pa|Invoice data capture, invoice processing, complex approval workflows, sophisticated PO matching and a searchable archive for audits and investigations Have invoice data entered automatically, automate approval workflows to reduce time and effort, have POs automatically matched to invoices and goods receipts. A complete time-stamped audit trail provides transparency. 96% of Palette customers feel that the platform fulfills expectations, and 95% consider Palette to be a worthwhile investment. Save time and money by digitizing your invoice processing and minimizing manual work. No user license fees. Palette gets high marks from customers for “ease of use”. Once workflows are set up functions are automatic. Get an overview of all incoming supplier invoices and where the approval bottlenecks are. Full security and compliance accreditations including HIPAA, SOC 1, SOC 2, ISO 27001, GDPR, and PEPPOL. Peab is a leading construction and civil engineering company listed on NASDAQ with 15,000 employees and $5 Billion+ in revenue. PEAB has eliminated all their manual touch points and the AP process is now completely automated. Over 3,500 clients worldwide AP Supervisor, Landstar System Inc Let us know what your challenges in AP are. Slash invoice processing costs in half with productive SaaS AP Automation for complex approval workflows that handle both PO and Non-PO invoices. A sophisticated matching engine matches POs to invoices and goods receipts. Exceptions and non-PO invoices are sent to the appropriate approver. Drag and drop ad-hoc rerouting is available to administrators, and no coding is required! Approvers get a 1-click approval in email with all the necessary documents provided
di|AP Automation for Dynamics GP with Multi-Entity Management (MEM) Microsoft Dynamics Automation for AP Organizations are looking for ways to automate their financial operations. The problem with many ERP...... Aligning our companies and forming a new Palette Software! During the last five years Palette Software has acquired companies keeping the original setup but from February 5th we´re all...... Top 6 Action Steps to Detect and Prevent Payments Fraud Exposing fraud across purchase to pay (P2P) functions The Association of Certified Fraud Examiners (ACFE) found that occupational fraud (using...... Trusted by Banks in the US, Europe & Australia. Full security and compliance accreditations in the US including HIPAA, SOC 1, SOC 2, ISO 27001, GDPR, and PEPPOL. Palette is a configurable, modules-based solution available on-premise or in the cloud
li|Global solution for multiple ERPs, countries, currencies, and tax rules Unlimited users—no user license costs Bulletproof compliance control and minimal IT involvement
st|Menu 250,000+ Users Emily Grantham Settings for cookies
h1|AP Automation in the Cloud!
h2|Boost productivity in the finance department Join the Palette Partner Program Subscribe to our Newsletter
h3|Empowers users across the organization PEAB Automates Their AP ERP Integrations Are you ready to take the next step? Featured Blogs Accounts Payable Automation Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu View More SEE OUR CASE STUDIES Your focus is based on the financial performance of the entire organization. You need complete and accurate data in a timely fashion to be able to analyse and report results – and to make future suggestions. Read More As a finance manager, you need data to give accurate suggestions for finance planning and budgeting. Without a powerful solution for AP automation, your work can consist of going through multiple spread sheets. Read More Accounts Payable Automation is not just about automating your supplier invoices. Get better control of upcoming costs and full visibility of cycle times, vendor behavior and potential bottlenecks. Read More Eliminate manual data entry of invoices, accelerate approval processes, and reduce the drudgery of matching purchase orders with hundreds of lines. Read More Learn More Try Palette Palette News Palette Read more Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
bo|SAVE TIME AND MONEY EASE OF USE GREATER TRANSPARENCY SECURE PROCESS
em|Before we deployed Palette, our invoicing system was labor-intensive and time consuming for staff. Automated processing has significantly increased our overall efficiency, shortened payment cycles and helped to improve the manageability of transactions.
pa|If you are not happy with the results below please do another search
di|Palette Software Inc.(HQ) Palette Software AB (HQ) Find your local Palette office This field is for validation purposes and should be left unchanged. This field is for validation purposes and should be left unchanged. CAPTCHA This field is for validation purposes and should be left unchanged.
st|Menu Settings for cookies
h2|Subscribe to our Newsletter Join the Palette Partner Program
h3|Fill out the information below to receive an integration sheet for Dynamics 365 Business Central Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations
h4|New Search
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
pa|One-click approvals via desktop, tablet, or smartphone anytime, anywhere. Efficient management of supplier invoices reduces costs and creates more time for high-value work in your organization. Get instant control over invoice status and bottlenecks, resulting in faster approvals and smooth monthly reconciliations. Let us know what problem are you looking to solve
di|AP Automation for Dynamics GP with Multi-Entity Management (MEM) Microsoft Dynamics Automation for AP Organizations are looking for ways to automate their financial operations. The problem with many ERP...... Aligning our companies and forming a new Palette Software! During the last five years Palette Software has acquired companies keeping the original setup but from February 5th we´re all...... Top 6 Action Steps to Detect and Prevent Payments Fraud Exposing fraud across purchase to pay (P2P) functions The Association of Certified Fraud Examiners (ACFE) found that occupational fraud (using...... 16 Cloud SaaS Security Procedures & Practices Healthcare Demands Robust security in the public cloud depends on both cloud service providers and clients committing to a shared security model....... AP Automation for Healthcare with the Security Organizations Demand Healthcare organizations are looking to leverage technology to reduce the cost and inefficiency of their back office operations, and they...... Update with regards to the COVID-19 situation This is an update from Palette Software and Centsoft with regards to the COVID-19 situation. This article contains information about...... A Deep Dive into the Bank Security Framework for SecureCloud P2P Today, many financial institutions are using cloud-based Software-as-a-Service (SaaS) applications for what are considered non-core or non-critical use cases. These...... Banking Industry Challenges in 2020 Big changes are underway in the market for US financial institutions Banking industry challenges exist on two fronts, both with...... Accounting Firms Use AI and Automation To Reduce Employee and Supplier Fraud Michael Cichy, Palette Software is conducting an educational session at Accountex Boston in September to share how accounting firms are...... Efficiency from purchase to payment: A buyer’s guide It’s one thing deciding that your organization is ready for an automated purchase to payment solution. After all, any business...... How Purchase to Pay Automation Benefits Each Role in the Organization In this blog series we show how Palette Purchase to Pay automation has made a difference, role by role, to...... How Purchasing Automation Benefits Essential Roles – Purchasing Manager, Materials Manager, Shipping & Receiving In this blog series we show how Palette AP Automation makes a difference, role by role, to the people in...... How Purchase Order Approval Workflow Benefits Maintenance Workers & Service Technicians In this blog series we show how Palette AP Automation makes a difference, role by role, to the people in...... What is AP Automation? What is AP automation? AP automation is enterprise software that streamlines supplier invoice processing, eliminates the potential for human error...... 7 Ways Accounts Payable Automation Benefits the AP Team In this blog series show how Palette Accounts Payable Automation makes a difference, role by role, to the people in...... The Capital Budgeting Tool for Accounting Managers In this blog article we show how Palette’s software with a built-in capital budgeting tool makes a difference to the...... The Dark Side – Purchase to Pay Fraud Fraud is on the rise and companies are looking for ways to prevent it. In their 2018 report on fraud...... Centsoft announces plans for global expansion Leading Swedish supplier of invoicing solutions is establishing business abroad Centsoft celebrated its 10th anniversary a couple of years ago...... 7 Reasons Accounting Managers Love Automated Invoice Processing In this blog series we show how Palette makes a difference, role by role, to the people in an automotive...... Robotic Process Automation and the Future of Finance & AP A CFO survey by the Hackett Group found that 58% of finance departments are piloting both robotic process automation, and...... How a Plant Manager Benefits from Purchasing Approval Workflow In this blog article (part of a series) we show how Palette’s software with purchasing approval workflow makes a difference...... Inefficient Procurement Is Costly – 3 Steps For Change What can organizations learn from a successful procurement transformation? As organizations grow their operations can be a victim of success....... AP Exception Handling & Reducing Exception Rates The Exceptions Workload Getting the highest percentage of straight-through processing when an invoice arrives is an admirable goal, considering that teams...... How Purchase to Pay Controls Benefit the Plant Controller In this blog article we show how Palette’s software with purchase to pay controls makes a difference to the Controller...... Palette Software Appoints New CEO for Global Expansion Palette Software has been the leading vendor of software solutions for Accounts Payable in the Nordics for 20 years. The...... 5 Ways CFOs Benefit From Compliance Control In this blog (part of a series) we show how Palette’s software with compliance control makes a difference to the...... 4 Key Financial Performance Indicators (KPIs) for Accounts Payable Without good data, it’s hard for a business to assess the success of its AP function. Poor data visibility can...... How CEOs Benefit From AP Financial Reporting In this blog (part of a series) we show how Palette’s software with AP financial reporting makes a difference to...... How to Evaluate Your Indirect Procurement Process All business processes should be assessed and evaluated regularly to check that they’re as beneficial to the business as possible,...... Palette and Project Hosts Provide Purchase to Pay Cloud Service for Financial Institutions Palette and Project Hosts have made available SecureCloud P2P, an ultra-secure white label Purchase to Pay Cloud service for banks...... Managing Indirect Spend with Purchase Automation What percentage of your company’s spend is under control? When asked what percentage of their company’s spend was under control,...... PaletteArena and Palette’s Product Lines Palette has developed software for the automation of accounts payable and related processes for more than 25 years. Our product...... The E-Invoice Clearance Model Might Save You Money It’s predicted that 2025 is the year tax authorities worldwide will only accept invoices electronically*. In most cases it means...... Spend Control The right technology can help you control spends while making life easier for employees to purchase within the budget and the supplier policy. Digitalization will be a game changer in audit and accounting Swedish journal “Civilekonomen” has published an article on digitalization in the audit and accounting sectors. Palette contributed with expertise regarding automation in accounts payable. Indirect purchasing Businesses that successfully optimise their indirect spend can save up to 25% on current costs. AI adoption in P2P set to increase Many businesses plan to implement AI in procurement processes over the next two years. In this article we discuss which areas where AI is expected to add value. Digitally transforming invoice processes When more organisations worldwide adopt e-invoicing, it will benefit not just individual companies, but also economies and even ecosystems. Palette Partner EchoVera Passes $2B in Processed Invoices Palette partner EchoVera, an AP automation solutions provider in North America, has helped its customers process more than $2bn in invoices using Palette’s AP automation technology. Untapped opportunities for digital evolution Most businesses see digital transformation as a way to strengthening their existing core business. However, for most organisations there are still untapped opportunities. Digital transformation in purchase to pay Read about the benefits you can achieve by applying digital transformation to purchase to pay processes. How much is handling supplier invoices costing your business? Manual processing of supplier invoices may be a threat to your business's growth and bottomline. AP automation in retail Retailers face unique challenges in Accounts Payable (AP) and can see dramatic improvements when AP processes are automated. SAP Business One Procure to Pay Automation – How It Works SAP Business One has a lot of satisfied users. That’s because it provides a comprehensive and sophisticated financial system for...... Artificial Accountants; is AI the Future of Accounting & Finance? Artificial Intelligence (AI) is a resource that is beginning to be introduced to assist with book keeping, compliance and data analysis. Palette Software acquires cloud company Centsoft Palette Software, market-leading vendor for financial process automation, has today announced the acquisition of SaaS-invoice automation specialist Centsoft. 5 Reasons to Consider a Cloud-Based Purchase-to-Pay (P2P) Solution Automation of finance and procurement processes in the cloud has many advantages. Accounts Payable in Property The volume of invoices dealt with by property management companies is extremely high. AP automation in property can help the business grow. Palette Software launches a new cloud-based Purchase-to-Pay service Palette Software has announced the launch of PaletteOnline, a new cloud solution that enables customers to access an end-to-end P2P solution. Read the press release. SaaS Security – From treacherous to trusted Security was once a primary concern for businesses looking to adopt cloud-based services, but their trust has grown steadily. What is PEPPOL? Pan-European Public Procurement Online (PEPPOL – also known as ELMA in Norway) is a set of standards that enable simple...... Pagero acquires PaletteNetwork and enters into a global cooperation agreement Pagero and Palette entered into a new parternship on April 1st 2018. Vive la Révolution Numérique! Moving Towards 100% Electronic Invoicing in France The move away from paper invoicing for French organisations is a positive one that will save time and money. The change is driven by new French legislation. 2021 Guide to OCR, Invoice Scanning & Data Capture Most organizations say manual data entry and the high volumes of email and paper invoices they receive are a big...... The importance of supply chain visibility for P2P Visibility in P2P can help you evaluate your suppliers, reduce risk within the supplier network and keep in control of indirect spends. P2P Automation: Bringing Finance And Procurement Together Strategic collaboration between finance and procurement can provide opportunities and financial gain for the overall benefit of the business. Benefits of AP Automation by Role – From CFO to Sales In this new whitepaper we show how the Palette Procure to Pay solution has made a difference, role by role,...... How To Maximize Your Purchase-To-Pay Investment With KPIs By using the right KPIs you can increase visibility of the business' purchase-to-pay process. Renta Group Oy automated the entire purchase to pay process with Palette Growing Finnish machine rental company, Renta, has built its operation on digitalised processes from the start. Audit Trail Accounting Benefits From AP Automation Having a company’s financial statements audited by independent external auditors is a best practice that ensures confidence. An audit is...... Request to Pay Process Uses Technology To Gain An Edge —————————————- Many companies struggle with the management and control of their purchase process. There are many stakeholders in the purchase...... Purchase-to-Pay Process Streamlined with E-Procurement Traditional procurement methods present a number of challenges for the purchasing department. With orders being made in multiple ways that...... Procure to Pay (P2P) Trends for 2019: Getting Ahead of the Curve In a recent report by Spend Matters, the authors discuss some of the most disruptive trends for 2018 and beyond...... Five Challenges for the Purchasing Department The purchasing department is a crucial function of a modern business and focus on optimising procurement has increased during the past years. Blockchain – Bringing Transparency to Finance Departments Blockchain is one new system that could have clear benefits for finance departments. Invoice Approval Workflow Automation Trends for 2018 PayStream has released a report about Invoice Approval Workflow Automation that shows some interesting trends. The biggest pain point for...... Inefficient Manual Processes Still Haunt Most Companies A recent Invoice Workflow Automation Report from Paystream Advisors states that manual paper based methods still threatens many businesses bottomline. Easy ERP Integration for Purchase to Pay When organisations are looking for solutions that will automate the purchase to process, it is essential that the solution communicates well with your existing ERP system. Replacing IT systems enables a renewal of internal processes Replacing IT systems is not an automatic cure for everything, but requires changes in organisation’s internal processes and ways of working. GPDR for Finance Departments Are you preparing for GDPR - the EU’s new General Data Protection Regulation? If you’re not, now is the time to start getting ready! 4 Reasons to Consider AP Automation Read about the advantages with Accounta Payable Automation and learn how digital solutions can help businesses save time and improve their bottom line. Flexible Invoice Approval Workflow ERP’s have workflow capabilities, but they lack flexibility. Setup and maintenance is resource intensive. In order to create a workflow...... Have a fresh start with your account payables – 5 tips for success To have a fresh start after the summer holidays, it is worth considering how to clean your accounts payable process. Read our tips and tricks! The Future of Procure to Pay – Beyond the ERP Even though executives see digitalization and robotic process automation as having the greatest impact on their procurement processes over the...... Case Study: AP Automation Transforms Manufacturing Our manufacturing technology was “4.0” while finance was in “1.0” The digital transformation of an international automotive manufacturing company with...... Robotic Process Automation For Accounts Payable – Making Music Together Research by the Hackett Group outlines some of the key trends in technology that finance and procurement professionals feel will...... Intelligent 3 Way Match Handles Exceptions Exceptionally Well Most companies do some form of matching of vendor invoices to purchase orders and/or goods receipts. This is called a...... RPA – How will this impact the Purchase to Pay process? RPA (Robotic Process Automation) is an evolving concept that will be applicable in the purchase to pay arena. Gartner predicts: Financial management business applications embrace the cloud Predicting the future is no easy task, however Gartner takes on the challenge in the report “Predicts 2016: Financial Management Applications”. Palette has secured investment from Monterro for international expansion Leading purchase-to-payment solution provider secures investment from Monterro 1 as company targets expansion into new markets and further business growth......
st|Menu Mobile Enabled Efficient Processing More Control Settings for cookies
h2|Why Palette? Join the Palette Partner Program Subscribe to our Newsletter
h3|Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Palette News Palette Palette Palette News Palette Palette Press Releases Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay AP Automation AP Automation Purchase-to-pay Purchase-to-pay Press Releases Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay AP Automation Purchase-to-pay Press Releases Purchase-to-pay AP Automation AP Automation Purchase-to-pay Press Releases Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay News Purchase-to-pay Purchase-to-pay Purchase-to-pay News Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Press Releases Purchase-to-pay Purchase-to-pay Press Releases Purchase-to-pay E-invoice Press Releases Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay AP Automation Purchase-to-pay Purchase-to-pay AP Automation Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Press Releases Try Palette Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
pa|One-click approvals via desktop, tablet, or smartphone anytime, anywhere. Efficient management of supplier invoices reduces costs and creates more time for high-value work in your organization. Get instant control over invoice status and bottlenecks, resulting in faster approvals and smooth monthly reconciliations. Let us know what problem are you looking to solve
di|11 Jan New features and functionality in Palette Welcome to join our live webinar where product specialist Maria Hult will present new features and functionality in Palette. The presentation will cover new and improved functionality released during the past year. ON Demand Manage Recurring Invoices and Contracts Simplify your contract management with a digital solution that enables automated matching of recurring invoices. Get automated reminders when contracts are to be terminated or renewed. Use the solution for self-billing – all possible with PaletteContract
st|Menu Mobile Enabled Efficient Processing More Control Settings for cookies
h2|Why Palette? Join the Palette Partner Program Subscribe to our Newsletter
h3|Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Webinar Webinar Try Palette Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
pa|We always have room for competent people, and we advocate diversity. We’re looking for colleagues with different backgrounds, experience, and perspectives. Palette Software is a market leader in AP automation and Purchase-to-Pay. Palette is a growing company with offices in the US and Europe. The foundation of our business is our highly motivated and skilled employees. Those who work for us are creative and self-driven and enjoy what they do. Would you like to join our team? If you have expertise in accounts payable, finance, or other supporting administrative roles, and if you are interested in working for Palette, please don’t hesitate to contact us! Visit us on or where you can find more information about the company and our open positions. Team Leader, System Development • Palette Software Sweden
di|
st|Menu Job Vacancies in the USA: Job Vacancies in Europe: Joni Backsten Settings for cookies
h1|Work with us – Palette Software is a growing company
h2|Do you want to join us? Join the Palette Partner Program Subscribe to our Newsletter
h3|Do you wish to join Palette’s team? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Contact Us Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
em|Working as a system developer at Palette I have a lot of variation in my daily tasks. I am part of exciting customer projects and I get the opportunity to meet many nice people.
pa|Our support is easily reached through an online portal which is available for you 24/7. You need a username and password to log in. We want our customers to get the most out of their software investment. Therefore, we have knowledgeable and committed support staff who will help you to use our solution in the best possible way. Our support is staffed with system specialists who have significant experience working with Palette. We have a global support with local teams, which means that your contact with the support staff usually takes place in your own time zone, in English or any of the Nordic languages. We also have a global network of product specialists who can support each other when needed. The Nordic region is ahead in accounts payable automation, so for us it is obvious that the development of Palette will take place in that region. Our R&D function is based in Sweden, which means they are close to our largest support teams who can support local teams overseas. All our customers and partners can request access to our Customer and Partner Portal in Freshdesk. This is a dedicated portal with information about our solution, for example: As a new customer (or partner) to Palette you will get information about the customer portal together with user accounts for your system administrators. After that, the system administrators can request additional user accounts for your organization by raising a ticket to our support. Support tickets are managed through the in Freshdesk. Our experienced project managers and application consultants support you during the introduction of Palette and then hand you over to our support department. We are a global player offering local support in several languages. Using our online portal, you can register support cases around the clock. With our CSM service, you get a dedicated service manager who is a system specialist and can help you adapt the processes to your business. Read more below. Our Service Managers have in-depth knowledge of Palette’s solution complemented by extensive experience in streamlining financial processes, project management and configuring software. The CSM acts as your dedicated contact person in Palette’s organization when you need help or advice. We want our customers to make their internal processes more efficient, and here the CSM can contribute with important knowledge and examples of “best practice.” The CSM can also act as project manager in the event of major changes, such as upgrades or the addition of new functionality to existing solutions. The CSM service is designed according to the customer’s wishes and can therefore have slightly different content. Some of our customers mainly want advice on the use of the system, while others need an extra resource to make continuous changes and configure the system. The CSM is a subscription service tailored to your wishes and needs. System Administrator at Do you want expert help to utilize Palette to its fullest, or do you need an extra resource that can help with system configurations?
di|A dedicated contact person at Palette Senior expertise in optimizing business processes An extra resource for system configurations A service designed according to your wishes 
li|User guides FAQ How-to videos Training videos Webinars on-demand User forum Technical documentation
st|Menu Full responsibility from the start Support for streamlining processes Customer Service Manager Özlem Sener Settings for cookies
h1|Palette Support
h2|Maximize your investment with our support Customer and Partner Portal Local support and expertise Customer Service Manager Join the Palette Partner Program Subscribe to our Newsletter
h3|Global support function with local contact center How do I get access to the portal? Customer Service Manager The CSM becomes your dedicated system expert… …and an extra resource Customer Service Manager – Advantages: Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Support Portal Customer Service Manager Contact Us Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
em|We have a dedicated person at Palette. Our Service Manager assists us in optimizing the system which has resulted in efficiency gains and large time savings. It’s a good concept which has facilitated my work a lot.
pa|One-click approvals via desktop, tablet, or smartphone anytime, anywhere. Efficient management of supplier invoices reduces costs and creates more time for high-value work in your organization. Get instant control over invoice status and bottlenecks, resulting in faster approvals and smooth monthly reconciliations. Let us know what problem are you looking to solve
di|AP Automation for Dynamics GP with Multi-Entity Management (MEM) Microsoft Dynamics Automation for AP Organizations are looking for ways to automate their financial operations. The problem with many ERP...... Aligning our companies and forming a new Palette Software! During the last five years Palette Software has acquired companies keeping the original setup but from February 5th we´re all...... Top 6 Action Steps to Detect and Prevent Payments Fraud Exposing fraud across purchase to pay (P2P) functions The Association of Certified Fraud Examiners (ACFE) found that occupational fraud (using...... 16 Cloud SaaS Security Procedures & Practices Healthcare Demands Robust security in the public cloud depends on both cloud service providers and clients committing to a shared security model....... AP Automation for Healthcare with the Security Organizations Demand Healthcare organizations are looking to leverage technology to reduce the cost and inefficiency of their back office operations, and they...... Update with regards to the COVID-19 situation This is an update from Palette Software and Centsoft with regards to the COVID-19 situation. This article contains information about...... A Deep Dive into the Bank Security Framework for SecureCloud P2P Today, many financial institutions are using cloud-based Software-as-a-Service (SaaS) applications for what are considered non-core or non-critical use cases. These...... Banking Industry Challenges in 2020 Big changes are underway in the market for US financial institutions Banking industry challenges exist on two fronts, both with...... Accounting Firms Use AI and Automation To Reduce Employee and Supplier Fraud Michael Cichy, Palette Software is conducting an educational session at Accountex Boston in September to share how accounting firms are...... Efficiency from purchase to payment: A buyer’s guide It’s one thing deciding that your organization is ready for an automated purchase to payment solution. After all, any business...... How Purchase to Pay Automation Benefits Each Role in the Organization In this blog series we show how Palette Purchase to Pay automation has made a difference, role by role, to...... How Purchasing Automation Benefits Essential Roles – Purchasing Manager, Materials Manager, Shipping & Receiving In this blog series we show how Palette AP Automation makes a difference, role by role, to the people in...... How Purchase Order Approval Workflow Benefits Maintenance Workers & Service Technicians In this blog series we show how Palette AP Automation makes a difference, role by role, to the people in...... What is AP Automation? What is AP automation? AP automation is enterprise software that streamlines supplier invoice processing, eliminates the potential for human error...... 7 Ways Accounts Payable Automation Benefits the AP Team In this blog series show how Palette Accounts Payable Automation makes a difference, role by role, to the people in...... The Capital Budgeting Tool for Accounting Managers In this blog article we show how Palette’s software with a built-in capital budgeting tool makes a difference to the...... The Dark Side – Purchase to Pay Fraud Fraud is on the rise and companies are looking for ways to prevent it. In their 2018 report on fraud...... Centsoft announces plans for global expansion Leading Swedish supplier of invoicing solutions is establishing business abroad Centsoft celebrated its 10th anniversary a couple of years ago...... 7 Reasons Accounting Managers Love Automated Invoice Processing In this blog series we show how Palette makes a difference, role by role, to the people in an automotive...... Robotic Process Automation and the Future of Finance & AP A CFO survey by the Hackett Group found that 58% of finance departments are piloting both robotic process automation, and...... How a Plant Manager Benefits from Purchasing Approval Workflow In this blog article (part of a series) we show how Palette’s software with purchasing approval workflow makes a difference...... Inefficient Procurement Is Costly – 3 Steps For Change What can organizations learn from a successful procurement transformation? As organizations grow their operations can be a victim of success....... AP Exception Handling & Reducing Exception Rates The Exceptions Workload Getting the highest percentage of straight-through processing when an invoice arrives is an admirable goal, considering that teams...... How Purchase to Pay Controls Benefit the Plant Controller In this blog article we show how Palette’s software with purchase to pay controls makes a difference to the Controller...... Palette Software Appoints New CEO for Global Expansion Palette Software has been the leading vendor of software solutions for Accounts Payable in the Nordics for 20 years. The...... 5 Ways CFOs Benefit From Compliance Control In this blog (part of a series) we show how Palette’s software with compliance control makes a difference to the...... 4 Key Financial Performance Indicators (KPIs) for Accounts Payable Without good data, it’s hard for a business to assess the success of its AP function. Poor data visibility can...... How CEOs Benefit From AP Financial Reporting In this blog (part of a series) we show how Palette’s software with AP financial reporting makes a difference to...... How to Evaluate Your Indirect Procurement Process All business processes should be assessed and evaluated regularly to check that they’re as beneficial to the business as possible,...... Palette and Project Hosts Provide Purchase to Pay Cloud Service for Financial Institutions Palette and Project Hosts have made available SecureCloud P2P, an ultra-secure white label Purchase to Pay Cloud service for banks...... Managing Indirect Spend with Purchase Automation What percentage of your company’s spend is under control? When asked what percentage of their company’s spend was under control,...... PaletteArena and Palette’s Product Lines Palette has developed software for the automation of accounts payable and related processes for more than 25 years. Our product...... The E-Invoice Clearance Model Might Save You Money It’s predicted that 2025 is the year tax authorities worldwide will only accept invoices electronically*. In most cases it means...... Spend Control The right technology can help you control spends while making life easier for employees to purchase within the budget and the supplier policy. Digitalization will be a game changer in audit and accounting Swedish journal “Civilekonomen” has published an article on digitalization in the audit and accounting sectors. Palette contributed with expertise regarding automation in accounts payable. Indirect purchasing Businesses that successfully optimise their indirect spend can save up to 25% on current costs. AI adoption in P2P set to increase Many businesses plan to implement AI in procurement processes over the next two years. In this article we discuss which areas where AI is expected to add value. Digitally transforming invoice processes When more organisations worldwide adopt e-invoicing, it will benefit not just individual companies, but also economies and even ecosystems. Palette Partner EchoVera Passes $2B in Processed Invoices Palette partner EchoVera, an AP automation solutions provider in North America, has helped its customers process more than $2bn in invoices using Palette’s AP automation technology. Untapped opportunities for digital evolution Most businesses see digital transformation as a way to strengthening their existing core business. However, for most organisations there are still untapped opportunities. Digital transformation in purchase to pay Read about the benefits you can achieve by applying digital transformation to purchase to pay processes. How much is handling supplier invoices costing your business? Manual processing of supplier invoices may be a threat to your business's growth and bottomline. AP automation in retail Retailers face unique challenges in Accounts Payable (AP) and can see dramatic improvements when AP processes are automated. SAP Business One Procure to Pay Automation – How It Works SAP Business One has a lot of satisfied users. That’s because it provides a comprehensive and sophisticated financial system for...... Artificial Accountants; is AI the Future of Accounting & Finance? Artificial Intelligence (AI) is a resource that is beginning to be introduced to assist with book keeping, compliance and data analysis. Palette Software acquires cloud company Centsoft Palette Software, market-leading vendor for financial process automation, has today announced the acquisition of SaaS-invoice automation specialist Centsoft. 5 Reasons to Consider a Cloud-Based Purchase-to-Pay (P2P) Solution Automation of finance and procurement processes in the cloud has many advantages. Accounts Payable in Property The volume of invoices dealt with by property management companies is extremely high. AP automation in property can help the business grow. Palette Software launches a new cloud-based Purchase-to-Pay service Palette Software has announced the launch of PaletteOnline, a new cloud solution that enables customers to access an end-to-end P2P solution. Read the press release. SaaS Security – From treacherous to trusted Security was once a primary concern for businesses looking to adopt cloud-based services, but their trust has grown steadily. What is PEPPOL? Pan-European Public Procurement Online (PEPPOL – also known as ELMA in Norway) is a set of standards that enable simple...... Pagero acquires PaletteNetwork and enters into a global cooperation agreement Pagero and Palette entered into a new parternship on April 1st 2018. Vive la Révolution Numérique! Moving Towards 100% Electronic Invoicing in France The move away from paper invoicing for French organisations is a positive one that will save time and money. The change is driven by new French legislation. 2021 Guide to OCR, Invoice Scanning & Data Capture Most organizations say manual data entry and the high volumes of email and paper invoices they receive are a big...... The importance of supply chain visibility for P2P Visibility in P2P can help you evaluate your suppliers, reduce risk within the supplier network and keep in control of indirect spends. P2P Automation: Bringing Finance And Procurement Together Strategic collaboration between finance and procurement can provide opportunities and financial gain for the overall benefit of the business. Benefits of AP Automation by Role – From CFO to Sales In this new whitepaper we show how the Palette Procure to Pay solution has made a difference, role by role,...... How To Maximize Your Purchase-To-Pay Investment With KPIs By using the right KPIs you can increase visibility of the business' purchase-to-pay process. Renta Group Oy automated the entire purchase to pay process with Palette Growing Finnish machine rental company, Renta, has built its operation on digitalised processes from the start. Audit Trail Accounting Benefits From AP Automation Having a company’s financial statements audited by independent external auditors is a best practice that ensures confidence. An audit is...... Request to Pay Process Uses Technology To Gain An Edge —————————————- Many companies struggle with the management and control of their purchase process. There are many stakeholders in the purchase...... Purchase-to-Pay Process Streamlined with E-Procurement Traditional procurement methods present a number of challenges for the purchasing department. With orders being made in multiple ways that...... Procure to Pay (P2P) Trends for 2019: Getting Ahead of the Curve In a recent report by Spend Matters, the authors discuss some of the most disruptive trends for 2018 and beyond...... Five Challenges for the Purchasing Department The purchasing department is a crucial function of a modern business and focus on optimising procurement has increased during the past years. Blockchain – Bringing Transparency to Finance Departments Blockchain is one new system that could have clear benefits for finance departments. Invoice Approval Workflow Automation Trends for 2018 PayStream has released a report about Invoice Approval Workflow Automation that shows some interesting trends. The biggest pain point for...... Inefficient Manual Processes Still Haunt Most Companies A recent Invoice Workflow Automation Report from Paystream Advisors states that manual paper based methods still threatens many businesses bottomline. Easy ERP Integration for Purchase to Pay When organisations are looking for solutions that will automate the purchase to process, it is essential that the solution communicates well with your existing ERP system. Replacing IT systems enables a renewal of internal processes Replacing IT systems is not an automatic cure for everything, but requires changes in organisation’s internal processes and ways of working. GPDR for Finance Departments Are you preparing for GDPR - the EU’s new General Data Protection Regulation? If you’re not, now is the time to start getting ready! 4 Reasons to Consider AP Automation Read about the advantages with Accounta Payable Automation and learn how digital solutions can help businesses save time and improve their bottom line. Flexible Invoice Approval Workflow ERP’s have workflow capabilities, but they lack flexibility. Setup and maintenance is resource intensive. In order to create a workflow...... Have a fresh start with your account payables – 5 tips for success To have a fresh start after the summer holidays, it is worth considering how to clean your accounts payable process. Read our tips and tricks! The Future of Procure to Pay – Beyond the ERP Even though executives see digitalization and robotic process automation as having the greatest impact on their procurement processes over the...... Case Study: AP Automation Transforms Manufacturing Our manufacturing technology was “4.0” while finance was in “1.0” The digital transformation of an international automotive manufacturing company with...... Robotic Process Automation For Accounts Payable – Making Music Together Research by the Hackett Group outlines some of the key trends in technology that finance and procurement professionals feel will...... Intelligent 3 Way Match Handles Exceptions Exceptionally Well Most companies do some form of matching of vendor invoices to purchase orders and/or goods receipts. This is called a...... RPA – How will this impact the Purchase to Pay process? RPA (Robotic Process Automation) is an evolving concept that will be applicable in the purchase to pay arena. Gartner predicts: Financial management business applications embrace the cloud Predicting the future is no easy task, however Gartner takes on the challenge in the report “Predicts 2016: Financial Management Applications”. Palette has secured investment from Monterro for international expansion Leading purchase-to-payment solution provider secures investment from Monterro 1 as company targets expansion into new markets and further business growth......
st|Menu Mobile Enabled Efficient Processing More Control Settings for cookies
h2|Why Palette? Join the Palette Partner Program Subscribe to our Newsletter
h3|Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Palette News Palette Palette Palette News Palette Palette Press Releases Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay AP Automation AP Automation Purchase-to-pay Purchase-to-pay Press Releases Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay AP Automation Purchase-to-pay Press Releases Purchase-to-pay AP Automation AP Automation Purchase-to-pay Press Releases Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay News Purchase-to-pay Purchase-to-pay Purchase-to-pay News Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Press Releases Purchase-to-pay Purchase-to-pay Press Releases Purchase-to-pay E-invoice Press Releases Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay AP Automation Purchase-to-pay Purchase-to-pay AP Automation Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Press Releases Try Palette Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
pa|Palette Software is a leading provider of Purchase-to-Pay automation, with over 2,500 clients and 250,000+ users worldwide. Clients Worldwide Clients Satisfied Years of Experience When we founded our company in Sweden in 1993, all development initiatives aimed to simplify invoice management. Today, development is focused on automating all the interactions between capturing invoice data, approvals, PO matching, requisitioning, purchasing, and budgeting and analytics. Our customers describe the user experience as operationally superior with increased control and reduced costs as a result. Palette is a global solution for multiple ERPs, countries, currencies, and tax rules, with unlimited users, no user license costs, bulletproof compliance control, and minimal IT involvement. Join us for educational events and webinars
di|Mats Ferm CEO Sylvia Andersson CFO Mikael Eriksson CRO 11 Jan New features and functionality in Palette Welcome to join our live webinar where product specialist Maria Hult will present new features and functionality in Palette. The presentation will cover new and improved functionality released during the past year. ON Demand Manage Recurring Invoices and Contracts Simplify your contract management with a digital solution that enables automated matching of recurring invoices. Get automated reminders when contracts are to be terminated or renewed. Use the solution for self-billing – all possible with PaletteContract. AP Automation for Dynamics GP with Multi-Entity Management (MEM) Microsoft Dynamics Automation for AP Organizations are looking for ways to automate their financial operations. The problem with many ERP...... Aligning our companies and forming a new Palette Software! During the last five years Palette Software has acquired companies keeping the original setup but from February 5th we´re all...... Top 6 Action Steps to Detect and Prevent Payments Fraud Exposing fraud across purchase to pay (P2P) functions The Association of Certified Fraud Examiners (ACFE) found that occupational fraud (using.....
st|Menu Connecting People & Process. We Are Palette Software! Local knowledge with global reach 2500+ 96% 25+ Settings for cookies
h2|Join the Palette Partner Program Subscribe to our Newsletter
h3|Our customers drive development forward Meet the leadership team Our Mission Join us in an upcoming event! We are always looking for competent people, and we advocate diversity. Featured Blogs Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Get Started Join our team Try Palette View All Webinar Webinar Join our team Palette News Palette View more Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
em|Palette is committed to providing companies worldwide with powerful and intuitive Purchase-to-Pay and Invoice-Processing solutions. Our customers experience operational excellence, efficiency, and control.
pa|Palette solutions are available in more than 50 countries across the world, thanks to our partner network. Our partners have a high level of expertise in the areas of Invoice Capture, AP Automation, and Purchase to Pay. Palette provides service and support for partners worldwide, with 3rd line support for all of our products. Partners benefit from having an Account Manager to assist with the sales process as well as Palette paid and organic marketing campaigns for generating leads and new business opportunities. Palette provides marketing collateral with product information for your sales teams. Sales can download templates for contracts. All items are available in the Download Center. Palette partners include data capture solutions & services, e-invoicing, and e-ordering. Get access to over 50 ERP integrations, either with Palette connectors or a partner-developed integration. EchoVera Inc. based in Toronto, Canada, provides Intelligent OCR, AP Automation and Purchase Automation solutions to organizations looking to reduce costs and increase the efficiency of their financial operations. The company brings over 30 years experience to clients worldwide. With a marketing push to promote invoice capture in the last few years, EchoVera has grown substantially landing clients in the US, Australia, Europe, and Mexico. EchoVera has developed expertise in the NetSuite market and is positioning itself to benefit from other ERP integrations that are in the works. Client industries include telecommunications, golf courses, biopharma, airlines, college sports, and eCommerce. CEO Ralf Leitner finds Palette is great for PO matching. “Palette’s automated 2 and 3 way PO matching is clearly superior to what other software companies are offering,” he said. Read the full Sales Manager Construction & Real Estate at in Sweden Simac Document Solutions and Palette initiated their partnership in 2008 and today Simac is one of the largest Palette resellers in Europe. Palette’s partner in Australia and New Zealand experiences growing demand for AP Automation. Palette’s Canadian partner has expanded the business by offering a modern solution for AP and P2P automation. Swedish software business Vitec develops comprehensive enterprise planning system for the construction and real estate industries. Deliver great results with a proven, market-leading P2P solution. At Palette we offer different kinds of partnerships. Partner sell, contract, deliver and support end customer directly. Partner sells and delivers palette software as a part of their existing product offering. Explore our Partner refers end customer to Palette or Centsoft who signs the contract and delivers the solution. The Palette platform has two brands to match your particular market for automated accounts payable and full purchase-to-pay. Centsoft AP Automation with mobile approval workflow. Serves the SMB market with fast setup, an intuitive user experience and over 3,000 satisfied clients. AP Automation and Purchase to Pay with approval workflow, automated PO matching, and purchase automation. Serves larger organizations needing professional services. Solution Partners include Value-Added Resellers, BPOs , ISVs and System Integrators. They leverage their domain expertise and incorporate Palette technology within their offerings, including consulting, implementation, system integration services, and software solutions
di|Palette Software have 150 employees in the Nordics and North America as well as an extensive network of global partners, HQ in Sweden. We offer comprehensive, scalable and configurable P2P solutions for international companies as well as ready to go invoice processing applications with our two product suites Palette Arena and Centsoft Invoice. You find our customers in all industries all over the world. Our solutions are easy to integrate and we have 50+ standardized integration packages already. Cloud strategy or not, we meet the needs of your customers. Provide one of the fastest-growing and most successful Purchase-to-Pay platforms that grows with your customers’ requirements Add value to your current accounting/ERP offering with a P2P solution that generates cost savings and boosts productivity Helps your clients get control over indirect/maverick spending Increase your footprint in your installed user base Training seminars and implementation training for you and your team Marketing materials and support documentation provided with your logo and branding 
st|Menu Our Partners Partners Fredrik Strandh Converga EchoVera Vitec Settings for cookies
h2|About Palette Echo System for Partners Partner Success Story: EchoVera Partner Success Stories Become a Partner Partner Program Categories Key Benefits for Palette Solution Partners A product mix to match the markets you serve Join the Palette Partner Program Subscribe to our Newsletter
h3|Reselling Partner Alliance Partner Referral Partner Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
h4|Palette Organization Partner Portal Partner Network Successful promotion of invoice capture Centsoft Palette
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Our Partner Program Become a Partner Apply to become a Palette partner Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
bo|Simac Document Solutions
em|Thanks to integrated functionality and a user-friendly interface, our customers experience significant productivity gains in the accounts payable process. Palette’s solution is easy to integrate to our ERP and it increases the value of our offering as well as the customer experience.
pa|Flexible approval workflows, automated invoice processing, a searchable invoice archive and a complete time-stamped audit trail. Whether it’s SOC 1 and 2, GDPR, 4MLD, PCI DSS or any other regulation, it’s essential to have everything for review by auditors and government authorities. The volume of invoices dealt with is exceptionally high. The nature of work in the property sector means that most staff spend at least part of the day out of the office while also being required to provide multiple spend approvals. so why not ask the same for accounts payable? With a modern cloud solution your organization can focus on what’s important. Handling different suppliers and supplier invoices is labour-intensive and requires attention to detail. AP teams deal with large volumes of invoices and spend large amounts of time matching to POs and goods receipts. The volume of invoices dealt with is high – and so are the number of suppliers. Retailers need to be quick, to respond to new market trends at all times. AP Supervisor, Landstar System Inc Let us know what problem are you looking to solve
di|
st|Menu Construction Engineered from the ground up with accounts payable in mind, Palette’s AP Automation for Construction and Engineering firms gives your staff the tools they need to be more productive. Accounting firms have unique accounts payable requirements for workflows and compliance, including auditability of the entire process. Real Estate Accounts Payable professionals in the real estate sector face several unique challenges. Professional Services The service sector is embracing mobile applications, online services and answering fast-changing customer needs – Manufacturing The manufacturing industry has multiple challenges related to AP processes. Accounts Payable professionals in wholesale and retail are looking to reduce their workload. Emily Grantham Settings for cookies
h1|AP Automation in the Cloud
h2|Efficiency and transparency Industries Join the Palette Partner Program Subscribe to our Newsletter
h3|Free up time for higher value work Featured Case Study Empowers users across the organization Seamless Integration with your ERP Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Complex approval workflows and sophisticated automated PO matching boosts productivity in the finance department by automating the processing of supplier invoices. Get Started Invoice capture, invoice processing, approval workflow, automated PO matching and a searchable archive gives you control over supplier invoices. A complete time-stamped audit trail makes it easier for investigations and audits. 96% of Palette customers feel that the platform fulfills expectations, and 95% consider Palette to be a worthwhile investment. Book a Demo With 1,200 employees and a broad customer base, Landstar wanted to streamline financial management and improve its operational efficiencies. Landstar went from an almost completely manual AP process which was time consuming and caused unnecessary payment delays. After the implementation of Palette, invoice processing time was cut by over 60%. View full story View all case studies Your focus is based on the financial performance of the entire organization. You need complete and accurate data in a timely fashion to be able to analyse and report results – and to make future suggestions. Read More As a finance manager, you need data to give accurate suggestions for finance planning and budgeting. Without a powerful solution for AP automation, your work can consist of going through multiple spread sheets. Read More Accounts Payable Automation is not just about automating your supplier invoices. Get better control of upcoming costs and full visibility of cycle times, vendor behavior and potential bottlenecks. Read More Eliminate manual data entry of invoices, accelerate approval processes, and reduce the drudgery of matching purchase orders with hundreds of lines. Read More Reduce the time spent on manual processes. Double the productivity of your AP team. SEE OUR CUSTOMER STORIES Approvers can easily approve invoices on any device anytime with one click in email. Executives are spared having to learn a new platform. Our customers find cycle times for invoice processing and approvals are reduced by over 50%. Unlimited users with no user license costs. See all payables in real time. Track approval bottlenecks. Exceptions are flagged and all of the necessary information is sent to the approver for reconciliation. Trusted by banks and financial institutions in the US. SOC 1, SOC 2, GDPR, HIPAA are some of our accreditations. View All Integrations Native tools to ensure that the business rules of your system, data control, and validation are applied to all data communication. AP Automation for Dynamics 365 Finance and Operations and Dynamics 365 Business Central. AP Automation that integrates with SAP Business One and SAP R/3. With Palette’s standardized Integration to Workday enable a “plug and play” integration experience with minimal configuration. Explore our all industries Try Palette Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
bo|Landstar benefits from automated invoice processing with Palette EASE OF USE SAVE TIME AND MONEY GREATER TRANSPARENCY SECURE PROCESS Integration with NetSuite Integration with Dynamics 365 Integration with SAP Integration with Workday Accounting Retail and Wholesale
em|Before we deployed Palette, our invoicing system was labor-intensive and time consuming for staff. Automated processing has significantly increased our overall efficiency, shortened payment cycles and helped to improve the manageability of transactions.
pa|One-click approvals via desktop, tablet, or smartphone anytime, anywhere. Efficient management of supplier invoices reduces costs and creates more time for high-value work in your organization. Get instant control over invoice status and bottlenecks, resulting in faster approvals and smooth monthly reconciliations. Let us know what problem are you looking to solve
di|Aligning our companies and forming a new Palette Software! During the last five years Palette Software has acquired companies keeping the original setup but from February 5th we´re all...... Update with regards to the COVID-19 situation This is an update from Palette Software and Centsoft with regards to the COVID-19 situation. This article contains information about...... Digitalization will be a game changer in audit and accounting Swedish journal “Civilekonomen” has published an article on digitalization in the audit and accounting sectors. Palette contributed with expertise regarding automation in accounts payable. Palette Partner EchoVera Passes $2B in Processed Invoices Palette partner EchoVera, an AP automation solutions provider in North America, has helped its customers process more than $2bn in invoices using Palette’s AP automation technology
st|Menu Mobile Enabled Efficient Processing More Control Settings for cookies
h2|Why Palette? Join the Palette Partner Program Subscribe to our Newsletter
h3|Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu News News News News Try Palette Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
pa|Over the last 25 years purchase-to-pay (P2P) solutions have gone from being an optional ‘nice to have’ to an essential component of finance and procurement departments. This has been driven by benefits including cost savings, increased accuracy, enhanced audit trails and greater efficiencies – to name a few. In our experience, despite P2Ps well established place in organizations finance processes, its performance is very rarely monitored or measured due to difficulties businesses face in collating all the information required to do so properly. This is further complicated by the fact the businesses usually don’t have a single version of the truth, because finance and procurement teams inherently approach P2P processes from different perspectives. While finance talks about accounting accuracy and cost reduction, purchasing teams speak about strategic sourcing, contract compliance and spend management. But the reality is they are both describing the same thing. Without this visibility and measurement in place it is impossible for organizations to assess the impact P2P is having on their business processes, its strengths and where it could be utilized better. So how can businesses obtain a single version of the truth and begin to start measuring their P2P processes effectively? The process begins by utilizing a P2P solution that provides a single dashboard of all processes that it is handling, such as Palette, – on both the finance and procurement side – to obtain total visibility across the business and a single version of the truth. With this system in place it then becomes possible to set meaningful and measureable KPIs. The key is avoiding trying to measure everything and hone in on three to five key KPIs that are most meaningful to the business. With P2P as an established tool it is critical that businesses begin measuring its impact in order to maximize their return on investment. Find out more about Palette AP Automation 
di|
li|Measure the invoice to purchase order ratio, which will help ensure that spend is kept under control Analyze the percentage of invoices and POs that are fully automated, with zero touch, as this will help highlight the cost per invoice Set a KPI around “payment on time” as this provides a good measure of how effective P2P is
st|Menu Settings for cookies
h2|Performance is rarely measured Best practice guidelines Begin with just three KPIs Join the Palette Partner Program Subscribe to our Newsletter
h3|Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
h5|Share this entry
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu / in / ——- Share on Facebook Share on Twitter Share on LinkedIn Share by Mail Subscribe Terms & Conditions Privacy Policy Cookies Renta Group Oy automated the entire purchase to pay process with Palette Benefits of AP Automation by Role – From CFO to Sales Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
pa|One-click approvals via desktop, tablet, or smartphone anytime, anywhere. Efficient management of supplier invoices reduces costs and creates more time for high-value work in your organization. Get instant control over invoice status and bottlenecks, resulting in faster approvals and smooth monthly reconciliations. Let us know what problem are you looking to solve
di|11 Jan New features and functionality in Palette Welcome to join our live webinar where product specialist Maria Hult will present new features and functionality in Palette. The presentation will cover new and improved functionality released during the past year. ON Demand Manage Recurring Invoices and Contracts Simplify your contract management with a digital solution that enables automated matching of recurring invoices. Get automated reminders when contracts are to be terminated or renewed. Use the solution for self-billing – all possible with PaletteContract
st|Menu Mobile Enabled Efficient Processing More Control Settings for cookies
h2|Why Palette? Join the Palette Partner Program Subscribe to our Newsletter
h3|Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Webinar Webinar Try Palette Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
pa|Contact support or one of our sales team. Already a customer? Our customer support team will be happy to assist you. Do you have questions about features in our programs? It is easiest if you log in and contact us through our help center. Our team is happy to give you a walkthrough of the features of our software and help you decide the best suited option for your organization. Schedule a demo today and get in-depth insights. Would you like to know more about how our solutions could help your organization? Please get in touch with us today. Palette Software Inc. (HQ) 330 North Wabash Ave. 23rd Floor, Chicago, IL 60611, USA Opening Hours 09:00 – 18:00 (lunch 12:30 – 13:30) Australia Canada Denmark Finland Norway Sweden Munktell Science Park Portgatan 3 633 42 Eskilstuna Gustav Adolfs torg 12, 5th floor 211 39 Malmö Box 7025 103 86 Stockholm Netherlands Contact our Partner in Holland Ampèrestraat 36 6716 BN Ede The Netherlands United Kingdom USA Let us know what problem are you looking to solve
di|This field is for validation purposes and should be left unchanged. Melbourne Contact our partner: Canon 95 Buckhurst Street South Melbourne, VIC 3205 +61 2 9433 7000 / 1300 557 672 Sydney Contact our partner: Canon 5 Talavera road, Macquarie park NSW 2113 Sydney +61 2 9433 7000 / 1300 557 672 Contact Person Ken Hickey Head of Business Process Solutions Toronto Contact our partner: 9 Davies Avenue Toronto, ON CAN M4M 2A6 416-968-2335 Contact Person Ralf Leitner ECMp Copenhagen Herstedøstervej 27-29A, 1. sal. 2620 Albertslund Danmark +45 7027 2428 Contact Person Joachim Georgsen Account Manager Helsinki Keilaranta 16 B 02150 Espoo Finland +358 9 42 73 48 00 Contact Person Juha Väänänen CEO & Country Manager Teppo Kyöttilä Senior Account Manager Matti Junttonen Senior Account Manager Oslo Palette Software AS Karl Johans gate 16 0154 Oslo +47 23 96 57 00 Contact Person Mikael Eriksson Head of Sales Scandinavia Eskilstuna Malmö Stockholm Contact Person Joachim Andersson Account Manager Karin Berglind Account Manager Melina Granander-Malm Account Manager Ede +31 (0) 318 649 699 Contact Person Peter Bouwmans Managing Director Milton Keynes Contact our partner: Power House Harrison Close, Knowlhill Milton Keynes MK5 8PA United Kingdom 01908 030400 Contact Person Rachel Griffiths Purchase-to-Pay Solutions Director Chicago 330 North Wabash Avenue, 23rd floor Chicago, IL 60611 USA +1 872 207 0440 Contact Person Bernt Olausson Country Manager Roxanne Imrick Business Development Manager Mats Ferm CEO Sylvia Andersson CFO Mikael Eriksson CRO 
st|Menu We Are Here To Help You. Contact Us! How can we help? Customer Support Talk To An Expert North America Converga Pty Converga Pty EchoVera Inc. Palette Software A/S Palette Software Oy Palette Software AB Palette Software AB Palette Software AB – HQ Simac Document Solutions Stratas Business Solutions LLP Palette Software Inc Settings for cookies
h2|Join the Palette Partner Program Subscribe to our Newsletter
h3|Get in touch with us Our Locations Management Team at Palette Software Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Schedule a Demo View nearest location Login Book a demo * * * * * * * Try Palette Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
pa|We always have room for competent people, and we advocate diversity. We’re looking for colleagues with different backgrounds, experience, and perspectives. Palette Software is a market leader in AP automation and Purchase-to-Pay. Palette is a growing company with offices in the US and Europe. The foundation of our business is our highly motivated and skilled employees. Those who work for us are creative and self-driven and enjoy what they do. Would you like to join our team? If you have expertise in accounts payable, finance, or other supporting administrative roles, and if you are interested in working for Palette, please don’t hesitate to contact us! Visit us on or where you can find more information about the company and our open positions. Team Leader, System Development • Palette Software Sweden
di|
st|Menu Job Vacancies in the USA: Job Vacancies in Europe: Joni Backsten Settings for cookies
h1|Work with us – Palette Software is a growing company
h2|Do you want to join us? Join the Palette Partner Program Subscribe to our Newsletter
h3|Do you wish to join Palette’s team? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Contact Us Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
em|Working as a system developer at Palette I have a lot of variation in my daily tasks. I am part of exciting customer projects and I get the opportunity to meet many nice people.
