AP Automation for Professional Services

The service sector is embracing mobile applications, online services and answering fast-changing customer needs – so why not ask the same for accounts payable? With a modern cloud solution your organization can focus on what’s important.

Illustration of Palette’s AP Automation software

250,000+ Users

Over 2,500 clients worldwide

Stena Line
Saint Gobain
Canadian North

Cloud-based invoice processing

Palette offers AP Automation in the Cloud with invoice processing, mobile approval workflows, complex PO matching and a searchable, time-stamped audit trail.

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

A fully automated AP process can offer dramatic improvements. It lets the finance department focus on strategic tasks such as profitability analysis, increasing vendor loyalty and business development.

Efficient approval workflow

Palette’s user-friendly system receives invoices in all formats, i.e., scanned paper invoices, PDF’s or EDI. When the invoice data is captured, the invoice will be sent out in your pre-defined approval workflow. PO invoices are automatically matched against the purchase order and goods receipt.

Eliminate manual data entry

Paper invoices are scanned and invoice data is automatically entered and captured by the system.

Digital approval workflows

The digitized invoices are sent out in a pre-set approval workflow to approvers.

Remote access

Approvers can control and sign invoices by email or directly in their mobile phone.

Zero touch process

With automated matching to purchase order invoices can be processed without manual intervention.

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).

3 way match

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

Automated PO Matching by Palette Software
Archive & Audit - Audit trail software by Palette

Archive & Audit

A step-by-step history of invoice transactions is recorded, including communications between internal staff and suppliers. Palette creates a complete searchable invoice archive for reference and auditing purposes.

Along with introducing Palette’s solution, we have implemented a unified way of working in different countries across the Group. Thanks to the real-time reporting tool, we can now easily measure performance between countries.

Juho Häkkinen, Finance System Controller

Lindström chooses Palette for invoice management and purchasing internationally

Lindström wanted to standardise its accounts payable process globally with a modern solution. Lindström Group has implemented Palette’s invoice management solution in 13 countries, and will also extend the use of Palette’s solution to purchasing.

Are you ready to take the next step?

Let us know what problem are you looking to solve.

Empower your services organization

By implementing a modern solution for invoice processing and invoice approval processes, you free up resources and get more time for higher value tasks.

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.

The digital archive simplifies the audit process as all transactions, invoices and receipts can be tracked and traced complete with timestamps.

Your services organisation can advance and level up automation with automated purchase requisitions, contract management, and budgets to a complete purchase to pay solution. It’s possible to reach a “zero touch process” in accounts payable!

Automate back-office processes and boost the efficiency of what can be a time-consuming, paper driven process.