AP Automation for Accounting Firms

Accounting firms have unique accounts payable requirements for workflows and compliance, including auditability of the entire process. Whether it’s SOC 1 and 2, GDPR, 4MLD, PCI DSS or any other regulation, it’s essential to have everything for review by auditors and government authorities.

250,000+ Users

Over 3,500 clients worldwide

NCAA
Deloitte
BMW
Stena Line
Volkswagen
Landstar
Cobham
Saint Gobain
Pentax
Canadian North
Montana
Clublink

Streamlined invoice process

Palette brings accounting firms AP Automation in the cloud with advanced invoice processing, mobile approval workflows, complex PO matching, and a complete audit trail.

Eliminate manual data entry, reduce repetitive and time-consuming tasks and speed up your customers’ approval workflow. Avoid late payments and keep good relationships with suppliers.

With a modern cloud solution your organization can focus on what’s important to you while your back-office processes are running smoothly as ever and positively affecting your bottom line.

All your customers in one system

Palette’s AP solution comes with connectors to the most popular ERP and accounting systems in the market. Manage all your customers’ AP process in one single platform, regardless of which accounting software they use.

Customized approval workflows

Adapt approval workflows according to the need of each of your end customers.

One login

Manage invoice processing for all your customers with one single user account.

Automated reminders

Reminders are sent out to approvers with pending invoices, well in advance of monthly closing.

Advanced invoice matching

PO invoices are automatically matched against the purchase order within minutes of receipt.

Seamless Integration with your ERP

Integration with NetSuite

Native tools to ensure that the business rules of your system, data control, and validation are applied to all data communication.

Integration with Dynamics 365

AP Automation for Dynamics 365 Finance and Operations and Dynamics 365 Business Central.

Integration with SAP

AP Automation that integrates with SAP Business One and SAP R/3.

Integration with Workday

With Palette’s standardized Integration to Workday enable a “plug and play” integration experience with minimal configuration.

Intelligent Invoice Capture

Using artificial intelligence and capture automation, data is intuitively extracted from both paper and emailed invoices with 95% accuracy rates for paper and a 100% accuracy rate for electronic formats.

Approval workflow

Palette automatically sends invoices to the proper approver, according to your pre-set rules. If needed, you can add approvers to an existing workflow and do ad-hoc routing (no coding necessary).

Automated PO matching

Match vendor invoices to purchase orders, contracts or goods receipts. Our advanced matching functionality automatically matches hundreds of lines – saving you time and money.

Automated PO Matching by Palette Software
Palette Customer and Partner Portal

We are here to help

Palette has a partner portal with user guides and how-to videos to help your AP professionals. Our global support team consists of local system specialists to help clients in their country.

Before we deployed Palette, our invoicing system was labor-intensive and time consuming for staff. Automated processing has significantly increased our overall efficiency, shortened payment cycles and helped to improve the manageability of transactions.

Emily Grantham
AP Supervisor, Landstar System Inc

PEAB Processes 15,000 More Invoices Per Year

Peab is a leading Nordic construction and civil engineering company with 15,000 employees and $5.75 Billion in net sales.

Are you ready to take the next step?

Let us know what problem are you looking to solve.

Empower your organization

A fully automated AP process can offer dramatic improvements to your operations as well as to your end customers. Free up time for your AP consultants and increase customer volume without adding head count.

Get full control of supplier invoices, from their arrival through to being booked and paid for. All supplier invoices are visible and manageable in a central dashboard. Invoices are easy to find upon receipt in the dashboard, and after payment in a searchable archive.

Instead of paper and other files being lost, documents are visible anywhere and at anytime in Palette’s AP platform.

Level up with purchase requisition automation. Month-end accrual processes are reduced to just minutes instead of days, and Palette gives controllers the ability to decide to go over budget, rather than trying to explain why they were over budget after the fact.

Palette Partner Program for Accounting Firms
Provide one of the fastest growing and most successful AP Automation platforms that grows with your customers’ requirements. See more here