pa|Our support is easily reached through an online portal which is available for you 24/7. You need a username and password to log in. We want our customers to get the most out of their software investment. Therefore, we have knowledgeable and committed support staff who will help you to use our solution in the best possible way. Our support is staffed with system specialists who have significant experience working with Palette. We have a global support with local teams, which means that your contact with the support staff usually takes place in your own time zone, in English or any of the Nordic languages. We also have a global network of product specialists who can support each other when needed. The Nordic region is ahead in accounts payable automation, so for us it is obvious that the development of Palette will take place in that region. Our R&D function is based in Sweden, which means they are close to our largest support teams who can support local teams overseas. All our customers and partners can request access to our Customer and Partner Portal in Freshdesk. This is a dedicated portal with information about our solution, for example: As a new customer (or partner) to Palette you will get information about the customer portal together with user accounts for your system administrators. After that, the system administrators can request additional user accounts for your organization by raising a ticket to our support. Support tickets are managed through the in Freshdesk. Our experienced project managers and application consultants support you during the introduction of Palette and then hand you over to our support department. We are a global player offering local support in several languages. Using our online portal, you can register support cases around the clock. With our CSM service, you get a dedicated service manager who is a system specialist and can help you adapt the processes to your business. Read more below. Our Service Managers have in-depth knowledge of Palette’s solution complemented by extensive experience in streamlining financial processes, project management and configuring software. The CSM acts as your dedicated contact person in Palette’s organization when you need help or advice. We want our customers to make their internal processes more efficient, and here the CSM can contribute with important knowledge and examples of “best practice.” The CSM can also act as project manager in the event of major changes, such as upgrades or the addition of new functionality to existing solutions. The CSM service is designed according to the customer’s wishes and can therefore have slightly different content. Some of our customers mainly want advice on the use of the system, while others need an extra resource to make continuous changes and configure the system. The CSM is a subscription service tailored to your wishes and needs. System Administrator at Do you want expert help to utilize Palette to its fullest, or do you need an extra resource that can help with system configurations?
di|A dedicated contact person at Palette Senior expertise in optimizing business processes An extra resource for system configurations A service designed according to your wishes 
li|User guides FAQ How-to videos Training videos Webinars on-demand User forum Technical documentation
st|Menu Full responsibility from the start Support for streamlining processes Customer Service Manager Özlem Sener Settings for cookies
h1|Palette Support
h2|Maximize your investment with our support Customer and Partner Portal Local support and expertise Customer Service Manager Join the Palette Partner Program Subscribe to our Newsletter
h3|Global support function with local contact center How do I get access to the portal? Customer Service Manager The CSM becomes your dedicated system expert… …and an extra resource Customer Service Manager – Advantages: Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Support Portal Customer Service Manager Contact Us Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
em|We have a dedicated person at Palette. Our Service Manager assists us in optimizing the system which has resulted in efficiency gains and large time savings. It’s a good concept which has facilitated my work a lot.
pa|One-click approvals via desktop, tablet, or smartphone anytime, anywhere. Efficient management of supplier invoices reduces costs and creates more time for high-value work in your organization. Get instant control over invoice status and bottlenecks, resulting in faster approvals and smooth monthly reconciliations. Let us know what problem are you looking to solve
di|Guide to Invoice OCR & Digital Invoice Capture Third party reports from the field confirm the challenge organizations face when capturing invoice data. 80% to 90% of invoices received by both medium and large size companies is either paper or email. Insiders Guide to AP Automation Software Palette’s whitepaper explores the various business models for AP software companies and how their specific approach works. Intelligent 3 Way Match Whitepaper Intelligent 3 Way Match is a shared central dashboard on desktop and mobile that shortens the approval cycle and increases staff productivity. Automating Your Purchase Requisition Workflow Accounts Payable plays a key role in the Digital Transformation initiative by streamlining and automating their department. Top 6 Action Steps to Reduce Payments Fraud Unsurprisingly, one of the reasons fraud has hit new heights may be that there has been a strong period of growth – and disruption. Buyer’s Guide for Purchase-to-Pay Do you handle a large number of supplier invoices every month? Would you like to automate all your company’s approval workflows for invoices, agreements, purchase orders and expenses? Artificial intelligence – moving towards touchless accounts payable? SecureCloud P2P – White Label Purchase to Pay Platform for Financial Institutions Banks and other financial institutions have been looking for ways to profitably leverage and enhance treasury management service revenues. Bank Security Standards New technologies are driving innovation and disrupting financial services faster than ever before. Purchase to Pay for Healthcare with SecureCloud P2P Healthcare organizations are looking to leverage technology to reduce the cost and inefficiency of their back office operations, and they need to ensure those solutions have the security standards the healthcare industry requires. SaaS Security Standards for Healthcare Healthcare organizations are looking to leverage technology to reduce the cost and inefficiency of their back office operations, and they need to ensure those solutions have the security standards the healthcare industry requires. AP Automation Benefits – from CFO to Sales Shows how the Palette Purchase to Pay solution has made a difference, role by role, to the people in an automotive manufacturing firm. The Future of Procure to Pay – Beyond the ERP Whitepaper Despite the importance procurement professionals attribute to things like digitalization and robotic process automation, many companies are still doing purchasing and accounts payable in their ERP
st|Menu Mobile Enabled Efficient Processing More Control Settings for cookies
h1|Whitepapers
h2|Why Palette? Join the Palette Partner Program Subscribe to our Newsletter
h3|Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Try Palette Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
pa|Palette Software was founded in 1993 in Stockholm and has offices in the United States and the Nordics. Palette solutions are available through a growing network of partners in some 50 countries in North America, Europe, and Australia. Subscribe to Our Newsletter Contact Details Box 7025, 103 86 Stockholm, Sweden Choose Location © Palette Software 2021 | Powered by Please submit your contact details: We use cookies to give you a good experience on our website. Read more about which cookies we use, and how to deactivate them under settings. Under settings, you will also find a link to our privacy policy and cookie policy, where we explain how we use your personal data. Do you accept all cookies? This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful. Read more on our These cookies are necessary for the website to function and cannot be switched off in our systems. They are usually only set in response to actions made by you which amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not then work. These cookies do not store any personally identifiable information. These cookies may be set through our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant adverts on other sites. They do not store directly personal information, but are based on uniquely identifying your browser and internet device. If you do not allow these cookies, you will experience less targeted advertising.
di|
st|Menu Settings for cookies
h1|Schedule a Demo
h2|Join the Palette Partner Program Subscribe to our Newsletter
h3|Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
pa|One-click approvals via desktop, tablet, or smartphone anytime, anywhere. Efficient management of supplier invoices reduces costs and creates more time for high-value work in your organization. Get instant control over invoice status and bottlenecks, resulting in faster approvals and smooth monthly reconciliations. Let us know what problem are you looking to solve
di|AP Automation for Dynamics GP with Multi-Entity Management (MEM) Microsoft Dynamics Automation for AP Organizations are looking for ways to automate their financial operations. The problem with many ERP...... Top 6 Action Steps to Detect and Prevent Payments Fraud Exposing fraud across purchase to pay (P2P) functions The Association of Certified Fraud Examiners (ACFE) found that occupational fraud (using...... 16 Cloud SaaS Security Procedures & Practices Healthcare Demands Robust security in the public cloud depends on both cloud service providers and clients committing to a shared security model....... AP Automation for Healthcare with the Security Organizations Demand Healthcare organizations are looking to leverage technology to reduce the cost and inefficiency of their back office operations, and they...... A Deep Dive into the Bank Security Framework for SecureCloud P2P Today, many financial institutions are using cloud-based Software-as-a-Service (SaaS) applications for what are considered non-core or non-critical use cases. These...... Banking Industry Challenges in 2020 Big changes are underway in the market for US financial institutions Banking industry challenges exist on two fronts, both with.....
st|Menu Mobile Enabled Efficient Processing More Control Settings for cookies
h2|Why Palette? Join the Palette Partner Program Subscribe to our Newsletter
h3|Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Palette Palette Palette Palette Palette Palette Try Palette Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
pa|Pan-European Public Procurement Online (PEPPOL – also known as ELMA in Norway) is a set of standards that enable simple cross-border eProcurement. It is not an e-procurement platform per se, but a set of agreed technical specifications that enable organizations to send electronic business documents such as e-invoices easily between disparate systems. PEPPOL was initiated to give public sector organizations across Europe a standardized way to exchange electronic business documents. Its use has spread to the private sector where businesses are reaping the benefits in Europe, and countries outside of Europe such as Canada. As an open network, PEPPOL saves time and reduces the complexity of cross-border e-procurement, lowering costs and making the procurement process faster and more efficient. New regulations are putting higher demands on public sector organizations across Europe to adhere to PEPPOL. They also require suppliers to the public sector to use the same infrastructure. If you’re working in the public sector or for a supplier delivering to the public sector, and your organization is not PEPPOL enabled, you will need to be. Gaining access to the PEPPOL network is done using an access point. This access point can then instantly exchange e-documents with any other PEPPOL access point in the world. Palette’s partner Pagero provides a certified PEPPOL access point packaged into their e-invoicing service, which means customers do not have to make a separate agreement with PEPPOL. Pagero keeps track of changes to the standard PEPPOL formats for business documents. This keeps customers compliant at all times. Pagero has a long and solid experience of electronic business documents and started to offer this service long before PEPPOL was launched as a European standard. Pagero is global company, with offices in the Nordics, Europe, USA and the Middle East. To find out more about Pagero’s PEPPOL integrated platform. Find out more about Palette AP Automation 
di|
st|Menu Settings for cookies
h2|Why use PEPPOL? Palette’s partner Pagero provides easy access to PEPPOL Join the Palette Partner Program Subscribe to our Newsletter
h3|Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
h5|Share this entry
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu / in / Share on Facebook Share on Twitter Share on LinkedIn Share by Mail Subscribe Terms & Conditions Privacy Policy Cookies Pagero acquires PaletteNetwork and enters into a global cooperation agreeme... SaaS Security – From treacherous to trusted Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
pa|Palette Software is a leading provider of Purchase-to-Pay automation, with over 2,500 clients and 250,000+ users worldwide. Clients Worldwide Clients Satisfied Years of Experience When we founded our company in Sweden in 1993, all development initiatives aimed to simplify invoice management. Today, development is focused on automating all the interactions between capturing invoice data, approvals, PO matching, requisitioning, purchasing, and budgeting and analytics. Our customers describe the user experience as operationally superior with increased control and reduced costs as a result. Palette is a global solution for multiple ERPs, countries, currencies, and tax rules, with unlimited users, no user license costs, bulletproof compliance control, and minimal IT involvement. Join us for educational events and webinars
di|Mats Ferm CEO Sylvia Andersson CFO Mikael Eriksson CRO 11 Jan New features and functionality in Palette Welcome to join our live webinar where product specialist Maria Hult will present new features and functionality in Palette. The presentation will cover new and improved functionality released during the past year. ON Demand Manage Recurring Invoices and Contracts Simplify your contract management with a digital solution that enables automated matching of recurring invoices. Get automated reminders when contracts are to be terminated or renewed. Use the solution for self-billing – all possible with PaletteContract. AP Automation for Dynamics GP with Multi-Entity Management (MEM) Microsoft Dynamics Automation for AP Organizations are looking for ways to automate their financial operations. The problem with many ERP...... Aligning our companies and forming a new Palette Software! During the last five years Palette Software has acquired companies keeping the original setup but from February 5th we´re all...... Top 6 Action Steps to Detect and Prevent Payments Fraud Exposing fraud across purchase to pay (P2P) functions The Association of Certified Fraud Examiners (ACFE) found that occupational fraud (using.....
st|Menu Connecting People & Process. We Are Palette Software! Local knowledge with global reach 2500+ 96% 25+ Settings for cookies
h2|Join the Palette Partner Program Subscribe to our Newsletter
h3|Our customers drive development forward Meet the leadership team Our Mission Join us in an upcoming event! We are always looking for competent people, and we advocate diversity. Featured Blogs Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Get Started Join our team Try Palette View All Webinar Webinar Join our team Palette News Palette View more Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
em|Palette is committed to providing companies worldwide with powerful and intuitive Purchase-to-Pay and Invoice-Processing solutions. Our customers experience operational excellence, efficiency, and control.
pa|Palette solutions are available in more than 50 countries across the world, thanks to our partner network. Our partners have a high level of expertise in the areas of Invoice Capture, AP Automation, and Purchase to Pay. Palette provides service and support for partners worldwide, with 3rd line support for all of our products. Partners benefit from having an Account Manager to assist with the sales process as well as Palette paid and organic marketing campaigns for generating leads and new business opportunities. Palette provides marketing collateral with product information for your sales teams. Sales can download templates for contracts. All items are available in the Download Center. Palette partners include data capture solutions & services, e-invoicing, and e-ordering. Get access to over 50 ERP integrations, either with Palette connectors or a partner-developed integration. EchoVera Inc. based in Toronto, Canada, provides Intelligent OCR, AP Automation and Purchase Automation solutions to organizations looking to reduce costs and increase the efficiency of their financial operations. The company brings over 30 years experience to clients worldwide. With a marketing push to promote invoice capture in the last few years, EchoVera has grown substantially landing clients in the US, Australia, Europe, and Mexico. EchoVera has developed expertise in the NetSuite market and is positioning itself to benefit from other ERP integrations that are in the works. Client industries include telecommunications, golf courses, biopharma, airlines, college sports, and eCommerce. CEO Ralf Leitner finds Palette is great for PO matching. “Palette’s automated 2 and 3 way PO matching is clearly superior to what other software companies are offering,” he said. Read the full Sales Manager Construction & Real Estate at in Sweden Simac Document Solutions and Palette initiated their partnership in 2008 and today Simac is one of the largest Palette resellers in Europe. Palette’s partner in Australia and New Zealand experiences growing demand for AP Automation. Palette’s Canadian partner has expanded the business by offering a modern solution for AP and P2P automation. Swedish software business Vitec develops comprehensive enterprise planning system for the construction and real estate industries. Deliver great results with a proven, market-leading P2P solution. At Palette we offer different kinds of partnerships. Partner sell, contract, deliver and support end customer directly. Partner sells and delivers palette software as a part of their existing product offering. Explore our Partner refers end customer to Palette or Centsoft who signs the contract and delivers the solution. The Palette platform has two brands to match your particular market for automated accounts payable and full purchase-to-pay. Centsoft AP Automation with mobile approval workflow. Serves the SMB market with fast setup, an intuitive user experience and over 3,000 satisfied clients. AP Automation and Purchase to Pay with approval workflow, automated PO matching, and purchase automation. Serves larger organizations needing professional services. Solution Partners include Value-Added Resellers, BPOs , ISVs and System Integrators. They leverage their domain expertise and incorporate Palette technology within their offerings, including consulting, implementation, system integration services, and software solutions
di|Palette Software have 150 employees in the Nordics and North America as well as an extensive network of global partners, HQ in Sweden. We offer comprehensive, scalable and configurable P2P solutions for international companies as well as ready to go invoice processing applications with our two product suites Palette Arena and Centsoft Invoice. You find our customers in all industries all over the world. Our solutions are easy to integrate and we have 50+ standardized integration packages already. Cloud strategy or not, we meet the needs of your customers. Provide one of the fastest-growing and most successful Purchase-to-Pay platforms that grows with your customers’ requirements Add value to your current accounting/ERP offering with a P2P solution that generates cost savings and boosts productivity Helps your clients get control over indirect/maverick spending Increase your footprint in your installed user base Training seminars and implementation training for you and your team Marketing materials and support documentation provided with your logo and branding 
st|Menu Our Partners Partners Fredrik Strandh Converga EchoVera Vitec Settings for cookies
h2|About Palette Echo System for Partners Partner Success Story: EchoVera Partner Success Stories Become a Partner Partner Program Categories Key Benefits for Palette Solution Partners A product mix to match the markets you serve Join the Palette Partner Program Subscribe to our Newsletter
h3|Reselling Partner Alliance Partner Referral Partner Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
h4|Palette Organization Partner Portal Partner Network Successful promotion of invoice capture Centsoft Palette
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Our Partner Program Become a Partner Apply to become a Palette partner Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
bo|Simac Document Solutions
em|Thanks to integrated functionality and a user-friendly interface, our customers experience significant productivity gains in the accounts payable process. Palette’s solution is easy to integrate to our ERP and it increases the value of our offering as well as the customer experience.
pa|Flexible approval workflows, automated invoice processing, a searchable invoice archive and a complete time-stamped audit trail. Whether it’s SOC 1 and 2, GDPR, 4MLD, PCI DSS or any other regulation, it’s essential to have everything for review by auditors and government authorities. The volume of invoices dealt with is exceptionally high. The nature of work in the property sector means that most staff spend at least part of the day out of the office while also being required to provide multiple spend approvals. so why not ask the same for accounts payable? With a modern cloud solution your organization can focus on what’s important. Handling different suppliers and supplier invoices is labour-intensive and requires attention to detail. AP teams deal with large volumes of invoices and spend large amounts of time matching to POs and goods receipts. The volume of invoices dealt with is high – and so are the number of suppliers. Retailers need to be quick, to respond to new market trends at all times. AP Supervisor, Landstar System Inc Let us know what problem are you looking to solve
di|
st|Menu Construction Engineered from the ground up with accounts payable in mind, Palette’s AP Automation for Construction and Engineering firms gives your staff the tools they need to be more productive. Accounting firms have unique accounts payable requirements for workflows and compliance, including auditability of the entire process. Real Estate Accounts Payable professionals in the real estate sector face several unique challenges. Professional Services The service sector is embracing mobile applications, online services and answering fast-changing customer needs – Manufacturing The manufacturing industry has multiple challenges related to AP processes. Accounts Payable professionals in wholesale and retail are looking to reduce their workload. Emily Grantham Settings for cookies
h1|AP Automation in the Cloud
h2|Efficiency and transparency Industries Join the Palette Partner Program Subscribe to our Newsletter
h3|Free up time for higher value work Featured Case Study Empowers users across the organization Seamless Integration with your ERP Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Complex approval workflows and sophisticated automated PO matching boosts productivity in the finance department by automating the processing of supplier invoices. Get Started Invoice capture, invoice processing, approval workflow, automated PO matching and a searchable archive gives you control over supplier invoices. A complete time-stamped audit trail makes it easier for investigations and audits. 96% of Palette customers feel that the platform fulfills expectations, and 95% consider Palette to be a worthwhile investment. Book a Demo With 1,200 employees and a broad customer base, Landstar wanted to streamline financial management and improve its operational efficiencies. Landstar went from an almost completely manual AP process which was time consuming and caused unnecessary payment delays. After the implementation of Palette, invoice processing time was cut by over 60%. View full story View all case studies Your focus is based on the financial performance of the entire organization. You need complete and accurate data in a timely fashion to be able to analyse and report results – and to make future suggestions. Read More As a finance manager, you need data to give accurate suggestions for finance planning and budgeting. Without a powerful solution for AP automation, your work can consist of going through multiple spread sheets. Read More Accounts Payable Automation is not just about automating your supplier invoices. Get better control of upcoming costs and full visibility of cycle times, vendor behavior and potential bottlenecks. Read More Eliminate manual data entry of invoices, accelerate approval processes, and reduce the drudgery of matching purchase orders with hundreds of lines. Read More Reduce the time spent on manual processes. Double the productivity of your AP team. SEE OUR CUSTOMER STORIES Approvers can easily approve invoices on any device anytime with one click in email. Executives are spared having to learn a new platform. Our customers find cycle times for invoice processing and approvals are reduced by over 50%. Unlimited users with no user license costs. See all payables in real time. Track approval bottlenecks. Exceptions are flagged and all of the necessary information is sent to the approver for reconciliation. Trusted by banks and financial institutions in the US. SOC 1, SOC 2, GDPR, HIPAA are some of our accreditations. View All Integrations Native tools to ensure that the business rules of your system, data control, and validation are applied to all data communication. AP Automation for Dynamics 365 Finance and Operations and Dynamics 365 Business Central. AP Automation that integrates with SAP Business One and SAP R/3. With Palette’s standardized Integration to Workday enable a “plug and play” integration experience with minimal configuration. Explore our all industries Try Palette Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
bo|Landstar benefits from automated invoice processing with Palette EASE OF USE SAVE TIME AND MONEY GREATER TRANSPARENCY SECURE PROCESS Integration with NetSuite Integration with Dynamics 365 Integration with SAP Integration with Workday Accounting Retail and Wholesale
em|Before we deployed Palette, our invoicing system was labor-intensive and time consuming for staff. Automated processing has significantly increased our overall efficiency, shortened payment cycles and helped to improve the manageability of transactions.
pa|One-click approvals via desktop, tablet, or smartphone anytime, anywhere. Efficient management of supplier invoices reduces costs and creates more time for high-value work in your organization. Get instant control over invoice status and bottlenecks, resulting in faster approvals and smooth monthly reconciliations. Let us know what problem are you looking to solve
di|Landstar benefits from automated invoice processing with Palette Landstar System, Inc. is a transportation services company specializing in logistics and more specifically third-party logistics. 4Service chooses to grow with Palette 4Service was founded in 2010 and is one of the Nordic region’s leading providers of facility management services in building, cleaning, property management, personnel restaurants and offshore. Clas Ohlson Automates AP with Palette One of Sweden’s best-known retailers, Clas Ohlson, operates around 200 physical stores in Sweden, Finland, Norway, Germany, and England. Encare: Automated Invoice Processing is Equally Important for Small and Large Organizations Encare was established in 2009 and nominated in 2018 to one of the 50 fastest-growing tech companies in Sweden. PEAB Processes 15,000 More Invoices Per Year Peab is a leading Nordic construction and civil engineering company with 15,000 employees and $5.75 Billion in net sales. How Coor moved towards an end to end purchase-to-pay solution Founded in 1998, Coor is today one of the Nordic region’s leading facility management providers. Sportmaster automates its purchase to pay process with Palette Founded in 1979, SPORTMASTER is Denmark’s leading chain of sporting goods retailers. Renta automates the entire purchase-to-pay process with Palette Renta Group Oy is a Finnish machine and equipment rental company, which started operating in early 2016. Technopolis Chooses Palette Software for Accounts Payable Automation Technopolis rents and manages high-quality work environments. The company started its journey in Oulu, Finland with an old dairy building in 1982. Lindström chooses Palette for invoice management and purchasing internationally Lindström is one of Europe’s leading textile service companies with 170 years of experience in the textile industry. JCDecaux Finland automates the purchase to pay process with Palette JCDecaux Finland Oy is an outdoor advertising company, whose extensive network of advertising products covers the whole of Finland. Hartela automates the purchase-to-pay process with Palette Hartela is a Finnish family-run business established in 1942, specializing in building homes, offices and industrial buildings. USFarathane Case Study: Manufacturing The scope of this project began with invoice processing for a company with many facilities and satellite offices. The scope grew to include indirect purchasing, contract management, expense reporting and budget
st|Menu Mobile Enabled Efficient Processing More Control Settings for cookies
h1|Case Studies
h2|Why Palette? Join the Palette Partner Program Subscribe to our Newsletter
h3|Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Try Palette Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
pa|CASE Finnish machine and equipment rental company Renta is still a new, but yet fast growing business. Due to the rapid growth of the business, Renta has had several ongoing projects at the same time. The company had an urgent need to set up automated processes for both purchasing and invoice processing. Renta wanted to create a streamlined and transparent purchase-to-pay process especially when it comes to equipment purchases. Renta Group chose to automate the entire purchaseto-pay process with Palette’s SaaS solution. An invoice processing solution combined with a contract module matches recurring invoices directly to contracts. Equipment purchases are processed through Palette’s system against pre-approved and category-specific budgets. A forerunner with digitised processes Renta Group Oy is a Finnish machine and equipment rental company, which started operating in early 2016. The company has more than 200 employees and 28 offices in Finland. Renta grew its turnover to over 45 million euros during its second year of operating, and in 2018 they aim to expand internationally. Renta’s strategy is to be the most modern operator in its industry, which they put into practice through dynamic processes and digital services that enhance the customer experience. ”Our aim is to become a significant forerunner that reshapes the industry. What this also means is that from the very beginning we have set out to build our internal processes to match today’s requirements, as well as future objectives”, comments Lauri Matikainen, CFO of Renta Group Oy. Renta wanted to create a streamlined and transparent purchase-to-pay process especially when it comes to equipment purchases. All of the company’s equipment purchases go through Palette’s e-purchasing system. The automation of the entire purchase-to-pay process with Palette’s solution has brought Renta both cost- and process-related benefits. ”Equipment purchases are processed through Palette’s system against pre-approved and category-specific budgets. This improves predictability, and we are able to see the situation of investment budgets and deliveries in the system in real-time. This makes planning of investments and cash management significantly easier. it’s been crucially important that in addition to invoice processing, we are also able to implement purchases through Palette’s system”, says Matikainen. Continuous development Lauri Matikainen, CFO of Renta Group comments on the decision to choose Palette’s purchase-to-pay solution: : Renta Group : Rental industry : Europe : Microsoft Navision : 40 000 : Over 200 : Invoice processing, contracts, purchase orders Let us know what problem are you looking to solve
di|Landstar benefits from automated invoice processing with Palette Landstar System, Inc. is a transportation services company specializing in logistics and more specifically third-party logistics. 4Service chooses to grow with Palette 4Service was founded in 2010 and is one of the Nordic region’s leading providers of facility management services in building, cleaning, property management, personnel restaurants and offshore. Clas Ohlson Automates AP with Palette One of Sweden’s best-known retailers, Clas Ohlson, operates around 200 physical stores in Sweden, Finland, Norway, Germany, and England
st|Menu Challenge Solution The entire process in the same system Settings for cookies
h2|Join the Palette Partner Program Subscribe to our Newsletter
h3|Renta automates the entire purchase-to-pay process with Palette Client Information Download the full case study for free Read another customer case… Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Download Full case Customer Branch Area Business system Invoices/year Employees Process automated Download for Free View all case studies Try Palette Subscribe Terms & Conditions Privacy Policy Cookies Technopolis Chooses Palette Software for Accounts Payable Automation Sportmaster automates its purchase to pay process with Palette Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
em|“During such a rapid growth of our business, we have had several ongoing projects at the same time. Therefore it’s been crucially important that in addition to invoice processing, we are also able to implement purchases through Palette’s system” Lauri Matikainen, CFO at Renta Group “”It’s important for us that our solution provider also acts as our development partner. We continuously develop our processes in cooperation with Palette. As requirements change along with our growth, a strategic partnership and a flexible solution that grows with us will support our business in the long run.” Lauri Matikainen, CFO at Renta Group
pa|CASE Per Sunnermark is CEO at Encare, a Swedish growth company with fewer than ten employees. Previously he was the CEO at a listed company with 2,700 employees and a revenue of €2 billion. He has used solutions from Palette Software in both companies to free up time for his organization and enable growth. Per Sunnermark comments. Increased efficiency at lower cost Encare provides evidence-based care pathways for enhanced recovery after surgery. Its software is based on protocols or check lists formulated from scientific publications within surgery to understand the perioperative care process and how to apply best practice. Hospitals that use the software can reduce post operation care from 12 to 9 days for gastrointestinal surgery, thereby lowering the cost by approximately 30% and significantly improving the patients’ wellbeing. “Like Palette, we aim to give our customers higher quality, efficiency gains and savings”, says Per and continues: Always accessible Encare has used Centsoft Invoice since 2016. Centsoft is an up to date cloud solution that minimize time spent on for more than 10 000 users in Sweden. Per’s work as CEO with responsibility for globalization and growth can continue on-the-go as a result of the digitalization that Centsoft and the accounting firm Brain provides. Invoices are always available for mobile approval and authorization is only a few clicks away. Recommendation proved to be right “It is easy to take shortcuts when choosing technology to support internal processes and administration since it is rarely at the top of mind. In my case, was recommended by my accounting firm. I trust them completely, and after a quick look at Centsoft Invoice I realized there was no need to look any further. It is a perfect fit for us and the simplicity the software offers is genius.” : Encare : Software industry : The solution Encare provides is available at hospitals in more 20 countries : Via accounting firm Brain : 400 : 10 : Invoice processing and Approval workflow Download the full case study and learn more about Invoice Processing with Centsoft Invoice! Let us know what problem are you looking to solve
di|Landstar benefits from automated invoice processing with Palette Landstar System, Inc. is a transportation services company specializing in logistics and more specifically third-party logistics. 4Service chooses to grow with Palette 4Service was founded in 2010 and is one of the Nordic region’s leading providers of facility management services in building, cleaning, property management, personnel restaurants and offshore. Clas Ohlson Automates AP with Palette One of Sweden’s best-known retailers, Clas Ohlson, operates around 200 physical stores in Sweden, Finland, Norway, Germany, and England
st|Menu Settings for cookies
h2|Join the Palette Partner Program Subscribe to our Newsletter
h3|Encare: Automated Invoice Processing is Equally Important for Small and Large Organizations Client Information Download the full case study for free Read another customer case… Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Download Full case Customer Branch Area Business system Invoices/year Employees Process automated Download for Free View all case studies Try Palette Subscribe Terms & Conditions Privacy Policy Cookies PEAB Processes 15,000 More Invoices Per Year Clas Ohlson Automates AP with Palette Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
em|“It doesn’t matter what your organization looks like, its size or what you offer. As a CEO I enable my organization’s growth and profitability which makes digitalization equally important no matter the size of the company.” Per Sunnermark, CEO at Encare “We believe that whatever can be automated should be, since it is the fast track to high quality” Per Sunnermark, CEO at Encare
pa|If you are not happy with the results below please do another search
di|Palette Software Inc.(HQ) Palette Software AB (HQ) Find your local Palette office This field is for validation purposes and should be left unchanged. This field is for validation purposes and should be left unchanged. CAPTCHA This field is for validation purposes and should be left unchanged.
st|Menu Settings for cookies
h2|Subscribe to our Newsletter Join the Palette Partner Program
h3|Fill out the information below to receive an integration sheet for Dynamics 365 Business Central Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations
h4|New Search
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
pa|CASE Hartela is a Finnish family-run business established in 1942, specializing in building homes, offices and industrial buildings. They employ approximately 600 industry professionals located on different building sites. Each property is a one-off project for which an organization is created, and resources are allocated to each site. Office functions support all the site operations from acquiring a plot to design, sales and marketing. A centralized service center Five years ago Hartela centralized its administrative operations to one common service center. It handles the processes for payment traffic, accounts payable and receivable as well as accounting. This gives all the group companies a consistent and uniform way of working. Leena Joki, Head of the Financial Service Center, explains: In 2019 Hartela searched for a software that could automate their purchase-to-pay cycle. They chose Palette because it offers full purchase-to-pay automation. It also gave Hartela mobile solutions and real-time monitoring of each site, along with extensive reporting tools. Smooth implementation The implementation of the solution was surprisingly smooth thanks to Palette’s competent consultant and Hartela’s highly qualified accounts payable team. The application is easy to use and made Hartela’s business processes more transparent. Automation has also saved resources. It’s made processing invoices on site easier and decreased manual work for accounts payable staff. Leena Joki continues: Watch the video and learn about Hartela’s next step for further automation! Read more about Hartela on their : Hartela : Contstruction and Civil Engineering : Finland : : : 600 : Purchase-to-Pay (Invoice Processing, PO match and Contract Management) Let us know what problem are you looking to solve
di|Landstar benefits from automated invoice processing with Palette Landstar System, Inc. is a transportation services company specializing in logistics and more specifically third-party logistics. 4Service chooses to grow with Palette 4Service was founded in 2010 and is one of the Nordic region’s leading providers of facility management services in building, cleaning, property management, personnel restaurants and offshore. Clas Ohlson Automates AP with Palette One of Sweden’s best-known retailers, Clas Ohlson, operates around 200 physical stores in Sweden, Finland, Norway, Germany, and England
st|Menu Settings for cookies
h2|Join the Palette Partner Program Subscribe to our Newsletter
h3|Hartela automates the purchase-to-pay process with Palette Client Information Read another customer case… Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Watch Video Customer Branch Area Business system Invoices/year Employees Process automated View all case studies Try Palette Subscribe Terms & Conditions Privacy Policy Cookies USFarathane Case Study: Manufacturing JCDecaux Finland automates the purchase to pay process with Palette Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
em|“Digitalization is a major trend in the construction industry and it’s a natural part of all business processes at Hartela. Hartela needs agile, user-friendly applications to support its digital transformation.” “Palette can grow with Hartela. We can expand the solution according to our needs”
pa|Sustainability, efficiency and visibility – just to name a few of the positive impacts an ERP system has on an organization’s accounts payable processes. While an ERP system like SAP R/3 stands strong on its own, there is so much more potential to capitalize on through integrating SAP AP automation software. An ERP system in conjunction with Palette’s AP automation solution provides a plethora of benefits and advantages on different levels, extending the functionality of the ERPs core functionality. It streamlines an organization’s accounts payable processes and creates an automatic, flexible and intelligent SAP AP process. SHOW Accounts payable invoice automation for SAP speeds up the capture, processing and approval of invoices significantly: SAP accounts payable automation processes on-average around 80% of all invoices straight-through capture to payment: With Palette’s AP automation software, an organization can design their SAP AP workflows according to their needs and preferences. You determine the route and the designated approvers the invoices need to go past. Palette’s AP automation software makes it easy to serve and cooperate with supplier to maintain a long-lasting, meaningful relationship: SAP accounts payable automation provides an organization with several advantages when it comes to access, monitoring and control: Integrating Palette’s AP automation software gives accountants and business leaders a keen insight into their SAP R/3 accounts payable processes and the ability to: HIDE Let us know what problem are you looking to solve
di|Landstar benefits from automated invoice processing with Palette Landstar System, Inc. is a transportation services company specializing in logistics and more specifically third-party logistics. 4Service chooses to grow with Palette 4Service was founded in 2010 and is one of the Nordic region’s leading providers of facility management services in building, cleaning, property management, personnel restaurants and offshore. Clas Ohlson Automates AP with Palette One of Sweden’s best-known retailers, Clas Ohlson, operates around 200 physical stores in Sweden, Finland, Norway, Germany, and England
li|Character recognition software automatically scans headers and line-item data 2 & 3-way matching is performed through a touchless process Payables are routed through predetermined business processes Eliminates human errors Does not require the same level of oversight Eliminates the risk of overpayment och duplicate payments Automatic flagging of exceptions to be reviewed by designated approver Streamlines reporting, budgeting and auditing, making them more efficient and accurate Supplier risk is reduced at all stages, from initial on-boarding to regular invoice payment With a reduced risk of human error, the approval and payment process will always be performed on time helping you keep a good standing with suppliers Approved suppliers can submit documentation and updates in a wide range of different document formats The system will alert you to time-sensitive circumstances (e.g. upcoming contract renewals) No more paper invoices that face the risk of disappearing Full access to the payment cycle from anywhere, at any given time Easy sharing of data in real-time between departments and individuals within the organization Automatic import and export of pertinent information Simultaneous access to the system where you can decide who has access to what Invoices not automatically approved for payments are flagged and automatically rerouted to designated approvers Easy-to-follow electronic trail to identify exceptions and fraud See the big picture at a glance Leverage exhaustive, real-time dashboard reporting of KPIs Find, retrieve and present relevant data quickly Focus on specific problem areas and identify solutions for improvement Identify noncompliance with business rules and/or spending policies Monitor performance and productivity of any AP individual, team or department
st|Menu Tomas | CEO Cara | AP Manager Lisa | CIO Lawrence | CFO Settings for cookies
h2|Features – SAP R/3 invoice processing Join the Palette Partner Program Subscribe to our Newsletter
h3|SAP AP Automation for SAP R/3 AP Workflow 2 3-way PO matching Recurring Invoices (or Contracts) Archive Audit Benefits of integrating Palette’s AP automation software with SAP R/3 Save time Higher accuracy & Streamlined processes Customized solutions Better business relationships Improved access, monitoring and control Improved insight & transparency Capitalize on early payment discounts You also might be interested in Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Have visibility that ensures accountability. Reduce cycle times. Grow without adding to headcount. Get Started Have visibility that ensures accountability. Reduce cycle times. Grow without adding to headcount. Engineered from the ground up with AP in mind, Palette’s SAP Accounts Payable Automation boosts your investment in SAP R/3 by giving your staff flexible approval workflows, automated invoice processing, automated PO matching and much more. Using an automated workflow and a central dashboard, Palette automates the SAP invoice approval workflow of PO- and Non-PO invoices within SAP R/3 . If an invoice matches all of the criteria of an associated PO the system can transfer that invoice directly to SAP R/3 for posting and payment. Have visibility into Accounts Payable balances and payment/approval status “Drag & Drop” approval workflows, ad hoc routing Approvals are made directly in email or a mobile device & Palettes unique cascading matching system can handle matching against purchase orders at the header or line level. In a “no match” situation, or if a non-PO invoice arrives, workflow takes over. This ensures the appropriate approver or exception handler promptly gets notification and access to the information needed to clear the exception, creating an effective approval workflow. Exceptions are flagged for reconciliation. Invoices, purchase orders, and goods receipts are matched by the software Match items at both the header or line level, whether it is 50 lines or 500 lines Complete audit trail of approvals and communications become part of the transaction record Repeated invoices are matched to account numbers or contracts, posted to the proper charge codes and approved for payment through SAP invoice processing automation . Reminders are sent when a contract is about to expire. If required, expenses are split between different departments. Repeat invoices are matched to account numbers or contracts Self-billing for contracts that do not have vendor invoices Manages spending and renewal process & A step-by-step documented history of invoice transactions is recorded, including communications between internal staff and suppliers. Palette’s Accounts Payable software for SAP R/3 creates a complete, searchable archive for reference and auditing purposes. Faster audit process Provides basis of objectivity for investigations Raises compliance standards for the entire organization In some cases, suppliers will offer a discount for buyers who pay their invoice early. These potential discounts are often missed in a manual AP process due to its slow nature. Utilizing Palette’s AP automation solutions speeds up the invoice lifecycle, allowing you to capitalize on most early payment discounts. Explore more Try Palette Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
em|“Email approvals mean I don’t have to learn yet another dashboard.” “No more finger pointing! We can see where the bottleneck is and address it.” “The intuitive interface means fewer calls for assistance from people using Palette” “How do you enforce what’s in a binder? Palette ensures policies are followed on each and every transaction.”
pa|One-click approvals via desktop, tablet, or smartphone anytime, anywhere. Efficient management of supplier invoices reduces costs and creates more time for high-value work in your organization. Get instant control over invoice status and bottlenecks, resulting in faster approvals and smooth monthly reconciliations. Let us know what problem are you looking to solve
di|The E-Invoice Clearance Model Might Save You Money It’s predicted that 2025 is the year tax authorities worldwide will only accept invoices electronically*. In most cases it means...... Digitally transforming invoice processes When more organisations worldwide adopt e-invoicing, it will benefit not just individual companies, but also economies and even ecosystems. What is PEPPOL? Pan-European Public Procurement Online (PEPPOL – also known as ELMA in Norway) is a set of standards that enable simple...... Vive la Révolution Numérique! Moving Towards 100% Electronic Invoicing in France The move away from paper invoicing for French organisations is a positive one that will save time and money. The change is driven by new French legislation
st|Menu Mobile Enabled Efficient Processing More Control Settings for cookies
h2|Why Palette? Join the Palette Partner Program Subscribe to our Newsletter
h3|Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Purchase-to-pay Purchase-to-pay E-invoice Purchase-to-pay Try Palette Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
pa|Contact support or one of our sales team. Already a customer? Our customer support team will be happy to assist you. Do you have questions about features in our programs? It is easiest if you log in and contact us through our help center. Our team is happy to give you a walkthrough of the features of our software and help you decide the best suited option for your organization. Schedule a demo today and get in-depth insights. Would you like to know more about how our solutions could help your organization? Please get in touch with us today. Palette Software Inc. (HQ) 330 North Wabash Ave. 23rd Floor, Chicago, IL 60611, USA Opening Hours 09:00 – 18:00 (lunch 12:30 – 13:30) Australia Canada Denmark Finland Norway Sweden Munktell Science Park Portgatan 3 633 42 Eskilstuna Gustav Adolfs torg 12, 5th floor 211 39 Malmö Box 7025 103 86 Stockholm Netherlands Contact our Partner in Holland Ampèrestraat 36 6716 BN Ede The Netherlands United Kingdom USA Let us know what problem are you looking to solve
di|This field is for validation purposes and should be left unchanged. Melbourne Contact our partner: Canon 95 Buckhurst Street South Melbourne, VIC 3205 +61 2 9433 7000 / 1300 557 672 Sydney Contact our partner: Canon 5 Talavera road, Macquarie park NSW 2113 Sydney +61 2 9433 7000 / 1300 557 672 Contact Person Ken Hickey Head of Business Process Solutions Toronto Contact our partner: 9 Davies Avenue Toronto, ON CAN M4M 2A6 416-968-2335 Contact Person Ralf Leitner ECMp Copenhagen Herstedøstervej 27-29A, 1. sal. 2620 Albertslund Danmark +45 7027 2428 Contact Person Joachim Georgsen Account Manager Helsinki Keilaranta 16 B 02150 Espoo Finland +358 9 42 73 48 00 Contact Person Juha Väänänen CEO & Country Manager Teppo Kyöttilä Senior Account Manager Matti Junttonen Senior Account Manager Oslo Palette Software AS Karl Johans gate 16 0154 Oslo +47 23 96 57 00 Contact Person Mikael Eriksson Head of Sales Scandinavia Eskilstuna Malmö Stockholm Contact Person Joachim Andersson Account Manager Karin Berglind Account Manager Melina Granander-Malm Account Manager Ede +31 (0) 318 649 699 Contact Person Peter Bouwmans Managing Director Milton Keynes Contact our partner: Power House Harrison Close, Knowlhill Milton Keynes MK5 8PA United Kingdom 01908 030400 Contact Person Rachel Griffiths Purchase-to-Pay Solutions Director Chicago 330 North Wabash Avenue, 23rd floor Chicago, IL 60611 USA +1 872 207 0440 Contact Person Bernt Olausson Country Manager Roxanne Imrick Business Development Manager Mats Ferm CEO Sylvia Andersson CFO Mikael Eriksson CRO 
st|Menu We Are Here To Help You. Contact Us! How can we help? Customer Support Talk To An Expert North America Converga Pty Converga Pty EchoVera Inc. Palette Software A/S Palette Software Oy Palette Software AB Palette Software AB Palette Software AB – HQ Simac Document Solutions Stratas Business Solutions LLP Palette Software Inc Settings for cookies
h2|Join the Palette Partner Program Subscribe to our Newsletter
h3|Get in touch with us Our Locations Management Team at Palette Software Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Schedule a Demo View nearest location Login Book a demo * * * * * * * Try Palette Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
pa|CASE The Norwegian facility management supplier 4Service is expanding rapidly and the number of supplier invoices has grown explosively in a short time. In turn, it has demanded an invoice management solution that can keep pace with the company’s growth. Norwegian 4Service offers facility management services within construction, cleaning, property management, staff restaurants and offshore. Since its inception in 2010, the company has grown rapidly and in 2017 more than doubled its turnover from the year before – to 1.3 billion Norwegian kroner. The rapid growth rate led to a substantial increase in the number of supplier invoices, which in turn required a scalable and flexible system that could automate the invoice handling process. Scalable system Since 2017, 4Service uses Palette’s invoice management system and today the company handles approximately 60,000 invoices per year. Next year it may well be over 100,000. However, this is nothing that worries the CFO Finn Rune Kristiansen. He said: “With Palette we could double the amount of invoices without having to hire additional staff. The scalability of volume and modules was crucial in the choice of system and extremely important for us with the growth rate we have.” 4Service consists of several companies that are located all over Norway. A diversified business combined with high growth can be a real challenge from an invoice management perspective. Since the start in 1993, Palette has made multi-company management one of its focus areas, in order to be able to deliver solutions that meet this particular need. More automation around the corner The next step for 4Service is to automate the management of periodic invoices and the employees’ expenses. – These systems make it possible for us to continue to grow without having to spend more time on that administrative tasks. Now we can focus on being more proactive and increasing the degree of automation even more. We determine the pace of our automation on the basis of our organization’s conditions, says Finn Rune Kristiansen. – When we are ready, Palette is there so that we can take the next step in a smooth way. It is important to point out that the choice of supplier and system must be long-term and contribute to your business development for several years. We chose a scalable and flexible system and a supplier with broad competence and knowledge, says Finn Rune Kristiansen. : 4Service : Facility management : Norway : Visma Business : 60 000 : 2 500 : Invoice processing and Approval Workflow Download the full case study about 4Service in Norway! Let us know what problem are you looking to solve
di|Landstar benefits from automated invoice processing with Palette Landstar System, Inc. is a transportation services company specializing in logistics and more specifically third-party logistics. Clas Ohlson Automates AP with Palette One of Sweden’s best-known retailers, Clas Ohlson, operates around 200 physical stores in Sweden, Finland, Norway, Germany, and England. Encare: Automated Invoice Processing is Equally Important for Small and Large Organizations Encare was established in 2009 and nominated in 2018 to one of the 50 fastest-growing tech companies in Sweden
st|Menu Smart multi-company management Finn Rune Kristiansen, CFO at 4Service Settings for cookies
h2|Join the Palette Partner Program Subscribe to our Newsletter
h3|4Service chooses to grow with Palette Client Information Download the full case study for free Read another customer case… Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Download Full case Customer Branch Area Business system Invoices/year Employees Process automated Download for Free View all case studies Try Palette Subscribe Terms & Conditions Privacy Policy Cookies Clas Ohlson Automates AP with Palette Landstar benefits from automated invoice processing with Palette Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
em|“We needed a system that could match our growth. With Palette, this is exactly what we have received.” Finn Rune Kristiansen, CFO at 4Service “Multi-company management in Palette is ingenious and saves a lot of time out in the organization.”
pa|If you are not happy with the results below please do another search
di|Palette Software Inc.(HQ) Palette Software AB (HQ) Find your local Palette office This field is for validation purposes and should be left unchanged. This field is for validation purposes and should be left unchanged. CAPTCHA This field is for validation purposes and should be left unchanged.
st|Menu Settings for cookies
h2|Subscribe to our Newsletter Join the Palette Partner Program
h3|Fill out the information below to receive an integration sheet for Dynamics 365 Business Central Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations
h4|New Search
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
pa|Palette Software’s privacy policy was updated on February 18th 2019. When visiting palettesoftware.com your personal data may be collected. Most of our web pages contain information which does not require any personal information from the web site visitor. However, in some cases we need to collect and store personal data in order to provide services or information that you request from the website. At Palette we collect information regarding your website behaviour and your communications and interactions with the website. This information may be connected to existing personal data that has been stored for a specified and defined purpose. Palette is data controller of the personal data that you share with us when you: Your personal information will not be sold, exchanged, transferred, nor given to any other company for any reason whatsoever, without your consent. The only exception to this might be the express purpose of delivering an ordered product or service requested by the customer. Your personal information may be shared with a subsidiary to Palette Software, i.e. Centsoft AB. Palette Software will save and process all data submitted via forms on our website. Contact information, i.e. name, email address and phone number may be used for marketing purpose as well as for invitations to events arranged by Palette Software. Contact information will not be shared with any third party, without prior consent. The information you submit may be shared with subsidiaries to Palette Software (i.e. ). Communication will mainly be sent by email and you can opt out from future messages at any time. Palette processes personal data and relevant information that is needed to properly provide our services and / or enhance the experience of visiting our websites. We need to process personal data in order to administrate user accounts, manage event and training session reports, release after event surveys and for digital marketing and remarketing. If you no longer want to receive digital marketing, you can unsubscribe. We store non sensitive data about our customer, i.e. first and last name, email address, workplace, position as well as information about your business or employer (company information). The security of your personal information is important to us. We adhere to the law, regulations and general recommendations within our business sector, regarding security of the personal information that is shared with us. This applies to the submissions, as well as the storage of data. However, our website visitors should be aware that there is no way to transfer and store data electronically that is 100% secure. Palettesoftware.com is using cookies. A cookie is a small text document that is stored on your computer, containing information used to enhance the website for you. There are two types of cookies. A permanent cookie that saves a file on your computer to enhance the website depending on your choices, interests or the fact that you have previously visited the website. A session cookie is sent between the server and your computer during your visit and disappears when you close your browser. Our website is using both permanent cookies and session cookies. Permanent cookies are used to avoid requesting repeats of one-time information and session cookies are used to enable you to login to our services. If you do not agree with the usage of cookies you can turn cookies off in your browsers security settings. There are also settings allowing your browser to show you a warning every time the browser is trying to put a cookie on your computer. Palettesoftware.com uses web beacons and scripts from third party suppliers which, on behalf of Palette Software, collect information about how website visitors use and communicate with the website. This way we can see how we acquire web traffic, which parts of the website that are most used and which links visitors click most. We use this information to further improve and develop the content of our website and our digital advertising. By visiting our website and accepting cookies and/or submitting your personal information, you accept that your personal data will be processed according to this privacy policy. Palette reserves the right to revise the privacy policy without prior notice. Therefore we ask you to review this policy now and check it regularly if you are a frequent visitor to our website. If you are a citizen of the European Union, you can also request to get your personal data erased from our system. Such requests should be sent in English to
di|
li|Visit our web site and accept cookies Contact us by e-mail Are a customer, partner or have entered into a process to become customer or partner of Palette Sign up for any of our events or training sessions Have a support contract with Palette Download material that requires you to submit a form Subscribe to our blog Apply for a job at Palette Software
st|Menu Settings for cookies
h1|Privacy Policy
h2|We collect and process personal data About cookies Join the Palette Partner Program Subscribe to our Newsletter
h3|How Palette collect and process personal data Conditions for data submission via web forms Why do we process personal data Security About beacon tracking and scripts Questions regarding our privacy policy Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
pa|Swedish software business Vitec develops comprehensive enterprise planning system for the construction and real estate industries. Palette’s AP solution is offered as an add-on to improve customer experience. Vitec was founded in 1985 and the first product was a software that helped real estate companies monitor energy consumption. Today, Vitec is the Nordic market leader in Vertical Market Software, focusing on the development and delivery of standardized software aimed at niche markets such as pharmacies, banks, car repair shops, real estate, health care and education. Vitec delivers these services with a socially supportive product and knowledgeable employees. Swedish software business Vitec offers a comprehensive enterprise planning system customized for the construction and real estate industries. The ERP, Vitec Ekonomi/3L, handles processes such as leasing, sales, customer care, finance, technical management and the monitoring of energy consumption. The ERP Vitec Ekonomi/3L and Palette’s solution both have many features that are used by construction and real estate businesses. Through Vitec’s own integration to Palette, data is transferred between the systems in real time. The integration is used by hundreds of companies and is continuously maintained and updated. Åsa Rosén, Account Manager at Vitec Construction & Real Estate, has many years of experience introducing Palette to new customers and she says: ”Many of our new ERP customers get a ‘wow-experience’ when I show them the invoice processing in Palette. They often find several features and functions that they missed in their old AP solution, that really simplifies the work within the finance function of a construction or real estate company. Åsa Rosén explains: “The system can handle many coding variables as well as manage several business units in an efficient way. Another feature that is useful is the VAT management that includes lump sum VAT, reverse tax obligation and tax deductible VAT.” Åsa Rosén says that when Palette’s solution was new to her, she received support from Palette’s competent sales team to demonstrate the system to new customers. Today she can introduce the system on her own. She comments: “If I need help with a request I always get a quick response and support from Palette. At Vitec we have a dedicated contact from Palette’s sales team who is always there to respond to my questions.” Listen to one of Vitec’s and Palette’s construction clients, Peab AB, and learn about their experience. Read more about Palette’s partnership with Vitec in the or visit One-click approvals via desktop, tablet, or smartphone anytime, anywhere. Efficient management of supplier invoices reduces costs and creates more time for high-value work in your organization. Get instant control over invoice status and bottlenecks, resulting in faster approvals and smooth monthly reconciliations. Sales Manager Construction & Real Estate at Simac Document Solutions and Palette initiated their partnership in 2008 and today Simac is one of the largest Palette resellers in Europe. Palette’s partner in Australia and New Zealand experiences growing demand for AP Automation. Palette’s Canadian partner has expanded the business by offering a modern solution for AP and P2P automation
di|
st|Menu Mobile Enabled Efficient Processing More Control Fredrik Strandh Converga EchoVera Settings for cookies
h1|Vitec
h2|About Vitec The partnership A dedicated person for sales support Why Palette? Partner Success Stories Join the Palette Partner Program Subscribe to our Newsletter
h3|Vitec Construction & Real Estate Simplify for the Finance team Customer case Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Become a Partner Partner Success Story Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
bo|Simac Document Solutions
em|Thanks to integrated functionality and a user-friendly interface, our customers experience significant productivity gains in the accounts payable process. Palette’s solution is easy to integrate with our ERP and it increases the value of our offering as well as the customer experience.
