Proactis Accounts Payable Automation is web-based software that captures invoices, checks them, and routes them to a finance system for approval and payment. It handles paper, PDF, XML, and electronic invoices, including submissions through a portal or PO Flip, and uses OCR to turn documents into structured eInvoices. The system checks invoices against purchase orders, goods receipts, and supplier records; it can flag duplicates, missing purchase order numbers, mismatches, or invoices without a valid PO. Unmatched invoices are sent for resolution with the original document, linked purchase order, and discrepancy details. Invoices that pass checks and match purchase orders can move to the finance system without manual intervention. Proactis says its AI learns from customer data over time. Named finance and ERP systems include SAP, Unit4, Infor, Oracle, Microsoft Dynamics, Workday, MRI, NetSuite, Epicor, and Deltek. Processed data is visible in real time and feeds spend analysis, cashflow forecasting, and supplier performance reporting. The product supports multiple entities; pricing is on request.
Who it is for
Proactis describes its solutions for mid-market, service-led organisations in public and private sectors. It may suit finance teams handling invoices across multiple entities and using the named finance systems.
What is good
- Captures paper, PDF, XML, and electronic invoices
- Matches invoices against orders and goods receipts
- Routes unmatched invoices with discrepancy details
- Supports multiple entities
What to know first
- Payment execution is not included
- Pricing is available on request
Verdict
Proactis covers invoice capture, validation, matching, and routing, with exceptions sent for resolution and qualifying invoices able to move without manual intervention. Prospective customers need to request pricing.
Get started with Proactis Accounts Payable Automation
- Visit the Proactis product website.
- Book a demo or speak with an expert about pricing.
- Use the web-based, cloud solution.
- Discuss the finance system connection and supported workflows with Proactis.
Limits to know first
Payment execution is not included. Pricing is on request.
Questions about Proactis Accounts Payable Automation
How much does Proactis Accounts Payable Automation cost?
Pricing is on request. The product page invites prospective customers to book a demo or speak with an expert.
Which platforms does it support?
The product is available on the web and described as cloud-based.
Which finance and ERP systems are named?
The listed systems include SAP, Unit4, Infor, Oracle, Microsoft Dynamics, Workday, MRI, NetSuite, Epicor, and Deltek.
Does it execute payments?
No. Payment execution is not included.
What invoice formats can it capture?
It captures paper, PDF, XML, and electronic invoices, including invoices submitted through a portal or PO Flip.
Compared on accounts payable software
- Invoice capture
- ai
- Approval workflows
- Yes
- PO matching
- Yes
- Payment execution
- No
- Multi-entity support
- Yes
