AP Automation for the Accounting Manager

Accounts Payable Automation is not just about automating your supplier invoices. By digitizing the AP process, you will get better control of upcoming costs and full visibility of cycle times, vendor behavior and potential bottle necks.

250,000+ Users

Over 2,500 clients worldwide

Stena Line
Saint Gobain
Canadian North

Easy access to accurate data

With Palette, you get visibility into both the transaction status and history, so that if a credit hold situation occurs you immediately have access to the problem. All invoices are found in one single place, by just a click, irrespective of their status.

Month end activities and report gathering is coming from a place where all the data is accurate and exportable. The process has removed non-value adding manual tasks.

You will get metrics to watch the productivity of your AP staff. This allows you to have confidence in your team and to address areas of improvement when you see the need.

User friendly system

Our user-friendly interface allows the entire organization to accelerate invoice processing and approve spends on the go by mobile or e-mail.

Efficient approval workflow

The system sends out all incoming invoices to a pre-set approval workflow.

Automatic reminders

Reminders to approvers with invoices pending are generated by the system.

Avoid bottle necks

With the reporting tool you gain full visibility of the process. Detect bottle necks in time and avoid payment delays.

More automation

Add functionality for recurring invoices, PO matching and automated account postings.

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.

Invoice Data Capture

Palette’s capture solution ensures you eliminate paper completely. Whether invoices are received as paper or email formats, the data is captured quickly and efficiently. No manual data entry is required.

Efficient AP Workflow

Palette automatically sends invoices to the proper approver, according to pre-set rules. If needed, you can add approvers to an existing workflow and ad-hoc routing is possible.

Automated PO Matching

Match vendor invoices to internal or external purchase orders and goods receipts. Our Cascading Matching engine automatically matches hundreds of lines – saving you 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.

I had thought at that time we could expand our AP process improvement into the other areas of the company but what I didn’t expect was how soon our CFO took advantage of the technology that Palette had to offer

Accounting Manager

USFarathane Case Study: Manufacturing

The scope of this project began with invoice processing for a company with many facilities and satellite offices. The scope grew to include indirect purchasing, contract management, expense reporting and budget.

Are you ready to take the next step?

Let us know what problem are you looking to solve.

AP Benefits for Accounting Managers

As an Accounting Manager, you create multiple processes for analysing and reporting financial information, ensure organizations follow requirements and recommend improvements for business procedures. Without a modern AP system, it’s difficult to have the information you need to perform these tasks accurately.

You are responsible for AP, AR, capital accounting, general accounting, bank reporting and many other routine tasks. The vast majority of your time is focused on AP, either directly or indirectly.

Invoice processing times are lengthy and you have no visibility into amounts until they are posted to the GL. Multiple spreadsheets with widely spread-out information can only take you so far.
When exceptions come along, there’s no limit to the time it could take to get the exception resolved and posted.

With a modern AP solution, invoice processing time is reduced and all invoice data is available from one single platform. With full visibility of the AP process it’s possible to detect potential bottle necks before they arise and payment delays are avoided.