PaperSave, Webiplex Docupeak, and Paramount Workplace are now part of PairSoft

Meet the Expert: Julio Perez 

Farah Harajli March 8, 2023

Julio Perez is an AP Automation technical sales engineer, seen here in a PairSoft Expert graphic
AP Automation
PairSoft’s feature-rich AP, procurement, and fundraising automation solutions are driven by a team of experts who have spent years building and working with the products. We sat down with Julio Perez, who knows every detail about our AP automation, to learn more.

Which PairSoft product falls under your expertise? 

PaperSave, one of our AP automation and document management solutions, which directly integrates with Microsoft Dynamics GP, Microsoft Dynamics 365 BC, Blackbaud Financial Edge NXT, Blackbaud Raiser’s Edge NXT, and Sage Intacct.

Describe PairSoft’s accounts payable automation in a nutshell. 

The ability to automatically capture documents and data from invoices, then obtain electronic approvals and create the AP transaction in the ERP system. Basically, full invoice-to-pay in one system.

What would you say is the most common misconception about AP software? 

The most common misconception about AP software is that using it is a slower manual process, adding time to the users’ already busy day. It’s the total opposite — it eliminates most manual tasks and saves dramatic amounts of money per invoice process.

Which types of teams would you recommend AP software to? 

Any financial team or departmental team that’s dealing with accounts payable and receivable. There’s a wide range of sectors; we often work with mid-market businesses and nonprofits, though this is ideal for most organization types that want to process invoices using an ERP/Blackbaud CRM.

What makes PairSoft’s version of accounts payable automation stand out most?

The flexibility to incorporate clients’ business rules into an automated workflow. Some of the AP software available out there is not able adopt and automate clients’ business rules like we can. 

What’s your favorite feature of our accounts payable automation? 

My two favorite features have to be our OCR (optical charter recognition) — the ability to read the face of the documents scanned into a workflow — and our Auto Entry, which automatically creates a transaction in a client’s ERP. 

And, finally: You’re given an unlimited budget for a vacation this summer. Where are you going and why? 

The Amazon rainforest. I love getting lost in nature, and I can’t think of a better place to do it than there. 

Get in touch with our team to schedule a free demo to find out how PairSoft can transform your accounts payable process today.

Farah Harajli

Farah joined the SaaS space with PairSoft to continue her digital-content-focused career that's included roles at Johns Hopkins University, the Hearst Corporation, and the University of Michigan. She is based in Michigan.

View all posts by Farah Harajli
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