Connect Your Organization with True Integration

Make the work you do more powerful and effective with seamless, out-of-the-box, real-time integrations.

Unleash Your Organization’s Potential

Whether you’re looking to enhance your existing system or need a standalone solution that makes work easier and more efficient, you can easily integrate with a variety of leading platforms that provide tangible benefits.
Our integrations are robust and easy to use—creating ERP records, storing documents intuitively, breaking down invoices by line item, and even adding line items to individual GL accounts (accruals) as they’re needed.

Automated processes

Enhanced collaboration

Improved visibility and control

Strong ROI across organization

Microsoft Dynamics

You’ll be able to create an environment that ensures all documents are stored and instantly accessible for future use with our integration to Microsoft Dynamics CRM, GP, SL, NAV, and AX.

Benefits 

Reclaim Lost Time

Improve your customer management, make more efficient use of data, and simplify document sharing.

Eliminate Lost or Misfiled Documents

Prevent human error, missing documents, and manual transaction and voucher filing.

Reduce Implementation and Training Costs

Mitigate the need to train employees on new technologies by connecting systems you’re already familiar wit

Features

Microsoft Dynamics 365

With Microsoft Dynamics 365 Business Central and Microsoft Dynamics 365 for Finance and Operations, you can give yourself an end-to-end view of your business with a wealth of easy-to-understand data that will help you make informed decisions to increase profitability and the customer experience.

Capture data from your purchase invoices and other documents and create Dynamics 365 BC and FO records seamlessly. Our workflows ensure that you get the right sign-off prior to payment, match purchase invoices with the associated PO to ensure payments are accurate, distribute line items on invoices into the right GL accounts, and attach all relevant documents to the Dynamics 365 record.

Benefits 

Eliminate Bottlenecks

Create efficiencies with our robust end-to-end process that automates your procure-to-pay, document management, vendor management, and receiving operations.

Complete Workflow Capabilities

You won’t need to purchase a separate workflow solution for document acquisition, approval, and storage. 

Advanced Search Functionality

Quickly search for documents by keyword, transaction information, user defined metadata, or dates.

Features

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Blackbaud

With its intuitive and highly configurable interface, you can effectively reduce piles of paperwork and streamline your gift processing operations with Blackbaud Financial Edge NXT, Blackbaud Raiser’s Edge NXT, and Blackbaud CRM.

Benefits 

Process Donations Quickly and Safely

Automate your gift processing tasks on our secure cloud and give your donors peace of mind.

Reduce Physical Document Storage

Stop storing gifts and donor records in file cabinets and replace them with smaller and more cost-effective digital solutions.

Lose Fewer Documents

Ensure that administrators have all gift and invoice records stored digitally, from faxes and emails to scanned files.

Increase Employee Efficiency

Reclaim up to 30% of the time your team spends searching, filing, and retrieving documents manually

Features

Sage Intacct

Take your procurement, requisition, purchasing, and expense management work to the next level. Our integration boosts Sage Intacct’s functionality with automation, OCR, AI, and machine learning capabilities.

Benefits

Secure Financial Data

User-based permissions ensure that only authorized employees and departments have access to certain records and data.

Centralized Document Solution

Bills are managed throughout their complete lifecycle, from acquisition to approval to storage, so they won’t get lost.

Easy, Cost-Effective Implementation

With out-of-the-box capabilities and easy-to-use interfaces, you won’t need to spend time manually integrating systems or coding APIs.

Features

When we have a question about an expense, we don't have to go looking for paper. We can spend more time understanding how we're spending our money and thinking about how we can spend it more effectively.

— Ed Torgas, CFO and Firm Administor, Morrison, Brow, Argiz & Farra
Oracle NetSuite
You can achieve and deliver on your spend management objectives with a NetSuite integration that capitalizes on sophisticated, intelligent OCR, 3-way invoice matching, detailed audit trail, intuitive dashboard, and robust engines not offered anywhere else.

Benefits

Centralized Solution

Complement your financial and accounts payable solutions with a fully centralized document management solution.

Scalable Solutions

Streamline and build out your AP Automation capabilities as your business grows.

3-Way Invoice Matching

Effectively validate purchase details before making a payment to reduce the risk of fraud and financial loss.

Features