Have visibility that ensures accountability. Reduce cycle times. Grow without adding to headcount.
Have visibility that ensures accountability. Reduce cycle times. Grow without adding to headcount. Engineered from the ground up with AP in mind, Palette’s Quickbooks Invoice Automation boosts your investment in Quickbooks by giving your staff flexible approval workflows, automated invoice processing, automated PO matching and much more.
“Email approvals mean I don’t have to learn
yet another dashboard.”
Tomas | CEO
Eliminate manual data entry of invoices! Scan vendor invoices into Quickbooks Desktop and Online with Centsoft. Whether you are receiving vendor invoices in the mail or email, Centsoft extracts the essential data from the invoice and populates the data inside Centsoft’s intuitive central dashboard.
Using an automated workflow and a central dashboard, Palette provides automatic invoice reminders for Quickbooks for PO- and Non-PO invoices. Approvers can view and approve invoices on a laptop, on mobile, and in email without learning a new dashboard system.
“No more finger pointing! We can see where
the bottleneck is and address it.”
Cara | AP Manager
Palettes unique cascading matching system can handle matching against purchase orders at the header or line level. In a “no match” situation, or if a non-PO invoice arrives, workflow takes over. This ensures the appropriate approver or exception handler promptly gets notification and access to the information needed to clear the exception, creating an effective Quickbooks approval workflow. Exceptions are flagged for reconciliation.
“The intuitive interface means fewer calls for
assistance from people using Palette”
Lisa | CIO
Repeated invoices are matched to account numbers or contracts, posted to the proper charge codes and approved for payment through Quickbooks invoice processing automation. Reminders are sent when a contract is about to expire. If required, expenses are split between different departments.
“How do you enforce what’s in a binder? Palette ensures policies are followed on each and every transaction.”
Lawrence | CFO
A step-by-step documented history of invoice transactions is recorded, including communications between internal staff and suppliers. Palette’s Accounts Payable automation software for Quickbooks creates a complete, searchable archive for reference and auditing purposes.
Sustainability, efficiency and visibility – just to name a few of the positive impacts an ERP system has on an organization’s accounts payable processes. While Quickbooks is a full-featured accounting system, there is so much more potential to capitalize on through integrating Quickbooks Accounts Payable Automation software.
Palette provides a plethora of benefits and advantages on different levels, extending the functionality of the ERPs core functionality. It streamlines an organization’s accounts payable processes and creates an automatic, flexible and intelligent Quickbooks workflow.
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In some cases, suppliers will offer a discount for buyers who pay their invoice early. These potential discounts are often missed in a manual AP process due to its slow nature.
Utilizing Palette’s AP automation for Quickbooks speeds up the invoice lifecycle, allowing you to capitalize on most early payment discounts.
Let us know what problem are you looking to solve.
Palette Software was founded in 1993 in Stockholm and has offices in the United States and the Nordics. Palette solutions are available through a growing network of partners in some 50 countries in North America, Europe, and Australia.