pa|One-click approvals via desktop, tablet, or smartphone anytime, anywhere. Efficient management of supplier invoices reduces costs and creates more time for high-value work in your organization. Get instant control over invoice status and bottlenecks, resulting in faster approvals and smooth monthly reconciliations. Let us know what problem are you looking to solve
di|Guide to Invoice OCR & Digital Invoice Capture Third party reports from the field confirm the challenge organizations face when capturing invoice data. 80% to 90% of invoices received by both medium and large size companies is either paper or email. Insiders Guide to AP Automation Software Palette’s whitepaper explores the various business models for AP software companies and how their specific approach works. Intelligent 3 Way Match Whitepaper Intelligent 3 Way Match is a shared central dashboard on desktop and mobile that shortens the approval cycle and increases staff productivity. Automating Your Purchase Requisition Workflow Accounts Payable plays a key role in the Digital Transformation initiative by streamlining and automating their department. Top 6 Action Steps to Reduce Payments Fraud Unsurprisingly, one of the reasons fraud has hit new heights may be that there has been a strong period of growth – and disruption. Buyer’s Guide for Purchase-to-Pay Do you handle a large number of supplier invoices every month? Would you like to automate all your company’s approval workflows for invoices, agreements, purchase orders and expenses? Artificial intelligence – moving towards touchless accounts payable? SecureCloud P2P – White Label Purchase to Pay Platform for Financial Institutions Banks and other financial institutions have been looking for ways to profitably leverage and enhance treasury management service revenues. Bank Security Standards New technologies are driving innovation and disrupting financial services faster than ever before. Purchase to Pay for Healthcare with SecureCloud P2P Healthcare organizations are looking to leverage technology to reduce the cost and inefficiency of their back office operations, and they need to ensure those solutions have the security standards the healthcare industry requires. SaaS Security Standards for Healthcare Healthcare organizations are looking to leverage technology to reduce the cost and inefficiency of their back office operations, and they need to ensure those solutions have the security standards the healthcare industry requires. AP Automation Benefits – from CFO to Sales Shows how the Palette Purchase to Pay solution has made a difference, role by role, to the people in an automotive manufacturing firm. The Future of Procure to Pay – Beyond the ERP Whitepaper Despite the importance procurement professionals attribute to things like digitalization and robotic process automation, many companies are still doing purchasing and accounts payable in their ERP
st|Menu Mobile Enabled Efficient Processing More Control Settings for cookies
h1|Whitepapers
h2|Why Palette? Join the Palette Partner Program Subscribe to our Newsletter
h3|Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Try Palette Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
pa|Palette Software was founded in 1993 in Stockholm and has offices in the United States and the Nordics. Palette solutions are available through a growing network of partners in some 50 countries in North America, Europe, and Australia. Subscribe to Our Newsletter Contact Details Box 7025, 103 86 Stockholm, Sweden Choose Location © Palette Software 2021 | Powered by Please submit your contact details: We use cookies to give you a good experience on our website. Read more about which cookies we use, and how to deactivate them under settings. Under settings, you will also find a link to our privacy policy and cookie policy, where we explain how we use your personal data. Do you accept all cookies? This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful. Read more on our These cookies are necessary for the website to function and cannot be switched off in our systems. They are usually only set in response to actions made by you which amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not then work. These cookies do not store any personally identifiable information. These cookies may be set through our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant adverts on other sites. They do not store directly personal information, but are based on uniquely identifying your browser and internet device. If you do not allow these cookies, you will experience less targeted advertising.
di|
st|Menu Settings for cookies
h1|Schedule a Demo
h2|Join the Palette Partner Program Subscribe to our Newsletter
h3|Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
pa|If you are not happy with the results below please do another search
di|Palette Software Inc.(HQ) Palette Software AB (HQ) Find your local Palette office This field is for validation purposes and should be left unchanged. This field is for validation purposes and should be left unchanged. CAPTCHA This field is for validation purposes and should be left unchanged.
st|Menu Settings for cookies
h2|Subscribe to our Newsletter Join the Palette Partner Program
h3|Fill out the information below to receive an integration sheet for Dynamics 365 Business Central Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations
h4|New Search
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
pa|CASE Lindström wanted to standardise its accounts payable process globally with a modern solution. Lindström Group has implemented Palette’s invoice management solution in 13 countries, and will also extend the use of Palette’s solution to purchasing. Lindström Group is one of the largest textile service companies in Europe, which is growing strongly on a global level. Lindström wanted to standardise its accounts payable process globally with a modern solution, which scales according to growth and can be rolled out in several countries. The company also wanted to enhance reporting, so that consistent measurement between operating countries would be as easy as possible. Solution Lindström Group has already implemented Palette’s invoice management solution in 13 countries, and the solution will be rolled out to Germany, Croatia and Poland before it is rolled out globally. The group will also extend the use of Palette’s solution to purchasing. Beyond Finland, the purchasing module will be rolled out initially to at least six more countries Palette’s solution helps Lindström achieve sustainable growth, while helping to work towards the aim to standardise processes between different operating countries. The scalability of the solution on a global level enables collaboration across the group while multiplying cost effectiveness. “Along with the introduction of Palette’s solution, we have implemented a unified way of working in different countries across the Group. This way of working together with Palette’s solution guarantees the efficiency of the entire process from purchase to payment. This way we also ensure that the process follows our group level policy on invoice handling and approval before payment” says Juho Häkkinen, Lindström’s Finance System Controller. According to Lindström, the company’s success is based on a strongly concept-managed operation, which ensures the quality of operations, consistent service and corporate responsibility in all operating countries. With Palette’s solution, Lindström also streamlines its purchasing processes. The purchasing module brings indirect purchases to the same system, which streamlines the entire purchase-to-pay process and improves control over purchasing globally. The purchasing module has been deployed in Lindström’s laundry service operations and will be rolled out in six more operating countries in addition to Finland. Users of Palette’s purchasing solution say it has made the purchasing process much smoother, particularly because of its integration with online stores. Real-time reporting Achieving clear and easy reporting is an integral part of the company’s global growth strategy. Palette’s reporting tool brings easy visibility to different KPI’s across the entire organisation. The tool collects all main performance indicators on one dashboard, which enhances processes control, while inspiring ideas for improvement. : Lindström Group : Textile industry : Finland : Microsoft Dynamics AX : 120000 : 4000 : Invoice processing, handling contracts, purshase orders and PO-matching Download the full article and learn more about Lindström group’s experiences of automation with Palette. Let us know what problem are you looking to solve
di|Landstar benefits from automated invoice processing with Palette Landstar System, Inc. is a transportation services company specializing in logistics and more specifically third-party logistics. 4Service chooses to grow with Palette 4Service was founded in 2010 and is one of the Nordic region’s leading providers of facility management services in building, cleaning, property management, personnel restaurants and offshore. Clas Ohlson Automates AP with Palette One of Sweden’s best-known retailers, Clas Ohlson, operates around 200 physical stores in Sweden, Finland, Norway, Germany, and England
st|Menu Challenge Juho Häkkinen, Finance System Controller at Lindström Group Global processes Controlled purchasing Juho Häkkinen, Lindström’s Finance System Controller Settings for cookies
h2|Join the Palette Partner Program Subscribe to our Newsletter
h3|Lindström chooses Palette for invoice management and purchasing internationally Client Information Download the full case study for free Read another customer case… Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Download Full case Customer Branch Area Business system Invoices/year Employees Process automated Download for Free View all case studies Try Palette Subscribe Terms & Conditions Privacy Policy Cookies JCDecaux Finland automates the purchase to pay process with Palette Technopolis Chooses Palette Software for Accounts Payable Automation Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
em|“Along with introducing Palette’s solution, we have implemented a unified way of working in different countries across the Group. Thanks to the real-time reporting tool, we can now easily measure performance between countries.” “Real-time reporting enables us to easily follow up performance between different countries. This helps us to identify parts of the process that need further development.”
pa|If you are not happy with the results below please do another search
di|Palette Software Inc.(HQ) Palette Software AB (HQ) Find your local Palette office This field is for validation purposes and should be left unchanged. This field is for validation purposes and should be left unchanged. CAPTCHA This field is for validation purposes and should be left unchanged.
st|Menu Settings for cookies
h2|Subscribe to our Newsletter Join the Palette Partner Program
h3|Fill out the information below to receive an integration sheet for Dynamics 365 Business Central Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations
h4|New Search
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
pa|One-click approvals via desktop, tablet, or smartphone anytime, anywhere. Efficient management of supplier invoices reduces costs and creates more time for high-value work in your organization. Get instant control over invoice status and bottlenecks, resulting in faster approvals and smooth monthly reconciliations. Let us know what problem are you looking to solve
di|Landstar benefits from automated invoice processing with Palette Landstar System, Inc. is a transportation services company specializing in logistics and more specifically third-party logistics. 4Service chooses to grow with Palette 4Service was founded in 2010 and is one of the Nordic region’s leading providers of facility management services in building, cleaning, property management, personnel restaurants and offshore. Clas Ohlson Automates AP with Palette One of Sweden’s best-known retailers, Clas Ohlson, operates around 200 physical stores in Sweden, Finland, Norway, Germany, and England. Encare: Automated Invoice Processing is Equally Important for Small and Large Organizations Encare was established in 2009 and nominated in 2018 to one of the 50 fastest-growing tech companies in Sweden. PEAB Processes 15,000 More Invoices Per Year Peab is a leading Nordic construction and civil engineering company with 15,000 employees and $5.75 Billion in net sales. How Coor moved towards an end to end purchase-to-pay solution Founded in 1998, Coor is today one of the Nordic region’s leading facility management providers. Sportmaster automates its purchase to pay process with Palette Founded in 1979, SPORTMASTER is Denmark’s leading chain of sporting goods retailers. Renta automates the entire purchase-to-pay process with Palette Renta Group Oy is a Finnish machine and equipment rental company, which started operating in early 2016. Technopolis Chooses Palette Software for Accounts Payable Automation Technopolis rents and manages high-quality work environments. The company started its journey in Oulu, Finland with an old dairy building in 1982. Lindström chooses Palette for invoice management and purchasing internationally Lindström is one of Europe’s leading textile service companies with 170 years of experience in the textile industry. JCDecaux Finland automates the purchase to pay process with Palette JCDecaux Finland Oy is an outdoor advertising company, whose extensive network of advertising products covers the whole of Finland. Hartela automates the purchase-to-pay process with Palette Hartela is a Finnish family-run business established in 1942, specializing in building homes, offices and industrial buildings. USFarathane Case Study: Manufacturing The scope of this project began with invoice processing for a company with many facilities and satellite offices. The scope grew to include indirect purchasing, contract management, expense reporting and budget
st|Menu Mobile Enabled Efficient Processing More Control Settings for cookies
h1|Case Studies
h2|Why Palette? Join the Palette Partner Program Subscribe to our Newsletter
h3|Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Try Palette Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
pa|If you are not happy with the results below please do another search
di|Palette Software Inc.(HQ) Palette Software AB (HQ) Find your local Palette office This field is for validation purposes and should be left unchanged. This field is for validation purposes and should be left unchanged. CAPTCHA This field is for validation purposes and should be left unchanged.
st|Menu Settings for cookies
h2|Subscribe to our Newsletter Join the Palette Partner Program
h3|Fill out the information below to receive an integration sheet for Dynamics 365 Business Central Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations
h4|New Search
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
pa|Sustainability, efficiency and visibility – just to name a few of the positive impacts an ERP system has on an organization’s accounts payable processes. While an ERP system like Aptean stands strong on its own, there is so much more potential to capitalize on through integrating Aptean with AP automation software. An ERP system in conjunction with Palette’s AP automation solution provides a plethora of benefits and advantages on different levels, extending the functionality of the ERPs core functionality. It streamlines an organization’s accounts payable processes and creates an automatic, flexible and intelligent Aptean workflow. SHOW Accounts payable invoice automation for Aptean speeds up the capture, processing and approval of invoices significantly: Aptean accounts payable automation processes on-average around 80% of all invoices straight-through capture to payment: With Palette’s AP automation Aptean software, an organization can design their Aptean AP workflows according to their needs and preferences. You determine the route and the designated approvers the invoices need to go past. Palette’s AP automation software makes it easy to serve and cooperate with supplier to maintain a long-lasting, meaningful relationship: Aptean accounts payable automation provides an organization with several advantages when it comes to access, monitoring and control: Integrating Palette’s AP automation software gives accountants and business leaders a keen insight into their Aptean accounts payable processes and the ability to: HIDE Let us know what problem are you looking to solve
di|Landstar benefits from automated invoice processing with Palette Landstar System, Inc. is a transportation services company specializing in logistics and more specifically third-party logistics. 4Service chooses to grow with Palette 4Service was founded in 2010 and is one of the Nordic region’s leading providers of facility management services in building, cleaning, property management, personnel restaurants and offshore. Clas Ohlson Automates AP with Palette One of Sweden’s best-known retailers, Clas Ohlson, operates around 200 physical stores in Sweden, Finland, Norway, Germany, and England
li|Character recognition software automatically scans headers and line-item data 2 & 3-way matching is performed through a touchless process Payables are routed through predetermined business processes Eliminates human errors Does not require the same level of oversight Eliminates the risk of overpayment och duplicate payments Automatic flagging of exceptions to be reviewed by designated approver Streamlines reporting, budgeting and auditing, making them more efficient and accurate Supplier risk is reduced at all stages, from initial on-boarding to regular invoice payment With a reduced risk of human error, the approval and payment process will always be performed on time helping you keep a good standing with suppliers Approved suppliers can submit documentation and updates in a wide range of different document formats The system will alert you to time-sensitive circumstances (e.g. upcoming contract renewals) No more paper invoices that face the risk of disappearing Full access to the payment cycle from anywhere, at any given time Easy sharing of data in real-time between departments and individuals within the organization Automatic import and export of pertinent information Simultaneous access to the system where you can decide who has access to what Invoices not automatically approved for payments are flagged and automatically rerouted to designated approvers Easy-to-follow electronic trail to identify exceptions and fraud See the big picture at a glance Leverage exhaustive, real-time dashboard reporting of KPIs Find, retrieve and present relevant data quickly Focus on specific problem areas and identify solutions for improvement Identify noncompliance with business rules and/or spending policies Monitor performance and productivity of any AP individual, team or department
st|Menu Tomas | CEO Cara | AP Manager Lisa | CIO Lawrence | CFO Settings for cookies
h2|Features – Aptean AP automation Join the Palette Partner Program Subscribe to our Newsletter
h3|Aptean AP Automation for Aptean AP Workflow 2 3-way PO matching Recurring Invoices (or Contracts) Archive Audit Benefits of integrating Palette’s AP automation software with Aptean Save time Higher accuracy & Streamlined processes Customized solutions Better business relationships Improved access, monitoring and control Improved insight & transparency Capitalize on early payment discounts You also might be interested in Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Have visibility that ensures accountability. Reduce cycle times. Grow without adding to headcount. Get Started Have visibility that ensures accountability. Reduce cycle times. Grow without adding to headcount. Engineered from the ground up with AP in mind, Palette’s Accounts Payable Automation for Aptean boosts your investment in Aptean by giving your staff flexible approval workflows, automated invoice processing, automated PO matching and much more. Using an automated workflow and a central dashboard, Palette automates the processing of PO- and Non-PO invoices within Aptean . If an invoice matches all of the criteria of an associated PO the system can transfer that invoice directly to Aptean for posting and payment. Have visibility into Accounts Payable balances and payment/approval status “Drag & Drop” approval workflows, ad hoc routing Approvals are made directly in email or a mobile device & Palettes unique cascading matching system can handle matching against purchase orders at the header or line level. In a “no match” situation, or if a non-PO invoice arrives, workflow takes over. This ensures the appropriate approver or exception handler promptly gets notification and access to the information needed to clear the exception, creating an effective approval workflow . Exceptions are flagged for reconciliation. Invoices, purchase orders, and goods receipts are matched by the software Match items at both the header or line level, whether it is 50 lines or 500 lines Complete audit trail of approvals and communications become part of the transaction record Repeated invoices are matched to account numbers or contracts, posted to the proper charge codes and approved for payment through Aptean invoice processing automation . Reminders are sent when a contract is about to expire. If required, expenses are split between different departments. Repeat invoices are matched to account numbers or contracts Self-billing for contracts that do not have vendor invoices Manages spending and renewal process & A step-by-step documented history of invoice transactions is recorded, including communications between internal staff and suppliers. Palette’s Accounts Payable software for Aptean creates a complete, searchable archive for reference and auditing purposes. Faster audit process Provides basis of objectivity for investigations Raises compliance standards for the entire organization In some cases, suppliers will offer a discount for buyers who pay their invoice early. These potential discounts are often missed in a manual AP process due to its slow nature. Utilizing Palette’s AP automation Aptean software speeds up the invoice lifecycle, allowing you to capitalize on most early payment discounts. Explore more Try Palette Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
em|“Email approvals mean I don’t have to learn yet another dashboard.” “No more finger pointing! We can see where the bottleneck is and address it.” “The intuitive interface means fewer calls for assistance from people using Palette” “How do you enforce what’s in a binder? Palette ensures policies are followed on each and every transaction.”
pa|Sustainability, efficiency and visibility – just to name a few of the positive impacts an ERP system has on an organization’s accounts payable processes. While an ERP system like Oracle stands strong on its own, there is so much more potential to capitalize on through integrating AP automation Oracle software. An ERP system in conjunction with Palette’s AP automation solution provides a plethora of benefits and advantages on different levels, extending the functionality of the ERPs core functionality. It streamlines an organization’s accounts payable processes and creates an automatic, flexible and intelligent Oracle E-business Suite workflow. SHOW Accounts payable invoice automation for Oracle speeds up the capture, processing and approval of invoices significantly: Oracle E-business Suite accounts payable automation processes on-average around 80% of all invoices straight-through capture to payment: Integrating Palette’s AP automation software gives accountants and business leaders a keen insight into their Oracle E-business Suite accounts payable processes and the ability to: Oracle E-business Suite accounts payable automation provides an organization with several advantages when it comes to access, monitoring and control: With Palette’s AP automation software, an organization can design their Oracle E-business Suite AP workflows according to their needs and preferences. You determine the route and the designated approvers the invoices need to go past. Palette’s AP automation software makes it easy to serve and cooperate with supplier to maintain a long-lasting, meaningful relationship: HIDE Let us know what problem are you looking to solve
di|Landstar benefits from automated invoice processing with Palette Landstar System, Inc. is a transportation services company specializing in logistics and more specifically third-party logistics. 4Service chooses to grow with Palette 4Service was founded in 2010 and is one of the Nordic region’s leading providers of facility management services in building, cleaning, property management, personnel restaurants and offshore. Clas Ohlson Automates AP with Palette One of Sweden’s best-known retailers, Clas Ohlson, operates around 200 physical stores in Sweden, Finland, Norway, Germany, and England
li|Character recognition software automatically scans headers and line-item data 2 & 3-way matching is performed through a touchless process Payables are routed through predetermined business processes Eliminates human errors Does not require the same level of oversight Eliminates the risk of overpayment och duplicate payments Automatic flagging of exceptions to be reviewed by designated approver Streamlines reporting, budgeting and auditing, making them more efficient and accurate See the big picture at a glance Leverage exhaustive, real-time dashboard reporting of KPIs Find, retrieve and present relevant data quickly Focus on specific problem areas and identify solutions for improvement Identify noncompliance with business rules and/or spending policies Monitor performance and productivity of any AP individual, team or department No more paper invoices that face the risk of disappearing Full access to the payment cycle from anywhere, at any given time Easy sharing of data in real-time between departments and individuals within the organization Automatic import and export of pertinent information Simultaneous access to the system where you can decide who has access to what Invoices not automatically approved for payments are flagged and automatically rerouted to designated approvers Easy-to-follow electronic trail to identify exceptions and fraud Supplier risk is reduced at all stages, from initial on-boarding to regular invoice payment With a reduced risk of human error, the approval and payment process will always be performed on time helping you keep a good standing with suppliers Approved suppliers can submit documentation and updates in a wide range of different document formats The system will alert you to time-sensitive circumstances (e.g. upcoming contract renewals)
st|Menu Tomas | CEO Cara | AP Manager Lisa | CIO Lawrence | CFO Higher accuracy & Streamlined processes Improved insight & transparency Settings for cookies
h2|Features – AP automation Oracle Join the Palette Partner Program Subscribe to our Newsletter
h3|Oracle AP Automation for Oracle E-business Suite AP Workflow 2 3-way PO matching Recurring Invoices (or Contracts) Archive Audit Benefits of integrating Palette’s invoice automation software with Oracle Save time Improved access, monitoring and control Customized solutions Better business relationships Capitalize on early payment discounts You also might be interested in Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Have visibility that ensures accountability. Reduce cycle times. Grow without adding to headcount. Get Started Have visibility that ensures accountability. Reduce cycle times. Grow without adding to headcount. Engineered from the ground up with AP in mind, Palette’s Accounts Payable Automation for Oracle E-business Suite boosts your investment in Oracle by giving your staff flexible approval workflows, automated invoice processing, automated PO matching and much more. Using an automated workflow and a central dashboard, Palette automates the processing of PO- and Non-PO invoices within Oracle E-business Suite . If an invoice matches all of the criteria of an associated PO the system can transfer that invoice directly to Oracle E-business Suite for posting and payment. Have visibility into Accounts Payable balances and payment/approval status “Drag & Drop” approval workflows, ad hoc routing Approvals are made directly in email or a mobile device & Palettes unique cascading matching system can handle matching against purchase orders at the header or line level. In a “no match” situation, or if a non-PO invoice arrives, workflow takes over. This ensures the appropriate approver or exception handler promptly gets notification and access to the information needed to clear the exception for efficient Oracle PO matching . Exceptions are flagged for reconciliation. Invoices, purchase orders, and goods receipts are matched by the software Match items at both the header or line level, whether it is 50 lines or 500 lines Complete audit trail of approvals and communications become part of the transaction record Repeated invoices are matched to account numbers or contracts, posted to the proper charge codes and approved for payment through Oracle E-business Suite processing automation . Reminders are sent when a contract is about to expire. If required, expenses are split between different departments. Repeat invoices are matched to account numbers or contracts Self-billing for contracts that do not have vendor invoices Manages spending and renewal process & A step-by-step documented history of invoice transactions is recorded, including communications between internal staff and suppliers. Palette’s software for AP automation in Oracle creates a complete, searchable archive for reference and auditing purposes. Faster audit process Provides basis of objectivity for investigations Raises compliance standards for the entire organization In some cases, suppliers will offer a discount for buyers who pay their invoice early. These potential discounts are often missed in a manual AP process due to its slow nature. Utilizing Palette’s AP automation solutions speeds up the invoice lifecycle, allowing you to capitalize on most early payment discounts. Explore more Try Palette Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
em|“Email approvals mean I don’t have to learn yet another dashboard.” “No more finger pointing! We can see where the bottleneck is and address it.” “The intuitive interface means fewer calls for assistance from people using Palette” “How do you enforce what’s in a binder? Palette ensures policies are followed on each and every transaction.”
pa|CASE The retail chain Clas Ohlson struggled with more and more invoices and manual matching between purchases, delivery and invoices for several years. In connection with the change of financial system, they saw the possibility of implementing an electronic invoice management solution with automatic matching. The choice fell on Palette as a complement to Microsoft AX, which meant the start of an automation trip One of Sweden’s best-known retailers, Clas Ohlson, operates around 200 physical stores in Sweden, Finland, Norway, Germany, and England. The company is showing impressive growth due in part to increased online sales. When the 30-year-old finance system was replaced, some improved, but still good functionality for invoice processing was lacking. Clas Ohlson searched for a really good invoice management solution with the possibility to automate more processes as per the same platform. After careful evaluation work, the choice fell on Palette. Incremental rollout for the best possible results In 2016, Clas Ohlson began with a small-scale rollout of Palette in England. Lessons could be applied for even smoother implementation when Norway, Finland and Germany followed in 2017. The largest and most comprehensive part was done in May 2018 when Clas Ohlson linked to the Swedish company as well. Jan Skarner, Head of Business Navigation at Clas Ohlson comments: “Palette is an incredibly simple and user-friendly system, both to work in and to operate. You become ‘superuser’ in no time. We started the project and planning together with Palette’s staff the first two months before we went live in England. The rest we have been able to handle on our own because the system is so easy to understand and user-friendly”. Clas Ohlson uses Microsoft AX to purchase the products that are directly linked to the business. To this system, an integration has been made that includes Palette to send and receive data between systems. One of the biggest advantages of this whole journey is, according to Jan Skarner, the waterproof flow between the systems. Further streamlining through matching of contracts and indirect purchases During the spring of 2019, Clas Ohlson plans to expand its Palette functionality by beginning to systematize the process also for internal purchases. Jan Skarner said: “The biggest gain we know we will achieve is that even these flows become automated, which gives better structure and order and order among the indirect purchases and agreements. Our highest priority is better control, that we will also be able to match agreements and purchases with each other will be like ‘the cream of the cake’.” : Clas Ohlson : Retail : Sweden, Norway, Finland, Germany, and England : Microsoft Dynamics AX : 100 000 : 5000 : Invoice Management Let us know what problem are you looking to solve
di|Landstar benefits from automated invoice processing with Palette Landstar System, Inc. is a transportation services company specializing in logistics and more specifically third-party logistics. 4Service chooses to grow with Palette 4Service was founded in 2010 and is one of the Nordic region’s leading providers of facility management services in building, cleaning, property management, personnel restaurants and offshore. Encare: Automated Invoice Processing is Equally Important for Small and Large Organizations Encare was established in 2009 and nominated in 2018 to one of the 50 fastest-growing tech companies in Sweden
st|Menu Successful 3-way integration between Palette, purchasing and finance systems Jan Skarner, Head of Business Navigation at Clas Ohlson Settings for cookies
h2|Join the Palette Partner Program Subscribe to our Newsletter
h3|Clas Ohlson Automates AP with Palette Client Information Download the full case study for free Read another customer case… Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Download full case Customer Branch Area Business system Invoices/year Employees Process automated Download full case View all case studies Try Palette Subscribe Terms & Conditions Privacy Policy Cookies Encare: Automated Invoice Processing is Equally Important for Small and Large... 4Service chooses to grow with Palette Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
em|“The automation with Palette means a good time gain for us and in the integration with AX we know with certainty that everything will be quite right all the way.” Jan Skarner, Head of Business Navigation at Clas Ohlson “For the purchase invoices we have been given an integration solution that is completely phenomenal, where it is impossible today to pay to the wrong supplier or the wrong amount. It was much, much better than we could have imagined.”
pa|CASE While updating their previous outdated ERP system, the time was right for SPORTMASTER to implement a new purchase-to-pay solution that would seamlessly integrate with its other business systems and streamline their invoice and purchasing processes. Palette’s modular P2P solution enabled SPORTMASTER to meet their needs and offered the flexibility to cater to future demands. Furthermore Palette was able to deliver the implementation in balanced phases to match the roll-out of the new ERP solution. SPORTMASTER implemented PaletteArena including PaletteInvoice with incoming e-invoices, PaletteOrdermatching, PaletteContract and PaletteMobile. Palette’s solutions are easily integrated into ERPsystems. With SPORTMASTER deploying the latest version of the Microsoft Dynamics AX ERP solution, Palette had to develop a new, bespoke integration for SPORTMASTER, which was successfully delivered. PaletteOrdermatching drives efficiency ”PaletteOrdermatching can efficiently match Purchase Orders to invoices, and it’s easy to set rules for any variances. The required human input is minimal, and very simple. Thanks to PaletteArena, we are now able to manage PO invoices in a nearly fully automated manner. As the largest sports retail chain in Denmark, we receive electronic invoices directly from top brands such as Nike, Adidas, Hummel and Select to supply our 100 brick-and-mortar stores. Additionally, PaletteContract helps us to stay in control of recurring invoices, managing them automatically. Palette’s solutions enable us to manage those invoices through a single source, which has streamlined our workflows, as we continue to improve our workflows,” says Rene Faurskov, Finance Manager, SPORTMASTER. Help is always at hand Since we were integrating Palette’s solutions at the same time as our new ERP system, we wanted to test every facet of the modules we had selected. We quickly became very active users and approached Palette with a host of questions as we implemented the solution. Palette quickly helped us refine our use of each module for peak efficiency, and support is always available. This gave us peace of mind and enhanced the whole user experience around the solution, while helping us to get up and running quickly and smoothly. Furthermore Palette always ensures consultants to help us continuously add new users of PaletteArena,” comments Rene Faurskov, Finance Manager, SPORTMASTER. With busy stores around Denmark, SPORTMASTER needed a way to enable managers in each store accept and fulfil incoming invoices without having to boot up the PC in the back office. Now, with the recent implementation of PaletteMobile, managers can process orders and invoices smoothly and efficiently without leaving the shop floor, leaving more time to dedicate to customers. : Sport Denmark A/S (SPORTMASTER) : Retail : Denmark : Dynamics AX2012 R3 : 60000 : 4000 : Invoice processing, Contracts, PO matching and Mobile approval Download the full case study and learn more about how Sportmaster automated their AP processes! Let us know what problem are you looking to solve
di|Landstar benefits from automated invoice processing with Palette Landstar System, Inc. is a transportation services company specializing in logistics and more specifically third-party logistics. 4Service chooses to grow with Palette 4Service was founded in 2010 and is one of the Nordic region’s leading providers of facility management services in building, cleaning, property management, personnel restaurants and offshore. Clas Ohlson Automates AP with Palette One of Sweden’s best-known retailers, Clas Ohlson, operates around 200 physical stores in Sweden, Finland, Norway, Germany, and England
st|Menu The challenge Solutions in use Stay on the ball with PaletteMobile & PaletteContract Settings for cookies
h2|Join the Palette Partner Program Subscribe to our Newsletter
h3|Sportmaster automates its purchase to pay process with Palette Client Information Download the full case study for free Read another customer case… Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Download Full case Customer Branch Area Business system Invoices/year Employees Process automated Download for Free View all case studies Try Palette Subscribe Terms & Conditions Privacy Policy Cookies Renta automates the entire purchase-to-pay process with Palette How Coor moved towards an end to end purchase-to-pay solution Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
em|“Palette’s solutions enable us to manage those invoices through a single source, which has streamlined our workflows, as we continue to improve them” René Faurskov, Finance Manager at Sportmaster
pa|Sustainability, efficiency and visibility – just to name a few of the positive impacts an ERP system has on an organization’s accounts payable processes. While an ERP system like SAP R/3 stands strong on its own, there is so much more potential to capitalize on through integrating SAP AP automation software. An ERP system in conjunction with Palette’s AP automation solution provides a plethora of benefits and advantages on different levels, extending the functionality of the ERPs core functionality. It streamlines an organization’s accounts payable processes and creates an automatic, flexible and intelligent SAP AP process. SHOW Accounts payable invoice automation for SAP speeds up the capture, processing and approval of invoices significantly: SAP accounts payable automation processes on-average around 80% of all invoices straight-through capture to payment: With Palette’s AP automation software, an organization can design their SAP AP workflows according to their needs and preferences. You determine the route and the designated approvers the invoices need to go past. Palette’s AP automation software makes it easy to serve and cooperate with supplier to maintain a long-lasting, meaningful relationship: SAP accounts payable automation provides an organization with several advantages when it comes to access, monitoring and control: Integrating Palette’s AP automation software gives accountants and business leaders a keen insight into their SAP R/3 accounts payable processes and the ability to: HIDE Let us know what problem are you looking to solve
di|Landstar benefits from automated invoice processing with Palette Landstar System, Inc. is a transportation services company specializing in logistics and more specifically third-party logistics. 4Service chooses to grow with Palette 4Service was founded in 2010 and is one of the Nordic region’s leading providers of facility management services in building, cleaning, property management, personnel restaurants and offshore. Clas Ohlson Automates AP with Palette One of Sweden’s best-known retailers, Clas Ohlson, operates around 200 physical stores in Sweden, Finland, Norway, Germany, and England
li|Character recognition software automatically scans headers and line-item data 2 & 3-way matching is performed through a touchless process Payables are routed through predetermined business processes Eliminates human errors Does not require the same level of oversight Eliminates the risk of overpayment och duplicate payments Automatic flagging of exceptions to be reviewed by designated approver Streamlines reporting, budgeting and auditing, making them more efficient and accurate Supplier risk is reduced at all stages, from initial on-boarding to regular invoice payment With a reduced risk of human error, the approval and payment process will always be performed on time helping you keep a good standing with suppliers Approved suppliers can submit documentation and updates in a wide range of different document formats The system will alert you to time-sensitive circumstances (e.g. upcoming contract renewals) No more paper invoices that face the risk of disappearing Full access to the payment cycle from anywhere, at any given time Easy sharing of data in real-time between departments and individuals within the organization Automatic import and export of pertinent information Simultaneous access to the system where you can decide who has access to what Invoices not automatically approved for payments are flagged and automatically rerouted to designated approvers Easy-to-follow electronic trail to identify exceptions and fraud See the big picture at a glance Leverage exhaustive, real-time dashboard reporting of KPIs Find, retrieve and present relevant data quickly Focus on specific problem areas and identify solutions for improvement Identify noncompliance with business rules and/or spending policies Monitor performance and productivity of any AP individual, team or department
st|Menu Tomas | CEO Cara | AP Manager Lisa | CIO Lawrence | CFO Settings for cookies
h2|Features – SAP R/3 invoice processing Join the Palette Partner Program Subscribe to our Newsletter
h3|SAP AP Automation for SAP R/3 AP Workflow 2 3-way PO matching Recurring Invoices (or Contracts) Archive Audit Benefits of integrating Palette’s AP automation software with SAP R/3 Save time Higher accuracy & Streamlined processes Customized solutions Better business relationships Improved access, monitoring and control Improved insight & transparency Capitalize on early payment discounts You also might be interested in Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Have visibility that ensures accountability. Reduce cycle times. Grow without adding to headcount. Get Started Have visibility that ensures accountability. Reduce cycle times. Grow without adding to headcount. Engineered from the ground up with AP in mind, Palette’s SAP Accounts Payable Automation boosts your investment in SAP R/3 by giving your staff flexible approval workflows, automated invoice processing, automated PO matching and much more. Using an automated workflow and a central dashboard, Palette automates the SAP invoice approval workflow of PO- and Non-PO invoices within SAP R/3 . If an invoice matches all of the criteria of an associated PO the system can transfer that invoice directly to SAP R/3 for posting and payment. Have visibility into Accounts Payable balances and payment/approval status “Drag & Drop” approval workflows, ad hoc routing Approvals are made directly in email or a mobile device & Palettes unique cascading matching system can handle matching against purchase orders at the header or line level. In a “no match” situation, or if a non-PO invoice arrives, workflow takes over. This ensures the appropriate approver or exception handler promptly gets notification and access to the information needed to clear the exception, creating an effective approval workflow. Exceptions are flagged for reconciliation. Invoices, purchase orders, and goods receipts are matched by the software Match items at both the header or line level, whether it is 50 lines or 500 lines Complete audit trail of approvals and communications become part of the transaction record Repeated invoices are matched to account numbers or contracts, posted to the proper charge codes and approved for payment through SAP invoice processing automation . Reminders are sent when a contract is about to expire. If required, expenses are split between different departments. Repeat invoices are matched to account numbers or contracts Self-billing for contracts that do not have vendor invoices Manages spending and renewal process & A step-by-step documented history of invoice transactions is recorded, including communications between internal staff and suppliers. Palette’s Accounts Payable software for SAP R/3 creates a complete, searchable archive for reference and auditing purposes. Faster audit process Provides basis of objectivity for investigations Raises compliance standards for the entire organization In some cases, suppliers will offer a discount for buyers who pay their invoice early. These potential discounts are often missed in a manual AP process due to its slow nature. Utilizing Palette’s AP automation solutions speeds up the invoice lifecycle, allowing you to capitalize on most early payment discounts. Explore more Try Palette Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
em|“Email approvals mean I don’t have to learn yet another dashboard.” “No more finger pointing! We can see where the bottleneck is and address it.” “The intuitive interface means fewer calls for assistance from people using Palette” “How do you enforce what’s in a binder? Palette ensures policies are followed on each and every transaction.”
pa|If you are not happy with the results below please do another search
di|Palette Software Inc.(HQ) Palette Software AB (HQ) Find your local Palette office This field is for validation purposes and should be left unchanged. This field is for validation purposes and should be left unchanged. CAPTCHA This field is for validation purposes and should be left unchanged.
st|Menu Settings for cookies
h2|Subscribe to our Newsletter Join the Palette Partner Program
h3|Fill out the information below to receive an integration sheet for Dynamics 365 Business Central Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations
h4|New Search
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
pa|Sustainability, efficiency and visibility – just to name a few of the positive impacts an ERP system has on an organization’s accounts payable processes. While an ERP system like Intacct stands strong on its own, there is so much more potential to capitalize on through integrating Intacct with AP automation software. An ERP system in conjunction with Palette’s AP automation solution provides a plethora of benefits and advantages on different levels, extending the functionality of the ERPs core functionality. It streamlines an organization’s accounts payable processes and creates an automatic, flexible and intelligent Intacct workflow. SHOW Palette’s Accounts payable software for Intacct automation speeds up the capture, processing and approval of invoices significantly: Intacct accounts payable automation processes on-average around 80% of all invoices straight-through capture to payment: With Palette’s AP automation software, an organization can design their Intacct AP workflows according to their needs and preferences. You determine the route and the designated approvers the invoices need to go past. Palette’s AP automation software makes it easy to serve and cooperate with supplier to maintain a long-lasting, meaningful relationship: Intacct accounts payable automation provides an organization with several advantages when it comes to access, monitoring and control: Integrating Palette’s AP automation software gives accountants and business leaders a keen insight into their Intacct accounts payable processes and the ability to: HIDE Let us know what problem are you looking to solve
di|Landstar benefits from automated invoice processing with Palette Landstar System, Inc. is a transportation services company specializing in logistics and more specifically third-party logistics. 4Service chooses to grow with Palette 4Service was founded in 2010 and is one of the Nordic region’s leading providers of facility management services in building, cleaning, property management, personnel restaurants and offshore. Clas Ohlson Automates AP with Palette One of Sweden’s best-known retailers, Clas Ohlson, operates around 200 physical stores in Sweden, Finland, Norway, Germany, and England
li|Character recognition software automatically scans headers and line-item data 2 & 3-way matching is performed through a touchless process Payables are routed through predetermined business processes Eliminates human errors Does not require the same level of oversight Eliminates the risk of overpayment och duplicate payments Automatic flagging of exceptions to be reviewed by designated approver Streamlines reporting, budgeting and auditing, making them more efficient and accurate Supplier risk is reduced at all stages, from initial on-boarding to regular invoice payment With a reduced risk of human error, the approval and payment process will always be performed on time helping you keep a good standing with suppliers Approved suppliers can submit documentation and updates in a wide range of different document formats The system will alert you to time-sensitive circumstances (e.g. upcoming contract renewals) No more paper invoices that face the risk of disappearing Full access to the payment cycle from anywhere, at any given time Easy sharing of data in real-time between departments and individuals within the organization Automatic import and export of pertinent information Simultaneous access to the system where you can decide who has access to what Invoices not automatically approved for payments are flagged and automatically rerouted to designated approvers Easy-to-follow electronic trail to identify exceptions and fraud See the big picture at a glance Leverage exhaustive, real-time dashboard reporting of KPIs Find, retrieve and present relevant data quickly Focus on specific problem areas and identify solutions for improvement Identify noncompliance with business rules and/or spending policies Monitor performance and productivity of any AP individual, team or department
st|Menu Tomas | CEO Cara | AP Manager Lisa | CIO Lawrence | CFO Settings for cookies
h2|Features – Intacct accounts payable automation Join the Palette Partner Program Subscribe to our Newsletter
h3|Intacct AP Automation for Intacct AP Workflow 2 3-way PO matching Recurring Invoices (or Contracts) Archive Audit Benefits of integrating Palette’s AP automation software with Intacct Save time Higher accuracy & Streamlined processes Customized solutions Better business relationships Improved access, monitoring and control Improved insight & transparency Capitalize on early payment discounts You also might be interested in Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Have visibility that ensures accountability. Reduce cycle times. Grow without adding to headcount. Get Started Have visibility that ensures accountability. Reduce cycle times. Grow without adding to headcount. Engineered from the ground up with AP in mind, Palette’s Accounts Payable Automation for Intacct boosts your investment in Intacct by giving your staff flexible approval workflows, automated invoice processing, automated PO matching and much more. Using an automated workflow and a central dashboard, Palette automates the processing of PO- and Non-PO invoices within Intacct . If an invoice matches all of the criteria of an associated PO the system can transfer that invoice directly to Intacct for posting and payment. Have visibility into Accounts Payable balances and payment/approval status “Drag & Drop” approval workflows, ad hoc routing Approvals are made directly in email or a mobile device & Palettes unique cascading matching system can handle matching against purchase orders at the header or line level. In a “no match” situation, or if a non-PO invoice arrives, workflow takes over. This ensures the appropriate approver or exception handler promptly gets notification and access to the information needed to clear the exception, creating an effective approval workflow. Exceptions are flagged for reconciliation. Invoices, purchase orders, and goods receipts are matched by the software Match items at both the header or line level, whether it is 50 lines or 500 lines Complete audit trail of approvals and communications become part of the transaction record Repeated invoices are matched to account numbers or contracts, posted to the proper charge codes and approved for payment through Intacct invoice processing automation. Reminders are sent when a contract is about to expire. If required, expenses are split between different departments. Repeat invoices are matched to account numbers or contracts Self-billing for contracts that do not have vendor invoices Manages spending and renewal process & A step-by-step documented history of invoice transactions is recorded, including communications between internal staff and suppliers. Palette’s Accounts Payable automation software for Intacct creates a complete, searchable archive for reference and auditing purposes. Faster audit process Provides basis of objectivity for investigations Raises compliance standards for the entire organization In some cases, suppliers will offer a discount for buyers who pay their invoice early. These potential discounts are often missed in a manual AP process due to its slow nature. Utilizing Palette’s AP Intacct automation solutions speeds up the invoice lifecycle, allowing you to capitalize on most early payment discounts. Explore more Try Palette Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
em|“Email approvals mean I don’t have to learn yet another dashboard.” “No more finger pointing! We can see where the bottleneck is and address it.” “The intuitive interface means fewer calls for assistance from people using Palette” “How do you enforce what’s in a binder? Palette ensures policies are followed on each and every transaction.”
pa|Sustainability, efficiency and visibility – just to name a few of the positive impacts an ERP system has on an organization’s accounts payable processes. While an ERP system like Workday stands strong on its own, there is so much more potential to capitalize on through integrating Workday with AP automation software. An ERP system in conjunction with Palette’s AP automation solution provides a plethora of benefits and advantages on different levels, extending the functionality of the ERPs core functionality. It streamlines an organization’s accounts payable processes and creates an automatic, flexible and intelligent Workday workflow. SHOW Palette’s Accounts payable software for Workday automation speeds up the capture, processing and approval of invoices significantly: Workday accounts payable automation processes on-average around 80% of all invoices straight-through capture to payment: With Palette’s AP automation software, an organization can design their Workday AP workflows according to their needs and preferences. You determine the route and the designated approvers the invoices need to go past. Palette’s AP automation software makes it easy to serve and cooperate with supplier to maintain a long-lasting, meaningful relationship: Workday accounts payable automation provides an organization with several advantages when it comes to access, monitoring and control: Integrating Palette’s AP automation software gives accountants and business leaders a keen insight into their Workday accounts payable processes and the ability to: HIDE Let us know what problem are you looking to solve
di|This field is for validation purposes and should be left unchanged. Landstar benefits from automated invoice processing with Palette Landstar System, Inc. is a transportation services company specializing in logistics and more specifically third-party logistics. 4Service chooses to grow with Palette 4Service was founded in 2010 and is one of the Nordic region’s leading providers of facility management services in building, cleaning, property management, personnel restaurants and offshore. Clas Ohlson Automates AP with Palette One of Sweden’s best-known retailers, Clas Ohlson, operates around 200 physical stores in Sweden, Finland, Norway, Germany, and England
li|Character recognition software automatically scans headers and line-item data 2 & 3-way matching is performed through a touchless process Payables are routed through predetermined business processes Eliminates human errors Does not require the same level of oversight Eliminates the risk of overpayment och duplicate payments Automatic flagging of exceptions to be reviewed by designated approver Streamlines reporting, budgeting and auditing, making them more efficient and accurate Supplier risk is reduced at all stages, from initial on-boarding to regular invoice payment With a reduced risk of human error, the approval and payment process will always be performed on time helping you keep a good standing with suppliers Approved suppliers can submit documentation and updates in a wide range of different document formats The system will alert you to time-sensitive circumstances (e.g. upcoming contract renewals) No more paper invoices that face the risk of disappearing Full access to the payment cycle from anywhere, at any given time Easy sharing of data in real-time between departments and individuals within the organization Automatic import and export of pertinent information Simultaneous access to the system where you can decide who has access to what Invoices not automatically approved for payments are flagged and automatically rerouted to designated approvers Easy-to-follow electronic trail to identify exceptions and fraud See the big picture at a glance Leverage exhaustive, real-time dashboard reporting of KPIs Find, retrieve and present relevant data quickly Focus on specific problem areas and identify solutions for improvement Identify noncompliance with business rules and/or spending policies Monitor performance and productivity of any AP individual, team or department
st|Menu Tomas | CEO Cara | AP Manager Lisa | CIO Lawrence | CFO Settings for cookies
h2|Features – Workday accounts payable automation Join the Palette Partner Program Subscribe to our Newsletter
h3|Workday AP Automation for Workday AP Workflow 2 3-way PO matching Recurring Invoices (or Contracts) Archive Audit Benefits of integrating Palette’s AP automation software with Workday Save time Higher accuracy & Streamlined processes Customized solutions Better business relationships Improved access, monitoring and control Improved insight & transparency Capitalize on early payment discounts Fill out the information below to receive an integration sheet AP Automation for Workday You also might be interested in Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Have visibility that ensures accountability. Reduce cycle times. Grow without adding to headcount. Schedule a Demo Download Integration Sheet Have visibility that ensures accountability. Reduce cycle times. Grow without adding to headcount. Engineered from the ground up with AP in mind, Palette’s Accounts Payable Automation for Workday boosts your investment in Workday by giving your staff flexible approval workflows, automated invoice processing, automated PO matching and much more. Using an automated workflow and a central dashboard, Palette automates the processing of PO- and Non-PO invoices within Workday . If an invoice matches all of the criteria of an associated PO the system can transfer that invoice directly to Workday for posting and payment. Have visibility into Accounts Payable balances and payment/approval status “Drag & Drop” approval workflows, ad hoc routing Approvals are made directly in email or a mobile device & Palettes unique cascading matching system can handle matching against purchase orders at the header or line level. In a “no match” situation, or if a non-PO invoice arrives, workflow takes over. This ensures the appropriate approver or exception handler promptly gets notification and access to the information needed to clear the exception, creating an effective approval workflow. Exceptions are flagged for reconciliation. Invoices, purchase orders, and goods receipts are matched by the software Match items at both the header or line level, whether it is 50 lines or 500 lines Complete audit trail of approvals and communications become part of the transaction record Repeated invoices are matched to account numbers or contracts, posted to the proper charge codes and approved for payment through Workday invoice processing automation. Reminders are sent when a contract is about to expire. If required, expenses are split between different departments. Repeat invoices are matched to account numbers or contracts Self-billing for contracts that do not have vendor invoices Manages spending and renewal process & A step-by-step documented history of invoice transactions is recorded, including communications between internal staff and suppliers. Palette’s Accounts Payable automation software for Workday creates a complete, searchable archive for reference and auditing purposes. Faster audit process Provides basis of objectivity for investigations Raises compliance standards for the entire organization In some cases, suppliers will offer a discount for buyers who pay their invoice early. These potential discounts are often missed in a manual AP process due to its slow nature. Utilizing Palette’s AP Workday automation solutions speeds up the invoice lifecycle, allowing you to capitalize on most early payment discounts. * * * * Explore more Try Palette Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
em|“Email approvals mean I don’t have to learn yet another dashboard.” “No more finger pointing! We can see where the bottleneck is and address it.” “The intuitive interface means fewer calls for assistance from people using Palette” “How do you enforce what’s in a binder? Palette ensures policies are followed on each and every transaction.”
pa|One-click approvals via desktop, tablet, or smartphone anytime, anywhere. Efficient management of supplier invoices reduces costs and creates more time for high-value work in your organization. Get instant control over invoice status and bottlenecks, resulting in faster approvals and smooth monthly reconciliations. Let us know what problem are you looking to solve
di|How Purchase to Pay Automation Benefits Each Role in the Organization In this blog series we show how Palette Purchase to Pay automation has made a difference, role by role, to...... How Purchasing Automation Benefits Essential Roles – Purchasing Manager, Materials Manager, Shipping & Receiving In this blog series we show how Palette AP Automation makes a difference, role by role, to the people in...... How Purchase Order Approval Workflow Benefits Maintenance Workers & Service Technicians In this blog series we show how Palette AP Automation makes a difference, role by role, to the people in...... What is AP Automation? What is AP automation? AP automation is enterprise software that streamlines supplier invoice processing, eliminates the potential for human error...... 7 Ways Accounts Payable Automation Benefits the AP Team In this blog series show how Palette Accounts Payable Automation makes a difference, role by role, to the people in...... The Capital Budgeting Tool for Accounting Managers In this blog article we show how Palette’s software with a built-in capital budgeting tool makes a difference to the...... 7 Reasons Accounting Managers Love Automated Invoice Processing In this blog series we show how Palette makes a difference, role by role, to the people in an automotive...... Robotic Process Automation and the Future of Finance & AP A CFO survey by the Hackett Group found that 58% of finance departments are piloting both robotic process automation, and...... How a Plant Manager Benefits from Purchasing Approval Workflow In this blog article (part of a series) we show how Palette’s software with purchasing approval workflow makes a difference...... AP Exception Handling & Reducing Exception Rates The Exceptions Workload Getting the highest percentage of straight-through processing when an invoice arrives is an admirable goal, considering that teams...... How Purchase to Pay Controls Benefit the Plant Controller In this blog article we show how Palette’s software with purchase to pay controls makes a difference to the Controller...... 5 Ways CFOs Benefit From Compliance Control In this blog (part of a series) we show how Palette’s software with compliance control makes a difference to the...... 4 Key Financial Performance Indicators (KPIs) for Accounts Payable Without good data, it’s hard for a business to assess the success of its AP function. Poor data visibility can...... How CEOs Benefit From AP Financial Reporting In this blog (part of a series) we show how Palette’s software with AP financial reporting makes a difference to...... Managing Indirect Spend with Purchase Automation What percentage of your company’s spend is under control? When asked what percentage of their company’s spend was under control,...... PaletteArena and Palette’s Product Lines Palette has developed software for the automation of accounts payable and related processes for more than 25 years. Our product...... Benefits of AP Automation by Role – From CFO to Sales In this new whitepaper we show how the Palette Procure to Pay solution has made a difference, role by role,...... Audit Trail Accounting Benefits From AP Automation Having a company’s financial statements audited by independent external auditors is a best practice that ensures confidence. An audit is...... Robotic Process Automation For Accounts Payable – Making Music Together Research by the Hackett Group outlines some of the key trends in technology that finance and procurement professionals feel will.....
st|Menu Mobile Enabled Efficient Processing More Control Settings for cookies
h2|Why Palette? Join the Palette Partner Program Subscribe to our Newsletter
h3|Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Purchase-to-pay Purchase-to-pay Purchase-to-pay AP Automation AP Automation Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay AP Automation Purchase-to-pay Purchase-to-pay AP Automation AP Automation Purchase-to-pay Purchase-to-pay AP Automation AP Automation Purchase-to-pay Try Palette Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
pa|Palette’s Canadian partner has expanded the business by offering a modern solution for AP and P2P automation. EchoVera Inc. based in Toronto, Canada, provides Intelligent OCR, AP Automation, Purchase Automation & Spend Management solutions to organizations looking to reduce costs and increase the efficiency of their financial operations. The company brings over 30 years experience to clients worldwide. With a marketing push to promote invoice capture in the last few years, EchoVera has grown substantially landing clients in the US, Australia, Europe, and Mexico. Technology offerings outside of Palette include Chronoscan and CloudTrade, both market leaders in the digital capture space. Both of these solutions are bundled with Palette to provide clients with an efficient invoice capture and approval workflow system. EchoVera has developed expertise in the NetSuite market and is positioning itself to benefit from other ERP integrations that are in the works. Client industries include telecommunications, golf courses, biopharma, airlines, college sports, and eCommerce. CEO Ralf Leitner finds Palette is great for . “Palette’s 2 and 3 way PO matching is clearly superior to what other software companies are offering,” he said, “It’s a feature that gives us an edge in our negotiations and fulfills a requirement that is often very complex. Palette’s matching engine lets our clients match POs with hundreds of lines in just seconds. It’s a great time-saver that cuts down their workload and reduces the risk of manual errors.” EchoVera also has partnerships and expertise with CloudTrade and ChronoScan, both leaders in PDF capture and OCR scanning for supplier invoices. Combined with Palette, the capture products create a seamless workflow for input into the Palette workflow. Download the or visit to learn more. Maximize the automation of your invoice management by allowing the system to match invoices with purchase orders or contracts. Direct resources towards exceptions and free up time for higher-value work. Make it easier for both managers and employees to manage purchases, invoices, and expenses. Reduce your administration in the finance and purchasing departments. When the purchase-to-pay process is automated, it’s easier to purchase the right product from the right supplier and for the right price. Approve the purchase order instead of the invoice and achieve full cost control before the purchase takes place! CEO, . Simac Document Solutions and Palette initiated their partnership in 2008 and today Simac is one of the largest Palette resellers in Europe. Palette’s partner in Australia and New Zealand experiences growing demand for AP Automation. Swedish software business Vitec develops comprehensive enterprise planning system for the construction and real estate industries
di|
st|Menu Improved structure for your supplier invoices Save time and money for the entire organisation Increased control and lower costs Ralf Leitner Converga Vitec Settings for cookies
h1|EchoVera
h2|About EchoVera Superior PO Matching with Palette Flexible, Modular, Secure and Compliant Partner Success Stories Join the Palette Partner Program Subscribe to our Newsletter
h3|Successful marketing of Invoice capture Expertise in the Netsuite market Seamless workflows Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Become a Partner Partner Success Story Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
bo|Simac Document Solutions
em|Palette’s matching engine lets our clients match POs with hundreds of lines in just seconds. It’s a great time-saver that cuts down their workload and reduces the risk of manual errors.
