Accounts payable automation

PISA — Payable Invoice Scan App

Move supplier invoices from receipt to validation, approval and posting without leaving Salesforce and Certinia Accounting.

From document to payable invoice

PISA receives invoices, extracts key information and presents the original document alongside recognised data for efficient review.

Receives invoices through configured email channels and recognises suppliers, dates, amounts, tax, references, descriptions and invoice lines.

Suggests suppliers, payment terms, general ledger accounts, tax codes and dimensions using existing Salesforce and Certinia data.

Checks totals, tolerances and duplicate invoice numbers before creating the final Payable Invoice.

Matches invoices to one or more purchase orders and supports quantity, receipt, price and variance checks.

Starts the appropriate approval process and gives approvers access to the document, coding, dimensions and related purchase orders.

Can send configurable rejection messages when required information is missing or a corrected invoice is needed.

Creates scheduled journals for costs that must be released across future accounting periods.

An optional module connects packing slips, invoices, purchase orders and receipts.

Structured invoices can follow the same validation and approval process, including documents received through Peppol.

PISA reduces data entry while improving invoice quality, approval speed, duplicate protection and the audit trail inside Salesforce.

For demonstrations, licensing and implementation enquiries, contact ArtixNova.