Top AP Automation Solutions for Sage Intacct

If your company uses Sage Intacct for financial management or is considering it, you can maximize this ERP’s (enterprise resource planning) potential by pairing it with the right AP automation tool. Accounts payable (AP) automation solutions integrate seamlessly with Sage Intacct to digitize and streamline AP workflows, helping your finance team process invoices faster, reduce manual entry errors, and enhance financial visibility.

With so many AP automation solutions available, finding the best fit for your needs can be challenging. To help, we’re breaking down the features, strengths, and drawbacks of top AP automation solutions, including hh2 Document Flow, Sage Paperless, Concur, and AvidXchange TimberScan, so you can select the best solution for your AP processes.

Why Automate AP with Sage Intacct?

Integrating AP automation with Sage Intacct establishes a robust foundation for managing your finances. By combining these tools, you streamline AP and financial workflows, reduce manual tasks, and free up resources to focus on growth.

Benefits of Integrating AP Automation with Sage Intacct:

• Fewer Manual Errors: Digital integration reduces the need for manual data entry and eliminates duplicate entries, reducing errors like misplaced numbers and duplicate records.
• Faster Invoice Processing: AP automation simplifies document capture, routes approvals automatically, and ensures fast, accurate data integration with your ERP. This efficiency speeds up each step of the AP process.
• Better Cash Flow Management: Consolidating financial data offers better visibility into cash flow, making it easier to track commitments and improve cash management.
• Real-Time Financial Data: Integrated AP systems ensure your team has access to up-to-date financial data, helping drive timely, data-backed decisions.
•  

Solution 1: hh2 Document Flow

hh2 Document Flow is a cloud-based AP automation solution built for construction, designed to streamline expenses and improve financial management.

Key Features
Built for construction, hh2 Document Flow’s AP features capture, route, and approve invoices and expenses quickly, syncing seamlessly with Sage Intacct. With customized automation options for job codes, cost codes, and general ledger (GL) accounts, Document Flow improves AP accuracy and enhances document management. Its role-based workflows eliminate bottlenecks, enhancing collaboration across field and back-office teams with real-time access to critical information.

• Strengths:

  • Built to tackle construction-specific AP needs, including remote access, multi-level approvals, and real-time job costing.
  • Tight integration with Sage Intacct to streamline invoice processing and expense tracking.

• Potential Drawbacks:

  • Primarily suited for contractors and construction companies, so it may include features that aren’t needed in other industries.

Solution 2: Sage Paperless

Sage Paperless focuses on digitizing document management, including AP processing, to create a fully paperless environment.

Key Features
Sage Paperless is all about reducing paper dependency. Its AP automation captures and routes invoices, making documents accessible from anywhere. The platform supports digitized approval workflows, audit trails, and custom permissions for secure compliance. As part of the Sage ecosystem, it integrates easily with Sage Intacct and Sage 300.

• Strengths:

  • Seamlessly integrates with other Sage products, making it easy to access invoices and documents.
  • Comprehensive document management tool that supports more than AP, providing an end-to-end paperless solution.

• Potential Drawbacks:

  • Its broad focus on document management might include features that can complicate the AP process for teams looking for a basic solution.

Solution 3: AvidXchange TimberScan

TimberScan from AvidXchange is an AP automation platform designed for construction and real estate, with full integration into Sage Intacct.

Key Features
TimberScan automates your AP processes from invoice capture through approval and payment, reducing the need for manual entry. With financial reporting tools, customized approval workflows, and auditing features, TimberScan gives construction companies robust control over AP and cash flow.

• Strengths:

  • Tailored for construction and real estate, it tackles AP challenges specific to these industries and syncs deeply with Sage Intacct for real-time data access.
  • User-friendly interface simplifies AP and payment processing.

• Potential Drawbacks:

  • Focused on AP and invoice automation, so it may not meet broader financial automation needs.

Solution 4: Concur

Concur, a cloud-based solution by SAP, provides AP automation for diverse industries, making it suitable for businesses beyond construction.

Key Features
Concur offers essential AP functions like invoice capture and routing, with advanced features like travel expense management, invoice matching, and payment automation. It integrates easily with Sage Intacct and supports complex approval workflows to enhance cash flow management.

• Strengths:

  • Provides a wide range of AP and expense management tools, suitable for businesses in any industry.
  • Goes beyond basic AP automation, making it a solid choice for those needing more comprehensive financial tools.

• Potential Drawbacks:

  • Its broad feature set may be overwhelming for companies only needing basic AP solutions, and it’s less specialized for construction than hh2 Document Flow and TimberScan.

How To Choose the Right AP Automation Solution

Choosing the right AP automation solution involves understanding your needs and matching them with the right tool. Consider the following:

• Assess Needs: Identify which AP features your team requires, such as expense management or specific AP automations like invoice routing.
• Check Integration and Scalability: Make sure the solution can integrate with your ERP and scale with your business as your needs evolve.
• Consider User Experience: Look for a user-friendly tool with good support and resources to ensure team adoption.

Ready to see AP automation in action? Book a demo of hh2 Document Flow and experience how it simplifies AP and expense management.