pa|Palette’s partner in Australia and New Zealand experiences growing demand for AP Automation. With a history of optimizing business processes for over 25 years, Converga is a leader in Business Process Automation. Converga provides solutions such as Onshore and Offshore Managed Services, Digital Transformation, Document Workflow and Intelligent Capture. Financial Services include Electronic Invoicing and Robotics as a Service. Converga is owned by Canon Business Services, enabling them to leverage the network and capabilities of one of the world’s largest companies. Converga began its partnership with Palette in 2011, selecting Palette to be its AP Automation platform of choice. The model allows Converga to partner its world class intelligent capture technology, electronic invoicing and high speed scanners with Palette to offer an end to end solution delivered entirely by Converga. “Our customers recognize the cost, both direct and indirect of processing and paying invoices. When it’s possible to pay an invoice with little to “no touch” it makes a solution such as Automated Accounts Payable a no brainer for business today”, explains Ken Hickey. Not only does Converga deliver Palette to their customers, but they also use it internally to manage their own invoice payment process. Converga also offers their customers expertise in the area of ERP integration. The Automated Accounts Payable concept is easily integrated with most of the commonly used ERP systems in Australia, New Zealand and Asia. Services and support are offered by Converga’s local consulting teams. Download the full or visit to learn more. Maximize the automation of your invoice management by allowing the system to match invoices with purchase orders or contracts. Direct resources towards exceptions and free up time for higher-value work. Make it easier for both managers and employees to manage purchases, invoices, and expenses. Reduce your administration in the finance and purchasing departments. When the purchase-to-pay process is automated, it’s easier to purchase the right product from the right supplier and for the right price. Approve the purchase order instead of the invoice and achieve full cost control before the purchase takes place! Head of Business Process Solutions at Simac Document Solutions and Palette initiated their partnership in 2008 and today Simac is one of the largest Palette resellers in Europe. Palette’s Canadian partner has expanded the business by offering a modern solution for AP and P2P automation. Swedish software business Vitec develops comprehensive enterprise planning system for the construction and real estate industries
di|
st|Menu Improved structure for your supplier invoices Save time and money for the entire organisation Increased control and lower costs Ken Hickey EchoVera Vitec Settings for cookies
h1|Converga
h2|About Converga Customer benefit Flexible, Modular, Secure and Compliant Partner Success Stories Join the Palette Partner Program Subscribe to our Newsletter
h3|The partnership Converga offers expertise in ERP Integration Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Become a Partner Partner Success Story Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
bo|Simac Document Solutions
em|The partnership with Palette has been excellent in all areas from product support to sales and marketing. Palette has provided us with the training and support for successful implementations across Australia and New Zealand.
pa|Palette Software’s privacy policy was updated on February 18th 2019. When visiting palettesoftware.com your personal data may be collected. Most of our web pages contain information which does not require any personal information from the web site visitor. However, in some cases we need to collect and store personal data in order to provide services or information that you request from the website. At Palette we collect information regarding your website behaviour and your communications and interactions with the website. This information may be connected to existing personal data that has been stored for a specified and defined purpose. Palette is data controller of the personal data that you share with us when you: Your personal information will not be sold, exchanged, transferred, nor given to any other company for any reason whatsoever, without your consent. The only exception to this might be the express purpose of delivering an ordered product or service requested by the customer. Your personal information may be shared with a subsidiary to Palette Software, i.e. Centsoft AB. Palette Software will save and process all data submitted via forms on our website. Contact information, i.e. name, email address and phone number may be used for marketing purpose as well as for invitations to events arranged by Palette Software. Contact information will not be shared with any third party, without prior consent. The information you submit may be shared with subsidiaries to Palette Software (i.e. ). Communication will mainly be sent by email and you can opt out from future messages at any time. Palette processes personal data and relevant information that is needed to properly provide our services and / or enhance the experience of visiting our websites. We need to process personal data in order to administrate user accounts, manage event and training session reports, release after event surveys and for digital marketing and remarketing. If you no longer want to receive digital marketing, you can unsubscribe. We store non sensitive data about our customer, i.e. first and last name, email address, workplace, position as well as information about your business or employer (company information). The security of your personal information is important to us. We adhere to the law, regulations and general recommendations within our business sector, regarding security of the personal information that is shared with us. This applies to the submissions, as well as the storage of data. However, our website visitors should be aware that there is no way to transfer and store data electronically that is 100% secure. Palettesoftware.com is using cookies. A cookie is a small text document that is stored on your computer, containing information used to enhance the website for you. There are two types of cookies. A permanent cookie that saves a file on your computer to enhance the website depending on your choices, interests or the fact that you have previously visited the website. A session cookie is sent between the server and your computer during your visit and disappears when you close your browser. Our website is using both permanent cookies and session cookies. Permanent cookies are used to avoid requesting repeats of one-time information and session cookies are used to enable you to login to our services. If you do not agree with the usage of cookies you can turn cookies off in your browsers security settings. There are also settings allowing your browser to show you a warning every time the browser is trying to put a cookie on your computer. Palettesoftware.com uses web beacons and scripts from third party suppliers which, on behalf of Palette Software, collect information about how website visitors use and communicate with the website. This way we can see how we acquire web traffic, which parts of the website that are most used and which links visitors click most. We use this information to further improve and develop the content of our website and our digital advertising. By visiting our website and accepting cookies and/or submitting your personal information, you accept that your personal data will be processed according to this privacy policy. Palette reserves the right to revise the privacy policy without prior notice. Therefore we ask you to review this policy now and check it regularly if you are a frequent visitor to our website. If you are a citizen of the European Union, you can also request to get your personal data erased from our system. Such requests should be sent in English to
di|
li|Visit our web site and accept cookies Contact us by e-mail Are a customer, partner or have entered into a process to become customer or partner of Palette Sign up for any of our events or training sessions Have a support contract with Palette Download material that requires you to submit a form Subscribe to our blog Apply for a job at Palette Software
st|Menu Settings for cookies
h1|Privacy Policy
h2|We collect and process personal data About cookies Join the Palette Partner Program Subscribe to our Newsletter
h3|How Palette collect and process personal data Conditions for data submission via web forms Why do we process personal data Security About beacon tracking and scripts Questions regarding our privacy policy Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
pa|Swedish software business Vitec develops comprehensive enterprise planning system for the construction and real estate industries. Palette’s AP solution is offered as an add-on to improve customer experience. Vitec was founded in 1985 and the first product was a software that helped real estate companies monitor energy consumption. Today, Vitec is the Nordic market leader in Vertical Market Software, focusing on the development and delivery of standardized software aimed at niche markets such as pharmacies, banks, car repair shops, real estate, health care and education. Vitec delivers these services with a socially supportive product and knowledgeable employees. Swedish software business Vitec offers a comprehensive enterprise planning system customized for the construction and real estate industries. The ERP, Vitec Ekonomi/3L, handles processes such as leasing, sales, customer care, finance, technical management and the monitoring of energy consumption. The ERP Vitec Ekonomi/3L and Palette’s solution both have many features that are used by construction and real estate businesses. Through Vitec’s own integration to Palette, data is transferred between the systems in real time. The integration is used by hundreds of companies and is continuously maintained and updated. Åsa Rosén, Account Manager at Vitec Construction & Real Estate, has many years of experience introducing Palette to new customers and she says: ”Many of our new ERP customers get a ‘wow-experience’ when I show them the invoice processing in Palette. They often find several features and functions that they missed in their old AP solution, that really simplifies the work within the finance function of a construction or real estate company. Åsa Rosén explains: “The system can handle many coding variables as well as manage several business units in an efficient way. Another feature that is useful is the VAT management that includes lump sum VAT, reverse tax obligation and tax deductible VAT.” Åsa Rosén says that when Palette’s solution was new to her, she received support from Palette’s competent sales team to demonstrate the system to new customers. Today she can introduce the system on her own. She comments: “If I need help with a request I always get a quick response and support from Palette. At Vitec we have a dedicated contact from Palette’s sales team who is always there to respond to my questions.” Listen to one of Vitec’s and Palette’s construction clients, Peab AB, and learn about their experience. Read more about Palette’s partnership with Vitec in the or visit One-click approvals via desktop, tablet, or smartphone anytime, anywhere. Efficient management of supplier invoices reduces costs and creates more time for high-value work in your organization. Get instant control over invoice status and bottlenecks, resulting in faster approvals and smooth monthly reconciliations. Sales Manager Construction & Real Estate at Simac Document Solutions and Palette initiated their partnership in 2008 and today Simac is one of the largest Palette resellers in Europe. Palette’s partner in Australia and New Zealand experiences growing demand for AP Automation. Palette’s Canadian partner has expanded the business by offering a modern solution for AP and P2P automation
di|
st|Menu Mobile Enabled Efficient Processing More Control Fredrik Strandh Converga EchoVera Settings for cookies
h1|Vitec
h2|About Vitec The partnership A dedicated person for sales support Why Palette? Partner Success Stories Join the Palette Partner Program Subscribe to our Newsletter
h3|Vitec Construction & Real Estate Simplify for the Finance team Customer case Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Become a Partner Partner Success Story Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
bo|Simac Document Solutions
em|Thanks to integrated functionality and a user-friendly interface, our customers experience significant productivity gains in the accounts payable process. Palette’s solution is easy to integrate with our ERP and it increases the value of our offering as well as the customer experience.
pa|If you are not happy with the results below please do another search
di|Palette Software Inc.(HQ) Palette Software AB (HQ) Find your local Palette office This field is for validation purposes and should be left unchanged. This field is for validation purposes and should be left unchanged. CAPTCHA This field is for validation purposes and should be left unchanged.
st|Menu Settings for cookies
h2|Subscribe to our Newsletter Join the Palette Partner Program
h3|Fill out the information below to receive an integration sheet for Dynamics 365 Business Central Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations
h4|New Search
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
pa|Palette’s capture solution ensures you eliminate paper completely. Whether invoices are received as paper or email formats, the data is captured quickly and efficiently. No manual data entry is required. Sustainability, efficiency and visibility – just to name a few of the positive impacts an ERP system has on an organization’s accounts payable processes. While an ERP system like Netsuite stands strong on its own, there is so much more potential to capitalize on through integrating Netsuite with account payable automation software. An ERP system in conjunction with Palette’s AP automation solution provides a plethora of benefits and advantages on different levels, extending the functionality of the ERPs core functionality. It streamlines an organization’s accounts payable processes and creates an automatic, flexible and intelligent Netsuite workflow. SHOW Accounts payable Netsuite automated invoicing speeds up the capture, processing and approval of invoices significantly: Netsuite accounts payable automation processes on-average around 80% of all invoices straight-through capture to payment: With Palette’s AP automation software, an organization can design their Netsuite workflows according to their needs and preferences. You determine the route and the designated approvers the invoices need to go past. Palette’s AP automation software makes it easy to serve and cooperate with supplier to maintain a long-lasting, meaningful relationship: AP automation for Netsuite provides an organization with several advantages when it comes to access, monitoring and control: Integrating Palette’s AP automation software gives accountants and business leaders a keen insight into their Netsuite accounts payable processes and the ability to: HIDE Let us know what problem are you looking to solve
di|This field is for validation purposes and should be left unchanged. Landstar benefits from automated invoice processing with Palette Landstar System, Inc. is a transportation services company specializing in logistics and more specifically third-party logistics. 4Service chooses to grow with Palette 4Service was founded in 2010 and is one of the Nordic region’s leading providers of facility management services in building, cleaning, property management, personnel restaurants and offshore. Clas Ohlson Automates AP with Palette One of Sweden’s best-known retailers, Clas Ohlson, operates around 200 physical stores in Sweden, Finland, Norway, Germany, and England
li|Character recognition software automatically scans headers and line-item data 2 & 3-way matching is performed through a touchless process Payables are routed through predetermined business processes Eliminates human errors Does not require the same level of oversight Eliminates the risk of overpayment och duplicate payments Automatic flagging of exceptions to be reviewed by designated approver Streamlines reporting, budgeting and auditing, making them more efficient and accurate Supplier risk is reduced at all stages, from initial on-boarding to regular invoice payment With a reduced risk of human error, the approval and payment process will always be performed on time helping you keep a good standing with suppliers Approved suppliers can submit documentation and updates in a wide range of different document formats The system will alert you to time-sensitive circumstances (e.g. upcoming contract renewals) No more paper invoices that face the risk of disappearing Full access to the payment cycle from anywhere, at any given time Easy sharing of data in real-time between departments and individuals within the organization Automatic import and export of pertinent information Simultaneous access to the system where you can decide who has access to what Invoices not automatically approved for payments are flagged and automatically rerouted to designated approvers Easy-to-follow electronic trail to identify exceptions and fraud See the big picture at a glance Leverage exhaustive, real-time dashboard reporting of KPIs Find, retrieve and present relevant data quickly Focus on specific problem areas and identify solutions for improvement Identify noncompliance with business rules and/or spending policies Monitor performance and productivity of any AP individual, team or department
st|Menu Tomas | CEO Cara | AP Manager Lisa | CIO Lawrence | CFO Settings for cookies
h2|Features – Accounts payable automation in Netsuite Invoice Data Capture Join the Palette Partner Program Subscribe to our Newsletter
h3|Netsuite AP Automation for Netsuite AP Workflow 2 3-way PO matching Recurring Invoices (or Contracts) Archive Audit Benefits of integrating Palette’s AP automation software with Netsuite Save time Higher accuracy & Streamlined processes Customized solutions Better business relationships Improved access, monitoring and control Improved insight & transparency Capitalize on early payment discounts Fill out the information below to receive an integration sheet AP Automation for NetSuite You also might be interested in Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Have visibility that ensures accountability. Reduce cycle times. Grow without adding to headcount. Schedule a demo Download Integration Sheet Have visibility that ensures accountability. Reduce cycle times. Grow without adding to headcount. Engineered from the ground up with AP in mind, Palette’s AP Automation for Netsuite boosts your investment in Netsuite by giving your staff flexible approval workflows, automated invoice processing, automated PO matching and much more. Learn more Using an automated workflow and a central dashboard, Palette automates the processing of PO- and Non-PO invoices within Netsuite . If an invoice matches all of the criteria of an associated PO the system can transfer that invoice directly to Netsuite for posting and payment. Have visibility into Accounts Payable balances and payment/approval status “Drag & Drop” approval workflows, ad hoc routing Approvals are made directly in email or a mobile device & Palettes unique cascading matching system can handle matching against purchase orders at the header or line level. In a “no match” situation, or if a non-PO invoice arrives, workflow takes over. This ensures the appropriate approver or exception handler promptly gets notification and access to the information needed to clear the exception, creating an effective approval workflow . Exceptions are flagged for reconciliation. Invoices, purchase orders, and goods receipts are matched by the software Match items at both the header or line level, whether it is 50 lines or 500 lines Complete audit trail of approvals and communications become part of the transaction record Repeated invoices are matched to account numbers or contracts, posted to the proper charge codes and approved for payment through Netsuite automated invoicing . Reminders are sent when a contract is about to expire. If required, expenses are split between different departments. Repeat invoices are matched to account numbers or contracts Self-billing for contracts that do not have vendor invoices Manages spending and renewal process & A step-by-step documented history of invoice transactions is recorded, including communications between internal staff and suppliers. Palette’s Accounts Payable automation for Netsuite creates a complete, searchable archive for reference and auditing purposes. Faster audit process Provides basis of objectivity for investigations Raises compliance standards for the entire organization In some cases, suppliers will offer a discount for buyers who pay their invoice early. These potential discounts are often missed in a manual AP process due to its slow nature. Utilizing Palette’s AP automation Netsuite solutions speeds up the invoice lifecycle, allowing you to capitalize on most early payment discounts. * * * * Explore more Try Palette Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
em|“Email approvals mean I don’t have to learn yet another dashboard.” “No more finger pointing! We can see where the bottleneck is and address it.” “The intuitive interface means fewer calls for assistance from people using Palette” “How do you enforce what’s in a binder? Palette ensures policies are followed on each and every transaction.”
pa|One-click approvals via desktop, tablet, or smartphone anytime, anywhere. Efficient management of supplier invoices reduces costs and creates more time for high-value work in your organization. Get instant control over invoice status and bottlenecks, resulting in faster approvals and smooth monthly reconciliations. Let us know what problem are you looking to solve
di|Accounting Firms Use AI and Automation To Reduce Employee and Supplier Fraud Michael Cichy, Palette Software is conducting an educational session at Accountex Boston in September to share how accounting firms are...... Centsoft announces plans for global expansion Leading Swedish supplier of invoicing solutions is establishing business abroad Centsoft celebrated its 10th anniversary a couple of years ago...... Palette Software Appoints New CEO for Global Expansion Palette Software has been the leading vendor of software solutions for Accounts Payable in the Nordics for 20 years. The...... Palette and Project Hosts Provide Purchase to Pay Cloud Service for Financial Institutions Palette and Project Hosts have made available SecureCloud P2P, an ultra-secure white label Purchase to Pay Cloud service for banks...... Palette Software acquires cloud company Centsoft Palette Software, market-leading vendor for financial process automation, has today announced the acquisition of SaaS-invoice automation specialist Centsoft. Palette Software launches a new cloud-based Purchase-to-Pay service Palette Software has announced the launch of PaletteOnline, a new cloud solution that enables customers to access an end-to-end P2P solution. Read the press release. Pagero acquires PaletteNetwork and enters into a global cooperation agreement Pagero and Palette entered into a new parternship on April 1st 2018. Palette has secured investment from Monterro for international expansion Leading purchase-to-payment solution provider secures investment from Monterro 1 as company targets expansion into new markets and further business growth......
st|Menu Mobile Enabled Efficient Processing More Control Settings for cookies
h2|Why Palette? Join the Palette Partner Program Subscribe to our Newsletter
h3|Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Press Releases Press Releases Press Releases Press Releases Press Releases Press Releases Press Releases Press Releases Try Palette Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
pa|The procurement department works hard to build relationships with selected trusted suppliers that offer the best value to the business, not just in terms of price, but in contributing to your business’ core goals. Meanwhile, budgets are carefully planned to ensure that the business can achieve its goals while keeping money in the bank. Although most organisations have a set process for procurement, if these are carried out manually with only spreadsheets or paper documentation to record spends, it’s difficult to enforce a policy. Thankfully, the right technology can help you to control spends while making life easier for employees to purchase within the budget and the supplier policy. Below we list four important features of purchasing software that will help you get full control over your indirect spend without any time-consuming oversight: Maverick spends tend to take place when employees find the purchasing process to be too complicated. This is especially true for small spends – procurement policies tend to be followed for high value products and services, but some employees may cut corners for smaller items. Over time, though, these small purchases can add up. A good purchasing solution will be easy to use, enabling employees to access what they need from approved suppliers in a couple of clicks. The best ones will rival online shopping experiences, giving detailed descriptions of goods with pictures, while enabling searching and filtering to be achieved simply. Once a purchasing solution is implemented, it’s important to maintain ease of use. If they are able to view more than they are approved to purchase, however, the platform can quickly become confusing. To keep users on track, it’s best to deploy a solution that only shows them what they’re approved to buy. Not only will this provide the best experience but will ensure that your employees are purchasing goods and services within the set budget and from your preferred and properly approved suppliers. When purchases are made outside of a dedicated system, it can be difficult to keep track of what has been purchased, where it has been purchased from and how much has been spent with each supplier. Still, it’s important to keep track – it can help you assess the value that each supplier offers the business, and gives you leverage to negotiate the best rates. With a purchasing solution, supplier performance, commodity purchases, matching statistics, vendor spend etc. can all be easily tracked. The best systems will enable you to drill down to any number of search criteria, and will enable you to generate and save custom reports. Purchasing without a dedicated solution often means using spreadsheets or paper. These are difficult to keep track of, time consuming to collate, and easy to lose. What’s more, matching invoices to purchase orders can be a time consuming process – so much so that it can threaten to delay payments to suppliers. When combined, these features will transform purchasing within your organisation. Not only will you gain control – ensuring that staff follow the procedure that’s been carefully set out, but you will save significant time, allowing you to get on with more strategic tasks
di|
st|Menu 2. Role-based views 3. Tracking capabilities 4. Automation Settings for cookies
h2|Important features to get full spend control Join the Palette Partner Program Subscribe to our Newsletter
h3|1. User experience Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
h5|Share this entry
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu / in / Share on Facebook Share on Twitter Share on LinkedIn Share by Mail Subscribe Terms & Conditions Privacy Policy Cookies Digitalization will be a game changer in audit and accounting The E-Invoice Clearance Model Might Save You Money Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
pa|Accounts Payable Automation is not just about automating your supplier invoices. By digitizing the AP process, you will get better control of upcoming costs, full visibility of cycle times and insight in vendor behavior. Over 3,500 clients worldwide A digital process for AP gives you a complete overview of payables, improving the quality of your financial reporting. Get a clear picture of which transactions are linked to a certain supplier, account, or project. Data from our AP solution is updated real time and you can always to back and drill down to a specific transaction, invoice or supplier if you need more facts. The system is easy to configure according your business rules and legislation. This way, you can have confidence compliance is being met. Palette streamlines the processing of supplier invoices by completely eliminating time-consuming manual tasks. You will free up time in the AP team and it will be easier to approve invoices for the entire organization. Using AI and capture automation, data is intuitively extracted from both paper and emailed invoices. The system sends out all incoming invoices to a pre-set approval workflow. Offer simple email approvals for your executives and remote access for any staff working out of office. Add functionality for recurring invoices, PO matching and automated account postings. Palette’s capture solution ensures you eliminate paper completely. Whether invoices are received as paper or email formats, the data is captured quickly and efficiently. No manual data entry is required. Palette automatically sends invoices to the proper approver, according to pre-set rules. If needed, you can add approvers to an existing workflow and ad-hoc routing is possible. Match vendor invoices to internal or external purchase orders and goods receipts. Our Cascading Matching engine automatically matches hundreds of lines – saving you time and money. A step-by-step history of invoice transactions is recorded, including communications between internal staff and suppliers. Palette creates a complete searchable invoice archive for reference and auditing purposes. CFO at While updating their previous outdated ERP system, the time was right for SPORTMASTER to implement a new purchase-to-pay solution that would seamlessly integrate with its other business systems and streamline their invoice and purchasing processes. Let us know what problem are you looking to solve. With Palette you can be sure that the whole organisation has a user-friendly system for invoice processing and invoice approvals. In the finance team resources are freed up when manual repetitive tasks are eliminated, while the entire organization will save time on easy invoice approval. Invoices can be reviewed and signed via remote access by simple email approval or directly from a mobile phone. This way, the approval cycle will be shortened. Our solution receives invoices in multiple formats, including physical mail, images, email, fax, PDF documents, EDI, and XML. It uses advanced OCR technology to bring your data into digital form. Palette provides flexible approval workflows without coding costs. Invoices are sent out in a pre-set approval workflow where you can have multiple approvers if needed. The matching and workflow rules determine how the invoice is processed in your organization, saving a tremendous amount of time for your organisation, and limiting touch points. Palette’s solution is trusted by banks and financial institutions in the US and Europe. Accreditations in the US include SOC1, SOC2, HIPAA, ISO 27001, GDPR, and PEPPOL. Palette has been designed for easy integration to different ERPs and accounting systems. Today we offer connectors to 40+ different ERPs and new standard integrations are added continuously. Ease your reporting and give your company the best possible AP strategy by connecting your data seamlessly to your systems. Palette has over 3,500 installed clients globally, all connected to one or more ERP, purchasing, or accounting system. Read more about ERP Integration
di|
st|Menu 250,000+ Users Heli Matero Automation from invoice reception to payment Trusted by banks Easy integration to your ERP Settings for cookies
h1|AP Automation for the CFO
h2|Financial Control Increased Productivity Invoice Data Capture Efficient AP Workflow Automated PO Matching Archive Audit How CFOs can benefit from AP Automation Join the Palette Partner Program Subscribe to our Newsletter
h3|Seamless Integration with your ERP Sportmaster automates its purchase to pay process with Palette Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Get Started Learn more SEE OUR CUSTOMER STORIES View All Integrations Native tools to ensure that the business rules of your system, data control, and validation are applied to all data communication. AP Automation for Dynamics 365 Finance and Operations and Dynamics 365 Business Central. AP Automation that integrates with SAP Business One and SAP R/3. With Palette’s standardized Integration to Workday enable a “plug and play” integration experience with minimal configuration. Learn more Learn more Learn more & Learn more We needed to choose the best possible supplier for processing invoices as well. Palette has versatile features, integration has been easy to build, implementation is light, and all users have the same user interface View Full Story Try Palette Read more Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
bo|Intelligent Invoice Capture Efficient approval workflow Email approvals More automation Integration with NetSuite Integration with Dynamics 365 Integration with SAP Integration with Workday
pa|One-click approvals via desktop, tablet, or smartphone anytime, anywhere. Efficient management of supplier invoices reduces costs and creates more time for high-value work in your organization. Get instant control over invoice status and bottlenecks, resulting in faster approvals and smooth monthly reconciliations. Let us know what problem are you looking to solve
di|Efficiency from purchase to payment: A buyer’s guide It’s one thing deciding that your organization is ready for an automated purchase to payment solution. After all, any business...... How Purchase to Pay Automation Benefits Each Role in the Organization In this blog series we show how Palette Purchase to Pay automation has made a difference, role by role, to...... How Purchasing Automation Benefits Essential Roles – Purchasing Manager, Materials Manager, Shipping & Receiving In this blog series we show how Palette AP Automation makes a difference, role by role, to the people in...... How Purchase Order Approval Workflow Benefits Maintenance Workers & Service Technicians In this blog series we show how Palette AP Automation makes a difference, role by role, to the people in...... The Capital Budgeting Tool for Accounting Managers In this blog article we show how Palette’s software with a built-in capital budgeting tool makes a difference to the...... The Dark Side – Purchase to Pay Fraud Fraud is on the rise and companies are looking for ways to prevent it. In their 2018 report on fraud...... 7 Reasons Accounting Managers Love Automated Invoice Processing In this blog series we show how Palette makes a difference, role by role, to the people in an automotive...... Robotic Process Automation and the Future of Finance & AP A CFO survey by the Hackett Group found that 58% of finance departments are piloting both robotic process automation, and...... How a Plant Manager Benefits from Purchasing Approval Workflow In this blog article (part of a series) we show how Palette’s software with purchasing approval workflow makes a difference...... Inefficient Procurement Is Costly – 3 Steps For Change What can organizations learn from a successful procurement transformation? As organizations grow their operations can be a victim of success....... How Purchase to Pay Controls Benefit the Plant Controller In this blog article we show how Palette’s software with purchase to pay controls makes a difference to the Controller...... 5 Ways CFOs Benefit From Compliance Control In this blog (part of a series) we show how Palette’s software with compliance control makes a difference to the...... How to Evaluate Your Indirect Procurement Process All business processes should be assessed and evaluated regularly to check that they’re as beneficial to the business as possible,...... Managing Indirect Spend with Purchase Automation What percentage of your company’s spend is under control? When asked what percentage of their company’s spend was under control,...... PaletteArena and Palette’s Product Lines Palette has developed software for the automation of accounts payable and related processes for more than 25 years. Our product...... The E-Invoice Clearance Model Might Save You Money It’s predicted that 2025 is the year tax authorities worldwide will only accept invoices electronically*. In most cases it means...... Spend Control The right technology can help you control spends while making life easier for employees to purchase within the budget and the supplier policy. Indirect purchasing Businesses that successfully optimise their indirect spend can save up to 25% on current costs. AI adoption in P2P set to increase Many businesses plan to implement AI in procurement processes over the next two years. In this article we discuss which areas where AI is expected to add value. Digitally transforming invoice processes When more organisations worldwide adopt e-invoicing, it will benefit not just individual companies, but also economies and even ecosystems. Untapped opportunities for digital evolution Most businesses see digital transformation as a way to strengthening their existing core business. However, for most organisations there are still untapped opportunities. Digital transformation in purchase to pay Read about the benefits you can achieve by applying digital transformation to purchase to pay processes. How much is handling supplier invoices costing your business? Manual processing of supplier invoices may be a threat to your business's growth and bottomline. AP automation in retail Retailers face unique challenges in Accounts Payable (AP) and can see dramatic improvements when AP processes are automated. SAP Business One Procure to Pay Automation – How It Works SAP Business One has a lot of satisfied users. That’s because it provides a comprehensive and sophisticated financial system for...... Artificial Accountants; is AI the Future of Accounting & Finance? Artificial Intelligence (AI) is a resource that is beginning to be introduced to assist with book keeping, compliance and data analysis. 5 Reasons to Consider a Cloud-Based Purchase-to-Pay (P2P) Solution Automation of finance and procurement processes in the cloud has many advantages. Accounts Payable in Property The volume of invoices dealt with by property management companies is extremely high. AP automation in property can help the business grow. SaaS Security – From treacherous to trusted Security was once a primary concern for businesses looking to adopt cloud-based services, but their trust has grown steadily. Vive la Révolution Numérique! Moving Towards 100% Electronic Invoicing in France The move away from paper invoicing for French organisations is a positive one that will save time and money. The change is driven by new French legislation. 2021 Guide to OCR, Invoice Scanning & Data Capture Most organizations say manual data entry and the high volumes of email and paper invoices they receive are a big...... The importance of supply chain visibility for P2P Visibility in P2P can help you evaluate your suppliers, reduce risk within the supplier network and keep in control of indirect spends. P2P Automation: Bringing Finance And Procurement Together Strategic collaboration between finance and procurement can provide opportunities and financial gain for the overall benefit of the business. How To Maximize Your Purchase-To-Pay Investment With KPIs By using the right KPIs you can increase visibility of the business' purchase-to-pay process. Renta Group Oy automated the entire purchase to pay process with Palette Growing Finnish machine rental company, Renta, has built its operation on digitalised processes from the start. Request to Pay Process Uses Technology To Gain An Edge —————————————- Many companies struggle with the management and control of their purchase process. There are many stakeholders in the purchase...... Purchase-to-Pay Process Streamlined with E-Procurement Traditional procurement methods present a number of challenges for the purchasing department. With orders being made in multiple ways that...... Procure to Pay (P2P) Trends for 2019: Getting Ahead of the Curve In a recent report by Spend Matters, the authors discuss some of the most disruptive trends for 2018 and beyond...... Five Challenges for the Purchasing Department The purchasing department is a crucial function of a modern business and focus on optimising procurement has increased during the past years. Blockchain – Bringing Transparency to Finance Departments Blockchain is one new system that could have clear benefits for finance departments. Invoice Approval Workflow Automation Trends for 2018 PayStream has released a report about Invoice Approval Workflow Automation that shows some interesting trends. The biggest pain point for...... Inefficient Manual Processes Still Haunt Most Companies A recent Invoice Workflow Automation Report from Paystream Advisors states that manual paper based methods still threatens many businesses bottomline. Easy ERP Integration for Purchase to Pay When organisations are looking for solutions that will automate the purchase to process, it is essential that the solution communicates well with your existing ERP system. Replacing IT systems enables a renewal of internal processes Replacing IT systems is not an automatic cure for everything, but requires changes in organisation’s internal processes and ways of working. GPDR for Finance Departments Are you preparing for GDPR - the EU’s new General Data Protection Regulation? If you’re not, now is the time to start getting ready! 4 Reasons to Consider AP Automation Read about the advantages with Accounta Payable Automation and learn how digital solutions can help businesses save time and improve their bottom line. Flexible Invoice Approval Workflow ERP’s have workflow capabilities, but they lack flexibility. Setup and maintenance is resource intensive. In order to create a workflow...... Have a fresh start with your account payables – 5 tips for success To have a fresh start after the summer holidays, it is worth considering how to clean your accounts payable process. Read our tips and tricks! The Future of Procure to Pay – Beyond the ERP Even though executives see digitalization and robotic process automation as having the greatest impact on their procurement processes over the...... Case Study: AP Automation Transforms Manufacturing Our manufacturing technology was “4.0” while finance was in “1.0” The digital transformation of an international automotive manufacturing company with...... Robotic Process Automation For Accounts Payable – Making Music Together Research by the Hackett Group outlines some of the key trends in technology that finance and procurement professionals feel will...... Intelligent 3 Way Match Handles Exceptions Exceptionally Well Most companies do some form of matching of vendor invoices to purchase orders and/or goods receipts. This is called a...... RPA – How will this impact the Purchase to Pay process? RPA (Robotic Process Automation) is an evolving concept that will be applicable in the purchase to pay arena. Gartner predicts: Financial management business applications embrace the cloud Predicting the future is no easy task, however Gartner takes on the challenge in the report “Predicts 2016: Financial Management Applications”
st|Menu Mobile Enabled Efficient Processing More Control Settings for cookies
h2|Why Palette? Join the Palette Partner Program Subscribe to our Newsletter
h3|Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Purchase-to-pay Try Palette Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
pa|Sustainability, efficiency and visibility – just to name a few of the positive impacts an ERP system has on an organization’s accounts payable processes. While an ERP system like Aptean stands strong on its own, there is so much more potential to capitalize on through integrating Aptean with AP automation software. An ERP system in conjunction with Palette’s AP automation solution provides a plethora of benefits and advantages on different levels, extending the functionality of the ERPs core functionality. It streamlines an organization’s accounts payable processes and creates an automatic, flexible and intelligent Aptean workflow. SHOW Accounts payable invoice automation for Aptean speeds up the capture, processing and approval of invoices significantly: Aptean accounts payable automation processes on-average around 80% of all invoices straight-through capture to payment: With Palette’s AP automation Aptean software, an organization can design their Aptean AP workflows according to their needs and preferences. You determine the route and the designated approvers the invoices need to go past. Palette’s AP automation software makes it easy to serve and cooperate with supplier to maintain a long-lasting, meaningful relationship: Aptean accounts payable automation provides an organization with several advantages when it comes to access, monitoring and control: Integrating Palette’s AP automation software gives accountants and business leaders a keen insight into their Aptean accounts payable processes and the ability to: HIDE Let us know what problem are you looking to solve
di|Landstar benefits from automated invoice processing with Palette Landstar System, Inc. is a transportation services company specializing in logistics and more specifically third-party logistics. 4Service chooses to grow with Palette 4Service was founded in 2010 and is one of the Nordic region’s leading providers of facility management services in building, cleaning, property management, personnel restaurants and offshore. Clas Ohlson Automates AP with Palette One of Sweden’s best-known retailers, Clas Ohlson, operates around 200 physical stores in Sweden, Finland, Norway, Germany, and England
li|Character recognition software automatically scans headers and line-item data 2 & 3-way matching is performed through a touchless process Payables are routed through predetermined business processes Eliminates human errors Does not require the same level of oversight Eliminates the risk of overpayment och duplicate payments Automatic flagging of exceptions to be reviewed by designated approver Streamlines reporting, budgeting and auditing, making them more efficient and accurate Supplier risk is reduced at all stages, from initial on-boarding to regular invoice payment With a reduced risk of human error, the approval and payment process will always be performed on time helping you keep a good standing with suppliers Approved suppliers can submit documentation and updates in a wide range of different document formats The system will alert you to time-sensitive circumstances (e.g. upcoming contract renewals) No more paper invoices that face the risk of disappearing Full access to the payment cycle from anywhere, at any given time Easy sharing of data in real-time between departments and individuals within the organization Automatic import and export of pertinent information Simultaneous access to the system where you can decide who has access to what Invoices not automatically approved for payments are flagged and automatically rerouted to designated approvers Easy-to-follow electronic trail to identify exceptions and fraud See the big picture at a glance Leverage exhaustive, real-time dashboard reporting of KPIs Find, retrieve and present relevant data quickly Focus on specific problem areas and identify solutions for improvement Identify noncompliance with business rules and/or spending policies Monitor performance and productivity of any AP individual, team or department
st|Menu Tomas | CEO Cara | AP Manager Lisa | CIO Lawrence | CFO Settings for cookies
h2|Features – Aptean AP automation Join the Palette Partner Program Subscribe to our Newsletter
h3|Aptean AP Automation for Aptean AP Workflow 2 3-way PO matching Recurring Invoices (or Contracts) Archive Audit Benefits of integrating Palette’s AP automation software with Aptean Save time Higher accuracy & Streamlined processes Customized solutions Better business relationships Improved access, monitoring and control Improved insight & transparency Capitalize on early payment discounts You also might be interested in Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Have visibility that ensures accountability. Reduce cycle times. Grow without adding to headcount. Get Started Have visibility that ensures accountability. Reduce cycle times. Grow without adding to headcount. Engineered from the ground up with AP in mind, Palette’s Accounts Payable Automation for Aptean boosts your investment in Aptean by giving your staff flexible approval workflows, automated invoice processing, automated PO matching and much more. Using an automated workflow and a central dashboard, Palette automates the processing of PO- and Non-PO invoices within Aptean . If an invoice matches all of the criteria of an associated PO the system can transfer that invoice directly to Aptean for posting and payment. Have visibility into Accounts Payable balances and payment/approval status “Drag & Drop” approval workflows, ad hoc routing Approvals are made directly in email or a mobile device & Palettes unique cascading matching system can handle matching against purchase orders at the header or line level. In a “no match” situation, or if a non-PO invoice arrives, workflow takes over. This ensures the appropriate approver or exception handler promptly gets notification and access to the information needed to clear the exception, creating an effective approval workflow . Exceptions are flagged for reconciliation. Invoices, purchase orders, and goods receipts are matched by the software Match items at both the header or line level, whether it is 50 lines or 500 lines Complete audit trail of approvals and communications become part of the transaction record Repeated invoices are matched to account numbers or contracts, posted to the proper charge codes and approved for payment through Aptean invoice processing automation . Reminders are sent when a contract is about to expire. If required, expenses are split between different departments. Repeat invoices are matched to account numbers or contracts Self-billing for contracts that do not have vendor invoices Manages spending and renewal process & A step-by-step documented history of invoice transactions is recorded, including communications between internal staff and suppliers. Palette’s Accounts Payable software for Aptean creates a complete, searchable archive for reference and auditing purposes. Faster audit process Provides basis of objectivity for investigations Raises compliance standards for the entire organization In some cases, suppliers will offer a discount for buyers who pay their invoice early. These potential discounts are often missed in a manual AP process due to its slow nature. Utilizing Palette’s AP automation Aptean software speeds up the invoice lifecycle, allowing you to capitalize on most early payment discounts. Explore more Try Palette Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
em|“Email approvals mean I don’t have to learn yet another dashboard.” “No more finger pointing! We can see where the bottleneck is and address it.” “The intuitive interface means fewer calls for assistance from people using Palette” “How do you enforce what’s in a binder? Palette ensures policies are followed on each and every transaction.”
pa|Sustainability, efficiency and visibility – just to name a few of the positive impacts an ERP system has on an organization’s accounts payable processes. While an ERP system like Oracle stands strong on its own, there is so much more potential to capitalize on through integrating AP automation Oracle software. An ERP system in conjunction with Palette’s AP automation solution provides a plethora of benefits and advantages on different levels, extending the functionality of the ERPs core functionality. It streamlines an organization’s accounts payable processes and creates an automatic, flexible and intelligent Oracle E-business Suite workflow. SHOW Accounts payable invoice automation for Oracle speeds up the capture, processing and approval of invoices significantly: Oracle E-business Suite accounts payable automation processes on-average around 80% of all invoices straight-through capture to payment: Integrating Palette’s AP automation software gives accountants and business leaders a keen insight into their Oracle E-business Suite accounts payable processes and the ability to: Oracle E-business Suite accounts payable automation provides an organization with several advantages when it comes to access, monitoring and control: With Palette’s AP automation software, an organization can design their Oracle E-business Suite AP workflows according to their needs and preferences. You determine the route and the designated approvers the invoices need to go past. Palette’s AP automation software makes it easy to serve and cooperate with supplier to maintain a long-lasting, meaningful relationship: HIDE Let us know what problem are you looking to solve
di|Landstar benefits from automated invoice processing with Palette Landstar System, Inc. is a transportation services company specializing in logistics and more specifically third-party logistics. 4Service chooses to grow with Palette 4Service was founded in 2010 and is one of the Nordic region’s leading providers of facility management services in building, cleaning, property management, personnel restaurants and offshore. Clas Ohlson Automates AP with Palette One of Sweden’s best-known retailers, Clas Ohlson, operates around 200 physical stores in Sweden, Finland, Norway, Germany, and England
li|Character recognition software automatically scans headers and line-item data 2 & 3-way matching is performed through a touchless process Payables are routed through predetermined business processes Eliminates human errors Does not require the same level of oversight Eliminates the risk of overpayment och duplicate payments Automatic flagging of exceptions to be reviewed by designated approver Streamlines reporting, budgeting and auditing, making them more efficient and accurate See the big picture at a glance Leverage exhaustive, real-time dashboard reporting of KPIs Find, retrieve and present relevant data quickly Focus on specific problem areas and identify solutions for improvement Identify noncompliance with business rules and/or spending policies Monitor performance and productivity of any AP individual, team or department No more paper invoices that face the risk of disappearing Full access to the payment cycle from anywhere, at any given time Easy sharing of data in real-time between departments and individuals within the organization Automatic import and export of pertinent information Simultaneous access to the system where you can decide who has access to what Invoices not automatically approved for payments are flagged and automatically rerouted to designated approvers Easy-to-follow electronic trail to identify exceptions and fraud Supplier risk is reduced at all stages, from initial on-boarding to regular invoice payment With a reduced risk of human error, the approval and payment process will always be performed on time helping you keep a good standing with suppliers Approved suppliers can submit documentation and updates in a wide range of different document formats The system will alert you to time-sensitive circumstances (e.g. upcoming contract renewals)
st|Menu Tomas | CEO Cara | AP Manager Lisa | CIO Lawrence | CFO Higher accuracy & Streamlined processes Improved insight & transparency Settings for cookies
h2|Features – AP automation Oracle Join the Palette Partner Program Subscribe to our Newsletter
h3|Oracle AP Automation for Oracle E-business Suite AP Workflow 2 3-way PO matching Recurring Invoices (or Contracts) Archive Audit Benefits of integrating Palette’s invoice automation software with Oracle Save time Improved access, monitoring and control Customized solutions Better business relationships Capitalize on early payment discounts You also might be interested in Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Have visibility that ensures accountability. Reduce cycle times. Grow without adding to headcount. Get Started Have visibility that ensures accountability. Reduce cycle times. Grow without adding to headcount. Engineered from the ground up with AP in mind, Palette’s Accounts Payable Automation for Oracle E-business Suite boosts your investment in Oracle by giving your staff flexible approval workflows, automated invoice processing, automated PO matching and much more. Using an automated workflow and a central dashboard, Palette automates the processing of PO- and Non-PO invoices within Oracle E-business Suite . If an invoice matches all of the criteria of an associated PO the system can transfer that invoice directly to Oracle E-business Suite for posting and payment. Have visibility into Accounts Payable balances and payment/approval status “Drag & Drop” approval workflows, ad hoc routing Approvals are made directly in email or a mobile device & Palettes unique cascading matching system can handle matching against purchase orders at the header or line level. In a “no match” situation, or if a non-PO invoice arrives, workflow takes over. This ensures the appropriate approver or exception handler promptly gets notification and access to the information needed to clear the exception for efficient Oracle PO matching . Exceptions are flagged for reconciliation. Invoices, purchase orders, and goods receipts are matched by the software Match items at both the header or line level, whether it is 50 lines or 500 lines Complete audit trail of approvals and communications become part of the transaction record Repeated invoices are matched to account numbers or contracts, posted to the proper charge codes and approved for payment through Oracle E-business Suite processing automation . Reminders are sent when a contract is about to expire. If required, expenses are split between different departments. Repeat invoices are matched to account numbers or contracts Self-billing for contracts that do not have vendor invoices Manages spending and renewal process & A step-by-step documented history of invoice transactions is recorded, including communications between internal staff and suppliers. Palette’s software for AP automation in Oracle creates a complete, searchable archive for reference and auditing purposes. Faster audit process Provides basis of objectivity for investigations Raises compliance standards for the entire organization In some cases, suppliers will offer a discount for buyers who pay their invoice early. These potential discounts are often missed in a manual AP process due to its slow nature. Utilizing Palette’s AP automation solutions speeds up the invoice lifecycle, allowing you to capitalize on most early payment discounts. Explore more Try Palette Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
em|“Email approvals mean I don’t have to learn yet another dashboard.” “No more finger pointing! We can see where the bottleneck is and address it.” “The intuitive interface means fewer calls for assistance from people using Palette” “How do you enforce what’s in a binder? Palette ensures policies are followed on each and every transaction.”
pa|If you are not happy with the results below please do another search
di|Palette Software Inc.(HQ) Palette Software AB (HQ) Find your local Palette office This field is for validation purposes and should be left unchanged. This field is for validation purposes and should be left unchanged. CAPTCHA This field is for validation purposes and should be left unchanged.
st|Menu Settings for cookies
h2|Subscribe to our Newsletter Join the Palette Partner Program
h3|Fill out the information below to receive an integration sheet for Dynamics 365 Business Central Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations
h4|New Search
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
pa|If you are not happy with the results below please do another search
di|Palette Software Inc.(HQ) Palette Software AB (HQ) Find your local Palette office This field is for validation purposes and should be left unchanged. This field is for validation purposes and should be left unchanged. CAPTCHA This field is for validation purposes and should be left unchanged.
st|Menu Settings for cookies
h2|Subscribe to our Newsletter Join the Palette Partner Program
h3|Fill out the information below to receive an integration sheet for Dynamics 365 Business Central Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations
h4|New Search
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
pa|Sustainability, efficiency and visibility – just to name a few of the positive impacts an ERP system has on an organization’s accounts payable processes. While an ERP system like Quickbook stands strong on its own, there is so much more potential to capitalize on through integrating Quickbooks with AP automation software. An ERP system in conjunction with Palette’s AP automation solution provides a plethora of benefits and advantages on different levels, extending the functionality of the ERPs core functionality. It streamlines an organization’s accounts payable processes and creates an automatic, flexible and intelligent Quickbooks workflow. SHOW Palette’s Accounts payable software for Quickbooks automation speeds up the capture, processing and approval of invoices significantly: Workday accounts payable automation processes on-average around 80% of all invoices straight-through capture to payment: With Palette’s AP automation software, an organization can design their Quickbooks AP workflows according to their needs and preferences. You determine the route and the designated approvers the invoices need to go past. Palette’s AP automation software makes it easy to serve and cooperate with supplier to maintain a long-lasting, meaningful relationship: Workday accounts payable automation provides an organization with several advantages when it comes to access, monitoring and control: Integrating Palette’s AP automation software gives accountants and business leaders a keen insight into their Quickbooks accounts payable processes and the ability to: HIDE Let us know what problem are you looking to solve
di|Landstar benefits from automated invoice processing with Palette Landstar System, Inc. is a transportation services company specializing in logistics and more specifically third-party logistics. 4Service chooses to grow with Palette 4Service was founded in 2010 and is one of the Nordic region’s leading providers of facility management services in building, cleaning, property management, personnel restaurants and offshore. Clas Ohlson Automates AP with Palette One of Sweden’s best-known retailers, Clas Ohlson, operates around 200 physical stores in Sweden, Finland, Norway, Germany, and England
li|Character recognition software automatically scans headers and line-item data 2 & 3-way matching is performed through a touchless process Payables are routed through predetermined business processes Eliminates human errors Does not require the same level of oversight Eliminates the risk of overpayment och duplicate payments Automatic flagging of exceptions to be reviewed by designated approver Streamlines reporting, budgeting and auditing, making them more efficient and accurate Supplier risk is reduced at all stages, from initial on-boarding to regular invoice payment With a reduced risk of human error, the approval and payment process will always be performed on time helping you keep a good standing with suppliers Approved suppliers can submit documentation and updates in a wide range of different document formats The system will alert you to time-sensitive circumstances (e.g. upcoming contract renewals) No more paper invoices that face the risk of disappearing Full access to the payment cycle from anywhere, at any given time Easy sharing of data in real-time between departments and individuals within the organization Automatic import and export of pertinent information Simultaneous access to the system where you can decide who has access to what Invoices not automatically approved for payments are flagged and automatically rerouted to designated approvers Easy-to-follow electronic trail to identify exceptions and fraud See the big picture at a glance Leverage exhaustive, real-time dashboard reporting of KPIs Find, retrieve and present relevant data quickly Focus on specific problem areas and identify solutions for improvement Identify noncompliance with business rules and/or spending policies Monitor performance and productivity of any AP individual, team or department
st|Menu Tomas | CEO Cara | AP Manager Lisa | CIO Lawrence | CFO Settings for cookies
h2|Features – Quickbooks accounts payable automation Join the Palette Partner Program Subscribe to our Newsletter
h3|Quickbooks AP Automation for Quickbooks AP Workflow 2 3-way PO matching Recurring Invoices (or Contracts) Archive Audit Benefits of integrating Palette’s AP automation software with Quickbooks Save time Higher accuracy & Streamlined processes Customized solutions Better business relationships Improved access, monitoring and control Improved insight & transparency Capitalize on early payment discounts You also might be interested in Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Have visibility that ensures accountability. Reduce cycle times. Grow without adding to headcount. Get Started Have visibility that ensures accountability. Reduce cycle times. Grow without adding to headcount. Engineered from the ground up with AP in mind, Palette’s Accounts Payable Automation for Quickbooks boosts your investment in Quickbooks by giving your staff flexible approval workflows, automated invoice processing, automated PO matching and much more. Using an automated workflow and a central dashboard, Palette automates the processing of PO- and Non-PO invoices within Quickbooks . If an invoice matches all of the criteria of an associated PO the system can transfer that invoice directly to Quickbooks for posting and payment. Have visibility into Accounts Payable balances and payment/approval status “Drag & Drop” approval workflows, ad hoc routing Approvals are made directly in email or a mobile device & Palettes unique cascading matching system can handle matching against purchase orders at the header or line level. In a “no match” situation, or if a non-PO invoice arrives, workflow takes over. This ensures the appropriate approver or exception handler promptly gets notification and access to the information needed to clear the exception, creating an effective approval workflow. Exceptions are flagged for reconciliation. Invoices, purchase orders, and goods receipts are matched by the software Match items at both the header or line level, whether it is 50 lines or 500 lines Complete audit trail of approvals and communications become part of the transaction record Repeated invoices are matched to account numbers or contracts, posted to the proper charge codes and approved for payment through Quickbooks invoice processing automation. Reminders are sent when a contract is about to expire. If required, expenses are split between different departments. Repeat invoices are matched to account numbers or contracts Self-billing for contracts that do not have vendor invoices Manages spending and renewal process & A step-by-step documented history of invoice transactions is recorded, including communications between internal staff and suppliers. Palette’s Accounts Payable automation software for Quickbooks creates a complete, searchable archive for reference and auditing purposes. Faster audit process Provides basis of objectivity for investigations Raises compliance standards for the entire organization In some cases, suppliers will offer a discount for buyers who pay their invoice early. These potential discounts are often missed in a manual AP process due to its slow nature. Utilizing Palette’s AP automation for Quickbooks speeds up the invoice lifecycle, allowing you to capitalize on most early payment discounts. Explore more Try Palette Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
em|“Email approvals mean I don’t have to learn yet another dashboard.” “No more finger pointing! We can see where the bottleneck is and address it.” “The intuitive interface means fewer calls for assistance from people using Palette” “How do you enforce what’s in a binder? Palette ensures policies are followed on each and every transaction.”
