- Home
- Purchasing Software
- Proactis Accounts Payable Automation
Proactis Accounts Payable Automation
Proactis Accounts Payable Automation · Wetherby, United Kingdom
What it is
Proactis Accounts Payable Automation is web software for capturing, checking, and routing invoices through accounts payable processes. It accepts paper, PDF, XML, and electronic invoices, including portal or PO Flip submissions, then uses OCR to create structured eInvoices. Invoices are checked against purchase orders, goods receipts, and supplier records. The system can flag duplicates, missing purchase order numbers, mismatches, and invoices without valid purchase orders. Unmatched items go to an exception process with the original invoice, linked purchase order, and discrepancy details. Matching invoices can move to a finance system without manual intervention, while Proactis says its AI learns from customer data over time. Approval, supplier onboarding, qualification workflows, performance scorecards, and multi-entity support are included. Named integrations include SAP, Unit4, Infor, Oracle, Microsoft Dynamics, Workday, MRI, NetSuite, Epicor, and Deltek. Payment execution is not included. Pricing is on request.
For and against
For
- Captures paper, PDF, XML, and electronic invoices
- Checks invoices against orders, receipts, and suppliers
- Supports approval and supplier qualification workflows
- Provides multi-entity support
- Offers numerous ERP and finance integrations
Against
- Payment execution is not included
- Pricing is available only on request
- Web platform only
The verdict
Proactis Accounts Payable Automation combines invoice capture, matching, exceptions, approvals, and supplier workflows.
Who it suits
It suits mid-market, service-led organizations in public or private sectors that need web-based invoice and supplier workflows. It can also fit teams managing multiple entities and supported finance systems.
On the record
- AI processing
- Proactis says the proportion of invoices processed straight through increases over time as its AI learns from customer data.proactis.com · read 7 Oct 2026
- Approval workflows
- Yesproactis.com · read 23 Sep 2026
- Compliance
- The product can flag invoices without a valid purchase order to support a “No PO, No Pay” policy.proactis.com · read 7 Oct 2026
- ERP integrations
- The page lists SAP, Unit4, Infor, Oracle, Microsoft Dynamics, MRI, Workday, NetSuite, Epicor, and Deltek among supported ERP and finance systems.proactis.com · read 7 Oct 2026
- Exceptions
- Invoices that cannot be matched automatically are routed for resolution with the original document, linked PO and discrepancy details.proactis.com · read 7 Oct 2026
- Integrations
- The product page names SAP, Unit4, Infor, Oracle, Microsoft Dynamics and Workday; its FAQ also names MRI, NetSuite, Epicor and Deltek.proactis.com · read 7 Oct 2026
- Intended customers
- Proactis describes its solutions as designed for mid-market, service-led organisations in public and private sectors.proactis.com · read 7 Oct 2026
- Invoice capture
- Uses OCR to convert invoices into structured eInvoices without manual keying.proactis.com · read 7 Oct 2026
- Invoice formats
- It captures paper, PDF, XML and electronic invoices, including invoices submitted through a portal or PO Flip.proactis.com · read 7 Oct 2026
- Matching and exceptions
- Flags duplicates, missing purchase order numbers, and mismatches, then routes exceptions with relevant invoice and purchase order details.proactis.com · read 7 Oct 2026
- Multi-entity support
- Yesproactis.com · read 23 Sep 2026
- OCR
- The product uses OCR to convert invoice documents into structured eInvoices.proactis.com · read 7 Oct 2026
- Payment execution
- Noproactis.com · read 23 Sep 2026
- Pricing
- The product page invites prospective customers to book a demo or speak with an expert and does not state a price.proactis.com · read 7 Oct 2026
- Product access
- Proactis describes its spend management solutions as cloud-based.proactis.com · read 7 Oct 2026
- PO matching
- Yesproactis.com · read 23 Sep 2026
- Purpose
- Proactis AP Automation captures invoices, validates and matches them, then routes them into a finance system for approval and payment.proactis.com · read 7 Oct 2026
- Reporting data
- Processed invoice data is visible to finance teams in real time and feeds spend analysis, cashflow forecasting and supplier performance reporting.proactis.com · read 7 Oct 2026
