AP Automation for the CFO

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

250,000+ Users

Over 3,500 clients worldwide

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

Financial Control

A digital process for AP gives you a complete overview of payables, improving the quality of your financial reporting. Get a clear picture of which transactions are linked to a certain supplier, account, or project.

Data from our AP solution is updated real time and you can always to back and drill down to a specific transaction, invoice or supplier if you need more facts.

The system is easy to configure according your business rules and legislation. This way, you can have confidence compliance is being met.

Increased Productivity

Palette streamlines the processing of supplier invoices by completely eliminating time-consuming manual tasks. You will free up time in the AP team and it will be easier to approve invoices for the entire organization.

Intelligent Invoice Capture

Using AI and capture automation, data is intuitively extracted from both paper and emailed invoices.

Efficient approval workflow

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

Email approvals

Offer simple email approvals for your executives and remote access for any staff working out of office.

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.

We needed to choose the best possible supplier for processing invoices as well. Palette has versatile features, integration has been easy to build, implementation is light, and all users have the same user interface

Heli Matero
CFO at Technopolis Plc

Sportmaster automates its purchase to pay process with Palette

While updating their previous outdated ERP system, the time was right for SPORTMASTER to implement a new purchase-to-pay solution that would seamlessly integrate with its other business systems and streamline their invoice and purchasing processes.

Are you ready to take the next step?

Let us know what problem are you looking to solve.

How CFOs can benefit from AP Automation

With Palette you can be sure that the whole organisation has a user-friendly system for invoice processing and invoice approvals.

In the finance team resources are freed up when manual repetitive tasks are eliminated, while the entire organization will save time on easy invoice approval. Invoices can be reviewed and signed via remote access by simple email approval or directly from a mobile phone. This way, the approval cycle will be shortened.

Automation from invoice reception to payment
Our solution receives invoices in multiple formats, including physical mail, images, email, fax, PDF documents, EDI, and XML. It uses advanced OCR technology to bring your data into digital form.

Palette provides flexible approval workflows without coding costs. Invoices are sent out in a pre-set approval workflow where you can have multiple approvers if needed. The matching and workflow rules determine how the invoice is processed in your organization, saving a tremendous amount of time for your organisation, and limiting touch points.

Trusted by banks
Palette’s solution is trusted by banks and financial institutions in the US and Europe. Accreditations in the US include SOC1, SOC2, HIPAA, ISO 27001, GDPR, and PEPPOL.

Easy integration to your ERP
Palette has been designed for easy integration to different ERPs and accounting systems. Today we offer connectors to 40+ different ERPs and new standard integrations are added continuously.
Ease your reporting and give your company the best possible AP strategy by connecting your data seamlessly to your systems. Palette has over 3,500 installed clients globally, all connected to one or more ERP, purchasing, or accounting system.

Read more about ERP Integration