AI-Powered Financial Document Automation

Classify, Verify, and Analyze Financial Documents

Make Smarter Decisions on Payables, Receivables, Lending, Mortgage, Accounting, and Tax Processes

Classify

Harness ML and transformer models to sort financial documents with precision. The AI platform integrates document classification with extraction.

Verify

Powerful AI engine instantly cross-checks information, identifies discrepancies, and flags suspicious activities.

Analyze

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.

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Saving

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.

Enhance Visibility

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.

Streamline Operations

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.

Smart Reconciliation

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.

Robust Reporting

Predefined reports, dashboards, and KPIs deliver spend visibility. Better manage cash flow and tune operational performance.

ERP Integrations

Out-of-the-box integrations make it easy to export data to ERP, AP, and accounting systems.

By the Numbers

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Early pay discounts
captured.

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Annual cash flow
gain.

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Savings from
preventing duplicates
and overpayments.

Highlights

Financial Services BPO Transforms Back-Office Operations with Itemize

A leading financial services BPO offering solutions that ignite efficiency, savings, and revenue growth across industries. The team has noticed increased digitization efforts amongst its customers in recent years. The BPO wanted to deliver end-to-end services for intake, document categorization, and data capture processing of invoices, receipts, POs, and other finance, accounting, AP, AR, and …

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How to Protect Your Business Against Fraud

Fraud continues to plague organizations big and small, and with a potential cash crunch looming over many businesses, fighting fraud is more important than ever. But it takes a lot of work for AP teams, regardless of size. Sure, a small business with a two-person team risks overworking or giving away too much financial access …

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6 Steps to Invoice Approval Workflows (and How to Accelerate the Process)

Successful businesses require healthy cash flow, and if there’s a bottleneck, there are only two places it could be. Either payment needs to come in faster, or inefficient invoice management is straining the system. Often, the issue isn’t even over-purchasing, although duplicate payments and overspending are possible. The fact is that manual invoice processing is …

6 Steps to Invoice Approval Workflows (and How to Accelerate the Process) Read More »

Is AP Automation Software Worth It for Your Business?

With the shift from manual, in-person tasks to remote work and online tools, there has to be a better way to handle payments. But is AP automation software for small and mid-sized businesses the solution? Until recently, the cost of accounts payable software outweighed the potential savings for many organizations. As solutions have become more …

Is AP Automation Software Worth It for Your Business? Read More »

Improve Month-End and Year-End Close with AP Automation

Between the myriad of daily tasks, it’s no secret that the month-end and year-end closing processes can be tedious and time-consuming tasks for AP professionals. This is particularly true when your company requires multiple levels of sign-off for each account. To ensure an efficient close process, most companies leverage detailed checklists/processes for the various tasks …

Improve Month-End and Year-End Close with AP Automation Read More »

Accounts Payable Invoice Automation: What to Look For in the Right Solution

AP Automation can be overwhelming but if done right it provides robust changes for a small investment with great benefits. Few points to keep in mind as you thank about making changes to your AP: Start by improving a single process, such as automating the physical intake of invoices, or roll out an AP automation …

Accounts Payable Invoice Automation: What to Look For in the Right Solution Read More »