Demonstration

See how automated invoice scanning and processing streamlines invoice management. Schedule a custom demo to learn how Webdocs for AP can help reduce your company’s paper load.

Request a Demo

Webdocs for AP can handle all of these documents—and more!

Invoices

Purchase Orders

Sales orders

Packing slips

Freight bills

CBP forms

Transcripts and student records

HR forms

Medical claims

Tax forms

Still have questions about how AP automation works? Read our FAQ to get answers!

ANSWER MY QUESTIONS

Invoice Capture Software for Any Industry

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An AP Specialist saves time and manages invoices easily
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Organizations in virtually any industry—from healthcare to manufacturing and distribution—will benefit from invoice processing software.

Step ahead of the competition by capturing and processing your invoices electronically. Make payments on time, get rid of process bottlenecks, and reclaim valuable person-hours with document automation.

See what automated processing could look like in your industry.

Get Started

Find out how automated invoice scanning and processing streamlines invoice management. Schedule a consultation to learn how Webdocs for AP can help reduce your company’s paper load.