pa|Palette Software will save and process all data submitted via forms on our website. Contact information, i.e. name, email address and phone number may be used for marketing purpose as well as for invitations to events arranged by Palette Software. Contact information will not be shared with any third party, without prior consent. The information you submit may be shared with subsidiaries to Palette Software (i.e. ). Communication will mainly be sent by email and you can opt out from future messages at any time. If you are a citizen of the European Union, you can also request to get your personal data erased from our system. Such requests should be sent in English to Read more about how and why Palette Software processes personal data in our 
di|
st|Menu Settings for cookies
h1|Conditions for data submission via web forms
h2|Join the Palette Partner Program Subscribe to our Newsletter
h3|Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
pa|This is an update from Palette Software and Centsoft with regards to the COVID-19 situation. This article contains information about how we prepare to protect our employees, customers and partners during the Corona virus pandemic and to ensure high performing operations and service levels. We are following the advice given by the World Health Organization and local Health Authorities and we are monitoring the situation closely. Palette Software and Centsoft anticipate no material impact from the Corona virus situation with regards to our normal business operations, professional services delivery and/or support and will therefore continue to deliver under our agreed SLAs. We are continuously assessing the business continuity and preparedness plans of third party partners to ensure there is no risk to continued services. We do expect an uptake in communication via digital channels for which we are well prepared having changed all our business-critical support and back office systems/portals in 2019 to be available through cloud solutions. ERP, CRM and Helpdesk platforms are all fully operational. We of course will abide by local regulations and recommendations from government bodies/agencies which may impact our ability to conduct physical meetings with our customers. At the moment we are not travelling for business reasons in any location. We are instead adapting to this new situation by making increased use of technology at hand to limit impact on ongoing Professional Services and/or Sales engagements. We have taken the decision to put all partner and marketing events planned for April and May on temporary hold and will revert with more information on new dates for such events. To guarantee our ability to continue to deliver our services at agreed service levels Palette and Centsoft staff now work from home offices. Our offices are however manned but we will not conduct physical meetings at our office locations for the foreseeable future. We will update this page as and when there are further developments
di|
st|Menu Settings for cookies
h2|Preferred communication channels due to COVID-19 Increased use of technology Join the Palette Partner Program Subscribe to our Newsletter
h3|Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
h5|Share this entry
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu / in / Share on Facebook Share on Twitter Share on LinkedIn Share by Mail Subscribe Terms & Conditions Privacy Policy Cookies A Deep Dive into the Bank Security Framework for SecureCloud P2P AP Automation for Healthcare with the Security Organizations Demand Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
pa|Improve your bottom line and broaden your product offerings. Palette is the accounts payable automation software being offered to US and international banks, accounting firms, ERP-managed service providers, and BPOs. White Label partners receive dedicated account management, configurable solutions, and internationalization capabilities for their specific country, language, currency, and compliance requirements. Here are some of the benefits each White Label partner receives: Login pages and dashboards put your brand front and center. Leverage world-class technology without the risk of costly platform infrastructure, specialized skills, and software development. Give your customers access to a world-class support team with training and consultation. Palette’s platform accreditations include HIPAA, SOC 1, SOC 2, SO 27001, PEPPOL, GDPR, and Sarbanes-Oxley. Increase services to shore up auditing and CPA functions of SMB accounts. Offer more efficient tax accounting and auditing with SOX compliance. . Broaden your product offerings to include invoice processing and automation, an archive for scanned documents, and a platform for outsourced AP services. . Increase recurring revenue and add service income with a world-class AP Automation platform for your customers. Maximize bank product penetration into key accounts. Palette adds an essential service supporting treasury management operations and supply chain finance initiatives. Lock clients into a proven subscription model that improves business processes and meets strict compliance standards. Head of Business Process Solutions at Simac Document Solutions and Palette initiated their partnership in 2008 and today Simac is one of the largest Palette resellers in Europe. Palette’s partner in Australia and New Zealand experiences growing demand for AP Automation. Palette’s Canadian partner has expanded the business by offering a modern solution for AP and P2P automation. Swedish software business Vitec develops comprehensive enterprise planning system for the construction and real estate industries
di|Promote your brand Avoid risk Leave technical support to us Offer compliance 
st|Menu For accounting firms For BPOs For independent software vendors (ISV) For banks For ERP-managed service providers Ken Hickey Converga EchoVera Vitec Settings for cookies
h1|Brand one of the world’s leading AP automation platforms as your own
h2|Compliant Secure Partner Success Stories Join the Palette Partner Program Subscribe to our Newsletter
h3|Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Start you application Partner Success Story & Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
bo|Simac Document Solutions
em|I have been managing the Palette relationship for a number of years and the level of support and cooperation has always been great. The partnership has been excellent in all areas from product support to sales and marketing. Palette have provided us with the training and support to enable us to ensure excellent record of implementation across Australia and New Zealand.
pa|Sustainability, efficiency and visibility – just to name a few of the positive impacts an ERP system has on an organization’s accounts payable processes. While an ERP system like Intacct stands strong on its own, there is so much more potential to capitalize on through integrating Intacct with AP automation software. An ERP system in conjunction with Palette’s AP automation solution provides a plethora of benefits and advantages on different levels, extending the functionality of the ERPs core functionality. It streamlines an organization’s accounts payable processes and creates an automatic, flexible and intelligent Intacct workflow. SHOW Palette’s Accounts payable software for Intacct automation speeds up the capture, processing and approval of invoices significantly: Intacct accounts payable automation processes on-average around 80% of all invoices straight-through capture to payment: With Palette’s AP automation software, an organization can design their Intacct AP workflows according to their needs and preferences. You determine the route and the designated approvers the invoices need to go past. Palette’s AP automation software makes it easy to serve and cooperate with supplier to maintain a long-lasting, meaningful relationship: Intacct accounts payable automation provides an organization with several advantages when it comes to access, monitoring and control: Integrating Palette’s AP automation software gives accountants and business leaders a keen insight into their Intacct accounts payable processes and the ability to: HIDE Let us know what problem are you looking to solve
di|Landstar benefits from automated invoice processing with Palette Landstar System, Inc. is a transportation services company specializing in logistics and more specifically third-party logistics. 4Service chooses to grow with Palette 4Service was founded in 2010 and is one of the Nordic region’s leading providers of facility management services in building, cleaning, property management, personnel restaurants and offshore. Clas Ohlson Automates AP with Palette One of Sweden’s best-known retailers, Clas Ohlson, operates around 200 physical stores in Sweden, Finland, Norway, Germany, and England
li|Character recognition software automatically scans headers and line-item data 2 & 3-way matching is performed through a touchless process Payables are routed through predetermined business processes Eliminates human errors Does not require the same level of oversight Eliminates the risk of overpayment och duplicate payments Automatic flagging of exceptions to be reviewed by designated approver Streamlines reporting, budgeting and auditing, making them more efficient and accurate Supplier risk is reduced at all stages, from initial on-boarding to regular invoice payment With a reduced risk of human error, the approval and payment process will always be performed on time helping you keep a good standing with suppliers Approved suppliers can submit documentation and updates in a wide range of different document formats The system will alert you to time-sensitive circumstances (e.g. upcoming contract renewals) No more paper invoices that face the risk of disappearing Full access to the payment cycle from anywhere, at any given time Easy sharing of data in real-time between departments and individuals within the organization Automatic import and export of pertinent information Simultaneous access to the system where you can decide who has access to what Invoices not automatically approved for payments are flagged and automatically rerouted to designated approvers Easy-to-follow electronic trail to identify exceptions and fraud See the big picture at a glance Leverage exhaustive, real-time dashboard reporting of KPIs Find, retrieve and present relevant data quickly Focus on specific problem areas and identify solutions for improvement Identify noncompliance with business rules and/or spending policies Monitor performance and productivity of any AP individual, team or department
st|Menu Tomas | CEO Cara | AP Manager Lisa | CIO Lawrence | CFO Settings for cookies
h2|Features – Intacct accounts payable automation Join the Palette Partner Program Subscribe to our Newsletter
h3|Intacct AP Automation for Intacct AP Workflow 2 3-way PO matching Recurring Invoices (or Contracts) Archive Audit Benefits of integrating Palette’s AP automation software with Intacct Save time Higher accuracy & Streamlined processes Customized solutions Better business relationships Improved access, monitoring and control Improved insight & transparency Capitalize on early payment discounts You also might be interested in Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Have visibility that ensures accountability. Reduce cycle times. Grow without adding to headcount. Get Started Have visibility that ensures accountability. Reduce cycle times. Grow without adding to headcount. Engineered from the ground up with AP in mind, Palette’s Accounts Payable Automation for Intacct boosts your investment in Intacct by giving your staff flexible approval workflows, automated invoice processing, automated PO matching and much more. Using an automated workflow and a central dashboard, Palette automates the processing of PO- and Non-PO invoices within Intacct . If an invoice matches all of the criteria of an associated PO the system can transfer that invoice directly to Intacct for posting and payment. Have visibility into Accounts Payable balances and payment/approval status “Drag & Drop” approval workflows, ad hoc routing Approvals are made directly in email or a mobile device & Palettes unique cascading matching system can handle matching against purchase orders at the header or line level. In a “no match” situation, or if a non-PO invoice arrives, workflow takes over. This ensures the appropriate approver or exception handler promptly gets notification and access to the information needed to clear the exception, creating an effective approval workflow. Exceptions are flagged for reconciliation. Invoices, purchase orders, and goods receipts are matched by the software Match items at both the header or line level, whether it is 50 lines or 500 lines Complete audit trail of approvals and communications become part of the transaction record Repeated invoices are matched to account numbers or contracts, posted to the proper charge codes and approved for payment through Intacct invoice processing automation. Reminders are sent when a contract is about to expire. If required, expenses are split between different departments. Repeat invoices are matched to account numbers or contracts Self-billing for contracts that do not have vendor invoices Manages spending and renewal process & A step-by-step documented history of invoice transactions is recorded, including communications between internal staff and suppliers. Palette’s Accounts Payable automation software for Intacct creates a complete, searchable archive for reference and auditing purposes. Faster audit process Provides basis of objectivity for investigations Raises compliance standards for the entire organization In some cases, suppliers will offer a discount for buyers who pay their invoice early. These potential discounts are often missed in a manual AP process due to its slow nature. Utilizing Palette’s AP Intacct automation solutions speeds up the invoice lifecycle, allowing you to capitalize on most early payment discounts. Explore more Try Palette Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
em|“Email approvals mean I don’t have to learn yet another dashboard.” “No more finger pointing! We can see where the bottleneck is and address it.” “The intuitive interface means fewer calls for assistance from people using Palette” “How do you enforce what’s in a binder? Palette ensures policies are followed on each and every transaction.”
pa|Sustainability, efficiency and visibility – just to name a few of the positive impacts an ERP system has on an organization’s accounts payable processes. While an ERP system like Workday stands strong on its own, there is so much more potential to capitalize on through integrating Workday with AP automation software. An ERP system in conjunction with Palette’s AP automation solution provides a plethora of benefits and advantages on different levels, extending the functionality of the ERPs core functionality. It streamlines an organization’s accounts payable processes and creates an automatic, flexible and intelligent Workday workflow. SHOW Palette’s Accounts payable software for Workday automation speeds up the capture, processing and approval of invoices significantly: Workday accounts payable automation processes on-average around 80% of all invoices straight-through capture to payment: With Palette’s AP automation software, an organization can design their Workday AP workflows according to their needs and preferences. You determine the route and the designated approvers the invoices need to go past. Palette’s AP automation software makes it easy to serve and cooperate with supplier to maintain a long-lasting, meaningful relationship: Workday accounts payable automation provides an organization with several advantages when it comes to access, monitoring and control: Integrating Palette’s AP automation software gives accountants and business leaders a keen insight into their Workday accounts payable processes and the ability to: HIDE Let us know what problem are you looking to solve
di|This field is for validation purposes and should be left unchanged. Landstar benefits from automated invoice processing with Palette Landstar System, Inc. is a transportation services company specializing in logistics and more specifically third-party logistics. 4Service chooses to grow with Palette 4Service was founded in 2010 and is one of the Nordic region’s leading providers of facility management services in building, cleaning, property management, personnel restaurants and offshore. Clas Ohlson Automates AP with Palette One of Sweden’s best-known retailers, Clas Ohlson, operates around 200 physical stores in Sweden, Finland, Norway, Germany, and England
li|Character recognition software automatically scans headers and line-item data 2 & 3-way matching is performed through a touchless process Payables are routed through predetermined business processes Eliminates human errors Does not require the same level of oversight Eliminates the risk of overpayment och duplicate payments Automatic flagging of exceptions to be reviewed by designated approver Streamlines reporting, budgeting and auditing, making them more efficient and accurate Supplier risk is reduced at all stages, from initial on-boarding to regular invoice payment With a reduced risk of human error, the approval and payment process will always be performed on time helping you keep a good standing with suppliers Approved suppliers can submit documentation and updates in a wide range of different document formats The system will alert you to time-sensitive circumstances (e.g. upcoming contract renewals) No more paper invoices that face the risk of disappearing Full access to the payment cycle from anywhere, at any given time Easy sharing of data in real-time between departments and individuals within the organization Automatic import and export of pertinent information Simultaneous access to the system where you can decide who has access to what Invoices not automatically approved for payments are flagged and automatically rerouted to designated approvers Easy-to-follow electronic trail to identify exceptions and fraud See the big picture at a glance Leverage exhaustive, real-time dashboard reporting of KPIs Find, retrieve and present relevant data quickly Focus on specific problem areas and identify solutions for improvement Identify noncompliance with business rules and/or spending policies Monitor performance and productivity of any AP individual, team or department
st|Menu Tomas | CEO Cara | AP Manager Lisa | CIO Lawrence | CFO Settings for cookies
h2|Features – Workday accounts payable automation Join the Palette Partner Program Subscribe to our Newsletter
h3|Workday AP Automation for Workday AP Workflow 2 3-way PO matching Recurring Invoices (or Contracts) Archive Audit Benefits of integrating Palette’s AP automation software with Workday Save time Higher accuracy & Streamlined processes Customized solutions Better business relationships Improved access, monitoring and control Improved insight & transparency Capitalize on early payment discounts Fill out the information below to receive an integration sheet AP Automation for Workday You also might be interested in Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Have visibility that ensures accountability. Reduce cycle times. Grow without adding to headcount. Schedule a Demo Download Integration Sheet Have visibility that ensures accountability. Reduce cycle times. Grow without adding to headcount. Engineered from the ground up with AP in mind, Palette’s Accounts Payable Automation for Workday boosts your investment in Workday by giving your staff flexible approval workflows, automated invoice processing, automated PO matching and much more. Using an automated workflow and a central dashboard, Palette automates the processing of PO- and Non-PO invoices within Workday . If an invoice matches all of the criteria of an associated PO the system can transfer that invoice directly to Workday for posting and payment. Have visibility into Accounts Payable balances and payment/approval status “Drag & Drop” approval workflows, ad hoc routing Approvals are made directly in email or a mobile device & Palettes unique cascading matching system can handle matching against purchase orders at the header or line level. In a “no match” situation, or if a non-PO invoice arrives, workflow takes over. This ensures the appropriate approver or exception handler promptly gets notification and access to the information needed to clear the exception, creating an effective approval workflow. Exceptions are flagged for reconciliation. Invoices, purchase orders, and goods receipts are matched by the software Match items at both the header or line level, whether it is 50 lines or 500 lines Complete audit trail of approvals and communications become part of the transaction record Repeated invoices are matched to account numbers or contracts, posted to the proper charge codes and approved for payment through Workday invoice processing automation. Reminders are sent when a contract is about to expire. If required, expenses are split between different departments. Repeat invoices are matched to account numbers or contracts Self-billing for contracts that do not have vendor invoices Manages spending and renewal process & A step-by-step documented history of invoice transactions is recorded, including communications between internal staff and suppliers. Palette’s Accounts Payable automation software for Workday creates a complete, searchable archive for reference and auditing purposes. Faster audit process Provides basis of objectivity for investigations Raises compliance standards for the entire organization In some cases, suppliers will offer a discount for buyers who pay their invoice early. These potential discounts are often missed in a manual AP process due to its slow nature. Utilizing Palette’s AP Workday automation solutions speeds up the invoice lifecycle, allowing you to capitalize on most early payment discounts. * * * * Explore more Try Palette Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
em|“Email approvals mean I don’t have to learn yet another dashboard.” “No more finger pointing! We can see where the bottleneck is and address it.” “The intuitive interface means fewer calls for assistance from people using Palette” “How do you enforce what’s in a binder? Palette ensures policies are followed on each and every transaction.”
pa|Palette’s Canadian partner has expanded the business by offering a modern solution for AP and P2P automation. EchoVera Inc. based in Toronto, Canada, provides Intelligent OCR, AP Automation, Purchase Automation & Spend Management solutions to organizations looking to reduce costs and increase the efficiency of their financial operations. The company brings over 30 years experience to clients worldwide. With a marketing push to promote invoice capture in the last few years, EchoVera has grown substantially landing clients in the US, Australia, Europe, and Mexico. Technology offerings outside of Palette include Chronoscan and CloudTrade, both market leaders in the digital capture space. Both of these solutions are bundled with Palette to provide clients with an efficient invoice capture and approval workflow system. EchoVera has developed expertise in the NetSuite market and is positioning itself to benefit from other ERP integrations that are in the works. Client industries include telecommunications, golf courses, biopharma, airlines, college sports, and eCommerce. CEO Ralf Leitner finds Palette is great for . “Palette’s 2 and 3 way PO matching is clearly superior to what other software companies are offering,” he said, “It’s a feature that gives us an edge in our negotiations and fulfills a requirement that is often very complex. Palette’s matching engine lets our clients match POs with hundreds of lines in just seconds. It’s a great time-saver that cuts down their workload and reduces the risk of manual errors.” EchoVera also has partnerships and expertise with CloudTrade and ChronoScan, both leaders in PDF capture and OCR scanning for supplier invoices. Combined with Palette, the capture products create a seamless workflow for input into the Palette workflow. Download the or visit to learn more. Maximize the automation of your invoice management by allowing the system to match invoices with purchase orders or contracts. Direct resources towards exceptions and free up time for higher-value work. Make it easier for both managers and employees to manage purchases, invoices, and expenses. Reduce your administration in the finance and purchasing departments. When the purchase-to-pay process is automated, it’s easier to purchase the right product from the right supplier and for the right price. Approve the purchase order instead of the invoice and achieve full cost control before the purchase takes place! CEO, . Simac Document Solutions and Palette initiated their partnership in 2008 and today Simac is one of the largest Palette resellers in Europe. Palette’s partner in Australia and New Zealand experiences growing demand for AP Automation. Swedish software business Vitec develops comprehensive enterprise planning system for the construction and real estate industries
di|
st|Menu Improved structure for your supplier invoices Save time and money for the entire organisation Increased control and lower costs Ralf Leitner Converga Vitec Settings for cookies
h1|EchoVera
h2|About EchoVera Superior PO Matching with Palette Flexible, Modular, Secure and Compliant Partner Success Stories Join the Palette Partner Program Subscribe to our Newsletter
h3|Successful marketing of Invoice capture Expertise in the Netsuite market Seamless workflows Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Become a Partner Partner Success Story Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
bo|Simac Document Solutions
em|Palette’s matching engine lets our clients match POs with hundreds of lines in just seconds. It’s a great time-saver that cuts down their workload and reduces the risk of manual errors.
pa|Palette’s partner in Australia and New Zealand experiences growing demand for AP Automation. With a history of optimizing business processes for over 25 years, Converga is a leader in Business Process Automation. Converga provides solutions such as Onshore and Offshore Managed Services, Digital Transformation, Document Workflow and Intelligent Capture. Financial Services include Electronic Invoicing and Robotics as a Service. Converga is owned by Canon Business Services, enabling them to leverage the network and capabilities of one of the world’s largest companies. Converga began its partnership with Palette in 2011, selecting Palette to be its AP Automation platform of choice. The model allows Converga to partner its world class intelligent capture technology, electronic invoicing and high speed scanners with Palette to offer an end to end solution delivered entirely by Converga. “Our customers recognize the cost, both direct and indirect of processing and paying invoices. When it’s possible to pay an invoice with little to “no touch” it makes a solution such as Automated Accounts Payable a no brainer for business today”, explains Ken Hickey. Not only does Converga deliver Palette to their customers, but they also use it internally to manage their own invoice payment process. Converga also offers their customers expertise in the area of ERP integration. The Automated Accounts Payable concept is easily integrated with most of the commonly used ERP systems in Australia, New Zealand and Asia. Services and support are offered by Converga’s local consulting teams. Download the full or visit to learn more. Maximize the automation of your invoice management by allowing the system to match invoices with purchase orders or contracts. Direct resources towards exceptions and free up time for higher-value work. Make it easier for both managers and employees to manage purchases, invoices, and expenses. Reduce your administration in the finance and purchasing departments. When the purchase-to-pay process is automated, it’s easier to purchase the right product from the right supplier and for the right price. Approve the purchase order instead of the invoice and achieve full cost control before the purchase takes place! Head of Business Process Solutions at Simac Document Solutions and Palette initiated their partnership in 2008 and today Simac is one of the largest Palette resellers in Europe. Palette’s Canadian partner has expanded the business by offering a modern solution for AP and P2P automation. Swedish software business Vitec develops comprehensive enterprise planning system for the construction and real estate industries
di|
st|Menu Improved structure for your supplier invoices Save time and money for the entire organisation Increased control and lower costs Ken Hickey EchoVera Vitec Settings for cookies
h1|Converga
h2|About Converga Customer benefit Flexible, Modular, Secure and Compliant Partner Success Stories Join the Palette Partner Program Subscribe to our Newsletter
h3|The partnership Converga offers expertise in ERP Integration Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Become a Partner Partner Success Story Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
bo|Simac Document Solutions
em|The partnership with Palette has been excellent in all areas from product support to sales and marketing. Palette has provided us with the training and support for successful implementations across Australia and New Zealand.
pa|Let us know what problem are you looking to solve
di|Landstar benefits from automated invoice processing with Palette Landstar System, Inc. is a transportation services company specializing in logistics and more specifically third-party logistics. 4Service chooses to grow with Palette 4Service was founded in 2010 and is one of the Nordic region’s leading providers of facility management services in building, cleaning, property management, personnel restaurants and offshore. Clas Ohlson Automates AP with Palette One of Sweden’s best-known retailers, Clas Ohlson, operates around 200 physical stores in Sweden, Finland, Norway, Germany, and England
st|Menu Rene Faurskov, Finance Manager • Settings for cookies
h2|Join the Palette Partner Program Subscribe to our Newsletter
h3|3-Way PO Matching What is PO matching? What is 3-way PO matching? Properties of Palette’s automated PO matching software Why should you use automated PO matching? How does Palette’s automated PO matching work? You also might be interested in Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Match vendor invoices to internal or external purchase orders and goods receipts. Our Cascading PO Matching engine automatically matches hundreds of lines – saving you both time and money. Get Started So what is PO matching exactly? PO matching (purchase order matching ) refers to the process of comparing information on an invoice with documents such as the purchase order, goods receipts and contracts. Its goal is to assure that the vendor payments are accurate and ensure correct accounting of costs. PO matching enables compliance to purchasing contracts and allows for easy detection of fraudulent invoices. It’s a key activity for a company’s accounts payable team that is rather complex, time consuming and resource intensive -performed manually. Automated PO matching can save your accounts payable department a lot of time and effort with touchless invoice processing. There are three different levels of PO matching: 2-way, 3-way and 4-way. These levels refer to how many supporting documents the invoice is matched against: 2-way matching verifies the invoice against its corresponding PO 3-way matching verifies the invoice against its corresponding PO and goods receipt 4-way matching verifies the invoice against its corresponding PO, goods receipt and acceptance or inspection document 3-way PO matching is the most common. To enable 3-way automated PO matching , a company needs to ensure that master data (vendor ledgers, PO detail and goods receipts) can synchronize seamlessly between their ERP system and AP automation software. 3-way PO matching Matches internal or external purchase orders Match at the header or line level Match POs and invoices with hundreds of lines Exceptions are sent to approvers to validate with one-click approval on mobile or desktop Provides a complete audit trail, including messages With Palette’s PO matching software you can match POs, invoices and goods receipts efficiently, saving both time and money. If an invoice matches a purchase order, it assumes the coding and approval from the order and can be sent directly to your ERP for payment – without manual handling. With business rules, a procedure is implemented for invoices that do not match, and acceptable deviation levels are built into the business rules. Exceptions are routed to designated approvers in the approval workflow. Matching of incoming invoices and purchase orders is done at the header level or line level Matching can also be made to order numbers or delivery numbers and amounts An invoice can contain items from several purchase orders, and a purchase order can be matched to several different invoices, whether they are fully or only partially delivered. The matching process for all of these documents is automated by our PO matching software when it compares the data and, according to tolerances and rules you set, matches the documents accordingly. For Non-PO invoices or where there is missing information, the invoice is sent to an approver For purchase order invoices that contain exceptions as a result of the matching process, these invoices and all corresponding documents are sent to the appropriate person based on the roles you assign Once delivered, the recipient views the package of information which includes an invoice image, a copy of the PO, the goods receipt information, and a description of the error Intelligent 3 Way PO Matching is a module in our AP Automation and Purchase to Pay software suites. Trusted by Banks in the US, Europe & Australia. Full security and compliance accreditations in the US including HIPAA, SOC 1, SOC 2, ISO 27001, GDPR, and PEPPOL. Explore more Try Palette Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
em|“Palette’s purchase order matching effectively connects a purchase order with an invoice, and it’s easy to establish rules for variances.”
pa|Most companies do some form of matching of vendor invoices to purchase orders and/or goods receipts. This is called a 2- or 3-way match. First, let’s get up to speed: All of this information is visible in one intuitive, user-friendly dashboard. Secondly, in most companies accounts payable staff do not have the data or knowledge of the purchase to be able to clear an exception This is where the manual process slows things down. Whereas the AP staff member might not have the information at hand, Intelligent 3-Way Match isolates the problem that is preventing a proper match. Using PO and goods receipt data, Intelligent 3-Way Invoice Matching determines a proper workflow by identifying the purchasing specialist or other knowledge workers who have the authorization to address the exception and delivers them a “package” of information—including an email alert—streamlining the matching of vendor invoices. Efficient mobile approvals Once delivered, the recipient views the package of information which includes an invoice image, a copy of the PO, the goods receipt information, and a description of the error. This package of information is presented in a single dashboard on the recipient’s laptop or mobile device. It gives the knowledge worker all the tools and services they need to manage the exception in the 3-way match, such as ad-hoc routing capabilities to colleagues and email and/or portal communications with vendors. When the knowledge worker is done, they can return the corrected invoice package through the dashboard back to the matching engine, clearing the exception. As well, all of these steps (including the communications) are tracked and recorded in the accounts payable three-way match, creating an audit trail visible to auditors and regulators. The non-PO invoice arrives with no accounting data on it, and no PO to assign the account codes from. To handle this, intelligent scanning technology classifies each invoice when it captures the data. It asks the following: 3-Way Match can greatly shorten the payment cycle and improve the productivity of all the users in an organization. See how it fits in with Palette’s AP Automation solution Let us know what problem are you looking to solve
di|Landstar benefits from automated invoice processing with Palette Landstar System, Inc. is a transportation services company specializing in logistics and more specifically third-party logistics. 4Service chooses to grow with Palette 4Service was founded in 2010 and is one of the Nordic region’s leading providers of facility management services in building, cleaning, property management, personnel restaurants and offshore. Clas Ohlson Automates AP with Palette One of Sweden’s best-known retailers, Clas Ohlson, operates around 200 physical stores in Sweden, Finland, Norway, Germany, and England
li|Paper and emailed invoices are intelligently scanned, and their data fields captured. The technology recognizes each invoice by vendor and collects all of the essential information, regardless if the format is regular paper, PDF, xml, Word documents, or otherwise. Purchase Order data is generated within the ERP, an external requisitioning system or a blend of both. Goods receipts are imported if they are already entered into the ERP, or users register them electronically in order to process them. Is there a PO number in the data set? If so, the system sends it into the 2- or 3-way matching process. Is there a contract number present? If that is the case, the invoice is sent through a matching process specifically for contracts. No PO number or contract number? The system uses a piece of reference data (as predetermined by the end user) from each invoice and automatically routes that invoice to the appropriate person for validation, approval or exception handling.
st|Menu Settings for cookies
h2|Join the Palette Partner Program Subscribe to our Newsletter
h3|3 way match Intelligent 3-Way Match Handles Exceptions Exceptionally Well How Intelligent Three-Way Matching can make a difference—especially when exceptions occur! What about companies with a large volume of non-PO invoices? You also might be interested in Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Get Started Download our Guide The process can require a great deal of manual effort, particularly if the invoiced items have to be matched at the line level. Once an invoice is entered into an ERP it is assigned a “match/no match” status. If for any reason there are price differences or problems with the goods receipt, the invoice cannot be processed by the ERP. Users or knowledge workers typically have to cancel the transaction, and then perform time-consuming manual work to clear the exception. This usually involves the purchaser, the receiver and sometimes the vendor. ERPs do not have an automated way of handling these exceptions and in many cases companies may spend days trying to clear up the differences between purchase orders and invoices. Procurement software companies claim they can “automatically match” these documents – but what makes that possible? Accounts payable three-way match . Explore more Try Palette Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
pa|CASE JCDecaux Finland Oy’s purchase invoice solution in use was rigid and seemed outdated. Despite possible software updates to the old system, the new solution provided by Palette is still far more diverse and flexible. JCDecaux Finland needed a scalable and agile solution to meet the needs of the growing business. JCDecaux Finland Oy’s challenges JCDecaux Finland Oy’s purchase invoice solution in use was rigid and seemed outdated. Despite possible software updates to the old system, the new solution provided by Palette is still far more diverse and flexible. JCDecaux Finland needed a scalable and agile solution to meet the needs of the growing business. JCDecaux Finland Oy implemented a modern purchase to pay solution, including PaletteInvoice, PaletteBuyer, PaletteContract and PaletteMobile modules. The Palette P2P solution was easily integrated into the ERP-systems. Effective processing saves time “We save a lot of working hours and money as we easily can automate functionalities in PaletteInvoice solution to fasten routine duties and postings. We can now divide consolidated invoices, for example, health care invoices, directly to several cost centres and send further for proper acceptance. This streamlined our processes and routines remarkably.” “Handling and processing of individual invoices are much faster and allows time for other tasks and development of their own work. PaletteContract matches automatically all recurring invoices and there is no need to pay them separately anymore. Thanks to PaletteArena we have now full, real-time visibility and control over purchases, invoices and contracts,” says Tuula Laukkarinen, CFO, JCDecaux Finland. : JCDecaux Finland : Advertising and the media : Finland : SAP : 10000 : 75 : Invoice processing, orders, contract management and PO matching. Read the full article about JC Decaux and learn from their AP Automation journey! Let us know what problem are you looking to solve
di|Landstar benefits from automated invoice processing with Palette Landstar System, Inc. is a transportation services company specializing in logistics and more specifically third-party logistics. 4Service chooses to grow with Palette 4Service was founded in 2010 and is one of the Nordic region’s leading providers of facility management services in building, cleaning, property management, personnel restaurants and offshore. Clas Ohlson Automates AP with Palette One of Sweden’s best-known retailers, Clas Ohlson, operates around 200 physical stores in Sweden, Finland, Norway, Germany, and England
st|Menu Tuula Laukkarinen, CFO at JCDecaux Finland Oy Tuula Laukkarinen, CFO at JCDecaux Finland Oy Settings for cookies
h2|Join the Palette Partner Program Subscribe to our Newsletter
h3|JCDecaux Finland automates the purchase to pay process with Palette Client Information Download the full case study for free Read another customer case… Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Download Full case Customer Branch Area Business system Invoices/year Employees Process automated Download for Free View all case studies Try Palette Subscribe Terms & Conditions Privacy Policy Cookies Hartela automates the purchase-to-pay process with Palette Lindström chooses Palette for invoice management and purchasing internatio... Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
em|”We chose Palette’s purchase to pay solution for its diverse functionalities and user-friendliness. PaletteArena suite has been developed through long experience and combined into one perfect offering.” “Thanks to Palette we have now full, real-time visibility and control over purchases, invoices and contracts”
pa|Palette’s capture solution ensures you eliminate paper completely. Whether invoices are received as paper or email formats, the data is captured quickly and efficiently. No manual data entry is required. Sustainability, efficiency and visibility – just to name a few of the positive impacts an ERP system has on an organization’s accounts payable processes. While an ERP system like Netsuite stands strong on its own, there is so much more potential to capitalize on through integrating Netsuite with account payable automation software. An ERP system in conjunction with Palette’s AP automation solution provides a plethora of benefits and advantages on different levels, extending the functionality of the ERPs core functionality. It streamlines an organization’s accounts payable processes and creates an automatic, flexible and intelligent Netsuite workflow. SHOW Accounts payable Netsuite automated invoicing speeds up the capture, processing and approval of invoices significantly: Netsuite accounts payable automation processes on-average around 80% of all invoices straight-through capture to payment: With Palette’s AP automation software, an organization can design their Netsuite workflows according to their needs and preferences. You determine the route and the designated approvers the invoices need to go past. Palette’s AP automation software makes it easy to serve and cooperate with supplier to maintain a long-lasting, meaningful relationship: AP automation for Netsuite provides an organization with several advantages when it comes to access, monitoring and control: Integrating Palette’s AP automation software gives accountants and business leaders a keen insight into their Netsuite accounts payable processes and the ability to: HIDE Let us know what problem are you looking to solve
di|This field is for validation purposes and should be left unchanged. Landstar benefits from automated invoice processing with Palette Landstar System, Inc. is a transportation services company specializing in logistics and more specifically third-party logistics. 4Service chooses to grow with Palette 4Service was founded in 2010 and is one of the Nordic region’s leading providers of facility management services in building, cleaning, property management, personnel restaurants and offshore. Clas Ohlson Automates AP with Palette One of Sweden’s best-known retailers, Clas Ohlson, operates around 200 physical stores in Sweden, Finland, Norway, Germany, and England
li|Character recognition software automatically scans headers and line-item data 2 & 3-way matching is performed through a touchless process Payables are routed through predetermined business processes Eliminates human errors Does not require the same level of oversight Eliminates the risk of overpayment och duplicate payments Automatic flagging of exceptions to be reviewed by designated approver Streamlines reporting, budgeting and auditing, making them more efficient and accurate Supplier risk is reduced at all stages, from initial on-boarding to regular invoice payment With a reduced risk of human error, the approval and payment process will always be performed on time helping you keep a good standing with suppliers Approved suppliers can submit documentation and updates in a wide range of different document formats The system will alert you to time-sensitive circumstances (e.g. upcoming contract renewals) No more paper invoices that face the risk of disappearing Full access to the payment cycle from anywhere, at any given time Easy sharing of data in real-time between departments and individuals within the organization Automatic import and export of pertinent information Simultaneous access to the system where you can decide who has access to what Invoices not automatically approved for payments are flagged and automatically rerouted to designated approvers Easy-to-follow electronic trail to identify exceptions and fraud See the big picture at a glance Leverage exhaustive, real-time dashboard reporting of KPIs Find, retrieve and present relevant data quickly Focus on specific problem areas and identify solutions for improvement Identify noncompliance with business rules and/or spending policies Monitor performance and productivity of any AP individual, team or department
st|Menu Tomas | CEO Cara | AP Manager Lisa | CIO Lawrence | CFO Settings for cookies
h2|Features – Accounts payable automation in Netsuite Invoice Data Capture Join the Palette Partner Program Subscribe to our Newsletter
h3|Netsuite AP Automation for Netsuite AP Workflow 2 3-way PO matching Recurring Invoices (or Contracts) Archive Audit Benefits of integrating Palette’s AP automation software with Netsuite Save time Higher accuracy & Streamlined processes Customized solutions Better business relationships Improved access, monitoring and control Improved insight & transparency Capitalize on early payment discounts Fill out the information below to receive an integration sheet AP Automation for NetSuite You also might be interested in Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Have visibility that ensures accountability. Reduce cycle times. Grow without adding to headcount. Schedule a demo Download Integration Sheet Have visibility that ensures accountability. Reduce cycle times. Grow without adding to headcount. Engineered from the ground up with AP in mind, Palette’s AP Automation for Netsuite boosts your investment in Netsuite by giving your staff flexible approval workflows, automated invoice processing, automated PO matching and much more. Learn more Using an automated workflow and a central dashboard, Palette automates the processing of PO- and Non-PO invoices within Netsuite . If an invoice matches all of the criteria of an associated PO the system can transfer that invoice directly to Netsuite for posting and payment. Have visibility into Accounts Payable balances and payment/approval status “Drag & Drop” approval workflows, ad hoc routing Approvals are made directly in email or a mobile device & Palettes unique cascading matching system can handle matching against purchase orders at the header or line level. In a “no match” situation, or if a non-PO invoice arrives, workflow takes over. This ensures the appropriate approver or exception handler promptly gets notification and access to the information needed to clear the exception, creating an effective approval workflow . Exceptions are flagged for reconciliation. Invoices, purchase orders, and goods receipts are matched by the software Match items at both the header or line level, whether it is 50 lines or 500 lines Complete audit trail of approvals and communications become part of the transaction record Repeated invoices are matched to account numbers or contracts, posted to the proper charge codes and approved for payment through Netsuite automated invoicing . Reminders are sent when a contract is about to expire. If required, expenses are split between different departments. Repeat invoices are matched to account numbers or contracts Self-billing for contracts that do not have vendor invoices Manages spending and renewal process & A step-by-step documented history of invoice transactions is recorded, including communications between internal staff and suppliers. Palette’s Accounts Payable automation for Netsuite creates a complete, searchable archive for reference and auditing purposes. Faster audit process Provides basis of objectivity for investigations Raises compliance standards for the entire organization In some cases, suppliers will offer a discount for buyers who pay their invoice early. These potential discounts are often missed in a manual AP process due to its slow nature. Utilizing Palette’s AP automation Netsuite solutions speeds up the invoice lifecycle, allowing you to capitalize on most early payment discounts. * * * * Explore more Try Palette Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
em|“Email approvals mean I don’t have to learn yet another dashboard.” “No more finger pointing! We can see where the bottleneck is and address it.” “The intuitive interface means fewer calls for assistance from people using Palette” “How do you enforce what’s in a binder? Palette ensures policies are followed on each and every transaction.”
pa|If you are not happy with the results below please do another search
di|Palette Software Inc.(HQ) Palette Software AB (HQ) Find your local Palette office This field is for validation purposes and should be left unchanged. This field is for validation purposes and should be left unchanged. CAPTCHA This field is for validation purposes and should be left unchanged.
st|Menu Settings for cookies
h2|Subscribe to our Newsletter Join the Palette Partner Program
h3|Fill out the information below to receive an integration sheet for Dynamics 365 Business Central Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations
h4|New Search
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
pa|Sustainability, efficiency and visibility – just to name a few of the positive impacts an ERP system has on an organization’s accounts payable processes. While an ERP system like Dynamics 365 stands strong on its own, there is so much more potential to capitalize on through integrating Dynamics 365 with AP automation software. An ERP system in conjunction with Palette’s AP automation solution provides a plethora of benefits and advantages on different levels, extending the functionality of the ERPs core functionality. It streamlines an organization’s accounts payable processes and creates an automatic, flexible and intelligent Dynamics 365 workflow. SHOW Accounts payable Dynamics 365 invoice automation speeds up the capture, processing and approval of invoices significantly: Dynamics 365 accounts payable automation processes on-average around 80% of all invoices straight-through capture to payment: With Palette’s AP automation software, an organization can design their Dynamics 365 AP workflows according to their needs and preferences. You determine the route and the designated approvers the invoices need to go past. Palette’s AP automation software makes it easy to serve and cooperate with supplier to maintain a long-lasting, meaningful relationship: Dynamics 365 accounts payable automation provides an organization with several advantages when it comes to access, monitoring and control: Integrating Palette’s AP automation software gives accountants and business leaders a keen insight into their Dynamics 365 payment processing and the ability to: HIDE Learn more about the Integration between Palette’s AP Automation solution and your ERP: The fact sheet is free of charge and will be sent to an email address of your choice. Let us know what problem are you looking to solve
di|Landstar benefits from automated invoice processing with Palette Landstar System, Inc. is a transportation services company specializing in logistics and more specifically third-party logistics. 4Service chooses to grow with Palette 4Service was founded in 2010 and is one of the Nordic region’s leading providers of facility management services in building, cleaning, property management, personnel restaurants and offshore. Clas Ohlson Automates AP with Palette One of Sweden’s best-known retailers, Clas Ohlson, operates around 200 physical stores in Sweden, Finland, Norway, Germany, and England
li|Character recognition software automatically scans headers and line-item data 2 & 3-way matching is performed through a touchless process Payables are routed through predetermined business processes Eliminates human errors Does not require the same level of oversight Eliminates the risk of overpayment och duplicate payments Automatic flagging of exceptions to be reviewed by designated approver Streamlines reporting, budgeting and auditing, making them more efficient and accurate Supplier risk is reduced at all stages, from initial on-boarding to regular invoice payment With a reduced risk of human error, the approval and payment process will always be performed on time helping you keep a good standing with suppliers Approved suppliers can submit documentation and updates in a wide range of different document formats The system will alert you to time-sensitive circumstances (e.g. upcoming contract renewals) No more paper invoices that face the risk of disappearing Full access to the payment cycle from anywhere, at any given time Easy sharing of data in real-time between departments and individuals within the organization Automatic import and export of pertinent information Simultaneous access to the system where you can decide who has access to what Invoices not automatically approved for payments are flagged and automatically rerouted to designated approvers Easy-to-follow electronic trail to identify exceptions and fraud See the big picture at a glance Leverage exhaustive, real-time dashboard reporting of KPIs Find, retrieve and present relevant data quickly Focus on specific problem areas and identify solutions for improvement Identify noncompliance with business rules and/or spending policies Monitor performance and productivity of any AP individual, team or department Dynamics 365 Business Central Dynamics 365 for Finance and Operation
st|Menu Tomas | CEO Cara | AP Manager Lisa | CIO Lawrence | CFO Settings for cookies
h2|Features – D365 Accounts payable automation Download Integration sheet Join the Palette Partner Program Subscribe to our Newsletter
h3|Dynamics 365 AP Automation for Dynamics 365 AP Workflow 2 3-way PO matching Recurring Invoices (or Contracts) Archive Audit Benefits of integrating Palette’s AP automation software with Dynamics 365 Save time Higher accuracy & Streamlined processes Customized solutions Better business relationships Improved access, monitoring and control Improved insight & transparency You also might be interested in Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Have visibility that ensures accountability. Reduce cycle times. Grow without adding to headcount. Schedule a Demo Download Integration Sheet Have visibility that ensures accountability. Reduce cycle times. Grow without adding to headcount. Engineered from the ground up with AP in mind, Palette’s Accounts Payable Automation for Dynamics 365 boosts your investment in D365 by giving your staff flexible approval workflows, automated invoice processing, automated PO matching and much more. Using an automated workflow and a central dashboard, Palette automates the processing of PO- and Non-PO invoices within Dynamics 365 . If an invoice matches all of the criteria of an associated PO the system can transfer that invoice directly to Dynamics 365 for posting and payment. Have visibility into Accounts Payable balances and payment/approval status “Drag & Drop” approval workflows, ad hoc routing Approvals are made directly in email or a mobile device & Palettes unique cascading matching system can handle matching against purchase orders at the header or line level. In a “no match” situation, or if a non-PO invoice arrives, workflow takes over. This ensures the appropriate approver or exception handler promptly gets notification and access to the information needed to clear the exception, creating an effective approval workflow . Exceptions are flagged for reconciliation. Invoices, purchase orders, and goods receipts are matched by the software Match items at both the header or line level, whether it is 50 lines or 500 lines Complete audit trail of approvals and communications become part of the transaction record Repeated invoices are matched to account numbers or contracts, posted to the proper charge codes and approved for payment through Dynamics 365 invoice automation . Reminders are sent when a contract is about to expire. If required, expenses are split between different departments. Repeat invoices are matched to account numbers or contracts Self-billing for contracts that do not have vendor invoices Manages spending and renewal process & A step-by-step documented history of invoice transactions is recorded, including communications between internal staff and suppliers. Palette’s payment processing software for Dynamics 365 creates a complete, searchable archive for reference and auditing purposes. Faster audit process Provides basis of objectivity for investigations Raises compliance standards for the entire organization D365 Business Central D365 Finance and Operations Explore more Try Palette Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
em|“Email approvals mean I don’t have to learn yet another dashboard.” “No more finger pointing! We can see where the bottleneck is and address it.” “The intuitive interface means fewer calls for assistance from people using Palette” “How do you enforce what’s in a binder? Palette ensures policies are followed on each and every transaction.”
pa|Accounts Payable Automation is not just about automating your supplier invoices. By digitizing the AP process, you will get better control of upcoming costs, full visibility of cycle times and insight in vendor behavior. Over 3,500 clients worldwide A digital process for AP gives you a complete overview of payables, improving the quality of your financial reporting. Get a clear picture of which transactions are linked to a certain supplier, account, or project. Data from our AP solution is updated real time and you can always to back and drill down to a specific transaction, invoice or supplier if you need more facts. The system is easy to configure according your business rules and legislation. This way, you can have confidence compliance is being met. Palette streamlines the processing of supplier invoices by completely eliminating time-consuming manual tasks. You will free up time in the AP team and it will be easier to approve invoices for the entire organization. Using AI and capture automation, data is intuitively extracted from both paper and emailed invoices. The system sends out all incoming invoices to a pre-set approval workflow. Offer simple email approvals for your executives and remote access for any staff working out of office. Add functionality for recurring invoices, PO matching and automated account postings. Palette’s capture solution ensures you eliminate paper completely. Whether invoices are received as paper or email formats, the data is captured quickly and efficiently. No manual data entry is required. Palette automatically sends invoices to the proper approver, according to pre-set rules. If needed, you can add approvers to an existing workflow and ad-hoc routing is possible. Match vendor invoices to internal or external purchase orders and goods receipts. Our Cascading Matching engine automatically matches hundreds of lines – saving you time and money. A step-by-step history of invoice transactions is recorded, including communications between internal staff and suppliers. Palette creates a complete searchable invoice archive for reference and auditing purposes. CFO at While updating their previous outdated ERP system, the time was right for SPORTMASTER to implement a new purchase-to-pay solution that would seamlessly integrate with its other business systems and streamline their invoice and purchasing processes. Let us know what problem are you looking to solve. With Palette you can be sure that the whole organisation has a user-friendly system for invoice processing and invoice approvals. In the finance team resources are freed up when manual repetitive tasks are eliminated, while the entire organization will save time on easy invoice approval. Invoices can be reviewed and signed via remote access by simple email approval or directly from a mobile phone. This way, the approval cycle will be shortened. Our solution receives invoices in multiple formats, including physical mail, images, email, fax, PDF documents, EDI, and XML. It uses advanced OCR technology to bring your data into digital form. Palette provides flexible approval workflows without coding costs. Invoices are sent out in a pre-set approval workflow where you can have multiple approvers if needed. The matching and workflow rules determine how the invoice is processed in your organization, saving a tremendous amount of time for your organisation, and limiting touch points. Palette’s solution is trusted by banks and financial institutions in the US and Europe. Accreditations in the US include SOC1, SOC2, HIPAA, ISO 27001, GDPR, and PEPPOL. Palette has been designed for easy integration to different ERPs and accounting systems. Today we offer connectors to 40+ different ERPs and new standard integrations are added continuously. Ease your reporting and give your company the best possible AP strategy by connecting your data seamlessly to your systems. Palette has over 3,500 installed clients globally, all connected to one or more ERP, purchasing, or accounting system. Read more about ERP Integration
di|
st|Menu 250,000+ Users Heli Matero Automation from invoice reception to payment Trusted by banks Easy integration to your ERP Settings for cookies
h1|AP Automation for the CFO
h2|Financial Control Increased Productivity Invoice Data Capture Efficient AP Workflow Automated PO Matching Archive Audit How CFOs can benefit from AP Automation Join the Palette Partner Program Subscribe to our Newsletter
h3|Seamless Integration with your ERP Sportmaster automates its purchase to pay process with Palette Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Get Started Learn more SEE OUR CUSTOMER STORIES View All Integrations Native tools to ensure that the business rules of your system, data control, and validation are applied to all data communication. AP Automation for Dynamics 365 Finance and Operations and Dynamics 365 Business Central. AP Automation that integrates with SAP Business One and SAP R/3. With Palette’s standardized Integration to Workday enable a “plug and play” integration experience with minimal configuration. Learn more Learn more Learn more & Learn more We needed to choose the best possible supplier for processing invoices as well. Palette has versatile features, integration has been easy to build, implementation is light, and all users have the same user interface View Full Story Try Palette Read more Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
bo|Intelligent Invoice Capture Efficient approval workflow Email approvals More automation Integration with NetSuite Integration with Dynamics 365 Integration with SAP Integration with Workday
pa|Accuracy Rate For Paper Accuracy Rate For Electronic Formats Invoice data capture By using AI and capture automation, data is intuitively extracted from both paper or emailed invoices. 95% accuracy for paper, 100% for electronic formats. Eliminate manual data entry, manual errors and missed invoices. The invoice data capture process includes four steps: Approval workflow Paper and other manual based processes slow down the invoice approval process significantly and are prone to human error. Palette’s account payable software integrates with existing accounting systems, streamlining the invoice approval workflow of both PO- and non-PO invoices, making it easier by automatically directing your invoices to the designated approver. Once approved the invoices are forwarded to your ERP for payment. Flag invoices or line items and send them to approvers for review and approval. 3 way PO matching Palette automatically matches your vendor invoices to internal or external purchase orders and goods receipts in a fully touchless process. POs and invoices can have hundreds of lines. The software eliminates manual searching and matching, allowing staff to focus on more high value tasks. Archive and Audit The supplier invoice archive and log is fully searchable. Get access to a complete time-stamped archive of all invoices with full visibility into approvals and approval messages. Let us know what problem are you looking to solve
di|Landstar benefits from automated invoice processing with Palette Landstar System, Inc. is a transportation services company specializing in logistics and more specifically third-party logistics. 4Service chooses to grow with Palette 4Service was founded in 2010 and is one of the Nordic region’s leading providers of facility management services in building, cleaning, property management, personnel restaurants and offshore. Clas Ohlson Automates AP with Palette One of Sweden’s best-known retailers, Clas Ohlson, operates around 200 physical stores in Sweden, Finland, Norway, Germany, and England
li|OCR & extraction Document classification Data validation & quality control Reporting & analysis Automatic notifications and reminders No expensive coding or user licenses Drag and drop functionality for ad hoc re-routing Visibility into payment/approval status of invoices Email approvals with one click functionality in mobile Approvers get a complete package to review including invoice, PO, goods receipt and messages
st|Menu 95% 100% Save time Fewer errors Digitized documents as default Increased productivity Make AP available from anywhere Autonomy for the whole organization Settings for cookies
h2|Join the Palette Partner Program Subscribe to our Newsletter
h3|AP Automation Complete Accounts Payable Workflow Accounts payable automation Why choose Palette’s AP automation software? Benefits of AP Automation Trusted by Banks Seamless Integration with your ERP You also might be interested in Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu AP Automation in the Cloud with invoice processing, mobile approval workflows, complex PO matching, and audit trail. Get Started Eliminate manual data entry, have automated approval workflows to everyone in your organization who approves purchases, and have Palette’s matching engine automatically match POs. With Palette’s AP automation software your organization can: Receive invoice data electronically – eliminate manual data entry Have invoice approvals that are automated with 1-click approval in email Invoices and purchase orders matched by the software Exception handling optimized to reduce cycle times Complete time-stamped invoice log with archive You can expect the following AP automation benefits when using Palette: Manual, slow and repetitive work – checking orders and entering data – is now fully automatic, executed in minutes of receipt. Eliminate manual errors and missing invoices. Going digital provides a plethora of benefits including saving space, easier handling, faster distribution and eco-friendly. By eliminating manual, repetitive tasks your teams have more time to spend on higher value work. Paper processes are limited in nature, having to be placed in the right in-tray or filed in the correct cabinet. Digital cloud-based processes can be done from anywhere 24/7. With Palette’s automated invoice processing solution, these processes become accessible to everyone – not only finance. Setup business rules and roles to capture even the most complex approval processes. Palette is trusted by banks and financial institutions in the US and Europe. Accreditations in the US include SOC1, SOC2, HIPAA, GDPR, and PEPPOL. Palette is a configurable, modules-based solution available on-premise or in the cloud. Global solution for multiple ERPs, countries, currencies, and tax rules Unlimited users—no user license costs Bulletproof compliance control and minimal IT involvement View All Integrations Native tools to ensure that the business rules of your system, data control, and validation are applied to all data communication. AP Automation for Dynamics 365 Finance and Operations and Dynamics 365 Business Central. AP Automation that integrates with SAP Business One and SAP R/3. With Palette’s standardized Integration to Workday enable a “plug and play” integration experience with minimal configuration. Explore more Try Palette Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
bo|Integration with NetSuite Integration with Dynamics 365 Integration with SAP Integration with Workday
em|“Before we deployed Palette, our invoicing system was labor-intensive and time-consuming for our staff. Automated processing has significantly increased our overall efficiency, shortened payment cycles, and helped to improve the manageability of transactions.”
