The Ultimate Invoice Processing Automation Solution

In today’s fast-paced business world, efficiency in financial management is more crucial than ever. Manual invoice processing can be time-consuming, error-prone, and costly. Fortunately, PaperLess brings Sage users an advanced AP Automation technology designed to optimize and streamline accounts payable workflows. With seamless integration into Sage 200 Evolution and Sage Intacct, PaperLess eliminates the inefficiencies of manual data entry, enhances invoice approvals, and ensures full automation in invoice processing.

Transforming Invoice Management with PaperLess

PaperLess is revolutionizing how businesses handle invoice processing. By implementing a fully automated system, companies can experience increased efficiency, reduced processing times, and enhanced accuracy. The software is designed to take the manual effort out of managing invoices, allowing businesses to focus on core activities without worrying about delays or errors in their financial operations.

Key benefits of PaperLess include:

• Elimination of manual data entry – Capture and process invoices with minimal human intervention.
• Enhanced invoice approval workflows – Route invoices efficiently to the right approvers.
• Automated PO matching – Reduce overpayments and discrepancies.
• Comprehensive document management – Store and retrieve invoices instantly within Sage.
• Seamless integration – Ensure smooth operation within Sage 200 Evolution & Sage Intacct.

Intelligent OCR Technology for Seamless Data Capture

One of PaperLess’s standout features is its intelligent OCR (Optical Character Recognition) technology. This powerful tool automatically captures and extracts key invoice data with remarkable accuracy, eliminating the need for manual data entry. OCR ensures that invoice information is recorded correctly, minimizing human errors and improving financial reporting.

By integrating directly with Sage 200 Evolution and Sage Intacct, PaperLess ensures that extracted invoice data is seamlessly posted into the accounting system. This not only speeds up the process but also ensures that financial records remain accurate and up-to-date.

Automated Invoice Approval Workflows

Approval delays can cause bottlenecks in the AP process, leading to late payments and compliance issues. With PaperLess, businesses can automate invoice approval workflows, ensuring that invoices are sent to the right approvers instantly. The system streamlines approvals, making it easier for finance teams to track and manage invoice statuses.

Benefits of automated invoice approval workflows include:

• Faster processing and approval times
• Reduced risk of lost or misplaced invoices
• Improved compliance and audit readiness
• Clear visibility into approval status and invoice history
• Greater control over invoice processing from submission to final approval

Effortless PO Matching for Financial Accuracy

For businesses that work with purchase orders (POs), PaperLess offers an automated PO matching feature that ensures accuracy in financial transactions. The system cross-references invoices with corresponding purchase orders, preventing overpayments and flagging discrepancies for review. This feature enhances financial control, reduces fraud risks, and ensures that payments align with contractual agreements.

With automated PO matching, businesses can:

• Prevent duplicate payments and invoice fraud
• Streamline reconciliation between invoices and purchase orders
• Reduce time spent on manual matching and verification
• Improve overall financial accuracy and reporting

Secure and Instant Invoice Retrieval

Document management is an essential aspect of financial operations. PaperLess allows businesses to securely store all invoices within Sage, ensuring that they are instantly retrievable whenever needed. This simplifies audits, enhances record-keeping, and reduces time spent searching for financial documents.

With PaperLess, businesses benefit from:

• Secure, centralized invoice storage
• Quick retrieval of invoices for audits or compliance checks
• Reduced paper usage and storage costs
• Improved financial data organization
• Greater visibility into historical transactions

Full Automation of Emailed Invoices with Company Inbox

One of the most innovative features of PaperLess is Company Inbox, which enables full automation of emailed invoices. Invoices received via email are automatically processed, matched, approved, and posted into Sage 200 Evolution or Sage Intacct, without requiring manual intervention. This drastically reduces workload and enhances efficiency by ensuring invoices are handled automatically from receipt to payment.

The Company Inbox feature helps businesses:

• Automate invoice processing from email to posting
• Reduce manual handling and associated errors
• Speed up invoice approvals and payment cycles
• Improve overall accounts payable efficiency
• Ensure email-based invoices are archived and easily accessible

Seamless Integration with Sage 200 Evolution & Sage Intacct

Designed for seamless integration, PaperLess works natively with Sage 200 Evolution and Sage Intacct, ensuring a smooth setup and uninterrupted financial operations. Unlike third-party automation tools that require extensive customization, PaperLess is built specifically for Sage, allowing for direct synchronization of invoice data and approvals.

Advantages of this integration include:

• Faster implementation and deployment
• Consistent and accurate financial data synchronization
• Enhanced user experience with a unified system
• Reduced IT overhead and maintenance costs
• Streamlined compliance with industry regulations

Gaining Full Control with a Comprehensive Audit Trail

Compliance and financial transparency are vital for any business. PaperLess provides a comprehensive audit trail that records every invoice action, ensuring that businesses have full

visibility into the entire invoice lifecycle. From data capture to approval and posting, every step is tracked, offering complete control and security over financial processes.

Audit trail benefits include:

• Clear visibility into all invoice transactions
• Enhanced compliance with financial regulations
• Reduced risk of fraud and errors
• Improved accountability within the finance team
• Complete tracking of user interactions with invoices
• Enhanced transparency for audits and regulatory checks

The Future of AP Automation with PaperLess

As businesses continue to embrace digital transformation, AP automation is becoming a necessity rather than a luxury. PaperLess provides Sage users with an innovative, reliable, and highly efficient solution that enhances financial management and drives operational efficiency. By implementing PaperLess, businesses can transform their accounts payable processes, reducing costs, improving productivity, and ensuring greater accuracy in financial management.

Companies adopting PaperLess can expect:

• Reduced processing costs associated with manual invoice handling
• Increased productivity due to streamlined workflows
• Enhanced accuracy in financial reporting
• Improved supplier relationships due to timely payments
• Strengthened internal controls over financial transactions

Manual invoice processing is a thing of the past. With PaperLess AP Automation for Sage 200 Evolution & Sage Intacct, businesses can experience faster, smarter, and more efficient invoice processing. From intelligent OCR technology and automated approval workflows to seamless PO matching and full invoice automation, PaperLess empowers businesses to take full control of their accounts payable process.

Ready to see how PaperLess can revolutionize your AP process? Email us at This email address is being protected from spambots. You need JavaScript enabled to view it. to schedule a free consultation or book a free demo and experience the power of AP automation firsthand!