Proactis Accounts Payable Automation

Name: Proactis Accounts Payable Automation
Author: Proactis Accounts Payable Automation

Paid Web

Visit Proactis Accounts Payable Automation Alternatives

Proactis Accounts Payable Automation's own site

What Proactis Accounts Payable Automation is

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 suits

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 it does well

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

Limits

Payment execution is not included. Pricing is on request.

Getting started

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.

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.

Questions

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.

Facts from Proactis Accounts Payable Automation's own pages

AI processing: Proactis says the proportion of invoices processed straight through increases over time as its AI learns from customer data. · proactis.com, 7 Oct 2026
Approval workflows: Yes · proactis.com, 23 Sept 2026
Compliance: The product can flag invoices without a valid purchase order to support a “No PO, No Pay” policy. · proactis.com, 7 Oct 2026
ERP integrations: The page lists SAP, Unit4, Infor, Oracle, Microsoft Dynamics, MRI, Workday, NetSuite, Epicor, and Deltek among supported ERP and finance systems. · proactis.com, 7 Oct 2026
Exceptions: Invoices that cannot be matched automatically are routed for resolution with the original document, linked PO and discrepancy details. · proactis.com, 7 Oct 2026
Headquarters: Wetherby, Leeds, United Kingdom · proactis.com, 28 Sept 2026
Integrations: The product page names SAP, Unit4, Infor, Oracle, Microsoft Dynamics and Workday; its FAQ also names MRI, NetSuite, Epicor and Deltek. · proactis.com, 7 Oct 2026
Intended customers: Proactis describes its solutions as designed for mid-market, service-led organisations in public and private sectors. · proactis.com, 7 Oct 2026
Invoice capture: Uses OCR to convert invoices into structured eInvoices without manual keying. · proactis.com, 7 Oct 2026
Invoice formats: It captures paper, PDF, XML and electronic invoices, including invoices submitted through a portal or PO Flip. · proactis.com, 7 Oct 2026
Matching and exceptions: Flags duplicates, missing purchase order numbers, and mismatches, then routes exceptions with relevant invoice and purchase order details. · proactis.com, 7 Oct 2026
Multi-entity support: Yes · proactis.com, 23 Sept 2026
OCR: The product uses OCR to convert invoice documents into structured eInvoices. · proactis.com, 7 Oct 2026
Payment execution: No · proactis.com, 23 Sept 2026
Pricing: The product page invites prospective customers to book a demo or speak with an expert and does not state a price. · proactis.com, 7 Oct 2026
Product access: Proactis describes its spend management solutions as cloud-based. · proactis.com, 7 Oct 2026
PO matching: Yes · proactis.com, 23 Sept 2026
Purpose: Proactis AP Automation captures invoices, validates and matches them, then routes them into a finance system for approval and payment. · proactis.com, 7 Oct 2026
Reporting data: Processed invoice data is visible to finance teams in real time and feeds spend analysis, cashflow forecasting and supplier performance reporting. · proactis.com, 7 Oct 2026
Security: Proactis says it renewed ISO 27001 certification across its Europe, Philippines, UK and USA locations. · proactis.com, 7 Oct 2026
Security certifications: Proactis states that it holds ISO 27001 and ISAE 3402 certifications and Cyber Essentials Plus accreditation. · proactis.com, 7 Oct 2026
Straight-through processing: Invoices that pass validation and match purchase orders can be processed to the finance system without manual intervention; Proactis says AI learns from customer data over time. · proactis.com, 7 Oct 2026
Support: Proactis customers can contact support through its Help Centre, by email, or through their account manager; support assists with technical and user questions. · proactis.com, 7 Oct 2026
Validation and matching: Invoices are checked against purchase orders, goods receipts and supplier records; duplicates, missing PO numbers and mismatches can be flagged. · proactis.com, 7 Oct 2026