pa|AP automation is enterprise software that streamlines supplier invoice processing, eliminates the potential for human error due to paper processes, and provides both visibility and control over invoice approval business processes. The most common AP automation solutions include functionality such as invoice data capture (also known as OCR or digital invoice scanning), invoice processing, approval workflow, PO matching, a system for auditing and archiving, detailed reporting, and cost analysis. AP automation software has to seamlessly integrate with an organization’s ERP. Data is passed back and forth between the two systems, and invoices are sent to the ERP for payment once they have been approved. Invoices received by mail or email are scanned by the software and sent to the ERP and AP Automation function. Paper invoices are scanned with 95% accuracy rates, and email invoices that are in electronic format such as PDF, EDI, XML, CSV, Word and Excel are scanned with 100% accuracy. Supplier invoices are visible in a central dashboard showing invoice status in real time. Predefined business rules dictate where invoices are sent for employee/manager approval. Intelligent AP automation platforms address PO and Non-PO matching, where the software automatically matches an invoice to the PO and/or goods receipt. Matched invoices are sent to the ERP for recording after being matched by the software. Exceptions are flagged and sent to the people in charge of the order. In place of phone calls, emails and spreadsheets, the exception is automatically sent to approvers by email and on mobile. Approvers get all of the information they need to review the invoice along with notes from team members. An archive and audit function keeps a record of every transaction, including communications. A company’s relationship with suppliers is important. An essential aspect of managing that relationship is the timely payment of accounts. Factors such as human error during data entry, lost and duplicate invoices and the unavoidable slowdowns due to processing are avoidable with this technology in place. . For companies still committed to paper processes there are many moving parts with all of the paperwork and paper processes. This is very difficult to track and is prone to abuse. Issuance of payments can be dragged out for weeks when it’s possible to have payments approved in one or two days. Automating the process increases operational efficiency. Compliance and security are major considerations when making technology investments in finance operations. Organizations choose to consider AP automation software platforms that are accredited or compliant with HIPAA, SOC1, SOC2, GDPR, ISO 29001, ITAR, and PEPPOL. For more information about Palette AP Automation, visit our solution page
di|
st|Menu What is AP automation? What are the functions of AP automation? Does AP Automation software connect to an organization’s ERP? What is invoice data capture? What is invoice processing? What is 3 way PO matching? How does AP automation manage exceptions? How does AP automation help with audits? Settings for cookies
h2|Join the Palette Partner Program Subscribe to our Newsletter
h3|Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
h5|Share this entry
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu / in / Share on Facebook Share on Twitter Share on LinkedIn Share by Mail Subscribe Terms & Conditions Privacy Policy Cookies 7 Ways Accounts Payable Automation Benefits the AP Team How Purchase Order Approval Workflow Benefits Maintenance Workers & Service... Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
bo|AP Automation has 3 key benefits for businesses and organizations: > Reduces the cost of invoice processing, PO matching, and other outdated manual business processes. > Reduces the risk of fraud by providing visibility into the status, approval, and transactions around supplier invoices > Reduces the time involved in approval cycles and payment times, reducing late payment penalties as well as taking advantage of early payment discounts. Compliance and Security
pa|Sustainability, efficiency and visibility – just to name a few of the positive impacts an ERP system has on an organization’s accounts payable processes. While an ERP system like Quickbook stands strong on its own, there is so much more potential to capitalize on through integrating Quickbooks with AP automation software. An ERP system in conjunction with Palette’s AP automation solution provides a plethora of benefits and advantages on different levels, extending the functionality of the ERPs core functionality. It streamlines an organization’s accounts payable processes and creates an automatic, flexible and intelligent Quickbooks workflow. SHOW Palette’s Accounts payable software for Quickbooks automation speeds up the capture, processing and approval of invoices significantly: Workday accounts payable automation processes on-average around 80% of all invoices straight-through capture to payment: With Palette’s AP automation software, an organization can design their Quickbooks AP workflows according to their needs and preferences. You determine the route and the designated approvers the invoices need to go past. Palette’s AP automation software makes it easy to serve and cooperate with supplier to maintain a long-lasting, meaningful relationship: Workday accounts payable automation provides an organization with several advantages when it comes to access, monitoring and control: Integrating Palette’s AP automation software gives accountants and business leaders a keen insight into their Quickbooks accounts payable processes and the ability to: HIDE Let us know what problem are you looking to solve
di|Landstar benefits from automated invoice processing with Palette Landstar System, Inc. is a transportation services company specializing in logistics and more specifically third-party logistics. 4Service chooses to grow with Palette 4Service was founded in 2010 and is one of the Nordic region’s leading providers of facility management services in building, cleaning, property management, personnel restaurants and offshore. Clas Ohlson Automates AP with Palette One of Sweden’s best-known retailers, Clas Ohlson, operates around 200 physical stores in Sweden, Finland, Norway, Germany, and England
li|Character recognition software automatically scans headers and line-item data 2 & 3-way matching is performed through a touchless process Payables are routed through predetermined business processes Eliminates human errors Does not require the same level of oversight Eliminates the risk of overpayment och duplicate payments Automatic flagging of exceptions to be reviewed by designated approver Streamlines reporting, budgeting and auditing, making them more efficient and accurate Supplier risk is reduced at all stages, from initial on-boarding to regular invoice payment With a reduced risk of human error, the approval and payment process will always be performed on time helping you keep a good standing with suppliers Approved suppliers can submit documentation and updates in a wide range of different document formats The system will alert you to time-sensitive circumstances (e.g. upcoming contract renewals) No more paper invoices that face the risk of disappearing Full access to the payment cycle from anywhere, at any given time Easy sharing of data in real-time between departments and individuals within the organization Automatic import and export of pertinent information Simultaneous access to the system where you can decide who has access to what Invoices not automatically approved for payments are flagged and automatically rerouted to designated approvers Easy-to-follow electronic trail to identify exceptions and fraud See the big picture at a glance Leverage exhaustive, real-time dashboard reporting of KPIs Find, retrieve and present relevant data quickly Focus on specific problem areas and identify solutions for improvement Identify noncompliance with business rules and/or spending policies Monitor performance and productivity of any AP individual, team or department
st|Menu Tomas | CEO Cara | AP Manager Lisa | CIO Lawrence | CFO Settings for cookies
h2|Features – Quickbooks accounts payable automation Join the Palette Partner Program Subscribe to our Newsletter
h3|Quickbooks AP Automation for Quickbooks AP Workflow 2 3-way PO matching Recurring Invoices (or Contracts) Archive Audit Benefits of integrating Palette’s AP automation software with Quickbooks Save time Higher accuracy & Streamlined processes Customized solutions Better business relationships Improved access, monitoring and control Improved insight & transparency Capitalize on early payment discounts You also might be interested in Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Have visibility that ensures accountability. Reduce cycle times. Grow without adding to headcount. Get Started Have visibility that ensures accountability. Reduce cycle times. Grow without adding to headcount. Engineered from the ground up with AP in mind, Palette’s Accounts Payable Automation for Quickbooks boosts your investment in Quickbooks by giving your staff flexible approval workflows, automated invoice processing, automated PO matching and much more. Using an automated workflow and a central dashboard, Palette automates the processing of PO- and Non-PO invoices within Quickbooks . If an invoice matches all of the criteria of an associated PO the system can transfer that invoice directly to Quickbooks for posting and payment. Have visibility into Accounts Payable balances and payment/approval status “Drag & Drop” approval workflows, ad hoc routing Approvals are made directly in email or a mobile device & Palettes unique cascading matching system can handle matching against purchase orders at the header or line level. In a “no match” situation, or if a non-PO invoice arrives, workflow takes over. This ensures the appropriate approver or exception handler promptly gets notification and access to the information needed to clear the exception, creating an effective approval workflow. Exceptions are flagged for reconciliation. Invoices, purchase orders, and goods receipts are matched by the software Match items at both the header or line level, whether it is 50 lines or 500 lines Complete audit trail of approvals and communications become part of the transaction record Repeated invoices are matched to account numbers or contracts, posted to the proper charge codes and approved for payment through Quickbooks invoice processing automation. Reminders are sent when a contract is about to expire. If required, expenses are split between different departments. Repeat invoices are matched to account numbers or contracts Self-billing for contracts that do not have vendor invoices Manages spending and renewal process & A step-by-step documented history of invoice transactions is recorded, including communications between internal staff and suppliers. Palette’s Accounts Payable automation software for Quickbooks creates a complete, searchable archive for reference and auditing purposes. Faster audit process Provides basis of objectivity for investigations Raises compliance standards for the entire organization In some cases, suppliers will offer a discount for buyers who pay their invoice early. These potential discounts are often missed in a manual AP process due to its slow nature. Utilizing Palette’s AP automation for Quickbooks speeds up the invoice lifecycle, allowing you to capitalize on most early payment discounts. Explore more Try Palette Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
em|“Email approvals mean I don’t have to learn yet another dashboard.” “No more finger pointing! We can see where the bottleneck is and address it.” “The intuitive interface means fewer calls for assistance from people using Palette” “How do you enforce what’s in a binder? Palette ensures policies are followed on each and every transaction.”
pa|Palette Software will save and process all data submitted via forms on our website. Contact information, i.e. name, email address and phone number may be used for marketing purpose as well as for invitations to events arranged by Palette Software. Contact information will not be shared with any third party, without prior consent. The information you submit may be shared with subsidiaries to Palette Software (i.e. ). Communication will mainly be sent by email and you can opt out from future messages at any time. If you are a citizen of the European Union, you can also request to get your personal data erased from our system. Such requests should be sent in English to Read more about how and why Palette Software processes personal data in our 
di|
st|Menu Settings for cookies
h1|Conditions for data submission via web forms
h2|Join the Palette Partner Program Subscribe to our Newsletter
h3|Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
pa|If you are not happy with the results below please do another search
di|Palette Software Inc.(HQ) Palette Software AB (HQ) Find your local Palette office This field is for validation purposes and should be left unchanged. This field is for validation purposes and should be left unchanged. CAPTCHA This field is for validation purposes and should be left unchanged.
st|Menu Settings for cookies
h2|Subscribe to our Newsletter Join the Palette Partner Program
h3|Fill out the information below to receive an integration sheet for Dynamics 365 Business Central Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations
h4|New Search
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
pa|Improve your bottom line and broaden your product offerings. Palette is the accounts payable automation software being offered to US and international banks, accounting firms, ERP-managed service providers, and BPOs. White Label partners receive dedicated account management, configurable solutions, and internationalization capabilities for their specific country, language, currency, and compliance requirements. Here are some of the benefits each White Label partner receives: Login pages and dashboards put your brand front and center. Leverage world-class technology without the risk of costly platform infrastructure, specialized skills, and software development. Give your customers access to a world-class support team with training and consultation. Palette’s platform accreditations include HIPAA, SOC 1, SOC 2, SO 27001, PEPPOL, GDPR, and Sarbanes-Oxley. Increase services to shore up auditing and CPA functions of SMB accounts. Offer more efficient tax accounting and auditing with SOX compliance. . Broaden your product offerings to include invoice processing and automation, an archive for scanned documents, and a platform for outsourced AP services. . Increase recurring revenue and add service income with a world-class AP Automation platform for your customers. Maximize bank product penetration into key accounts. Palette adds an essential service supporting treasury management operations and supply chain finance initiatives. Lock clients into a proven subscription model that improves business processes and meets strict compliance standards. Head of Business Process Solutions at Simac Document Solutions and Palette initiated their partnership in 2008 and today Simac is one of the largest Palette resellers in Europe. Palette’s partner in Australia and New Zealand experiences growing demand for AP Automation. Palette’s Canadian partner has expanded the business by offering a modern solution for AP and P2P automation. Swedish software business Vitec develops comprehensive enterprise planning system for the construction and real estate industries
di|Promote your brand Avoid risk Leave technical support to us Offer compliance 
st|Menu For accounting firms For BPOs For independent software vendors (ISV) For banks For ERP-managed service providers Ken Hickey Converga EchoVera Vitec Settings for cookies
h1|Brand one of the world’s leading AP automation platforms as your own
h2|Compliant Secure Partner Success Stories Join the Palette Partner Program Subscribe to our Newsletter
h3|Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Start you application Partner Success Story & Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
bo|Simac Document Solutions
em|I have been managing the Palette relationship for a number of years and the level of support and cooperation has always been great. The partnership has been excellent in all areas from product support to sales and marketing. Palette have provided us with the training and support to enable us to ensure excellent record of implementation across Australia and New Zealand.
pa|Indirect purchases, such as office supplies, essential services and equipment repairs, keep the business running day-to-day. For some businesses, that means managing many spends every day, from many different suppliers. Dealing with all of this manually places strain on staff in the Accounts Payable and the Procurement departments. It’s a complicated situation, and one that costs many businesses time and money. However, since many indirect spends are small, businesses can underestimate how these costs can add up. According to EY, optimising this area of spending can help businesses save up to 25% on current costs. The right P2P solution can pave the way to simplifying this area, and lead to significant cost savings. Let’s take a look at how: With so many areas to cover, manual administration in indirect procurement is wasteful. Matching the many purchase orders to their invoices can mean piling up paper or spending hours filing electronic documents. Mistakes can happen easily in this situation and approval delays mount up – both of which can lead to delayed payments, over or under payment, and ultimately increase costs. However, the best P2P solutions can automate these tasks so that the AP department only gets involved if any inconsistencies need to be checked. Indirect purchasing can also be time consuming for the procurement department. When managed manually, indirect purchasing can be confusing for staff across the business. They may not be involved in regular purchasing, so they may need to ask for guidance from the procurement department when indirect spends need to be made. P2P solutions that automate some of the steps in indirect spending simplify the process for staff, empowering them to buy what they need through a central portal without the need to contact procurement. Meanwhile, when calls and emails for support are minimised, the procurement department can get on with more strategic work. A lack of clearly accessible records can lead to savings being left on the table. Information on what’s been purchased, how much has been spent and how quickly payments are made can give organisations the power to negotiate favourable rates with key suppliers. When indirect spending is managed manually, pulling these records together can be challenging. However, the right P2P software can collate this information and generate clear reports quickly. These can empower organisations with the information they need to bring costs down. The little things that keep the organisation running every day add up. Wherever possible, bulk ordering can be a good idea. It keeps things efficient, reduces admin, and keeps suppliers happy – all things that can help to reduce costs. When indirect purchasing is managed outside of a dedicated solution, it’s often not possible to achieve. Spends are made as and when supplies are needed, which can lead to inefficiencies. Since these tend to be for small amounts, staff may buy from multiple suppliers that may not offer the same value. Purchase to pay software can help you to collate orders, bringing together spends to multiple suppliers and across many spend categories. Since it’s such a costly area, simplifying indirect spends should be a priority, but many remain unsure of how to bring the situation in check. Those wishing to make savings in this area can look to next generation procure to pay software to simplify the process. Palette Software’s solutions can help organisations to cut through the complexity and transform indirect procurement into an efficient area. Find out more about Palette AP Automation 
di|
st|Menu Settings for cookies
h2|Automation Powerful Data Manage Multiples Join the Palette Partner Program Subscribe to our Newsletter
h3|Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
h5|Share this entry
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu / in / Share on Facebook Share on Twitter Share on LinkedIn Share by Mail Subscribe Terms & Conditions Privacy Policy Cookies AI adoption in P2P set to increase Digitalization will be a game changer in audit and accounting Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
pa|Let us know what problem are you looking to solve
di|Landstar benefits from automated invoice processing with Palette Landstar System, Inc. is a transportation services company specializing in logistics and more specifically third-party logistics. 4Service chooses to grow with Palette 4Service was founded in 2010 and is one of the Nordic region’s leading providers of facility management services in building, cleaning, property management, personnel restaurants and offshore. Clas Ohlson Automates AP with Palette One of Sweden’s best-known retailers, Clas Ohlson, operates around 200 physical stores in Sweden, Finland, Norway, Germany, and England
st|Menu Rene Faurskov, Finance Manager • Settings for cookies
h2|Join the Palette Partner Program Subscribe to our Newsletter
h3|3-Way PO Matching What is PO matching? What is 3-way PO matching? Properties of Palette’s automated PO matching software Why should you use automated PO matching? How does Palette’s automated PO matching work? You also might be interested in Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Match vendor invoices to internal or external purchase orders and goods receipts. Our Cascading PO Matching engine automatically matches hundreds of lines – saving you both time and money. Get Started So what is PO matching exactly? PO matching (purchase order matching ) refers to the process of comparing information on an invoice with documents such as the purchase order, goods receipts and contracts. Its goal is to assure that the vendor payments are accurate and ensure correct accounting of costs. PO matching enables compliance to purchasing contracts and allows for easy detection of fraudulent invoices. It’s a key activity for a company’s accounts payable team that is rather complex, time consuming and resource intensive -performed manually. Automated PO matching can save your accounts payable department a lot of time and effort with touchless invoice processing. There are three different levels of PO matching: 2-way, 3-way and 4-way. These levels refer to how many supporting documents the invoice is matched against: 2-way matching verifies the invoice against its corresponding PO 3-way matching verifies the invoice against its corresponding PO and goods receipt 4-way matching verifies the invoice against its corresponding PO, goods receipt and acceptance or inspection document 3-way PO matching is the most common. To enable 3-way automated PO matching , a company needs to ensure that master data (vendor ledgers, PO detail and goods receipts) can synchronize seamlessly between their ERP system and AP automation software. 3-way PO matching Matches internal or external purchase orders Match at the header or line level Match POs and invoices with hundreds of lines Exceptions are sent to approvers to validate with one-click approval on mobile or desktop Provides a complete audit trail, including messages With Palette’s PO matching software you can match POs, invoices and goods receipts efficiently, saving both time and money. If an invoice matches a purchase order, it assumes the coding and approval from the order and can be sent directly to your ERP for payment – without manual handling. With business rules, a procedure is implemented for invoices that do not match, and acceptable deviation levels are built into the business rules. Exceptions are routed to designated approvers in the approval workflow. Matching of incoming invoices and purchase orders is done at the header level or line level Matching can also be made to order numbers or delivery numbers and amounts An invoice can contain items from several purchase orders, and a purchase order can be matched to several different invoices, whether they are fully or only partially delivered. The matching process for all of these documents is automated by our PO matching software when it compares the data and, according to tolerances and rules you set, matches the documents accordingly. For Non-PO invoices or where there is missing information, the invoice is sent to an approver For purchase order invoices that contain exceptions as a result of the matching process, these invoices and all corresponding documents are sent to the appropriate person based on the roles you assign Once delivered, the recipient views the package of information which includes an invoice image, a copy of the PO, the goods receipt information, and a description of the error Intelligent 3 Way PO Matching is a module in our AP Automation and Purchase to Pay software suites. Trusted by Banks in the US, Europe & Australia. Full security and compliance accreditations in the US including HIPAA, SOC 1, SOC 2, ISO 27001, GDPR, and PEPPOL. Explore more Try Palette Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
em|“Palette’s purchase order matching effectively connects a purchase order with an invoice, and it’s easy to establish rules for variances.”
pa|Most companies do some form of matching of vendor invoices to purchase orders and/or goods receipts. This is called a 2- or 3-way match. First, let’s get up to speed: All of this information is visible in one intuitive, user-friendly dashboard. Secondly, in most companies accounts payable staff do not have the data or knowledge of the purchase to be able to clear an exception This is where the manual process slows things down. Whereas the AP staff member might not have the information at hand, Intelligent 3-Way Match isolates the problem that is preventing a proper match. Using PO and goods receipt data, Intelligent 3-Way Invoice Matching determines a proper workflow by identifying the purchasing specialist or other knowledge workers who have the authorization to address the exception and delivers them a “package” of information—including an email alert—streamlining the matching of vendor invoices. Efficient mobile approvals Once delivered, the recipient views the package of information which includes an invoice image, a copy of the PO, the goods receipt information, and a description of the error. This package of information is presented in a single dashboard on the recipient’s laptop or mobile device. It gives the knowledge worker all the tools and services they need to manage the exception in the 3-way match, such as ad-hoc routing capabilities to colleagues and email and/or portal communications with vendors. When the knowledge worker is done, they can return the corrected invoice package through the dashboard back to the matching engine, clearing the exception. As well, all of these steps (including the communications) are tracked and recorded in the accounts payable three-way match, creating an audit trail visible to auditors and regulators. The non-PO invoice arrives with no accounting data on it, and no PO to assign the account codes from. To handle this, intelligent scanning technology classifies each invoice when it captures the data. It asks the following: 3-Way Match can greatly shorten the payment cycle and improve the productivity of all the users in an organization. See how it fits in with Palette’s AP Automation solution Let us know what problem are you looking to solve
di|Landstar benefits from automated invoice processing with Palette Landstar System, Inc. is a transportation services company specializing in logistics and more specifically third-party logistics. 4Service chooses to grow with Palette 4Service was founded in 2010 and is one of the Nordic region’s leading providers of facility management services in building, cleaning, property management, personnel restaurants and offshore. Clas Ohlson Automates AP with Palette One of Sweden’s best-known retailers, Clas Ohlson, operates around 200 physical stores in Sweden, Finland, Norway, Germany, and England
li|Paper and emailed invoices are intelligently scanned, and their data fields captured. The technology recognizes each invoice by vendor and collects all of the essential information, regardless if the format is regular paper, PDF, xml, Word documents, or otherwise. Purchase Order data is generated within the ERP, an external requisitioning system or a blend of both. Goods receipts are imported if they are already entered into the ERP, or users register them electronically in order to process them. Is there a PO number in the data set? If so, the system sends it into the 2- or 3-way matching process. Is there a contract number present? If that is the case, the invoice is sent through a matching process specifically for contracts. No PO number or contract number? The system uses a piece of reference data (as predetermined by the end user) from each invoice and automatically routes that invoice to the appropriate person for validation, approval or exception handling.
st|Menu Settings for cookies
h2|Join the Palette Partner Program Subscribe to our Newsletter
h3|3 way match Intelligent 3-Way Match Handles Exceptions Exceptionally Well How Intelligent Three-Way Matching can make a difference—especially when exceptions occur! What about companies with a large volume of non-PO invoices? You also might be interested in Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Get Started Download our Guide The process can require a great deal of manual effort, particularly if the invoiced items have to be matched at the line level. Once an invoice is entered into an ERP it is assigned a “match/no match” status. If for any reason there are price differences or problems with the goods receipt, the invoice cannot be processed by the ERP. Users or knowledge workers typically have to cancel the transaction, and then perform time-consuming manual work to clear the exception. This usually involves the purchaser, the receiver and sometimes the vendor. ERPs do not have an automated way of handling these exceptions and in many cases companies may spend days trying to clear up the differences between purchase orders and invoices. Procurement software companies claim they can “automatically match” these documents – but what makes that possible? Accounts payable three-way match . Explore more Try Palette Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
pa|If you are not happy with the results below please do another search
di|Palette Software Inc.(HQ) Palette Software AB (HQ) Find your local Palette office This field is for validation purposes and should be left unchanged. This field is for validation purposes and should be left unchanged. CAPTCHA This field is for validation purposes and should be left unchanged.
st|Menu Settings for cookies
h2|Subscribe to our Newsletter Join the Palette Partner Program
h3|Fill out the information below to receive an integration sheet for Dynamics 365 Business Central Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations
h4|New Search
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
pa|Error-free operations Manual data and information entry are prone to error due to the fact that humans simply tend to make mistakes. This could lead to wrongfully inputted or missing customer and product data for invoices that could result in a plethora of problems leading to customer dissatisfaction and dropouts. All these and many more are very likely to happen unless a business decides to perform a software integration with Palette’s AP automation solutions. Real-time data Manual data entry and communication takes time being sent back and forth between you and suppliers. Time better spent on other things. Palette allows for real-time data communication between all relevant parties leading to less drop-offs and a loss of revenue. Automated workflows Palette allows for AP automation and seamless ERP integration which streamlines and automizes the handling of invoices and contracts on several levels: Let us know what problem are you looking to solve
di|This field is for validation purposes and should be left unchanged. Landstar benefits from automated invoice processing with Palette Landstar System, Inc. is a transportation services company specializing in logistics and more specifically third-party logistics. 4Service chooses to grow with Palette 4Service was founded in 2010 and is one of the Nordic region’s leading providers of facility management services in building, cleaning, property management, personnel restaurants and offshore. Clas Ohlson Automates AP with Palette One of Sweden’s best-known retailers, Clas Ohlson, operates around 200 physical stores in Sweden, Finland, Norway, Germany, and England
li|Capture > Capture invoice data from both paper or emailed invoices. 95% accuracy for paper, 100% accuracy for electronic files. Approve > Invoice processing with mobile approval workflow Match > PO matching engine automatically matches complex POs to Invoices and Goods Receipts Archive & Audit > Complete audit trail and storage system
st|Menu Settings for cookies
h2|Join the Palette Partner Program Subscribe to our Newsletter
h3|ERP Integration with over 50 popular ERPs What is ERP integration? ERP Integrations Why should you do an ERP integration with Palette? Why choose Palette’s ERP integration software? Flexible product integrations Seamless Integration Fill out the information below to receive an integration sheet for your ERP(s). You also might be interested in Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Quickly connect your existing ERP to Palette solutions. Palette allows for ERP integration with over 50 of the world’s leading ERPs. Get Started ERP integration refers to the process of connecting and synchronizing your ERP system with other business applications such as eCommerce, CRM, EDI and AP automation. In essence, connecting all key points a business leverages to input, manage, track and output data that’s meaningful and important for the business. These systems can be seen as an extension of the ERPs core functionality. For example: an AP automation system to track, search and manage contracts and invoices with a high level of automation. An ERP in itself is an integrated set of different data points of an organization. To increase the overall accuracy as well as efficiency of the ERP system, it needs to integrate with various business systems to extend its core functionality. So, what are you missing out on by not performing an ERP integration for accounts payable with Palette? The data integration process can often seem overwhelming. Our industry standard Palette Integration Engine alleviates this burden with powerful integration capabilities built into a straightforward, easy-to-use graphical user interface. Palette has over 3,500 installed clients globally, all connected to one or more ERP, purchasing, or accounting system The Palette Integration Engine interface offers several options to facilitate communications and data sharing between Palette and your business system. Palette is a configurable, modules-based solution available on-premise or in the cloud. Give your company a robust P2P strategy and the ability to connect multi-company, distributed, or group finance applications in any enterprise, web-based or via cloud architecture. Palette has country specific integrations, our own ERP connectors or via a partner so please contact us for more information. Request a Solution Integration Sheet for Your ERP by completing the form below! * * * * * Explore more Try Palette Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
pa|Sustainability, efficiency and visibility – just to name a few of the positive impacts an ERP system has on an organization’s accounts payable processes. While an ERP system like Dynamics 365 stands strong on its own, there is so much more potential to capitalize on through integrating Dynamics 365 with AP automation software. An ERP system in conjunction with Palette’s AP automation solution provides a plethora of benefits and advantages on different levels, extending the functionality of the ERPs core functionality. It streamlines an organization’s accounts payable processes and creates an automatic, flexible and intelligent Dynamics 365 workflow. SHOW Accounts payable Dynamics 365 invoice automation speeds up the capture, processing and approval of invoices significantly: Dynamics 365 accounts payable automation processes on-average around 80% of all invoices straight-through capture to payment: With Palette’s AP automation software, an organization can design their Dynamics 365 AP workflows according to their needs and preferences. You determine the route and the designated approvers the invoices need to go past. Palette’s AP automation software makes it easy to serve and cooperate with supplier to maintain a long-lasting, meaningful relationship: Dynamics 365 accounts payable automation provides an organization with several advantages when it comes to access, monitoring and control: Integrating Palette’s AP automation software gives accountants and business leaders a keen insight into their Dynamics 365 payment processing and the ability to: HIDE Learn more about the Integration between Palette’s AP Automation solution and your ERP: The fact sheet is free of charge and will be sent to an email address of your choice. Let us know what problem are you looking to solve
di|Landstar benefits from automated invoice processing with Palette Landstar System, Inc. is a transportation services company specializing in logistics and more specifically third-party logistics. 4Service chooses to grow with Palette 4Service was founded in 2010 and is one of the Nordic region’s leading providers of facility management services in building, cleaning, property management, personnel restaurants and offshore. Clas Ohlson Automates AP with Palette One of Sweden’s best-known retailers, Clas Ohlson, operates around 200 physical stores in Sweden, Finland, Norway, Germany, and England
li|Character recognition software automatically scans headers and line-item data 2 & 3-way matching is performed through a touchless process Payables are routed through predetermined business processes Eliminates human errors Does not require the same level of oversight Eliminates the risk of overpayment och duplicate payments Automatic flagging of exceptions to be reviewed by designated approver Streamlines reporting, budgeting and auditing, making them more efficient and accurate Supplier risk is reduced at all stages, from initial on-boarding to regular invoice payment With a reduced risk of human error, the approval and payment process will always be performed on time helping you keep a good standing with suppliers Approved suppliers can submit documentation and updates in a wide range of different document formats The system will alert you to time-sensitive circumstances (e.g. upcoming contract renewals) No more paper invoices that face the risk of disappearing Full access to the payment cycle from anywhere, at any given time Easy sharing of data in real-time between departments and individuals within the organization Automatic import and export of pertinent information Simultaneous access to the system where you can decide who has access to what Invoices not automatically approved for payments are flagged and automatically rerouted to designated approvers Easy-to-follow electronic trail to identify exceptions and fraud See the big picture at a glance Leverage exhaustive, real-time dashboard reporting of KPIs Find, retrieve and present relevant data quickly Focus on specific problem areas and identify solutions for improvement Identify noncompliance with business rules and/or spending policies Monitor performance and productivity of any AP individual, team or department Dynamics 365 Business Central Dynamics 365 for Finance and Operation
st|Menu Tomas | CEO Cara | AP Manager Lisa | CIO Lawrence | CFO Settings for cookies
h2|Features – D365 Accounts payable automation Download Integration sheet Join the Palette Partner Program Subscribe to our Newsletter
h3|Dynamics 365 AP Automation for Dynamics 365 AP Workflow 2 3-way PO matching Recurring Invoices (or Contracts) Archive Audit Benefits of integrating Palette’s AP automation software with Dynamics 365 Save time Higher accuracy & Streamlined processes Customized solutions Better business relationships Improved access, monitoring and control Improved insight & transparency You also might be interested in Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Have visibility that ensures accountability. Reduce cycle times. Grow without adding to headcount. Schedule a Demo Download Integration Sheet Have visibility that ensures accountability. Reduce cycle times. Grow without adding to headcount. Engineered from the ground up with AP in mind, Palette’s Accounts Payable Automation for Dynamics 365 boosts your investment in D365 by giving your staff flexible approval workflows, automated invoice processing, automated PO matching and much more. Using an automated workflow and a central dashboard, Palette automates the processing of PO- and Non-PO invoices within Dynamics 365 . If an invoice matches all of the criteria of an associated PO the system can transfer that invoice directly to Dynamics 365 for posting and payment. Have visibility into Accounts Payable balances and payment/approval status “Drag & Drop” approval workflows, ad hoc routing Approvals are made directly in email or a mobile device & Palettes unique cascading matching system can handle matching against purchase orders at the header or line level. In a “no match” situation, or if a non-PO invoice arrives, workflow takes over. This ensures the appropriate approver or exception handler promptly gets notification and access to the information needed to clear the exception, creating an effective approval workflow . Exceptions are flagged for reconciliation. Invoices, purchase orders, and goods receipts are matched by the software Match items at both the header or line level, whether it is 50 lines or 500 lines Complete audit trail of approvals and communications become part of the transaction record Repeated invoices are matched to account numbers or contracts, posted to the proper charge codes and approved for payment through Dynamics 365 invoice automation . Reminders are sent when a contract is about to expire. If required, expenses are split between different departments. Repeat invoices are matched to account numbers or contracts Self-billing for contracts that do not have vendor invoices Manages spending and renewal process & A step-by-step documented history of invoice transactions is recorded, including communications between internal staff and suppliers. Palette’s payment processing software for Dynamics 365 creates a complete, searchable archive for reference and auditing purposes. Faster audit process Provides basis of objectivity for investigations Raises compliance standards for the entire organization D365 Business Central D365 Finance and Operations Explore more Try Palette Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
em|“Email approvals mean I don’t have to learn yet another dashboard.” “No more finger pointing! We can see where the bottleneck is and address it.” “The intuitive interface means fewer calls for assistance from people using Palette” “How do you enforce what’s in a binder? Palette ensures policies are followed on each and every transaction.”
pa|Accounts payable is the hub of all transactions. Handling all supplier invoices can be very labour-intensive and requires attention to detail. Without a world class ap automation system your department is drowning in work – and paper! Not to mention the struggle to get an approval and needed information for every invoice. Over 3,500 clients worldwide With over 250,000 Palette users – we understand your department’s struggle. By automating accounts payable with Palette you get full control of your supplier invoices, from their arrival through to being booked and paid for. All incoming invoices are collected in one place. Receive e-invoices or digitize paper invoices with advanced OCR technology. Pre-set matching and workflow rules decide how the invoice is processed in your organization, saving a tremendous amount of time for your department, and limiting touch points. With Palette you get a user-friendly system that is accessible from anywhere at any time, allowing the whole organisation to accelerate invoice processing and approve spends on the go by mobile or e-mail. All invoices are easy to find in Palette, irrespective of their status. It’s just a click away to learn if a specific invoice is waiting for approval. With Palette’s reporting tool it’s easy to get an overview of all invoices in the process. Detect potential bottle necks in time and avoid payment delays. Our web based interface is easy to access from any device. Approve invoices directly on your smartphone or tablet. The system automatically sends out reminders to approvers with invoices pending, well in advance to monthly closure. Palette’s capture solution ensures you eliminate paper completely. Whether invoices are received as paper or email formats, the data is captured quickly and efficiently. No manual data entry is required. Palette automatically sends invoices to the proper approver, according to pre-set rules. If needed, you can add approvers to an existing workflow and ad-hoc routing is possible. Match vendor invoices to internal or external purchase orders and goods receipts. Our Cascading Matching engine automatically matches hundreds of lines – saving you time and money. A step-by-step history of invoice transactions is recorded, including communications between internal staff and suppliers. Palette creates a complete searchable invoice archive for reference and auditing purposes. AP Supervisor, Headquartered in Jacksonville, Florida, Landstar System Inc is a worldwide provider of integrated transportation management solutions. With 1200 employees and a broad customer base, the organization wanted to streamline financial management and improve its operational efficiencies. Let us know what problem are you looking to solve. By implementing a modern solution for invoice processing, you will help your AP team to eliminate repetitive and time consuming tasks. Free up resources and get more time for meaningful and value adding tasks! By automating the accounts payable with Palette, you get full control of your supplier invoices, from their arrival through to being booked and paid for. It’s a great advantage to collect all incoming invoices one place. In Palette’s solution all invoices are easy to find (yes, we know it can be a struggle in your ERP…), also after payment and archiving. The digital archive of invoices will simplify the audit process as all transactions, invoices and receipts can be traced in the one single place. Would you like even more automation? Absolutely, no problem. With Palette, your organisation can always level up automation with requisitions, contract management, budgets to a full purchase to pay solution. It’s possible to reach a “zero touch process” also in accounts payable!
di|
st|Menu 250,000+ Users Settings for cookies
h1|AP Automation for the AP Manager
h2|Speed up approval workflows User friendly interface Invoice Data Capture Efficient AP Workflow Automated PO Matching Archive Audit Empower your accounts payable organisation Join the Palette Partner Program Subscribe to our Newsletter
h3|Seamless Integration with your ERP Landstar benefits from automated invoice processing with Palette Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Get Started Learn more SEE OUR CUSTOMER STORIES View All Integrations Native tools to ensure that the business rules of your system, data control, and validation are applied to all data communication. AP Automation for Dynamics 365 Finance and Operations and Dynamics 365 Business Central. AP Automation that integrates with SAP Business One and SAP R/3. With Palette’s standardized Integration to Workday enable a “plug and play” integration experience with minimal configuration. Learn more Learn more Learn more & Learn more Before we deployed Palette, our invoicing system was labor-intensive and time consuming for staff. Automated processing has significantly increased our overall efficiency, shortened payment cycles and helped to improve the manageability of transactions. View Full Story Try Palette Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
bo|Easy Invoice Search Detect potential bottle necks Invoice approval online Automatic reminders Integration with NetSuite Integration with Dynamics 365 Integration with SAP Integration with Workday Emily Grantham
pa|Intelligent invoice scanning with intuitive data capture has 95% accuracy rates for paper, and 100% accuracy for digital formats. Automatic capture of data fields and invoice data. Let us know what problem are you looking to solve
di|Landstar benefits from automated invoice processing with Palette Landstar System, Inc. is a transportation services company specializing in logistics and more specifically third-party logistics. 4Service chooses to grow with Palette 4Service was founded in 2010 and is one of the Nordic region’s leading providers of facility management services in building, cleaning, property management, personnel restaurants and offshore. Clas Ohlson Automates AP with Palette One of Sweden’s best-known retailers, Clas Ohlson, operates around 200 physical stores in Sweden, Finland, Norway, Germany, and England
st|Menu Settings for cookies
h2|Join the Palette Partner Program Subscribe to our Newsletter
h3|Invoice scanning What is invoice scanning? How does invoice scanning and data capture work? Why you need automated invoice scanning software Benefits of Palette’s invoice scanning services You also might be interested in Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Get Started Invoice scanning originally referred to the process of scanning paper invoices with legacy OCR systems. Automated invoice scanning and data entry is a core function of invoice scanning services and is required in order to work with AP automation. It eliminates the need for manual data entry, speeds up the delivery of invoice data to the ERP and boosts productivity. The term “invoice scanning” is used interchangeably with invoice capture, a term used to describe the data capture from both physical and digital invoices. Only a fraction of the invoices today arrive in a paper format as most of them arrive in PDF or another digital format. The original definition of “ invoice scanning” is a bit out of date. Some invoice capture solutions still bear the name “Invoice Scanning Software”, even though they come with invoice scanning and data capture all rolled into one. Invoice scanning relies on the underlying technology of OCR – Optical Character Recognition. Basic OCR can extract different characters, such as letters, numbers and symbols from both paper and digital formats. The process looks as follows: Capture and extract invoice data from a paper scan, EDI, email, fax or file share Validate against databases and according to your business rules Delivery of data to the ERP system Most incoming invoices are received in digital formats by email. While this streamlines an organization’s business process and makes physical storage irrelevant, one challenge remains: How to leverage the data in the invoices? How to access the key invoice data and move it to where it belongs? The answer to these questions is: invoice scanning services and software. Each invoice contains key data fields. The data needs to be transferred to the ERP or accounting system. Invoice capture software, also known as invoice scanning software and invoice recognition software, automates data entry. For electronic formats, Palette’s solution identifies all key data fields in the invoices, extracts the data and forwards it to your Palette dashboard. For paper formats, intelligent OCR extracts the data from the scanned invoice and sends the data to the intuitive dashboard as well. Invoice scanning and data capture technology significantly reduces the amount of manual effort, saves you time, and allows your AP staff to focus on higher value tasks such as handling exceptions, customer or vendor management. Get an instant boost in productivity and transparency, eliminate late or duplicate payments. You can expect the following benefits from using Palette’s invoice scanning services : Shorter invoice cycle times Increased accuracy of invoice data Reduced AP processing cost Eliminate late and duplicate payments Reduce your physical document storage costs Explore more Try Palette Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
em|“We just didn’t have time to manage all the incoming invoices. But since changing to Palette, we can manage three times the volume of invoices than our previous AP system allowed.”
pa|Sustainability, efficiency and visibility – just to name a few of the positive impacts an ERP system has on an organization’s accounts payable processes. While an ERP system like SAP B1 stands strong on its own, there is so much more potential to capitalize on through integrating SAP Business One with AP automation software. An ERP system in conjunction with Palette’s AP automation solution provides a plethora of benefits and advantages on different levels, extending the functionality of the ERPs core functionality. It streamlines an organization’s accounts payable processes and creates an automatic, flexible and intelligent SAP Business One workflow. SHOW Accounts payable invoice automation for SAP speeds up the capture, processing and approval of invoices significantly: SAP Business One accounts payable automation processes on-average around 80% of all invoices straight-through capture to payment: With Palette’s AP automation software, an organization can design their SAP AP workflows according to their needs and preferences. You determine the route and the designated approvers the invoices need to go past. Palette’s AP automation software makes it easy to serve and cooperate with supplier to maintain a long-lasting, meaningful relationship: SAP accounts payable automation provides an organization with several advantages when it comes to access, monitoring and control: Integrating Palette’s AP automation software gives accountants and business leaders a keen insight into their SAP Business One accounts payable processes and the ability to: HIDE Let us know what problem are you looking to solve
di|Landstar benefits from automated invoice processing with Palette Landstar System, Inc. is a transportation services company specializing in logistics and more specifically third-party logistics. 4Service chooses to grow with Palette 4Service was founded in 2010 and is one of the Nordic region’s leading providers of facility management services in building, cleaning, property management, personnel restaurants and offshore. Clas Ohlson Automates AP with Palette One of Sweden’s best-known retailers, Clas Ohlson, operates around 200 physical stores in Sweden, Finland, Norway, Germany, and England
li|Character recognition software automatically scans headers and line-item data 2 & 3-way matching is performed through a touchless process Payables are routed through predetermined business processes Eliminates human errors Does not require the same level of oversight Eliminates the risk of overpayment och duplicate payments Automatic flagging of exceptions to be reviewed by designated approver Streamlines reporting, budgeting and auditing, making them more efficient and accurate Supplier risk is reduced at all stages, from initial on-boarding to regular invoice payment With a reduced risk of human error, the approval and payment process will always be performed on time helping you keep a good standing with suppliers Approved suppliers can submit documentation and updates in a wide range of different document formats The system will alert you to time-sensitive circumstances (e.g. upcoming contract renewals) No more paper invoices that face the risk of disappearing Full access to the payment cycle from anywhere, at any given time Easy sharing of data in real-time between departments and individuals within the organization Automatic import and export of pertinent information Simultaneous access to the system where you can decide who has access to what Invoices not automatically approved for payments are flagged and automatically rerouted to designated approvers Easy-to-follow electronic trail to identify exceptions and fraud See the big picture at a glance Leverage exhaustive, real-time dashboard reporting of KPIs Find, retrieve and present relevant data quickly Focus on specific problem areas and identify solutions for improvement Identify noncompliance with business rules and/or spending policies Monitor performance and productivity of any AP individual, team or department
st|Menu Tomas | CEO Cara | AP Manager Lisa | CIO Lawrence | CFO Settings for cookies
h2|Features – SAP B1 Accounts payable automation Join the Palette Partner Program Subscribe to our Newsletter
h3|SAP BUSINESS ONE AP Automation for SAP Business One AP Workflow 2 3-way PO matching Recurring Invoices (or Contracts) Archive Audit Benefits of integrating Palette’s AP automation software with SAP B1 Save time Higher accuracy & Streamlined processes Customized solutions Better business relationships Improved access, monitoring and control Improved insight & transparency Capitalize on early payment discounts You also might be interested in Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Have visibility that ensures accountability. Reduce cycle times. Grow without adding to headcount. Get Started Engineered from the ground up with AP in mind, Palette’s Accounts Payable Automation for SAP Business One ( SAP B1 ) boosts your investment in SAP by giving your staff flexible approval workflows, automated invoice processing, automated PO matching and much more. Using an automated workflow and a central dashboard, Palette automates the processing of PO- and Non-PO invoices within SAP Business One . If an invoice matches all of the criteria of an associated PO the system can transfer that invoice directly to SAP Business One for posting and payment. Have visibility into Accounts Payable balances and payment/approval status “Drag & Drop” approval workflows, ad hoc routing Approvals are made directly in email or a mobile device & Palettes unique cascading matching system can handle matching against purchase orders at the header or line level. In a “no match” situation, or if a non-PO invoice arrives, workflow takes over. This ensures the appropriate approver or exception handler promptly gets notification and access to the information needed to clear the exception, creating an effective approval workflow . Exceptions are flagged for reconciliation. Invoices, purchase orders, and goods receipts are matched by the software Match items at both the header or line level, whether it is 50 lines or 500 lines Complete audit trail of approvals and communications become part of the transaction record Repeated invoices are matched to account numbers or contracts, posted to the proper charge codes and approved for payment through SAP invoice processing automation . Reminders are sent when a contract is about to expire. If required, expenses are split between different departments. Repeat invoices are matched to account numbers or contracts Self-billing for contracts that do not have vendor invoices Manages spending and renewal process & A step-by-step documented history of invoice transactions is recorded, including communications between internal staff and suppliers. Palette’s Accounts Payable software for SAP Business One creates a complete, searchable archive for reference and auditing purposes. Faster audit process Provides basis of objectivity for investigations Raises compliance standards for the entire organization In some cases, suppliers will offer a discount for buyers who pay their invoice early. These potential discounts are often missed in a manual AP process due to its slow nature. Utilizing Palette’s AP automation solutions speeds up the invoice lifecycle, allowing you to capitalize on most early payment discounts. Explore more Try Palette Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
em|“Email approvals mean I don’t have to learn yet another dashboard.” “No more finger pointing! We can see where the bottleneck is and address it.” “The intuitive interface means fewer calls for assistance from people using Palette” “How do you enforce what’s in a binder? Palette ensures policies are followed on each and every transaction.”
pa|Getting the highest percentage of straight-through processing when an invoice arrives is an admirable goal, considering that teams working in AP spend inordinate amounts of time on exception handling. Not only are exceptions a challenge in terms of the time and effort involved, the number of exceptions your organization has is probably rising. That’s because more growth means more supplier invoices. AP staff spend time interacting with various suppliers, tracking down missing information, calling approvers, and other administration related to clearing exceptions. And it’s not just a few minutes here and there – more like 15 minutes to an hour for just one invoice exception task. Ineffective procurement processes can prevent companies from processing invoices in a timely manner, get timely discounts, or negotiate more favorable terms with suppliers. This happens when companies: Organizations that do follow best practices and take advantage of AP automation technologies reduce their exception rates. In most companies accounts payable staff do not have the data or knowledge of the purchase to be able to clear exceptions. Where the AP staff member might not have the information at hand, Palette’s PO matching function isolates the problem that is preventing a proper match. Palette’s unique “cascading” matching system can handle matching against purchase orders at the header or line/row level. One invoice can contain items from multiple purchase orders, and one purchase order can be matched to multiple invoices, whether they have been delivered in part or in full. Exceptions are flagged and put into an automated workflow for approvers to validate with one-click approval on mobile or desktop. Find out more about Palette’s 
di|
li|Rely on error-prone manual processes for approving requisitions Do not issue purchase orders for new orders Lack processes to prevent over/under payments, duplicate payments, missed payments, and late payments Don’t confirm if deliveries match to contracts Fail to take advantage of volume rebates*
st|Menu Palette’s automated purchase order matching is a shared central dashboard on desktop and mobile that shortens the approval cycle by matching invoices, internal or external purchase orders, and goods receipts. Settings for cookies
h2|Join the Palette Partner Program Subscribe to our Newsletter
h3|Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
h4|The Exceptions Workload Exceptions as a Symptom of Inefficient Procurement Practices Resolving Exceptions Faster
h5|Share this entry
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu / in / ———– Share on Facebook Share on Twitter Share on LinkedIn Share by Mail Subscribe Terms & Conditions Privacy Policy Cookies How Purchase to Pay Controls Benefit the Plant Controller Inefficient Procurement Is Costly – 3 Steps For Change Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
em|*Deloitte – Strategies for Optimizing Your Accounts Payable
pa|Accuracy Rate For Paper Accuracy Rate For Electronic Formats Invoice data capture By using AI and capture automation, data is intuitively extracted from both paper or emailed invoices. 95% accuracy for paper, 100% for electronic formats. Eliminate manual data entry, manual errors and missed invoices. The invoice data capture process includes four steps: Approval workflow Paper and other manual based processes slow down the invoice approval process significantly and are prone to human error. Palette’s account payable software integrates with existing accounting systems, streamlining the invoice approval workflow of both PO- and non-PO invoices, making it easier by automatically directing your invoices to the designated approver. Once approved the invoices are forwarded to your ERP for payment. Flag invoices or line items and send them to approvers for review and approval. 3 way PO matching Palette automatically matches your vendor invoices to internal or external purchase orders and goods receipts in a fully touchless process. POs and invoices can have hundreds of lines. The software eliminates manual searching and matching, allowing staff to focus on more high value tasks. Archive and Audit The supplier invoice archive and log is fully searchable. Get access to a complete time-stamped archive of all invoices with full visibility into approvals and approval messages. Let us know what problem are you looking to solve
di|Landstar benefits from automated invoice processing with Palette Landstar System, Inc. is a transportation services company specializing in logistics and more specifically third-party logistics. 4Service chooses to grow with Palette 4Service was founded in 2010 and is one of the Nordic region’s leading providers of facility management services in building, cleaning, property management, personnel restaurants and offshore. Clas Ohlson Automates AP with Palette One of Sweden’s best-known retailers, Clas Ohlson, operates around 200 physical stores in Sweden, Finland, Norway, Germany, and England
li|OCR & extraction Document classification Data validation & quality control Reporting & analysis Automatic notifications and reminders No expensive coding or user licenses Drag and drop functionality for ad hoc re-routing Visibility into payment/approval status of invoices Email approvals with one click functionality in mobile Approvers get a complete package to review including invoice, PO, goods receipt and messages
st|Menu 95% 100% Save time Fewer errors Digitized documents as default Increased productivity Make AP available from anywhere Autonomy for the whole organization Settings for cookies
h2|Join the Palette Partner Program Subscribe to our Newsletter
h3|AP Automation Complete Accounts Payable Workflow Accounts payable automation Why choose Palette’s AP automation software? Benefits of AP Automation Trusted by Banks Seamless Integration with your ERP You also might be interested in Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu AP Automation in the Cloud with invoice processing, mobile approval workflows, complex PO matching, and audit trail. Get Started Eliminate manual data entry, have automated approval workflows to everyone in your organization who approves purchases, and have Palette’s matching engine automatically match POs. With Palette’s AP automation software your organization can: Receive invoice data electronically – eliminate manual data entry Have invoice approvals that are automated with 1-click approval in email Invoices and purchase orders matched by the software Exception handling optimized to reduce cycle times Complete time-stamped invoice log with archive You can expect the following AP automation benefits when using Palette: Manual, slow and repetitive work – checking orders and entering data – is now fully automatic, executed in minutes of receipt. Eliminate manual errors and missing invoices. Going digital provides a plethora of benefits including saving space, easier handling, faster distribution and eco-friendly. By eliminating manual, repetitive tasks your teams have more time to spend on higher value work. Paper processes are limited in nature, having to be placed in the right in-tray or filed in the correct cabinet. Digital cloud-based processes can be done from anywhere 24/7. With Palette’s automated invoice processing solution, these processes become accessible to everyone – not only finance. Setup business rules and roles to capture even the most complex approval processes. Palette is trusted by banks and financial institutions in the US and Europe. Accreditations in the US include SOC1, SOC2, HIPAA, GDPR, and PEPPOL. Palette is a configurable, modules-based solution available on-premise or in the cloud. Global solution for multiple ERPs, countries, currencies, and tax rules Unlimited users—no user license costs Bulletproof compliance control and minimal IT involvement View All Integrations Native tools to ensure that the business rules of your system, data control, and validation are applied to all data communication. AP Automation for Dynamics 365 Finance and Operations and Dynamics 365 Business Central. AP Automation that integrates with SAP Business One and SAP R/3. With Palette’s standardized Integration to Workday enable a “plug and play” integration experience with minimal configuration. Explore more Try Palette Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
bo|Integration with NetSuite Integration with Dynamics 365 Integration with SAP Integration with Workday
em|“Before we deployed Palette, our invoicing system was labor-intensive and time-consuming for our staff. Automated processing has significantly increased our overall efficiency, shortened payment cycles, and helped to improve the manageability of transactions.”
pa|If you are not happy with the results below please do another search
di|Palette Software Inc.(HQ) Palette Software AB (HQ) Find your local Palette office This field is for validation purposes and should be left unchanged. This field is for validation purposes and should be left unchanged. CAPTCHA This field is for validation purposes and should be left unchanged.
