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Capabilities: Document Output Management AP Invoice Processing Inbound Document Processing Storage and Retrieval

Transform® AP

Invoice Automation that Accelerates Accounts Payable Processes

Transform AP addresses the full invoice lifecycle, including extended capabilities for paper and electronic data capture, G/L coding and validation, approval workflow and reporting to help organizations overcome the costs and hassles of manual invoice handling.

Key Features:

  • Automated matching of PO-based invoices to increase AP processing efficiencies and reduce errors
  • Online G/L coding with integrated ERP matching and validation for PO-based invoices
  • Automated approval routing, including email notifications and escalation rules, to accelerate processing cycles for non-PO based invoices
  • No incremental ERP or ECM licensing costs for non-AP users in the approval cycle
  • Electronic imaging and archive capabilities that reduce paper storage and handling costs
  • Storage of multiple, related document types, including purchase orders, check copies and remittance advices, as well as other ad hoc documents, to provide a comprehensive view of each transaction
  • Enhanced reporting via an interactive dashboard, including sophisticated options for viewing and analyzing data in the system

Key Benefits:

  • Reduced implementation and training costs with proven integration to leading ERPs and Microsoft SharePoint®
  • Increased AP processing efficiencies with fewer errors
  • Fully auditable transaction history of each invoice
  • Reduced exception handling, including fewer incidences of lost or duplicate invoices
  • Elimination of paper and associated printing, postage and storage costs
  • Consistent application and enforcement of AP rules and policies
  • Real-time access to data and key performance indicators (KPIs)
  • Improved AP service levels for both internal employees and external suppliers

Learn more about invoice automation

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Transform AP for specific ERPs
Product Information
Transform AP White Paper
Getting Your CFO to Yes: New White Paper Outlines the Key Steps for Building an AP Automation Business Case. Read Now

Transform AP Video
Learn how Transform AP can extend your existing ERP and SharePoint invesments to help you achieve automation success. Watch Video

Transform AP for JD Edwards EnterpriseOne Video
View this 6-minute demo to see how Transform AP's digital invoice capture, workflow and storage capabilities streamline AP processes. View Video.
Customer Success
JD Edwards EnterpriseOne
Highwoods Properties

Read how this leading real estate developer leverages invoice processing to enhance staff productivity and improve cash visibility.

Stillwater Mining Company
Discover how this Montana-based mining leader removed the costs and hassles of paper-based invoice processing while preserving their investment in JD Edwards.

Microsoft Dynamics GP
Taggart Global
Learn how a leading provider of coal preperation and material handling cleans up their AP invoice processing and expense reporting.

Nelnet, Inc.
Read how Transform AP for Microsoft Dynamics GP helped Nelnet, Inc. modernize their accounting and processes.

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