AP Automation for the Finance 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, full visibility of cycle times and insight in vendor behavior.

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250,000+ Users

Over 3,500 clients worldwide

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Improve Financial Control

As a Finance Manager, you need accurate data to give the best suggestions for financial planning and budgeting. Without a powerful solution AP Automation, you are constrained by multiple spreadsheets and email. Building and analyzing spend reports is a struggle and it’s impossible to foresee upcoming expenses.

A digital process for AP gives you a complete overview of payables, improving the quality of your financial reporting.

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

Improved Productivity

Palette streamlines the processing of your supplier invoices and eliminates many time-consuming manual tasks. This way, you will free up time in the AP team and can grow without adding headcount. The entire organization can easily approve invoices while on the go.

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Intelligent Invoice Capture

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

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Efficient approval workflow

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

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Detect bottle necks

Easy reporting enable a fast overview of the process. Detect bottle necks in time and avoid payment delays.

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Remote access

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

Seamless Integration with your ERP

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Integration with NetSuite

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

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Integration with Dynamics 365

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

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Integration with SAP

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

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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.

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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.

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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.

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Palette can efficiently match purchase orders to invoices and it’s easy to set rules for any variances. The required human input is minimal, and very simple. Thanks to Palette, we are now able to manage PO invoices in a nearly fully automated manner.

René Faurskov
Finance Manager at Sportmaster

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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 AP Automation benefits the Finance Manager

By implementing a modern solution for invoice processing, repetitive and time-consuming manual tasks will be eliminated. Free up resources and get more time for higher value tasks in tour Finance department!

Get full control of your supplier invoices, from their arrival through to being booked and paid for. All of your 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.

Automated PO matching
With our advanced matching engine, you can level up automation with fully automated matching to purchase orders, contract or goods receipt. It’s possible to reach a “zero touch process” in accounts payable!

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