AI-Powered Financial Document Automation
Classify, Verify, and Analyze Financial Documents
Make Smarter Decisions on Payables, Receivables, Lending, Mortgage, Accounting, and Tax Processes
Harness ML and transformer models to sort financial documents with precision. The AI platform integrates document classification with extraction.
Powerful AI engine instantly cross-checks information, identifies discrepancies, and flags suspicious activities.
Gain deep insights into documents and data to drive decisions on high-value transactions with clean, normalized data.
AI Document Automation for B2B Financial Services
Boost Cash Flow
Accelerate your payables processing to capture Early Pay Discounts, reduce costs, and improve cash flow. Cut processing fees and unplanned expenses, eliminate errors and streamline payments processing.
Improve Vendor Compliance
Automate the end-to-end AP process from invoice capture, matching, approval, and exception management, and provide critical analytics to ensure that organizations reduce risk and maintain vendor compliance.
Gain better visibility to manage cash on hand and find opportunities to boost efficiencies. Use Accounts Payable (AP) data as your secret weapon to make smarter decisions.
Simplify and automate the AP process by removing paper and manual invoice keying, matching, and processing. End-to-end AP automation ensures your team is focused on high-value activities.
Itemize Invoice and Spend Automation
Document Inbox and Management
Streamline document ingestion with a centralized feed of transaction information. Intelligent filters automatically sort and pre-process documents.
Touchless Data Capture
AI-powered solution extracts, categorizes, and enriches intelligence from invoices and other B2B payables documents.
Three-way matching resolves discrepancies in invoices, POs, and payments. Avoid fraud, duplicates, and inaccurate payments.
Intelligent Risk Scoring
Establish document and vendor authenticity with robust risk scoring and exception management. Avoid mistakes and pay supplies on time.
Predefined reports, dashboards, and KPIs deliver spend visibility. Better manage cash flow and tune operational performance.
Out-of-the-box integrations make it easy to export data to ERP, AP, and accounting systems.
By the Numbers
Financial Services BPO Transforms Back-Office Operations with Itemize
Financial Services BPO Transforms Back-Office Operations with Itemize Read More »
How to Protect Your Business Against Fraud
6 Steps to Invoice Approval Workflows (and How to Accelerate the Process)
6 Steps to Invoice Approval Workflows (and How to Accelerate the Process) Read More »
Is AP Automation Software Worth It for Your Business?
Is AP Automation Software Worth It for Your Business? Read More »
Improve Month-End and Year-End Close with AP Automation
Improve Month-End and Year-End Close with AP Automation Read More »
Accounts Payable Invoice Automation: What to Look For in the Right Solution
Accounts Payable Invoice Automation: What to Look For in the Right Solution Read More »