st|Menu Settings for cookies
h2|Subscribe to our Newsletter Join the Palette Partner Program
h3|Fill out the information below to receive an integration sheet for Dynamics 365 Business Central Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations
h4|New Search
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
pa|Using artificial intelligence and capture automation, data is intuitively extracted from both paper and emailed invoices. Palette’s invoice capture solution has a data capture accuracy rate of 95% for paper, and a 100% accuracy rate for electronic formats. Accuracy Rate For Paper Accuracy Rate For Electronic Formats Handles paper and all electronic formats: PDF, EDI, XML, CSV, HTML, TIFF, JPG, PNG, DOC, XLSX. etc. Data is intelligently extracted and flowed into the Palette central dashboard. 95% accuracy data capture for scanned paper invoices Easy-to-use and intuitive browser-based interface Higher Volume Service: For electronic formats, your supplier sends the invoice to a specified email address. Palette’s solution extracts invoice data and forwards it to your ERP. For paper formats, intelligent OCR invoice scanning extracts the data from the scanned invoice and sends the data to your ERP or workflow. Palette is trusted by banks and financial institutions in the US and Europe. Accreditations in the US include SOC1, SOC2, HIPAA, ISO 27001, GDPR, and PEPPOL. Let us know what problem are you looking to solve
di|Landstar benefits from automated invoice processing with Palette Landstar System, Inc. is a transportation services company specializing in logistics and more specifically third-party logistics. 4Service chooses to grow with Palette 4Service was founded in 2010 and is one of the Nordic region’s leading providers of facility management services in building, cleaning, property management, personnel restaurants and offshore. Clas Ohlson Automates AP with Palette One of Sweden’s best-known retailers, Clas Ohlson, operates around 200 physical stores in Sweden, Finland, Norway, Germany, and England
st|Menu 95% 100% 01 03 02 04 05 06 Electronic Format OCR invoice scanning Trustmark Improved structure for your supplier invoices Less risk of mistakes or missing data Save time and effort Settings for cookies
h1|Invoice capturing
h2|Join the Palette Partner Program Subscribe to our Newsletter
h3|Invoice Capture Properties of our invoice capture solution Why choose Palette’s invoice data capture solution? Seamless integration with your ERP Benefits of using our invoice capture solution You also might be interested in Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Using artificial intelligence and capture automation, data is intuitively extracted from both paper and emailed invoices. Get Started Using artificial intelligence and capture automation, data is intuitively extracted from both paper or emailed invoices eliminating time-consuming and costly manual data entry. Palette’s invoice capture solution is capable of automatically and intuitively detecting and learning unique supplier invoices based on their respective layouts. The invoice capture software instinctively learns invoice layouts and data fields and stores them in a database 100% accuracy data capture for electronic invoice formats— with no added cost for suppliers Manage large invoice volumes with Palette’s secure, compliant invoice-scanning service with advanced OCR and AI digital capture technologies. Our Invoice Scanning & Collection service for higher volumes allows for invoice capture in multiple formats, including physical mail, images, email, fax, PDF documents, EDI, and XML. It combines sophisticated high-speed invoice scanning with advanced form-identification technology to automate the processing of all document types: Leading-edge technology without the need to purchase costly equipment and software Documents are tracked in real time with full transparency from point of receipt to delivery Six Sigma® methodologies to ensure the highest level of quality back-up/redundancy for disaster recovery compliance with GLBA, Fair Credit Reporting, SEC, and HIPAA Palette’s Capture Solution seamlessly integrates with your ERP, which means that everything you do in Palette is automatically transferred: Maximize the automation of your invoice capture by allowing the system to match invoices with purchase orders or contracts. Direct resources towards exceptions and free up time for higher-value work. Manual data entry is prone to errors. By using automatic invoice capture you can guarantee the data input is always accurate to minimize mistakes which can lead to problems further down the line. Not only is manual data entry for invoices prone to errors, it also takes time. Our invoice capture solutions automate manual and repetitive tasks, allowing you to focus on developing your business. Explore more Try Palette Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
em|“We just didn’t have time to manage all the incoming invoices. But since changing to Palette, we can manage three times the volume of invoices than our previous AP system allowed.”
pa|Intelligent Functionality Palette automatically sends invoices to the proper approver, according to pre-set rules. Add approvers to an existing workflow with ad-hoc routing. Easy Exception Handling Optional PO Matching Palette’s matching engine matches invoices and purchase orders automatically. If the PO and invoice match, the invoice is sent to the ERP for recording. Exceptions are flagged and sent to approvers in the approval workflow for reconciliation. By having to spend time manually processing invoices such as PO matching, following up on invoices to confirm accuracy, and tracking down missing documents. Stemming from tight bottlenecks in the accounts payable workflow that can sour your relationship with suppliers, cause delays in your own product or service delivery, and late payment fees. Let us know what problem are you looking to solve
di|Landstar benefits from automated invoice processing with Palette Landstar System, Inc. is a transportation services company specializing in logistics and more specifically third-party logistics. 4Service chooses to grow with Palette 4Service was founded in 2010 and is one of the Nordic region’s leading providers of facility management services in building, cleaning, property management, personnel restaurants and offshore. Clas Ohlson Automates AP with Palette One of Sweden’s best-known retailers, Clas Ohlson, operates around 200 physical stores in Sweden, Finland, Norway, Germany, and England
li|Automatic notifications and reminders Drag and drop functionality for ad hoc re-routing Visibility into payment/approval status of invoices Email approvals with one click functionality in mobile Approvers get a complete package to review including invoice, PO, goods receipt and messages No expensive coding or user licenses necessary
st|Menu Eva Petré Rege • AP & AR Manager at Coor Service Management Wasted time Missing documents Late payments Lack of visibility Costly human errors Settings for cookies
h2|Join the Palette Partner Program Subscribe to our Newsletter
h3|Approval workflow What is an invoice approval workflow? Why choose Palette’s AP invoice approval workflow? What is invoice approval workflow automation? What role does approval workflow play in AP automation? You also might be interested in Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Palette has a flexible approval workflow with drag and drop functionality, 1-click approvals, and no coding costs! Get Started An invoice approval workflow refers to the process of approving invoices before the payment is processed. The approval workflow is a very important process that ensures that the invoice is legitimate and there are no discrepancies between the invoice and original purchase documents. A typical approval workflow includes the following steps: Receive invoice from vendor or supplier. Invoice is verified by the staff member who’s responsible for procuring the specific product or service stated on the invoice. The verification process usually involves matching it with the purchase order (PO), if there is a PO associated with the order. Irregularities and exceptions regarding pricing discrepancies or missing information such as PO number are flagged. The invoice is sent to the approver who can address and correct the information, and then sent back into the approval workflow after they’ve been rectified. The invoice is sent for approval to assigned roles. The approver(s) verify the information is accurate and approve the invoice for payment. Approved invoices are sent to the ERP for recording and payment. A permanent record of the transaction including an invoice log and time stamped by activity is recorded in the invoice archives, providing a complete audit trail. Reduce invoice approval workflow cycle times by half. With an automated approval workflow to relevant roles in your organization, Palette automates the processing of both PO and Non-PO invoices. Exceptions are flagged, and approvers get a complete package to review including invoice, PO, goods receipt and employee messages. Paper and other manual based processes slow down the invoice approval workflow and are and are prone to human error. Approval workflow automation is a digitized version of the approval workflow that integrates with existing accounting systems, streamlining the invoice approval workflow of both PO and non-PO invoices. It automatically directs invoices to the designated approver. Invoices are visible in a central dashboard. Invoices and line items can be flagged. If the invoice has a PO, it is automatically matched. Properties of Palette’s automated invoice approval workflow The approval process workflow plays an important role in AP automation. There’s a plethora of challenges in a manual invoice approval workflow that is solved by an automatic AP invoice payable workflow . These challenges include: When dealing with large numbers of invoices in different formats, making it difficult for AP employees to do their work efficiently. Due to invoices end up lying on a manager’s desk or in their email inbox for days or weeks. The process can become even slower if there are multiple approvers and it is not clear who’s responsible for the approval, or at which stage of the workflow the invoice is in. That results in a higher exposure to fraud due to far less visibility and control in a manual approval workflow than in an automatic and digitized one. Resulting in invoices being overpaid or underpaid and/or invoice inconsistencies due to manual data entry. Explore more Try Palette Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
bo|Slow approvals
em|“Invoice flows in Palette clearly display where invoices come from and where they are heading, which is very favorable in relation to closure”
pa|During the last five years Palette Software has acquired companies keeping the original setup but from February 5th we´re all united in one new visual identity. By reshaping our appearance, we go to market as one company offering AP Automation to anyone worldwide – no matter size, industry, or ERP system. As one company with joined forces we are taking our successful cloud products to the next level of AP Automation. For ambitious businesses who want to unlock the true value of accounts payable, Palette Software automates the entire process, enabling finance professionals to thrive and the business to do more, faster, with less. You see, our solutions are 100% focused on delivering precisely the capabilities our customers need – no more, no less. We can do this because our team has over 20 years’ experience making accounts payable faster, easier and a whole lot more enjoyable for thousands of customers. It’s in our blood. Ultimately, whether you want a streamlined ready to go system based on the latest best practice (Centsoft) or a powerful solution to automate your entire accounts payable process (Palette) – we can help. Centsoft accounts payable automation software delivers everything you need, and nothing you don’t. We can do this because Centsoft is built on the in-depth expertise of accounts payable professionals who understand exactly how to remove friction from the entire invoice management process. With Centsoft, you get a cloud-based solution that’s lightning-fast to implement, simple to integrate with your existing ERP, and easy to use right from day one. More than this, you get a solution with invoice automation best practice built in as standard – from how you capture invoice data and approvals to getting approved invoices into your ERP system. Ultimately it means your finance team can deliver maximum value for minimal effort. More about Built on modern accounts payable best practices and our experience of helping companies worldwide, with Palette you can automate and optimise so that invoice processing is reduced to a minimum. With Palette you get flexible data capture, requisitions management, class-leading matching capabilities, and an intuitive approvals workflow. Plus, we’ll give you all the data and insights you need to streamline your accounts payable even further, freeing your people to do their best work on the things that really matter. More about And if you require extra help, our local support teams and knowledgeable consultants are ready and waiting to assist. Doesn’t that sound like a better way to manage your invoices? We hope you like the new Palette Software. Keep posted – more news to come!
di|
st|Menu Settings for cookies
h2|Palette Software – Created by AP Professionals for AP Professionals A better way to manage your invoices Join the Palette Partner Program Subscribe to our Newsletter
h3|Centsoft – Your invoices, our expertise Palette – Accounts Payable Automation for AP Professionals Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
h5|Share this entry
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu / in / Centsoft Share on Facebook Share on Twitter Share on LinkedIn Share by Mail Subscribe Terms & Conditions Privacy Policy Cookies Top 6 Action Steps to Detect and Prevent Payments Fraud AP Automation for Dynamics GP with Multi-Entity Management (MEM) Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
pa|Palette has developed software for the automation of accounts payable and related processes for more than 25 years. Our product suite is called PaletteArena and it contains the following modules: On top of the PaletteArena modules above we offer the following add-ons: PaletteArena is offered as a cloud solution or on-premise installation. Both alternatives are available as a standardized product or as a solution that can be customized according to customer specific requirements. With Palette you get a cost efficient, secure and scalable solution that matches contracts, requisitions and purchase orders to supplier invoices. Our vision is “100 % Automated Accounts Payable”. Would you like to know more? Read about our solution for Palette has a large number of connectors that integrate with your financial system or ERP. Some connectors have been developed by ERP suppliers (or any of their integration partners) in order to achieve the best possible performance. There is also a standardized and well defined API for customers and partners who wish to develop their own integration (i.e. if you have in-house developed solutions). Read more about In the past few years Palette Software has broadened its offerings through the acquisitions of competitors in the Nordic market. In May 2018, Palette acquired Centsoft, which offers AP automation for small to medium sized organizations. Centsoft Invoice is an intelligent, standardized solution which can be implemented for customers in a few hours. Functionality included in the Centsoft solution: In June 2016, KIBI Business Solutions was acquired from KIBI. Their software solutions for document management and invoice processing was part of the acquisition: was acquired in May 2018 and is now part of Palette Software Group
di|
li|PaletteInvoice: invoice processing PaletteBuyer: purchasing and requisitions PaletteContract: contract management and support for recurring invoices PaletteMobile: mobile interface for approval of invoices and purchase orders/requisitions PaletteOrdermatching: invoice matching against purchase orders PaletteMail: email approval of invoices and requisitions/purchase orders PaletteBudget: budget request and budget related to purchases PaletteDashboard: messages, statistics and KPIs PaletteDocuments: tool for document and process management including document archive Scanning and capture: executed by a service bureau or with third party products E-invoice: direct connection to Pagero’s network or other e-invoicing operators Supplier Portal: access to invoices for suppliers Centsoft Invoice: processing of supplier invoices Centsoft Expense: management of expenses and receipts Centsoft Contracts: contract and document management Approve-It: account payable automation Flex: customizable account payable automation
st|Menu Settings for cookies
h2|Cloud solution or on-premise PaletteArena integrates with your ERP Join the Palette Partner Program Subscribe to our Newsletter
h3|Products added through acquisitions Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
h4|Centsoft Kibi
h5|Share this entry
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu / in , / Share on Facebook Share on Twitter Share on LinkedIn Share by Mail Subscribe Terms & Conditions Privacy Policy Cookies The E-Invoice Clearance Model Might Save You Money Managing Indirect Spend with Purchase Automation Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
pa|Transforming cumbersome manual processes into seamless digital ones is at the heart of numerous drives to improve business efficiency. At a stroke, digitisation can reduce accidents and errors, free up human resource to focus on more complex or strategic tasks, speed up essential operations and create more unification and consolidation amongst back office processes. Little wonder, then, that digital transformation is a key goal of many organisations. Nevertheless, such transformation takes time, and requires both financial and human resource investment. As a result, many businesses continue to operate with substantial paper-based processes, not least in purchase to pay (P2P). However when it comes to P2P failing to adapt doesn’t come without risk. In 2012, revealed that financial reporting, cash and treasury, corporate accounting and order fulfilment were all amongst the top ten business processes most vulnerable to fraud, waste and errors. When invoice payments or employee expenses requests are reviewed via a series of manual approvals, for example, there are countless opportunities for basic human error – or more malicious activity intended to commit fraud. Then there’s the simple operational efficiency impact to consider. The more time accounts staff need to devote to managing the purchase to pay process manually, the less time they have to dedicate to more strategic financial management. In an increasingly competitive business landscape – and one in which talented staff will soon move elsewhere if their work appears mundane – such a strategy cannot be for the long-term. So, what are the options for businesses looking to apply digital transformation to P2P? They include: A report by has suggested that around one in three organisations currently use an e-procurement solution, suggesting that while the shift to digital transformation of the P2P processes is well underway, there is still plenty of space for organisations to get ahead of the curve. Digital transformation is the route to improved business efficiency, reduced costs and enhanced creativity and innovation across a wide range of processes and departments, and P2P is no different
di|
li|Electronic invoicing Digitising both inbound and outbound invoices means that paper invoicing processes become a thing of the past at a single stroke. Rather than generating Word or pdf documents, an electronic invoicing platform uses a format like Electronic Data Interchange (EDI) or XML, and issues and receives invoices via a web-based system. Electronic ordering. Purchase messages and other documents can also be processed electronically, delivering a more integrated approach to the entire purchase to pay process. Again, the key is to use a system which is based on web-based formats rather than Word or pdf documents. Automated expenses management Reconciling and paying out employee expenses can be a time-consuming and wasteful process – not just for the accounts department but also for those individual employees. Expenses management tools typically include a scanner for automatically recording and archiving receipts, and a centralised system with inbuilt approval processes and parameters. Purchase systems. Modular purchasing systems enable the automation of purchasing processes in line with an overarching corporate policy. This enables tight control over who can buy what, whilst allowing standard purchases to go through automatically.
st|Menu Avoid Settings for cookies
h2|human error and fraud Apply digital transformation to P2P processes The route to improved business efficiency Join the Palette Partner Program Subscribe to our Newsletter
h3|Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
h5|Share this entry
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu / in / Share on Facebook Share on Twitter Share on LinkedIn Share by Mail Subscribe Terms & Conditions Privacy Policy Cookies How much is handling supplier invoices costing your business? Untapped opportunities for digital evolution Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
pa|If you are not happy with the results below please do another search
di|Palette Software Inc.(HQ) Palette Software AB (HQ) Find your local Palette office This field is for validation purposes and should be left unchanged. This field is for validation purposes and should be left unchanged. CAPTCHA This field is for validation purposes and should be left unchanged.
st|Menu Settings for cookies
h2|Subscribe to our Newsletter Join the Palette Partner Program
h3|Fill out the information below to receive an integration sheet for Dynamics 365 Business Central Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations
h4|New Search
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
pa|Reduce costs The cost of processing invoices comes from manual labor, inputting invoice data and information, storing physical invoices and routing the invoices for approval. Automating the process saves both time and effort and reduces the risk of costly human errors. Remove human error There’s no reason to rely on email and spreadsheets to handle and manage supplier invoices anymore. While this method works it relies on manual data entry which takes both time and effort. Where a human can make errors in the invoice processing workflow, ap automation. repeats the same process according to configurable business rules. With Palette’s invoice processing software, the process of handling invoices is automated. Avoid manually organizing incoming invoices or manually entering dates. Incoming invoices are stored as an attachment or scanned image in a central cloud-based database where they are searchable and can be matched with the right purchase order. Eliminate late fees No matter the size of your organization, invoices will be misplaced or forgotten. Many vendors will charge a late fee for missed payment, affecting both credit ratings and your organization’s cash flow. With automated invoice processing software the risk of missing an invoice due to human error is reduced, ensuring invoices are paid on time. This helps you maintain a good relationship with your suppliers. Integrates with your ERP Palette integrates with over 50 ERPs, and connects seamlessly with popular ERPs such as NetSuite, Workday, Dynamics, SAP, and more. Let us know what problem are you looking to solve
di|Landstar benefits from automated invoice processing with Palette Landstar System, Inc. is a transportation services company specializing in logistics and more specifically third-party logistics. 4Service chooses to grow with Palette 4Service was founded in 2010 and is one of the Nordic region’s leading providers of facility management services in building, cleaning, property management, personnel restaurants and offshore. Clas Ohlson Automates AP with Palette One of Sweden’s best-known retailers, Clas Ohlson, operates around 200 physical stores in Sweden, Finland, Norway, Germany, and England
st|Menu Settings for cookies
h2|Join the Palette Partner Program Subscribe to our Newsletter
h3|Invoice Processing What is invoice processing? Benefits of automated invoice processing Why choose Palette’s invoice processing solution? More control, faster workflows and reduced cost You also might be interested in Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Automated invoice processing software in the cloud that cuts invoice processing time in half with flexible automated approval workflows. Get Started Invoice processing refers to the complete process of handling supplier invoices. It begins when you receive an invoice and ends when the invoice has been recorded in your ERP. The invoice processing consists of five steps: Capture invoice data, general ledger code and match supporting documents (purchase order and/or delivery receipt) Send the invoices to approvers to approve Authorize and submit the invoices for payment Process the payment for the invoices Archive the invoices and record payment information in your ledger This whole process is traditionally performed manually by an accounts payable department, but with new technology the steps are automated. Using invoice automation software will save you both time and effort. Automated invoice processing streamlines every step of your supplier invoice process, gives you more control over internal processing functions with better visibility and traceability, and improves the speed at which vendor invoices are processed. Slash invoice processing costs in half Easy to process invoice for payment Automated workflow handles PO and Non-PO invoices No-match or non-PO invoices are sent to the appropriate approver Drag and drop workflows for ad-hoc rerouting – no coding required 1-click approval in email with all documents provided Optional intelligent 3 way matching of Invoices, POs and goods receipts Any reference data can be used to auto route an invoice to a specific approval workflow or role. No other system can give you the opportunity to maximize straight through processing metrics. The process and approval of invoices is fast and efficient wherever you are – using your laptop, smart phone, tablet or email system. Approval workflow is fully automated and easy to deploy by business users. The supplier invoice format can be scanned, electronic, or email. Optional Intelligent 3 Way PO Match has a cascading matching engine that matches against purchase orders at the header or line level. Full integration with Your ERP using Palette’s Rapid Deployment Connector 96% feel that Palette fulfills expectations. Trusted by Banks in the US and Europe with full security and compliance accreditations. Explore more Try Palette Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
em|“We needed a system that could match our growth. With Palette, this is exactly what we have received.”
pa|Match recurring invoices automatically to contracts and receive reminders when contracts are to be terminated or renewed. Let us know what problem are you looking to solve
di|Landstar benefits from automated invoice processing with Palette Landstar System, Inc. is a transportation services company specializing in logistics and more specifically third-party logistics. 4Service chooses to grow with Palette 4Service was founded in 2010 and is one of the Nordic region’s leading providers of facility management services in building, cleaning, property management, personnel restaurants and offshore. Clas Ohlson Automates AP with Palette One of Sweden’s best-known retailers, Clas Ohlson, operates around 200 physical stores in Sweden, Finland, Norway, Germany, and England
st|Menu Rene Faurskov • Finance Manager at Recurring invoices Reminder & Activation Self-Billing Transparency Settings for cookies
h2|Join the Palette Partner Program Subscribe to our Newsletter
h3|Recurring Invoices Contracts What is a recurring invoice? What is automated contract management? Benefits of recurring invoice and contract management Key Features of Palette’s contract and invoice management solution How does Palette’s contract and invoice management work? You also might be interested in Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu & Get Started A recurring invoice is a type of invoicing where a vendor automatically charges a customer for their goods or services at regular intervals. Recurring invoices are most commonly associated with cell phone bills, utilities, cleaning services and maintenance charges, but are utilized for any situation where a company needs to order something at regular intervals. A recurring invoice provides convenience where the supplier does not have to wait for the customer to pay, or repeatedly request payment information. Similarly, the customer won’t have to repeat the same process of ordering or sending manual payments every month, or however often they need the goods or services. Automated contract management refers to different tools, software and technologies that streamlines the contract management process. This includes digitized and automated features for: Contract initiation Drafting & negotiating Review & approval Digital signing Lifecycle management with assignments Notifications Contract renewal & archiving On average, companies have 15–25% recurring invoices that benefit from automated agreement and contract matching . Avoid spending time on approving the same invoice month after month. Our recurring invoices software matches, checks, and manages all periodic invoices related to a specific contract. Generate invoices reflecting contract terms with the self-billing function. Palette works as an electronic agreement database that is constantly accessible and searchable. With its flexible authorization structure, through our recurring invoice software , you decide who can see what and how you manage reminders ahead of important dates in the agreements. Contracts are the lifeblood of your business. Using manual, paper-based methods for their contract management , there’s a great risk that the contract processing will be confusing, inefficient and riddled with errors. It slows down the pace of doing business, increases risk, and can cause frustration among customers and your employees. Contract automation software has changed many things regarding contract management , considerably improving business processes, reducing risk and increasing revenue. Palette’s contract automation software gives you a unified and reliable process for contract management that makes agreements and related business documents available for purchasers. Recurring invoices can be matched to contracts or tracking numbers Reminders are sent when a contract is about to expire or has to be renewed Complete archive of all types of contracts A supplier invoice is automatically created by Palette, reflecting the contract terms Make agreements visible to the whole organization Agreements are stored in Palette’s electronic agreement database, which has a flexible authorization structure, increasing both visibility and transparency of your contract and invoice management : Existing suppliers and users are listed in addition to approval regulations, workflows, roles, coding suggestions, and other structures. Agreements are supplemented with information about such things as agreement type, important dates, and validity periods. Make supplier agreements and contracts searchable and visible to authorized individuals, such as employees in the purchasing department. Palette makes it easier to control orders for favorable contract-based purchases. Recurring Invoices is a module in our AP Automation and Purchase to Pay software suites. Palette is trusted by banks and financial institutions in the US and Europe. Accreditations in the US include SOC1, SOC2, HIPAA, ISO 27001, GDPR, and PEPPOL. Explore more Try Palette Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
bo|Archive
em|“The contract solution helps us to have control over periodic invoices through automatic matching to agreements. Palette’s solutions make it easier to manage these invoices from one and the same source, which has streamlined our workflow.”
pa|Retailers need to be quick, agile businesses. They need to respond to new product trends at breakneck speed, ensuring that they can meet consumer demands at all times, while delivering an excellent service and a range of ‘value ads’ such as free returns. And, with so much competition in the market, retailers must keep processes lean in order to deliver to their customers and stay ahead of their competitors. As such retailers place a heavy emphasis on improving front-end processes that impact the customer experience. However, while these improvements are critical to their success, retailers should also pay attention to back-end processes, which can often be neglected. Retailers face unique challenges in Accounts Payable (AP) and processes can often be outdated. Manual data entry, matching and processing is time consuming and error prone. In this blog we will take a look at some of the issues that retailers face, and how these issues can be minimised with . Retailers and distributors face a number of specific challenges in managing direct spend. When stock inventories are as large as a fully stocked supermarket, for example, product lists are vast and varied. Products break down to minute detail as variations in flavour, colour and size must be recorded. This means that matching invoices to items manually is painstakingly complex and extremely time consuming. Spending on non-merchandise goods and services is another area that can be tricky for retailers to manage. These include vital areas such as utilities, legal fees and advertising costs, but this area is often managed using spreadsheets or ERP systems. In reality, both options require a great deal of manual checking and data entry, leading to a lack of visibility, errors, overspend and poor supplier relations. Retailers commonly deal with large numbers of suppliers. When AP is managed manually it is difficult to get clear visibility when managing invoices. This can lead to invoices being missed. Suppliers themselves can also lack visibility over whether an invoice has been received or handled, often sending duplicates to ensure quick payment. When processed manually, it can be difficult for AP staff to check whether the paperwork they are handling is a duplicate. This means that well-meaning AP staff can make duplicate payments. When this happens, further time must be spent rectifying the issue. Retailers with customers and suppliers abroad face further challenges. Suppliers are increasingly split across numerous international locations as consumers demand low prices and high quality goods. Managing rapid fluctuations in exchange rates can be particularly time consuming, and can lead to over or underpayment. Dealing with multiple languages and invoicing requirements present further issues when relying on manual AP processes, and can result in issues ranging from processing errors to non-compliance. Despite these challenges, automating AP processes can offer dramatic improvements, allowing the finance department to focus on strategic tasks. AP automation technology can provide greater control along with significantly reduced processing time and costs. Invoices can be , meaning that these only need to be checked if an error or deviation is identified. This means minimising errors and making payments quickly and efficiently, despite the challenges retail brings. Palette’s AP automation solutions can alleviate each of these challenges, enabling retailers to spend time on what matters most – the customer
di|
st|Menu Settings for cookies
h2|Managing direct spend Managing indirect spend Dealing with hundreds (if not thousands) of different suppliers Challenges for retailers with customers and suppliers internationally How AP automation can help: Join the Palette Partner Program Subscribe to our Newsletter
h3|Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
h5|Share this entry
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu / in / Share on Facebook Share on Twitter Share on LinkedIn Share by Mail Subscribe Terms & Conditions Privacy Policy Cookies SAP Business One Procure to Pay Automation – How It Works How much is handling supplier invoices costing your business? Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
pa|CASE Coor Service Management is a leading facility management provider in the Nordics, who struggled with complicated processes within their accounting department for years. They decided, after reaching the breaking point to replace their former system with Palette’s . Prior to switching to Palette, they used a legacy solution. Coor was forced to continuously adapt their accounts payable system to handle all the invoices. This meant that the system turned unstable and could not keep the pace needed, causing compliance issues. About Coor Service Management Founded in 1998, Coor is today one of the Nordic region’s leading facility management providers. The company offers service services in, for example, property management, energy optimization and security systems. Coor has a turnover of approximately SEK 7,500 M (rolling 12-month turnover). Download the full customer case where Eva Petré Rege at Coor Service Management share her experiences. Read more about Coor on their . : Coor : Facility Management : Sweden, Norway, and Denmark : Agresso : 400 000 : About 7,000 : Invoices processing, Approval workflow, Contract archive and PO matching. Read the full customer case and learn how Coor Service Management improved their AP processes with Palette. Let us know what problem are you looking to solve
di|Landstar benefits from automated invoice processing with Palette Landstar System, Inc. is a transportation services company specializing in logistics and more specifically third-party logistics. 4Service chooses to grow with Palette 4Service was founded in 2010 and is one of the Nordic region’s leading providers of facility management services in building, cleaning, property management, personnel restaurants and offshore. Clas Ohlson Automates AP with Palette One of Sweden’s best-known retailers, Clas Ohlson, operates around 200 physical stores in Sweden, Finland, Norway, Germany, and England
st|Menu About Coor Service Management Switch to a new, modern AP system Eva Petré Rege, AP & AR Manager at Coor Service Management Eva Petré Rege, AP & AR Manager at Coor Service Management Settings for cookies
h2|Join the Palette Partner Program Subscribe to our Newsletter
h3|How Coor moved towards an end to end purchase-to-pay solution Client Information Download the full case study for free Read another customer case… Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Download Full case Watch Video Customer Branch Area Business system Invoices/year Employees Process automated Download for Free View all case studies Try Palette Subscribe Terms & Conditions Privacy Policy Cookies Sportmaster automates its purchase to pay process with Palette PEAB Processes 15,000 More Invoices Per Year Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
em|“We searched for a flexible purchase-to-pay solution that could help us control purchasing, and secure supplier loyalty, that would also live up to our internal authorization framework” “Once up and running the Palette solution stores all our information, including templates, and processes, such as authorization approvals. This means that we do not need to reinvent the wheel over and over again, freeing up time for other tasks.”
pa|Error-free operations Manual data and information entry are prone to error due to the fact that humans simply tend to make mistakes. This could lead to wrongfully inputted or missing customer and product data for invoices that could result in a plethora of problems leading to customer dissatisfaction and dropouts. All these and many more are very likely to happen unless a business decides to perform a software integration with Palette’s AP automation solutions. Real-time data Manual data entry and communication takes time being sent back and forth between you and suppliers. Time better spent on other things. Palette allows for real-time data communication between all relevant parties leading to less drop-offs and a loss of revenue. Automated workflows Palette allows for AP automation and seamless ERP integration which streamlines and automizes the handling of invoices and contracts on several levels: Let us know what problem are you looking to solve
di|This field is for validation purposes and should be left unchanged. Landstar benefits from automated invoice processing with Palette Landstar System, Inc. is a transportation services company specializing in logistics and more specifically third-party logistics. 4Service chooses to grow with Palette 4Service was founded in 2010 and is one of the Nordic region’s leading providers of facility management services in building, cleaning, property management, personnel restaurants and offshore. Clas Ohlson Automates AP with Palette One of Sweden’s best-known retailers, Clas Ohlson, operates around 200 physical stores in Sweden, Finland, Norway, Germany, and England
li|Capture > Capture invoice data from both paper or emailed invoices. 95% accuracy for paper, 100% accuracy for electronic files. Approve > Invoice processing with mobile approval workflow Match > PO matching engine automatically matches complex POs to Invoices and Goods Receipts Archive & Audit > Complete audit trail and storage system
st|Menu Settings for cookies
h2|Join the Palette Partner Program Subscribe to our Newsletter
h3|ERP Integration with over 50 popular ERPs What is ERP integration? ERP Integrations Why should you do an ERP integration with Palette? Why choose Palette’s ERP integration software? Flexible product integrations Seamless Integration Fill out the information below to receive an integration sheet for your ERP(s). You also might be interested in Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Quickly connect your existing ERP to Palette solutions. Palette allows for ERP integration with over 50 of the world’s leading ERPs. Get Started ERP integration refers to the process of connecting and synchronizing your ERP system with other business applications such as eCommerce, CRM, EDI and AP automation. In essence, connecting all key points a business leverages to input, manage, track and output data that’s meaningful and important for the business. These systems can be seen as an extension of the ERPs core functionality. For example: an AP automation system to track, search and manage contracts and invoices with a high level of automation. An ERP in itself is an integrated set of different data points of an organization. To increase the overall accuracy as well as efficiency of the ERP system, it needs to integrate with various business systems to extend its core functionality. So, what are you missing out on by not performing an ERP integration for accounts payable with Palette? The data integration process can often seem overwhelming. Our industry standard Palette Integration Engine alleviates this burden with powerful integration capabilities built into a straightforward, easy-to-use graphical user interface. Palette has over 3,500 installed clients globally, all connected to one or more ERP, purchasing, or accounting system The Palette Integration Engine interface offers several options to facilitate communications and data sharing between Palette and your business system. Palette is a configurable, modules-based solution available on-premise or in the cloud. Give your company a robust P2P strategy and the ability to connect multi-company, distributed, or group finance applications in any enterprise, web-based or via cloud architecture. Palette has country specific integrations, our own ERP connectors or via a partner so please contact us for more information. Request a Solution Integration Sheet for Your ERP by completing the form below! * * * * * Explore more Try Palette Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
pa|Accounts payable is the hub of all transactions. Handling all supplier invoices can be very labour-intensive and requires attention to detail. Without a world class ap automation system your department is drowning in work – and paper! Not to mention the struggle to get an approval and needed information for every invoice. Over 3,500 clients worldwide With over 250,000 Palette users – we understand your department’s struggle. By automating accounts payable with Palette you get full control of your supplier invoices, from their arrival through to being booked and paid for. All incoming invoices are collected in one place. Receive e-invoices or digitize paper invoices with advanced OCR technology. Pre-set matching and workflow rules decide how the invoice is processed in your organization, saving a tremendous amount of time for your department, and limiting touch points. With Palette you get a user-friendly system that is accessible from anywhere at any time, allowing the whole organisation to accelerate invoice processing and approve spends on the go by mobile or e-mail. All invoices are easy to find in Palette, irrespective of their status. It’s just a click away to learn if a specific invoice is waiting for approval. With Palette’s reporting tool it’s easy to get an overview of all invoices in the process. Detect potential bottle necks in time and avoid payment delays. Our web based interface is easy to access from any device. Approve invoices directly on your smartphone or tablet. The system automatically sends out reminders to approvers with invoices pending, well in advance to monthly closure. Palette’s capture solution ensures you eliminate paper completely. Whether invoices are received as paper or email formats, the data is captured quickly and efficiently. No manual data entry is required. Palette automatically sends invoices to the proper approver, according to pre-set rules. If needed, you can add approvers to an existing workflow and ad-hoc routing is possible. Match vendor invoices to internal or external purchase orders and goods receipts. Our Cascading Matching engine automatically matches hundreds of lines – saving you time and money. A step-by-step history of invoice transactions is recorded, including communications between internal staff and suppliers. Palette creates a complete searchable invoice archive for reference and auditing purposes. AP Supervisor, Headquartered in Jacksonville, Florida, Landstar System Inc is a worldwide provider of integrated transportation management solutions. With 1200 employees and a broad customer base, the organization wanted to streamline financial management and improve its operational efficiencies. Let us know what problem are you looking to solve. By implementing a modern solution for invoice processing, you will help your AP team to eliminate repetitive and time consuming tasks. Free up resources and get more time for meaningful and value adding tasks! By automating the accounts payable with Palette, you get full control of your supplier invoices, from their arrival through to being booked and paid for. It’s a great advantage to collect all incoming invoices one place. In Palette’s solution all invoices are easy to find (yes, we know it can be a struggle in your ERP…), also after payment and archiving. The digital archive of invoices will simplify the audit process as all transactions, invoices and receipts can be traced in the one single place. Would you like even more automation? Absolutely, no problem. With Palette, your organisation can always level up automation with requisitions, contract management, budgets to a full purchase to pay solution. It’s possible to reach a “zero touch process” also in accounts payable!
di|
st|Menu 250,000+ Users Settings for cookies
h1|AP Automation for the AP Manager
h2|Speed up approval workflows User friendly interface Invoice Data Capture Efficient AP Workflow Automated PO Matching Archive Audit Empower your accounts payable organisation Join the Palette Partner Program Subscribe to our Newsletter
h3|Seamless Integration with your ERP Landstar benefits from automated invoice processing with Palette Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Get Started Learn more SEE OUR CUSTOMER STORIES View All Integrations Native tools to ensure that the business rules of your system, data control, and validation are applied to all data communication. AP Automation for Dynamics 365 Finance and Operations and Dynamics 365 Business Central. AP Automation that integrates with SAP Business One and SAP R/3. With Palette’s standardized Integration to Workday enable a “plug and play” integration experience with minimal configuration. Learn more Learn more Learn more & Learn more Before we deployed Palette, our invoicing system was labor-intensive and time consuming for staff. Automated processing has significantly increased our overall efficiency, shortened payment cycles and helped to improve the manageability of transactions. View Full Story Try Palette Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
bo|Easy Invoice Search Detect potential bottle necks Invoice approval online Automatic reminders Integration with NetSuite Integration with Dynamics 365 Integration with SAP Integration with Workday Emily Grantham
pa|Intelligent invoice scanning with intuitive data capture has 95% accuracy rates for paper, and 100% accuracy for digital formats. Automatic capture of data fields and invoice data. Let us know what problem are you looking to solve
di|Landstar benefits from automated invoice processing with Palette Landstar System, Inc. is a transportation services company specializing in logistics and more specifically third-party logistics. 4Service chooses to grow with Palette 4Service was founded in 2010 and is one of the Nordic region’s leading providers of facility management services in building, cleaning, property management, personnel restaurants and offshore. Clas Ohlson Automates AP with Palette One of Sweden’s best-known retailers, Clas Ohlson, operates around 200 physical stores in Sweden, Finland, Norway, Germany, and England
st|Menu Settings for cookies
h2|Join the Palette Partner Program Subscribe to our Newsletter
h3|Invoice scanning What is invoice scanning? How does invoice scanning and data capture work? Why you need automated invoice scanning software Benefits of Palette’s invoice scanning services You also might be interested in Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Get Started Invoice scanning originally referred to the process of scanning paper invoices with legacy OCR systems. Automated invoice scanning and data entry is a core function of invoice scanning services and is required in order to work with AP automation. It eliminates the need for manual data entry, speeds up the delivery of invoice data to the ERP and boosts productivity. The term “invoice scanning” is used interchangeably with invoice capture, a term used to describe the data capture from both physical and digital invoices. Only a fraction of the invoices today arrive in a paper format as most of them arrive in PDF or another digital format. The original definition of “ invoice scanning” is a bit out of date. Some invoice capture solutions still bear the name “Invoice Scanning Software”, even though they come with invoice scanning and data capture all rolled into one. Invoice scanning relies on the underlying technology of OCR – Optical Character Recognition. Basic OCR can extract different characters, such as letters, numbers and symbols from both paper and digital formats. The process looks as follows: Capture and extract invoice data from a paper scan, EDI, email, fax or file share Validate against databases and according to your business rules Delivery of data to the ERP system Most incoming invoices are received in digital formats by email. While this streamlines an organization’s business process and makes physical storage irrelevant, one challenge remains: How to leverage the data in the invoices? How to access the key invoice data and move it to where it belongs? The answer to these questions is: invoice scanning services and software. Each invoice contains key data fields. The data needs to be transferred to the ERP or accounting system. Invoice capture software, also known as invoice scanning software and invoice recognition software, automates data entry. For electronic formats, Palette’s solution identifies all key data fields in the invoices, extracts the data and forwards it to your Palette dashboard. For paper formats, intelligent OCR extracts the data from the scanned invoice and sends the data to the intuitive dashboard as well. Invoice scanning and data capture technology significantly reduces the amount of manual effort, saves you time, and allows your AP staff to focus on higher value tasks such as handling exceptions, customer or vendor management. Get an instant boost in productivity and transparency, eliminate late or duplicate payments. You can expect the following benefits from using Palette’s invoice scanning services : Shorter invoice cycle times Increased accuracy of invoice data Reduced AP processing cost Eliminate late and duplicate payments Reduce your physical document storage costs Explore more Try Palette Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
em|“We just didn’t have time to manage all the incoming invoices. But since changing to Palette, we can manage three times the volume of invoices than our previous AP system allowed.”
pa|Sustainability, efficiency and visibility – just to name a few of the positive impacts an ERP system has on an organization’s accounts payable processes. While an ERP system like SAP B1 stands strong on its own, there is so much more potential to capitalize on through integrating SAP Business One with AP automation software. An ERP system in conjunction with Palette’s AP automation solution provides a plethora of benefits and advantages on different levels, extending the functionality of the ERPs core functionality. It streamlines an organization’s accounts payable processes and creates an automatic, flexible and intelligent SAP Business One workflow. SHOW Accounts payable invoice automation for SAP speeds up the capture, processing and approval of invoices significantly: SAP Business One accounts payable automation processes on-average around 80% of all invoices straight-through capture to payment: With Palette’s AP automation software, an organization can design their SAP AP workflows according to their needs and preferences. You determine the route and the designated approvers the invoices need to go past. Palette’s AP automation software makes it easy to serve and cooperate with supplier to maintain a long-lasting, meaningful relationship: SAP accounts payable automation provides an organization with several advantages when it comes to access, monitoring and control: Integrating Palette’s AP automation software gives accountants and business leaders a keen insight into their SAP Business One accounts payable processes and the ability to: HIDE Let us know what problem are you looking to solve
di|Landstar benefits from automated invoice processing with Palette Landstar System, Inc. is a transportation services company specializing in logistics and more specifically third-party logistics. 4Service chooses to grow with Palette 4Service was founded in 2010 and is one of the Nordic region’s leading providers of facility management services in building, cleaning, property management, personnel restaurants and offshore. Clas Ohlson Automates AP with Palette One of Sweden’s best-known retailers, Clas Ohlson, operates around 200 physical stores in Sweden, Finland, Norway, Germany, and England
li|Character recognition software automatically scans headers and line-item data 2 & 3-way matching is performed through a touchless process Payables are routed through predetermined business processes Eliminates human errors Does not require the same level of oversight Eliminates the risk of overpayment och duplicate payments Automatic flagging of exceptions to be reviewed by designated approver Streamlines reporting, budgeting and auditing, making them more efficient and accurate Supplier risk is reduced at all stages, from initial on-boarding to regular invoice payment With a reduced risk of human error, the approval and payment process will always be performed on time helping you keep a good standing with suppliers Approved suppliers can submit documentation and updates in a wide range of different document formats The system will alert you to time-sensitive circumstances (e.g. upcoming contract renewals) No more paper invoices that face the risk of disappearing Full access to the payment cycle from anywhere, at any given time Easy sharing of data in real-time between departments and individuals within the organization Automatic import and export of pertinent information Simultaneous access to the system where you can decide who has access to what Invoices not automatically approved for payments are flagged and automatically rerouted to designated approvers Easy-to-follow electronic trail to identify exceptions and fraud See the big picture at a glance Leverage exhaustive, real-time dashboard reporting of KPIs Find, retrieve and present relevant data quickly Focus on specific problem areas and identify solutions for improvement Identify noncompliance with business rules and/or spending policies Monitor performance and productivity of any AP individual, team or department
st|Menu Tomas | CEO Cara | AP Manager Lisa | CIO Lawrence | CFO Settings for cookies
h2|Features – SAP B1 Accounts payable automation Join the Palette Partner Program Subscribe to our Newsletter
h3|SAP BUSINESS ONE AP Automation for SAP Business One AP Workflow 2 3-way PO matching Recurring Invoices (or Contracts) Archive Audit Benefits of integrating Palette’s AP automation software with SAP B1 Save time Higher accuracy & Streamlined processes Customized solutions Better business relationships Improved access, monitoring and control Improved insight & transparency Capitalize on early payment discounts You also might be interested in Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Have visibility that ensures accountability. Reduce cycle times. Grow without adding to headcount. Get Started Engineered from the ground up with AP in mind, Palette’s Accounts Payable Automation for SAP Business One ( SAP B1 ) boosts your investment in SAP by giving your staff flexible approval workflows, automated invoice processing, automated PO matching and much more. Using an automated workflow and a central dashboard, Palette automates the processing of PO- and Non-PO invoices within SAP Business One . If an invoice matches all of the criteria of an associated PO the system can transfer that invoice directly to SAP Business One for posting and payment. Have visibility into Accounts Payable balances and payment/approval status “Drag & Drop” approval workflows, ad hoc routing Approvals are made directly in email or a mobile device & Palettes unique cascading matching system can handle matching against purchase orders at the header or line level. In a “no match” situation, or if a non-PO invoice arrives, workflow takes over. This ensures the appropriate approver or exception handler promptly gets notification and access to the information needed to clear the exception, creating an effective approval workflow . Exceptions are flagged for reconciliation. Invoices, purchase orders, and goods receipts are matched by the software Match items at both the header or line level, whether it is 50 lines or 500 lines Complete audit trail of approvals and communications become part of the transaction record Repeated invoices are matched to account numbers or contracts, posted to the proper charge codes and approved for payment through SAP invoice processing automation . Reminders are sent when a contract is about to expire. If required, expenses are split between different departments. Repeat invoices are matched to account numbers or contracts Self-billing for contracts that do not have vendor invoices Manages spending and renewal process & A step-by-step documented history of invoice transactions is recorded, including communications between internal staff and suppliers. Palette’s Accounts Payable software for SAP Business One creates a complete, searchable archive for reference and auditing purposes. Faster audit process Provides basis of objectivity for investigations Raises compliance standards for the entire organization In some cases, suppliers will offer a discount for buyers who pay their invoice early. These potential discounts are often missed in a manual AP process due to its slow nature. Utilizing Palette’s AP automation solutions speeds up the invoice lifecycle, allowing you to capitalize on most early payment discounts. Explore more Try Palette Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
em|“Email approvals mean I don’t have to learn yet another dashboard.” “No more finger pointing! We can see where the bottleneck is and address it.” “The intuitive interface means fewer calls for assistance from people using Palette” “How do you enforce what’s in a binder? Palette ensures policies are followed on each and every transaction.”
pa|If you are not happy with the results below please do another search
di|Palette Software Inc.(HQ) Palette Software AB (HQ) Find your local Palette office This field is for validation purposes and should be left unchanged. This field is for validation purposes and should be left unchanged. CAPTCHA This field is for validation purposes and should be left unchanged.
st|Menu Settings for cookies
h2|Subscribe to our Newsletter Join the Palette Partner Program
h3|Fill out the information below to receive an integration sheet for Dynamics 365 Business Central Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations
h4|New Search
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
pa|Most organizations say manual data entry and the high volumes of email and paper invoices they receive are a big challenge. Compounding the issue: Digital Capture in the Cloud – Emailed Invoices A supplier creates an invoice in their ERP and generates it as a digital PDF, XML, CSV, Word, Excel, EDI or other electronic format, and then emails it. The invoice is sent to the buyer via a designated email address where automated and AI-driven invoice scanning and data capture software instantly reads the data form the invoice and extracts it into a database. The invoice capture is fast and 100% accurate, because the electronic file format of the invoice has a data layer that reflects exactly what was input. This digital capture method has a high on-boarding rate by suppliers because the supplier just has to send the invoice to the specified email address and avoids incurring any costs to do so. They may reduce their costs if they switch over from paper and mail. OCR with Intellitags – Paper Invoices Whereas legacy OCR invoice scanning technology is resource intensive (data has to be manually field mapped, as an example) Intelligent OCR invoice scanning software technology teaches itself to identify supplier invoices based on their layout and then automatically stores that information for future reference. The invoice OCR software also intuitively maps the data fields in each invoice and stores them in a database. Traditional XML or EDI A supplier sends an XML or EDI file to the buyer. This is good for buyers who are set up to receive it, but the supplier has to justify the cost of changing their billing application and infrastructure to send XML and EDI documents. EDI and XML have high data accuracy but a low on-boarding rate. Invoice Portal Invoice data is manually entered into a supplier portal by the supplier. This replicates the manual keying of data into your ERP, but the manual keying is left to the supplier. Good for small suppliers and has a very low on-boarding rate. Manually Keying invoice data into the ERP, printing out PDFs or other emailed invoices, storing large amounts of paper files, and staying committed to paper processes. Only sustainable for very small operations where automated invoice scanning is still often preferred. Let us know what problem are you looking to solve
di|Landstar benefits from automated invoice processing with Palette Landstar System, Inc. is a transportation services company specializing in logistics and more specifically third-party logistics. 4Service chooses to grow with Palette 4Service was founded in 2010 and is one of the Nordic region’s leading providers of facility management services in building, cleaning, property management, personnel restaurants and offshore. Clas Ohlson Automates AP with Palette One of Sweden’s best-known retailers, Clas Ohlson, operates around 200 physical stores in Sweden, Finland, Norway, Germany, and England
li|The invoice is scanned by Advanced OCR invoice software that recognizes the layout of the supplier and then extracts essential data fields. This process takes a few minutes and is 95% accurate. No on-boarding required as suppliers are continuing to send invoices in the mail. In other words, if the invoice is an “image” of the invoice (instead of an electronic file with a data layer as mentioned above). Intelligent invoice OCR software scans this information with the same results as paper invoices.
st|Menu Settings for cookies
h2|Join the Palette Partner Program Subscribe to our Newsletter
h3|OCR invoice scanning 2020 Guide to OCR, Invoice Scanning Data Capture 5 ways to Capture data from an invoice in 2020 (from the guide) An Optimal Solution You also might be interested in Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Most organizations say manual data entry and the high volumes of email and paper invoices they receive are a big challenge. Get Started Download our Guide & In many cases organizations are using dated legacy OCR invoice scanning technology which has limited functionality and depth Emailed invoices from suppliers are printed out and manually keyed into the ERP For growing companies, larger invoice volumes mean hiring more staff to handle the manual effort Although EDI or invoices submitted through a solution portal are offered as solutions to the issues above, 80 to 90% of supplier invoices received by companies are either paper or email. Approximately 75% of organizations enter their invoice data manually. There are some attractive options for handling all formats of invoices, however – from both an implementation and price perspective. Download Our 2020 Guide to OCR Palette’s Capture solution handles both email and paper invoice scanning with OCR with Intellitags and Digital Capture in the cloud. Our OCR invoice scanning solution processes files in any format: PDF, EDI, XML, Word, Excel, JPG, TIFF, XML, CSV and more. Accuracy rates for paper invoice capture are 95%, and for PDF/Electronic formats 100%. There is no added cost for suppliers. Palette Capture solutions seamlessly integrate with your ERP , and there is a Full Service option for larger invoice volumes. For more information see Palette Digital Capture . Explore more Try Palette Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
bo|If you supplier sends a paper invoice: If your supplier sends an electronic file of a scanned invoice:
em|“We just didn’t have time to manage all the incoming invoices. But since changing to Palette, we can manage three times the volume of invoices than our previous AP system allowed.”
pa|Having a company’s financial statements audited by independent external auditors is a best practice that ensures confidence. An audit trail or audit log is a history of every transaction and includes all of the documents involved in the purchasing and payment process, including messages between employees, invoices, purchase orders, and more. It is a record of all the steps involved in the transaction. You can think of an audit trail as an insurance. You pay it no heed or need it unless something goes wrong. It’s the same for an audit trail. You don’t need it until you really need it. But if you don’t have one, the consequences can be catastrophic. The benefits of having a software audit trail with audit automation in place include: Fraud Prevention Once employees realize that everything is being tracked by audit trail software, they will think twice about attempting something they shouldn’t. A good AP automation platform will record each and every transaction and auditing is usually the default setting. Reduction of Manual Errors How many times have people in accounting or finance spent hours searching for all the documents related to one transaction? A software audit trail can access all records instantly. The audit trail will also show corrections or other changes made to a transaction and provide visibility into who made them and when. Reduction of Stress Levels Tax audits can be painful and expose the business to tax penalty risk any time it happens. Audit fees are based on the time involved and paper processes will take up a considerable amount of it. Showing a lack of an audit trail, or having missing documents and transactions raises red flags for auditors, so it’s wise to ensure everything is available for review, and quickly. Ensuring Compliance Regulations and Investor Concerns Companies in every industry, whether they are regulated by the government or other regulatory body, need to show that they are compliant with policies and procedures. As well, lenders and investors need to be assured that the organization is transparent and accountable for all the transactions it undertakes. Comprehensive AP automation software is engineered to provide an audit trail complete with all of the documents and messages involved in each and every transaction. For more information about Palette AP Automation with Archive & Audit, . Let us know what problem are you looking to solve
di|
st|Menu Settings for cookies
h2|Join the Palette Partner Program Subscribe to our Newsletter
h3|Audit trail software Accounting benefits of audit trail software from AP automation What is an audit trail? Importance and Value of Audit Trail Accounting Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Get Started An audit is key in establishing trust between management and stakeholders. Well-managed audit trails are key indicators of good internal business control, but the trail can become fairly complex in various situations. Therefore, a lot of organizations use audit trail software to streamline their audit trail accounting process. Try Palette Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
pa|Centsoft celebrated its 10th anniversary a couple of years ago and has a lot more to celebrate since then. A year ago the company was acquired by Palette Software and it now operates in Europe, North America and Australia as part of the Palette Group. The expansion has come after a period of strategic development. The product is now established in five new markets outside of Sweden. Christoffer Hartung, CEO at Centsoft says: “We have made great progress in the last year with new partnerships, new market entries and a continuous strong growth in Sweden. Many companies in Sweden are still actively looking for Accounts Payable (AP) solutions and we have introduced more than 100 new customers in the first quarter of the year.” Christoffer and colleagues at Palette Software are touring around the world to show Centsoft to potential partners and customers, with substantial interest. Outside of the Nordics the AP solutions market is still maturing, and Centsoft offers a superior level of innovation and scalability to customers looking to digitize their invoice processing workflows. “It makes sense for us to establish a presence in countries where Palette Software is already present. No matter what country we visit, Palette resellers gain significant interest due to the value added by Centsoft and the possibility to attract new customers who are looking for a standardized solution. In partnership, we can now go to market with a very capable standard product and we have established sales channels in Norway, Denmark, the Netherlands, Great Britain and the US” says Christoffer. “The feedback we have received from our partners is fantastic. The only limit to Centsoft’s globalization that we anticipate is time and complexity of building custom integrations. To ensure that these factors do not limit us, building custom integrations and recruiting more developers to help customers get up and running quickly are our top priorities right now,” says Mats Ferm, CEO at Palette Software
di|
st|Menu Settings for cookies
h2|Substantial interest in Centsoft Invoice Join the Palette Partner Program Subscribe to our Newsletter
h3|Leading Swedish supplier of invoicing solutions is establishing business abroad Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
h5|Share this entry
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu / in / Share on Facebook Share on Twitter Share on LinkedIn Share by Mail Subscribe Terms & Conditions Privacy Policy Cookies 7 Reasons Accounting Managers Love Automated Invoice Processing The Dark Side – Purchase to Pay Fraud Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
pa|Using artificial intelligence and capture automation, data is intuitively extracted from both paper and emailed invoices. Palette’s invoice capture solution has a data capture accuracy rate of 95% for paper, and a 100% accuracy rate for electronic formats. Accuracy Rate For Paper Accuracy Rate For Electronic Formats Handles paper and all electronic formats: PDF, EDI, XML, CSV, HTML, TIFF, JPG, PNG, DOC, XLSX. etc. Data is intelligently extracted and flowed into the Palette central dashboard. 95% accuracy data capture for scanned paper invoices Easy-to-use and intuitive browser-based interface Higher Volume Service: For electronic formats, your supplier sends the invoice to a specified email address. Palette’s solution extracts invoice data and forwards it to your ERP. For paper formats, intelligent OCR invoice scanning extracts the data from the scanned invoice and sends the data to your ERP or workflow. Palette is trusted by banks and financial institutions in the US and Europe. Accreditations in the US include SOC1, SOC2, HIPAA, ISO 27001, GDPR, and PEPPOL. Let us know what problem are you looking to solve
di|Landstar benefits from automated invoice processing with Palette Landstar System, Inc. is a transportation services company specializing in logistics and more specifically third-party logistics. 4Service chooses to grow with Palette 4Service was founded in 2010 and is one of the Nordic region’s leading providers of facility management services in building, cleaning, property management, personnel restaurants and offshore. Clas Ohlson Automates AP with Palette One of Sweden’s best-known retailers, Clas Ohlson, operates around 200 physical stores in Sweden, Finland, Norway, Germany, and England
st|Menu 95% 100% 01 03 02 04 05 06 Electronic Format OCR invoice scanning Trustmark Improved structure for your supplier invoices Less risk of mistakes or missing data Save time and effort Settings for cookies
h1|Invoice capturing
h2|Join the Palette Partner Program Subscribe to our Newsletter
h3|Invoice Capture Properties of our invoice capture solution Why choose Palette’s invoice data capture solution? Seamless integration with your ERP Benefits of using our invoice capture solution You also might be interested in Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Using artificial intelligence and capture automation, data is intuitively extracted from both paper and emailed invoices. Get Started Using artificial intelligence and capture automation, data is intuitively extracted from both paper or emailed invoices eliminating time-consuming and costly manual data entry. Palette’s invoice capture solution is capable of automatically and intuitively detecting and learning unique supplier invoices based on their respective layouts. The invoice capture software instinctively learns invoice layouts and data fields and stores them in a database 100% accuracy data capture for electronic invoice formats— with no added cost for suppliers Manage large invoice volumes with Palette’s secure, compliant invoice-scanning service with advanced OCR and AI digital capture technologies. Our Invoice Scanning & Collection service for higher volumes allows for invoice capture in multiple formats, including physical mail, images, email, fax, PDF documents, EDI, and XML. It combines sophisticated high-speed invoice scanning with advanced form-identification technology to automate the processing of all document types: Leading-edge technology without the need to purchase costly equipment and software Documents are tracked in real time with full transparency from point of receipt to delivery Six Sigma® methodologies to ensure the highest level of quality back-up/redundancy for disaster recovery compliance with GLBA, Fair Credit Reporting, SEC, and HIPAA Palette’s Capture Solution seamlessly integrates with your ERP, which means that everything you do in Palette is automatically transferred: Maximize the automation of your invoice capture by allowing the system to match invoices with purchase orders or contracts. Direct resources towards exceptions and free up time for higher-value work. Manual data entry is prone to errors. By using automatic invoice capture you can guarantee the data input is always accurate to minimize mistakes which can lead to problems further down the line. Not only is manual data entry for invoices prone to errors, it also takes time. Our invoice capture solutions automate manual and repetitive tasks, allowing you to focus on developing your business. Explore more Try Palette Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
em|“We just didn’t have time to manage all the incoming invoices. But since changing to Palette, we can manage three times the volume of invoices than our previous AP system allowed.”
pa|Intelligent Functionality Palette automatically sends invoices to the proper approver, according to pre-set rules. Add approvers to an existing workflow with ad-hoc routing. Easy Exception Handling Optional PO Matching Palette’s matching engine matches invoices and purchase orders automatically. If the PO and invoice match, the invoice is sent to the ERP for recording. Exceptions are flagged and sent to approvers in the approval workflow for reconciliation. By having to spend time manually processing invoices such as PO matching, following up on invoices to confirm accuracy, and tracking down missing documents. Stemming from tight bottlenecks in the accounts payable workflow that can sour your relationship with suppliers, cause delays in your own product or service delivery, and late payment fees. Let us know what problem are you looking to solve
di|Landstar benefits from automated invoice processing with Palette Landstar System, Inc. is a transportation services company specializing in logistics and more specifically third-party logistics. 4Service chooses to grow with Palette 4Service was founded in 2010 and is one of the Nordic region’s leading providers of facility management services in building, cleaning, property management, personnel restaurants and offshore. Clas Ohlson Automates AP with Palette One of Sweden’s best-known retailers, Clas Ohlson, operates around 200 physical stores in Sweden, Finland, Norway, Germany, and England
li|Automatic notifications and reminders Drag and drop functionality for ad hoc re-routing Visibility into payment/approval status of invoices Email approvals with one click functionality in mobile Approvers get a complete package to review including invoice, PO, goods receipt and messages No expensive coding or user licenses necessary
st|Menu Eva Petré Rege • AP & AR Manager at Coor Service Management Wasted time Missing documents Late payments Lack of visibility Costly human errors Settings for cookies
h2|Join the Palette Partner Program Subscribe to our Newsletter
h3|Approval workflow What is an invoice approval workflow? Why choose Palette’s AP invoice approval workflow? What is invoice approval workflow automation? What role does approval workflow play in AP automation? You also might be interested in Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Palette has a flexible approval workflow with drag and drop functionality, 1-click approvals, and no coding costs! Get Started An invoice approval workflow refers to the process of approving invoices before the payment is processed. The approval workflow is a very important process that ensures that the invoice is legitimate and there are no discrepancies between the invoice and original purchase documents. A typical approval workflow includes the following steps: Receive invoice from vendor or supplier. Invoice is verified by the staff member who’s responsible for procuring the specific product or service stated on the invoice. The verification process usually involves matching it with the purchase order (PO), if there is a PO associated with the order. Irregularities and exceptions regarding pricing discrepancies or missing information such as PO number are flagged. The invoice is sent to the approver who can address and correct the information, and then sent back into the approval workflow after they’ve been rectified. The invoice is sent for approval to assigned roles. The approver(s) verify the information is accurate and approve the invoice for payment. Approved invoices are sent to the ERP for recording and payment. A permanent record of the transaction including an invoice log and time stamped by activity is recorded in the invoice archives, providing a complete audit trail. Reduce invoice approval workflow cycle times by half. With an automated approval workflow to relevant roles in your organization, Palette automates the processing of both PO and Non-PO invoices. Exceptions are flagged, and approvers get a complete package to review including invoice, PO, goods receipt and employee messages. Paper and other manual based processes slow down the invoice approval workflow and are and are prone to human error. Approval workflow automation is a digitized version of the approval workflow that integrates with existing accounting systems, streamlining the invoice approval workflow of both PO and non-PO invoices. It automatically directs invoices to the designated approver. Invoices are visible in a central dashboard. Invoices and line items can be flagged. If the invoice has a PO, it is automatically matched. Properties of Palette’s automated invoice approval workflow The approval process workflow plays an important role in AP automation. There’s a plethora of challenges in a manual invoice approval workflow that is solved by an automatic AP invoice payable workflow . These challenges include: When dealing with large numbers of invoices in different formats, making it difficult for AP employees to do their work efficiently. Due to invoices end up lying on a manager’s desk or in their email inbox for days or weeks. The process can become even slower if there are multiple approvers and it is not clear who’s responsible for the approval, or at which stage of the workflow the invoice is in. That results in a higher exposure to fraud due to far less visibility and control in a manual approval workflow than in an automatic and digitized one. Resulting in invoices being overpaid or underpaid and/or invoice inconsistencies due to manual data entry. Explore more Try Palette Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
bo|Slow approvals
em|“Invoice flows in Palette clearly display where invoices come from and where they are heading, which is very favorable in relation to closure”
pa|If you are not happy with the results below please do another search
di|Palette Software Inc.(HQ) Palette Software AB (HQ) Find your local Palette office This field is for validation purposes and should be left unchanged. This field is for validation purposes and should be left unchanged. CAPTCHA This field is for validation purposes and should be left unchanged.
st|Menu Settings for cookies
h2|Subscribe to our Newsletter Join the Palette Partner Program
h3|Fill out the information below to receive an integration sheet for Dynamics 365 Business Central Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations
h4|New Search
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
pa|If you are not happy with the results below please do another search
di|Palette Software Inc.(HQ) Palette Software AB (HQ) Find your local Palette office This field is for validation purposes and should be left unchanged. This field is for validation purposes and should be left unchanged. CAPTCHA This field is for validation purposes and should be left unchanged.
st|Menu Settings for cookies
h2|Subscribe to our Newsletter Join the Palette Partner Program
h3|Fill out the information below to receive an integration sheet for Dynamics 365 Business Central Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations
h4|New Search
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
pa|If you are not happy with the results below please do another search
di|Palette Software Inc.(HQ) Palette Software AB (HQ) Find your local Palette office This field is for validation purposes and should be left unchanged. This field is for validation purposes and should be left unchanged. CAPTCHA This field is for validation purposes and should be left unchanged.
st|Menu Settings for cookies
h2|Subscribe to our Newsletter Join the Palette Partner Program
h3|Fill out the information below to receive an integration sheet for Dynamics 365 Business Central Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations
h4|New Search
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
pa|Accounts Payable Automation is not just about automating your supplier invoices. By digitizing the AP process, you will get better control of upcoming costs, full visibility of cycle times and insight in vendor behavior. Over 3,500 clients worldwide As a Finance Manager, you need accurate data to give the best suggestions for financial planning and budgeting. Without a powerful solution AP Automation, you are constrained by multiple spreadsheets and email. Building and analyzing spend reports is a struggle and it’s impossible to foresee upcoming expenses. A digital process for AP gives you a complete overview of payables, improving the quality of your financial reporting. Our system is easy to configure according your business rules and legislation. This way, you can have confidence compliance is being met. Palette streamlines the processing of your supplier invoices and eliminates many time-consuming manual tasks. This way, you will free up time in the AP team and can grow without adding headcount. The entire organization can easily approve invoices while on the go. Using AI and capture automation, data is intuitively extracted from both paper and emailed invoices. The system sends out all incoming invoices to a pre-set approval workflow. Easy reporting enable a fast overview of the process. Detect bottle necks in time and avoid payment delays. Offer simple email approvals for your executives and remote access for any staff working out of office. Palette’s capture solution ensures you eliminate paper completely. Whether invoices are received as paper or email formats, the data is captured quickly and efficiently. No manual data entry is required. Palette automatically sends invoices to the proper approver, according to pre-set rules. If needed, you can add approvers to an existing workflow and ad-hoc routing is possible. Match vendor invoices to internal or external purchase orders and goods receipts. Our Cascading Matching engine automatically matches hundreds of lines – saving you time and money. A step-by-step history of invoice transactions is recorded, including communications between internal staff and suppliers. Palette creates a complete searchable invoice archive for reference and auditing purposes. Finance Manager at While updating their previous outdated ERP system, the time was right for SPORTMASTER to implement a new purchase-to-pay solution that would seamlessly integrate with its other business systems and streamline their invoice and purchasing processes. Let us know what problem are you looking to solve. By implementing a modern solution for invoice processing, repetitive and time-consuming manual tasks will be eliminated. Free up resources and get more time for higher value tasks in tour Finance department! Get full control of your supplier invoices, from their arrival through to being booked and paid for. All of your supplier invoices are visible and manageable in a central dashboard. Invoices are easy to find upon receipt in the dashboard, and after payment in a searchable archive. The digital archive simplifies the audit process as all transactions, invoices and receipts can be tracked and traced complete with timestamps. With our advanced matching engine, you can level up automation with fully automated matching to purchase orders, contract or goods receipt. It’s possible to reach a “zero touch process” in accounts payable! Palette’s solution is trusted by banks and financial institutions in the US and Europe. Accreditations in the US include SOC1, SOC2, HIPAA, ISO 27001, GDPR, and PEPPOL. Palette has been designed for easy integration to different ERPs and accounting systems. Today we offer connectors to 40+ different ERPs and new standard integrations are added continuously. Ease your reporting and give your company the best possible AP strategy by connecting your data seamlessly to your systems. Palette has over 3,500 installed clients globally, all connected to one or more ERP, purchasing, or accounting system. Read more about ERP Integration
di|
st|Menu 250,000+ Users René Faurskov Automated PO matching Trusted by banks Easy integration to your ERP Settings for cookies
h1|AP Automation for the Finance Manager
h2|Improve Financial Control Improved Productivity Invoice Data Capture Efficient AP Workflow Automated PO Matching Archive Audit How AP Automation benefits the Finance Manager Join the Palette Partner Program Subscribe to our Newsletter
h3|Seamless Integration with your ERP Sportmaster automates its purchase to pay process with Palette Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Get Started Learn more SEE OUR CUSTOMER STORIES View All Integrations Native tools to ensure that the business rules of your system, data control, and validation are applied to all data communication. AP Automation for Dynamics 365 Finance and Operations and Dynamics 365 Business Central. AP Automation that integrates with SAP Business One and SAP R/3. With Palette’s standardized Integration to Workday enable a “plug and play” integration experience with minimal configuration. Learn more Learn more Learn more & Learn more Palette can efficiently match purchase orders to invoices and it’s easy to set rules for any variances. The required human input is minimal, and very simple. Thanks to Palette, we are now able to manage PO invoices in a nearly fully automated manner. View Full Story Try Palette Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
bo|Intelligent Invoice Capture Efficient approval workflow Detect bottle necks Remote access Integration with NetSuite Integration with Dynamics 365 Integration with SAP Integration with Workday
pa|Palette integrates with Dynamics 365 & GP with Binary Stream’s Multi-Entity Management (MEM). Palette’s AP automation platform is a configurable, modules-based solution available in the cloud. It gives your organization the ability to connect multi-company, distributed, or group finance applications in any enterprise, web-based or via cloud architecture. Boost your investment in Dynamics with: Sustainability, efficiency and visibility – just to name a few of the positive impacts an ERP system has on an organization’s accounts payable processes. While an ERP system like Microsoft Dynamics GP stands strong on its own, there is so much more potential to capitalize on through integrating Microsoft Dynamics GP with AP automation software. An ERP system in conjunction with Palette’s AP automation solution provides a plethora of benefits and advantages on different levels, extending the functionality of the ERPs core functionality. It streamlines an organization’s accounts payable by processing invoices in Dynamics GP and creates an automatic, flexible and intelligent GP workflow. See Benefits Accounts payable invoice automation for Dynamics AX speeds up the capture, processing and approval of invoices significantly: Automated accounts payable solutions with AX processes on-average around 80% of all invoices straight-through capture to payment: With Palette’s AP automation AX software, an organization can design their AP workflows according to their needs and preferences. You determine the route and the designated approvers the invoices need to go past. Palette’s AP automation software makes it easy to serve and cooperate with supplier to maintain a long-lasting, meaningful relationship: Dynamics AX accounts payable automation provides an organization with several advantages when it comes to access, monitoring and control: Integrating Palette’s AP automation software gives accountants and business leaders a keen insight into their Microsoft Dynamics AX accounts payable processes and the ability to: Hide Benefits Let us know what problem are you looking to solve
di|Landstar benefits from automated invoice processing with Palette Landstar System, Inc. is a transportation services company specializing in logistics and more specifically third-party logistics. 4Service chooses to grow with Palette 4Service was founded in 2010 and is one of the Nordic region’s leading providers of facility management services in building, cleaning, property management, personnel restaurants and offshore. Clas Ohlson Automates AP with Palette One of Sweden’s best-known retailers, Clas Ohlson, operates around 200 physical stores in Sweden, Finland, Norway, Germany, and England
li|invoice processing in an intuitive dashboard automated approval workflows automated PO matching searchable invoice archive and audit trail Character recognition software automatically scans headers and line-item data 2 & 3-way matching is performed through a touchless process Payables are routed through predetermined business processes Eliminates human errors Does not require the same level of oversight Eliminates the risk of overpayment och duplicate payments Automatic flagging of exceptions to be reviewed by designated approver Streamlines reporting, budgeting and auditing, making them more efficient and accurate Supplier risk is reduced at all stages, from initial on-boarding to regular invoice payment With a reduced risk of human error, the approval and payment process will always be performed on time helping you keep a good standing with suppliers Approved suppliers can submit documentation and updates in a wide range of different document formats The system will alert you to time-sensitive circumstances (e.g. upcoming contract renewals) No more paper invoices that face the risk of disappearing Full access to the payment cycle from anywhere, at any given time Easy sharing of data in real-time between departments and individuals within the organization Automatic import and export of pertinent information Simultaneous access to the system where you can decide who has access to what Invoices not automatically approved for payments are flagged and automatically rerouted to designated approvers Easy-to-follow electronic trail to identify exceptions and fraud See the big picture at a glance Leverage exhaustive, real-time dashboard reporting of KPIs Find, retrieve and present relevant data quickly Focus on specific problem areas and identify solutions for improvement Identify noncompliance with business rules and/or spending policies Monitor performance and productivity of any AP individual, team or department
st|Menu Tomas | CEO Cara | AP Manager Lisa | CIO Lawrence | CFO Settings for cookies
h2|Features – Microsoft Dynamics GP Accounts payable automation Join the Palette Partner Program Subscribe to our Newsletter
h3|Microsoft Dynamics GP AP Automation for Microsoft Dynamics GP AP Workflow 2 3-way PO matching Recurring Invoices (or Contracts) Archive Audit Accounts Payable Automation for Dynamics GP with Binary Stream’s Multi-Entity Management (MEM) Benefits of integrating Palette’s AP automation software with Microsoft Dynamics GP Save time Higher accuracy & Streamlined processes Customized solutions Better business relationships Improved access, monitoring and control Improved insight & transparency Capitalize on early payment discounts You also might be interested in Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Have visibility that ensures accountability. Reduce cycle times. Grow without adding to headcount. Get Started Have visibility that ensures accountability. Reduce cycle times. Grow without adding to headcount. Engineered from the ground up with AP in mind, Palette’s Accounts Payable Automation for Microsoft Dynamics AX boosts your investment in AX by giving your staff flexible approval workflows, automated invoice processing, automated PO matching and much more. Using an automated workflow and a central dashboard, Palette automates the processing of PO- and Non-PO invoices within Microsoft Dynamics GP . If an invoice matches all of the criteria of an associated PO the system can transfer that invoice directly to MS Dynamics AX for posting and payment. Have visibility into Accounts Payable balances and payment/approval status “Drag & Drop” approval workflows, ad hoc routing Approvals are made directly in email or a mobile device & Palettes unique cascading matching system can handle matching against purchase orders at the header or line level. In a “no match” situation, or if a non-PO invoice arrives, workflow takes over. This ensures the appropriate approver or exception handler promptly gets notification and access to the information needed to clear the exception, creating an effective approval workflow . Exceptions are flagged for reconciliation. Invoices, purchase orders, and goods receipts are matched by the software Match items at both the header or line level, whether it is 50 lines or 500 lines Complete audit trail of approvals and communications become part of the transaction record Repeated invoices are matched to account numbers or contracts, posted to the proper charge codes and approved for payment through Dynamics GP accounts payable automation . Reminders are sent when a contract is about to expire. If required, expenses are split between different departments. Repeat invoices are matched to account numbers or contracts Self-billing for contracts that do not have vendor invoices Manages spending and renewal process & A step-by-step documented history of invoice transactions is recorded, including communications between internal staff and suppliers. Palette’s Accounts Payable software for Microsoft Dynamics GP creates a complete, searchable archive for reference and auditing purposes. Faster audit process Provides basis of objectivity for investigations Raises compliance standards for the entire organization In some cases, suppliers will offer a discount for buyers who pay their invoice early. These potential discounts are often missed in a manual AP process due to its slow nature. Utilizing Palette’s AP automation solutions speeds up the invoice lifecycle, allowing you to capitalize on most early payment discounts. Explore more Try Palette Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
em|“Email approvals mean I don’t have to learn yet another dashboard.” “No more finger pointing! We can see where the bottleneck is and address it.” “The intuitive interface means fewer calls for assistance from people using Palette” “How do you enforce what’s in a binder? Palette ensures policies are followed on each and every transaction.”
pa|Sustainability, efficiency and visibility – just to name a few of the positive impacts an ERP system has on an organization’s accounts payable processes. While an ERP system like Microsoft Dynamics AX stands strong on its own, there is so much more potential to capitalize on through integrating Microsoft Dynamics AX with AP automation software. An ERP system in conjunction with Palette’s AP automation solution provides a plethora of benefits and advantages on different levels, extending the functionality of the ERPs core functionality. It streamlines an organization’s accounts payable by processing invoices in Dynamics AX and creates an automatic, flexible and intelligent AX workflow. See Benefits Accounts payable invoice automation for Dynamics AX speeds up the capture, processing and approval of invoices significantly: Automated accounts payable solutions with AX processes on-average around 80% of all invoices straight-through capture to payment: With Palette’s AP automation AX software, an organization can design their AP workflows according to their needs and preferences. You determine the route and the designated approvers the invoices need to go past. Palette’s AP automation software makes it easy to serve and cooperate with supplier to maintain a long-lasting, meaningful relationship: Dynamics AX accounts payable automation provides an organization with several advantages when it comes to access, monitoring and control: Integrating Palette’s AP automation software gives accountants and business leaders a keen insight into their Microsoft Dynamics AX accounts payable processes and the ability to: Hide Benefits Let us know what problem are you looking to solve
di|This field is for validation purposes and should be left unchanged. Landstar benefits from automated invoice processing with Palette Landstar System, Inc. is a transportation services company specializing in logistics and more specifically third-party logistics. 4Service chooses to grow with Palette 4Service was founded in 2010 and is one of the Nordic region’s leading providers of facility management services in building, cleaning, property management, personnel restaurants and offshore. Clas Ohlson Automates AP with Palette One of Sweden’s best-known retailers, Clas Ohlson, operates around 200 physical stores in Sweden, Finland, Norway, Germany, and England
li|Character recognition software automatically scans headers and line-item data 2 & 3-way matching is performed through a touchless process Payables are routed through predetermined business processes Eliminates human errors Does not require the same level of oversight Eliminates the risk of overpayment och duplicate payments Automatic flagging of exceptions to be reviewed by designated approver Streamlines reporting, budgeting and auditing, making them more efficient and accurate Supplier risk is reduced at all stages, from initial on-boarding to regular invoice payment With a reduced risk of human error, the approval and payment process will always be performed on time helping you keep a good standing with suppliers Approved suppliers can submit documentation and updates in a wide range of different document formats The system will alert you to time-sensitive circumstances (e.g. upcoming contract renewals) No more paper invoices that face the risk of disappearing Full access to the payment cycle from anywhere, at any given time Easy sharing of data in real-time between departments and individuals within the organization Automatic import and export of pertinent information Simultaneous access to the system where you can decide who has access to what Invoices not automatically approved for payments are flagged and automatically rerouted to designated approvers Easy-to-follow electronic trail to identify exceptions and fraud See the big picture at a glance Leverage exhaustive, real-time dashboard reporting of KPIs Find, retrieve and present relevant data quickly Focus on specific problem areas and identify solutions for improvement Identify noncompliance with business rules and/or spending policies Monitor performance and productivity of any AP individual, team or department
st|Menu Tomas | CEO Cara | AP Manager Lisa | CIO Lawrence | CFO Settings for cookies
h2|Features – Microsoft Dynamics AX Accounts payable automation Join the Palette Partner Program Subscribe to our Newsletter
h3|Microsoft Dynamics AX AP Automation for Microsoft Dynamics AX AP Workflow 2 3-way PO matching Recurring Invoices (or Contracts) Archive Audit Benefits of integrating Palette’s AP automation software with Microsoft Dynamics AX Save time Higher accuracy & Streamlined processes Customized solutions Better business relationships Improved access, monitoring and control Improved insight & transparency Capitalize on early payment discounts Fill out the information below to receive an integration sheet for Microsoft Dynamics AX You also might be interested in Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Have visibility that ensures accountability. Reduce cycle times. Grow without adding to headcount. Schedule a Demo Download Integration Sheet Have visibility that ensures accountability. Reduce cycle times. Grow without adding to headcount. Engineered from the ground up with AP in mind, Palette’s Accounts Payable Automation for Microsoft Dynamics AX boosts your investment in AX by giving your staff flexible approval workflows, automated invoice processing, automated PO matching and much more. Using an automated workflow and a central dashboard, Palette automates the processing of PO- and Non-PO invoices within Microsoft Dynamics AX . If an invoice matches all of the criteria of an associated PO the system can transfer that invoice directly to MS Dynamics AX for posting and payment. Have visibility into Accounts Payable balances and payment/approval status “Drag & Drop” approval workflows, ad hoc routing Approvals are made directly in email or a mobile device & Palettes unique cascading matching system can handle matching against purchase orders at the header or line level. In a “no match” situation, or if a non-PO invoice arrives, workflow takes over. This ensures the appropriate approver or exception handler promptly gets notification and access to the information needed to clear the exception, creating an effective approval workflow . Exceptions are flagged for reconciliation. Invoices, purchase orders, and goods receipts are matched by the software Match items at both the header or line level, whether it is 50 lines or 500 lines Complete audit trail of approvals and communications become part of the transaction record Repeated invoices are matched to account numbers or contracts, posted to the proper charge codes and approved for payment through Dynamics AX accounts payable automation . Reminders are sent when a contract is about to expire. If required, expenses are split between different departments. Repeat invoices are matched to account numbers or contracts Self-billing for contracts that do not have vendor invoices Manages spending and renewal process & A step-by-step documented history of invoice transactions is recorded, including communications between internal staff and suppliers. Palette’s Accounts Payable software for Microsoft Dynamics AX creates a complete, searchable archive for reference and auditing purposes. Faster audit process Provides basis of objectivity for investigations Raises compliance standards for the entire organization In some cases, suppliers will offer a discount for buyers who pay their invoice early. These potential discounts are often missed in a manual AP process due to its slow nature. Utilizing Palette’s AP automation solutions speeds up the invoice lifecycle, allowing you to capitalize on most early payment discounts. * * * * Explore more Try Palette Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
em|“Email approvals mean I don’t have to learn yet another dashboard.” “No more finger pointing! We can see where the bottleneck is and address it.” “The intuitive interface means fewer calls for assistance from people using Palette” “How do you enforce what’s in a binder? Palette ensures policies are followed on each and every transaction.”
pa|These scenarios highlight the importance of implementing a solution that has the flexibility to match the culture and complexity of the AP process. Many organizations have variables such as multiple locations, multiple ERPs, multiple currencies, and separate business processes. Software vendors in our space will often talk about the ROI of a P2P automation solution. That has merit, but instead of revisiting metrics such as processing time and dollars saved we would like to highlight the experience. In other words, exploring the day to day before and after” user experience that all the roles AP touches. While some of these benefits can’t be calculated into direct savings, they are important in terms of employee satisfacton and business process efficiency. CEO – CFO – Controller – Plant Manager – Accounting Manager – Accounting Manager – AP Staff – Maintenance – Essential Roles – This series is excerpted from our Whitepaper on the 
di|
st|Menu In this blog series we show how Palette Purchase to Pay automation has made a difference, role by role, to the people in an automotive manufacturing firm. It highlights how the technology can impact all of the people purchasing and invoice processing touches, empowering roles in the organization with transparency and accountability. Settings for cookies
h2|Join the Palette Partner Program Subscribe to our Newsletter
h3|Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
h5|Share this entry
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu / in , / “ Share on Facebook Share on Twitter Share on LinkedIn Share by Mail Subscribe Terms & Conditions Privacy Policy Cookies How Purchasing Automation Benefits Essential Roles – Purchasing Manager,... Efficiency from purchase to payment: A buyer’s guide Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
pa|If you are still manually filing and processing supplier invoices, your organisation could be leaving significant savings on the table. This is because manual processes are inefficient, particularly when companies receive most of their supplier invoices outside of a centralized, digital system. Handling and processing supplier invoices, purchase orders and employee expenses using paper-based processes is slow and arduous. Data entry errors and the subsequent delays to invoice approval times are a headache for finance departments and can cause tension with suppliers. If an invoice payment is delayed, early payment discounts cannot be secured and if it eventually becomes overdue, the company may be forced to pay penalty fees or interest. However there is a solution. Instead of manually entering invoice details into spreadsheets or ERP systems, filing invoices for approval (which may be delayed if the signatory is away from the office) and paying supplier invoices manually, each of these processes can be handled more efficiently and effectively with automation. By using an automation solution, supplier invoices can be inputted, archived, distributed and even approved automatically – or sent to signatories to quickly approve spends while on the move. Deployments require little resource, especially if you choose a cloud-based solution, and can also be fast as software is available that is flexible enough to meet the needs of even the most complicated supplier invoice management workflows. Ultimately, organizations looking to improve productivity, speed up invoice approvals and reduce processing costs need to move towards an automated invoice management environment. If they don’t, they risk continuing with inefficient processes which stifle agility, hamper growth and threaten the bottom line. Read more about
di|
st|Menu Settings for cookies
h2|Automation solutions for supplier invoices Speed up approval processes Join the Palette Partner Program Subscribe to our Newsletter
h3|Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
h5|Share this entry
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu / in / Share on Facebook Share on Twitter Share on LinkedIn Share by Mail Subscribe Terms & Conditions Privacy Policy Cookies AP automation in retail Digital transformation in purchase to pay Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
pa|Reduce costs The cost of processing invoices comes from manual labor, inputting invoice data and information, storing physical invoices and routing the invoices for approval. Automating the process saves both time and effort and reduces the risk of costly human errors. Remove human error There’s no reason to rely on email and spreadsheets to handle and manage supplier invoices anymore. While this method works it relies on manual data entry which takes both time and effort. Where a human can make errors in the invoice processing workflow, ap automation. repeats the same process according to configurable business rules. With Palette’s invoice processing software, the process of handling invoices is automated. Avoid manually organizing incoming invoices or manually entering dates. Incoming invoices are stored as an attachment or scanned image in a central cloud-based database where they are searchable and can be matched with the right purchase order. Eliminate late fees No matter the size of your organization, invoices will be misplaced or forgotten. Many vendors will charge a late fee for missed payment, affecting both credit ratings and your organization’s cash flow. With automated invoice processing software the risk of missing an invoice due to human error is reduced, ensuring invoices are paid on time. This helps you maintain a good relationship with your suppliers. Integrates with your ERP Palette integrates with over 50 ERPs, and connects seamlessly with popular ERPs such as NetSuite, Workday, Dynamics, SAP, and more. Let us know what problem are you looking to solve
di|Landstar benefits from automated invoice processing with Palette Landstar System, Inc. is a transportation services company specializing in logistics and more specifically third-party logistics. 4Service chooses to grow with Palette 4Service was founded in 2010 and is one of the Nordic region’s leading providers of facility management services in building, cleaning, property management, personnel restaurants and offshore. Clas Ohlson Automates AP with Palette One of Sweden’s best-known retailers, Clas Ohlson, operates around 200 physical stores in Sweden, Finland, Norway, Germany, and England
st|Menu Settings for cookies
h2|Join the Palette Partner Program Subscribe to our Newsletter
h3|Invoice Processing What is invoice processing? Benefits of automated invoice processing Why choose Palette’s invoice processing solution? More control, faster workflows and reduced cost You also might be interested in Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Automated invoice processing software in the cloud that cuts invoice processing time in half with flexible automated approval workflows. Get Started Invoice processing refers to the complete process of handling supplier invoices. It begins when you receive an invoice and ends when the invoice has been recorded in your ERP. The invoice processing consists of five steps: Capture invoice data, general ledger code and match supporting documents (purchase order and/or delivery receipt) Send the invoices to approvers to approve Authorize and submit the invoices for payment Process the payment for the invoices Archive the invoices and record payment information in your ledger This whole process is traditionally performed manually by an accounts payable department, but with new technology the steps are automated. Using invoice automation software will save you both time and effort. Automated invoice processing streamlines every step of your supplier invoice process, gives you more control over internal processing functions with better visibility and traceability, and improves the speed at which vendor invoices are processed. Slash invoice processing costs in half Easy to process invoice for payment Automated workflow handles PO and Non-PO invoices No-match or non-PO invoices are sent to the appropriate approver Drag and drop workflows for ad-hoc rerouting – no coding required 1-click approval in email with all documents provided Optional intelligent 3 way matching of Invoices, POs and goods receipts Any reference data can be used to auto route an invoice to a specific approval workflow or role. No other system can give you the opportunity to maximize straight through processing metrics. The process and approval of invoices is fast and efficient wherever you are – using your laptop, smart phone, tablet or email system. Approval workflow is fully automated and easy to deploy by business users. The supplier invoice format can be scanned, electronic, or email. Optional Intelligent 3 Way PO Match has a cascading matching engine that matches against purchase orders at the header or line level. Full integration with Your ERP using Palette’s Rapid Deployment Connector 96% feel that Palette fulfills expectations. Trusted by Banks in the US and Europe with full security and compliance accreditations. Explore more Try Palette Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
em|“We needed a system that could match our growth. With Palette, this is exactly what we have received.”
pa|Match recurring invoices automatically to contracts and receive reminders when contracts are to be terminated or renewed. Let us know what problem are you looking to solve
di|Landstar benefits from automated invoice processing with Palette Landstar System, Inc. is a transportation services company specializing in logistics and more specifically third-party logistics. 4Service chooses to grow with Palette 4Service was founded in 2010 and is one of the Nordic region’s leading providers of facility management services in building, cleaning, property management, personnel restaurants and offshore. Clas Ohlson Automates AP with Palette One of Sweden’s best-known retailers, Clas Ohlson, operates around 200 physical stores in Sweden, Finland, Norway, Germany, and England
st|Menu Rene Faurskov • Finance Manager at Recurring invoices Reminder & Activation Self-Billing Transparency Settings for cookies
h2|Join the Palette Partner Program Subscribe to our Newsletter
h3|Recurring Invoices Contracts What is a recurring invoice? What is automated contract management? Benefits of recurring invoice and contract management Key Features of Palette’s contract and invoice management solution How does Palette’s contract and invoice management work? You also might be interested in Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu & Get Started A recurring invoice is a type of invoicing where a vendor automatically charges a customer for their goods or services at regular intervals. Recurring invoices are most commonly associated with cell phone bills, utilities, cleaning services and maintenance charges, but are utilized for any situation where a company needs to order something at regular intervals. A recurring invoice provides convenience where the supplier does not have to wait for the customer to pay, or repeatedly request payment information. Similarly, the customer won’t have to repeat the same process of ordering or sending manual payments every month, or however often they need the goods or services. Automated contract management refers to different tools, software and technologies that streamlines the contract management process. This includes digitized and automated features for: Contract initiation Drafting & negotiating Review & approval Digital signing Lifecycle management with assignments Notifications Contract renewal & archiving On average, companies have 15–25% recurring invoices that benefit from automated agreement and contract matching . Avoid spending time on approving the same invoice month after month. Our recurring invoices software matches, checks, and manages all periodic invoices related to a specific contract. Generate invoices reflecting contract terms with the self-billing function. Palette works as an electronic agreement database that is constantly accessible and searchable. With its flexible authorization structure, through our recurring invoice software , you decide who can see what and how you manage reminders ahead of important dates in the agreements. Contracts are the lifeblood of your business. Using manual, paper-based methods for their contract management , there’s a great risk that the contract processing will be confusing, inefficient and riddled with errors. It slows down the pace of doing business, increases risk, and can cause frustration among customers and your employees. Contract automation software has changed many things regarding contract management , considerably improving business processes, reducing risk and increasing revenue. Palette’s contract automation software gives you a unified and reliable process for contract management that makes agreements and related business documents available for purchasers. Recurring invoices can be matched to contracts or tracking numbers Reminders are sent when a contract is about to expire or has to be renewed Complete archive of all types of contracts A supplier invoice is automatically created by Palette, reflecting the contract terms Make agreements visible to the whole organization Agreements are stored in Palette’s electronic agreement database, which has a flexible authorization structure, increasing both visibility and transparency of your contract and invoice management : Existing suppliers and users are listed in addition to approval regulations, workflows, roles, coding suggestions, and other structures. Agreements are supplemented with information about such things as agreement type, important dates, and validity periods. Make supplier agreements and contracts searchable and visible to authorized individuals, such as employees in the purchasing department. Palette makes it easier to control orders for favorable contract-based purchases. Recurring Invoices is a module in our AP Automation and Purchase to Pay software suites. Palette is trusted by banks and financial institutions in the US and Europe. Accreditations in the US include SOC1, SOC2, HIPAA, ISO 27001, GDPR, and PEPPOL. Explore more Try Palette Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
bo|Archive
em|“The contract solution helps us to have control over periodic invoices through automatic matching to agreements. Palette’s solutions make it easier to manage these invoices from one and the same source, which has streamlined our workflow.”
pa|If you are not happy with the results below please do another search
di|Palette Software Inc.(HQ) Palette Software AB (HQ) Find your local Palette office This field is for validation purposes and should be left unchanged. This field is for validation purposes and should be left unchanged. CAPTCHA This field is for validation purposes and should be left unchanged.
st|Menu Settings for cookies
h2|Subscribe to our Newsletter Join the Palette Partner Program
h3|Fill out the information below to receive an integration sheet for Dynamics 365 Business Central Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations
h4|New Search
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
pa|If you are not happy with the results below please do another search
di|Palette Software Inc.(HQ) Palette Software AB (HQ) Find your local Palette office This field is for validation purposes and should be left unchanged. This field is for validation purposes and should be left unchanged. CAPTCHA This field is for validation purposes and should be left unchanged.
st|Menu Settings for cookies
h2|Subscribe to our Newsletter Join the Palette Partner Program
h3|Fill out the information below to receive an integration sheet for Dynamics 365 Business Central Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations
h4|New Search
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
pa|Over 3,500 clients worldwide Our solution meets many specific requirements expressed by real estate businesses. Our solution offers approval workflow based on project, automated account posting and monitoring. One user account can have access to many business entities and it’s easy to create new entities or real estate units. Many invoices are for large amounts and require the control and approval of several people. This is smoothly managed in Palette. Palette’s capture solution ensures you eliminate paper completely. Whether invoices are received as paper or email formats, the data is captured quickly and efficiently. No manual data entry is required. Palette automatically sends invoices to the proper approver, according to pre-set rules. If needed, you can add approvers to an existing workflow and ad-hoc routing is possible. Match vendor invoices to internal or external purchase orders and goods receipts. Our Cascading Matching engine automatically matches hundreds of lines – saving you time and money. A step-by-step history of invoice transactions is recorded, including communications between internal staff and suppliers. Palette creates a complete searchable invoice archive for reference and auditing purposes. System Owner for Palette at Development Peab is a leading Nordic construction and civil engineering company with 15,000 employees and $5.75 Billion in net sales. Let us know what problem are you looking to solve. While manual processes will hold companies back and inhibit growth, there is a way to deal with these challenges effectively. AP automation solutions can fully automate transaction processing for invoices, contracts, purchase orders and expenses. The best solutions are flexible and scalable to suit the business. They can be offered as cloud-based services that can be accessed remotely, allowing managers to approve spends on the go. By streamlining your processes with automation, AP professionals in the real estate can spend more time managing relationships with suppliers, keeping costs to a minimum and enabling the business to grow. Using an automated workflow and a central dashboard, Palette automates the processing of PO and non-PO invoices. It keeps finance people happy because invoices can be booked to individual projects, and saves them time chasing project managers for approvals. Project managers appreciate being able to approve an invoice with one click on a laptop or mobile device
di|
st|Menu 250,000+ Users Özlem Sener Settings for cookies
h1|AP Automation for Real Estate
h2|Palette is optimized for real estate A user-friendly system Invoice Data Capture Efficient AP Workflow Automated PO Matching Archive Audit AP Automation for Real Estate Join the Palette Partner Program Subscribe to our Newsletter
h3|Seamless Integration with your ERP PEAB Processes 15,000 More Invoices Per Year Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Accounts Payable professionals in the real estate sector face several unique challenges. The volume of invoices dealt with is exceptionally high. The nature of work in the property sector means that most staff spend at least part of the day out of the office while also being required to provide multiple spend approvals. Get Started We developed our first invoice processing solution by end of the last decade, acting on a request from a real estate company. Today 300+ customers from this industry are using the system. Palette offers advanced functionality for projects, VAT and multi-company/subsidiary management. The solution fully automates the processing for invoices, contracts, purchase orders and expenses. With our cloud service, you get the most flexible, secure and scalable option for an AP software. Invest in a world-class AP solution that will your suit your business needs today – and tomorrow. Learn more With Palette you get a user-friendly system that is accessible from anywhere at any time, allowing staff who spend their working day out of the office to approve invoices on the go. This way, you can accelerate the AP process and avoid delayed payments. SEE OUR CUSTOMER STORIES View All Integrations Native tools to ensure that the business rules of your system, data control, and validation are applied to all data communication. AP Automation for Dynamics 365 Finance and Operations and Dynamics 365 Business Central. AP Automation that integrates with SAP Business One and SAP R/3. With Palette’s standardized Integration to Workday enable a “plug and play” integration experience with minimal configuration. Learn more Learn more Learn more & Learn more We determined Palette would be our next system when we saw the breadth of functionality in the solution. We save a lot of time – time that can be spent on other tasks. View Full Story Try Palette Read more Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
bo|A long history in Real Estate Project Management Management of different entities Multiple approvers Integration with NetSuite Integration with Dynamics 365 Integration with SAP Integration with Workday
pa|Sustainability, efficiency and visibility – just to name a few of the positive impacts an ERP system has on an organization’s accounts payable processes. While an ERP system like Navision stands strong on its own, there is so much more potential to capitalize on through integrating Microsoft Dynamics NAV with AP automation software. An ERP system in conjunction with Palette’s AP automation solution provides a plethora of benefits and advantages on different levels, extending the functionality of the ERPs core functionality. It streamlines an organization’s accounts payable of processing invoices in Dynamics NAV and creates an automatic, flexible and intelligent NAV workflow. SHOW Accounts payable invoice automation for Navision speeds up the capture, processing and approval of invoices significantly: Microsoft Dynamics NAV accounts payable automation processes on-average around 80% of all invoices straight-through capture to payment: With Palette’s AP automation software, an organization can design their Microsoft Dynamics NAV AP workflows according to their needs and preferences. You determine the route and the designated approvers the invoices need to go past. Palette’s AP automation software makes it easy to serve and cooperate with supplier to maintain a long-lasting, meaningful relationship: Microsoft Dynamics NAV accounts payable automation provides an organization with several advantages when it comes to access, monitoring and control: Integrating Palette’s AP automation software gives accountants and business leaders a keen insight into their Microsoft Dynamics NAV accounts payable processes and the ability to: HIDE Let us know what problem are you looking to solve
di|This field is for validation purposes and should be left unchanged. Landstar benefits from automated invoice processing with Palette Landstar System, Inc. is a transportation services company specializing in logistics and more specifically third-party logistics. 4Service chooses to grow with Palette 4Service was founded in 2010 and is one of the Nordic region’s leading providers of facility management services in building, cleaning, property management, personnel restaurants and offshore. Clas Ohlson Automates AP with Palette One of Sweden’s best-known retailers, Clas Ohlson, operates around 200 physical stores in Sweden, Finland, Norway, Germany, and England
li|Character recognition software automatically scans headers and line-item data 2 & 3-way matching is performed through a touchless process Payables are routed through predetermined business processes Eliminates human errors Does not require the same level of oversight Eliminates the risk of overpayment och duplicate payments Automatic flagging of exceptions to be reviewed by designated approver Streamlines reporting, budgeting and auditing, making them more efficient and accurate Supplier risk is reduced at all stages, from initial on-boarding to regular invoice payment With a reduced risk of human error, the approval and payment process will always be performed on time helping you keep a good standing with suppliers Approved suppliers can submit documentation and updates in a wide range of different document formats The system will alert you to time-sensitive circumstances (e.g. upcoming contract renewals) No more paper invoices that face the risk of disappearing Full access to the payment cycle from anywhere, at any given time Easy sharing of data in real-time between departments and individuals within the organization Automatic import and export of pertinent information Simultaneous access to the system where you can decide who has access to what Invoices not automatically approved for payments are flagged and automatically rerouted to designated approvers Easy-to-follow electronic trail to identify exceptions and fraud See the big picture at a glance Leverage exhaustive, real-time dashboard reporting of KPIs Find, retrieve and present relevant data quickly Focus on specific problem areas and identify solutions for improvement Identify noncompliance with business rules and/or spending policies Monitor performance and productivity of any AP individual, team or department
st|Menu Tomas | CEO Cara | AP Manager Lisa | CIO Lawrence | CFO Settings for cookies
h2|Features – Microsoft Dynamics NAV automation Join the Palette Partner Program Subscribe to our Newsletter
h3|Microsoft Dynamics NAV AP Automation for Microsoft Dynamics Nav AP Workflow 2 3-way PO matching Recurring Invoices (or Contracts) Archive Audit Benefits of integrating Palette’s AP automation software with your NAV workflow Save time Higher accuracy & Streamlined processes Customized solutions Better business relationships Improved access, monitoring and control Improved insight & transparency Capitalize on early payment discounts Fill out the information below to receive an integration sheet for Microsoft Dynamics Navision You also might be interested in Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Have visibility that ensures accountability. Reduce cycle times. Grow without adding to headcount. Schedule a Demo Download Integration sheet Have visibility that ensures accountability. Reduce cycle times. Grow without adding to headcount. Engineered from the ground up with AP in mind, Palette’s Accounts Payable Automation for Microsoft Dynamics NAV (Navision) boosts your investment in NAV by giving your staff flexible approval workflows, automated invoice processing, automated PO matching and much more. Using an automated workflow and a central dashboard, Palette automates the processing of PO- and Non-PO invoices within Microsoft Dynamics NAV . If an invoice matches all of the criteria of an associated PO the system can transfer that invoice directly to Navision for posting and payment. Have visibility into Accounts Payable balances and payment/approval status “Drag & Drop” approval workflows, ad hoc routing Approvals are made directly in email or a mobile device & Palettes unique cascading matching system can handle matching against purchase orders at the header or line level. In a “no match” situation, or if a non-PO invoice arrives, workflow takes over. This ensures the appropriate approver or exception handler promptly gets notification and access to the information needed to clear the exception, creating an effective approval workflow . Exceptions are flagged for reconciliation. Invoices, purchase orders, and goods receipts are matched by the software Match items at both the header or line level, whether it is 50 lines or 500 lines Complete audit trail of approvals and communications become part of the transaction record Repeated invoices are matched to account numbers or contracts, posted to the proper charge codes and approved for payment through Microsoft Dynamics NAV invoice processing automation . Reminders are sent when a contract is about to expire. If required, expenses are split between different departments. Repeat invoices are matched to account numbers or contracts Self-billing for contracts that do not have vendor invoices Manages spending and renewal process & A step-by-step documented history of invoice transactions is recorded, including communications between internal staff and suppliers. Palette’s Accounts Payable software for Microsoft Dynamics NAV creates a complete, searchable archive for reference and auditing purposes. Faster audit process Provides basis of objectivity for investigations Raises compliance standards for the entire organization In some cases, suppliers will offer a discount for buyers who pay their invoice early. These potential discounts are often missed in a manual AP process due to its slow nature. Utilizing Palette’s AP NAV automation solutions speeds up the invoice lifecycle, allowing you to capitalize on most early payment discounts. * * * * Explore more Try Palette Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
em|“Email approvals mean I don’t have to learn yet another dashboard.” “No more finger pointing! We can see where the bottleneck is and address it.” “The intuitive interface means fewer calls for assistance from people using Palette” “How do you enforce what’s in a binder? Palette ensures policies are followed on each and every transaction.”
pa|Palette Software, a leading provider of accounts payable automation and purchase to payment software, has announced the launch of PaletteOnline, a new cloud solution that enables customers to access an end-to-end P2P solution via the cloud, guaranteeing optimal functionality, security and scalability. With PaletteOnline, users gain access to the entire product range included in PaletteArena suite, that enables companies and organizations save time and costs by automating their management of purchases and invoices, utilizing a software-as-a-service delivery model. More information about this solution can found 
di|
li|All functionality, always updated: The complete range of products in PaletteArena are available, but customers only pay for the functions that they use. With the SaaS model, users avoid costly upgrades of hardware and always have access to the latest updates. User-friendliness: A completely new user interface that is intuitive and easy to use. Compatibility: Easy integration with other business and purchase systems. Standard integrations are available for over 50 business systems. World class security: Hosted on the cloud platform Microsoft Azure which guarantees the best possible security. Scalability: At any time, customers have the opportunity to scale up or down the scope of their use. Freed-up time for the IT department: All operations and maintenance runs automatically and without additional costs, reducing demands on IT department resources.
st|Menu Settings for cookies
h2|Join the Palette Partner Program Subscribe to our Newsletter
h3|New delivery model delivers end-to-end purchase-to-pay (P2P) solution from the cloud PaletteOnline includes: Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
h5|Share this entry
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu / in / Share on Facebook Share on Twitter Share on LinkedIn Share by Mail Subscribe Terms & Conditions Privacy Policy Cookies SaaS Security – From treacherous to trusted Accounts Payable in Property Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
pa|Accounts Payable professionals in the property sector face a number of unique challenges. The volume of invoices dealt with by property management companies, estate and letting agencies is exceptionally high. Furthermore invoices can be for large sums of money, and the nature of work in the property sector means that most staff spend at least part of the day out of the office while also being required to provide multiple layers of spend approvals. Due to the high transaction values that property companies process, the sector is subject to a great deal of financial regulation. Depending on where you fit in the sector, you will have a number of compliance obligations from various regulators. Whether you must comply with , , or any others you may fall under, maintaining a reliable and complete audit trail is essential. This means that, in addition to invoice processing and PO matching, AP teams in this sector must be especially meticulous and keep accurate records. Additionally, those in property need to keep landlords happy, make sure tenants pay on time and manage a large number of contractors for maintenance and repairs. This means a high volume of paperwork and transactions to manage, and requires painstaking record keeping to effectively answer account enquiries. Meanwhile you will naturally want your business to grow. In an environment relying on manual processes, managing accounts payable in the property sector can become a tedious and error-prone job. Growth will only add to the number of invoices to process, spends to approve and suppliers to manage. While manual processes will hold companies back and inhibit growth, there is a way to deal with these challenges effectively. AP automation solutions can fully automate transaction processing for invoices, contracts, purchase orders and expenses. The best solutions are flexible and scalable to suit the business. They can be offered as cloud-based services that can be accessed remotely, allowing managers to approve spends on the go. This means automatic management of all invoices, whether they are submitted as an e-invoice, an emailed pdf or are in a scanned format. Purchase orders can be swiftly matched to invoices with little to no human intervention. Compliance can also be made easy, since these solutions often offer tools reporting rich data for a complete audit trail, which can also be used to analyse spends and keep track of the business’ performance against its key goals. By streamlining their processes with automation, AP professionals in the property sector can spend more time managing relationships with suppliers, keeping costs to a minimum and enabling the business to grow. Read more about Palette’s Accounts Automation for Real Estate 
di|
st|Menu Settings for cookies
h2|Compliance with financial regulations Manual processes hold back growth Accounts Payable Automation Join the Palette Partner Program Subscribe to our Newsletter
h3|Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
h5|Share this entry
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu / in / Share on Facebook Share on Twitter Share on LinkedIn Share by Mail Subscribe Terms & Conditions Privacy Policy Cookies Palette Software launches a new cloud-based Purchase-to-Pay service 5 Reasons to Consider a Cloud-Based Purchase-to-Pay (P2P) Solution Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
pa|The chances are that you’re already preparing for the EU’s new General Data Protection Regulation (GDPR), as after May 25th 2018, regulators can impose hefty fines for noncompliance. And if you’re not, now is the time to start getting ready. The GDPR seeks to protect the personally identifiable information of EU citizens – so if a company wants to sell to or interact with those citizens, the GDPR applies to them. The idea will be to set a consistent standard for data protection, to protect EU citizens’ data privacy and modernize the way businesses with customers in the EU approach data protection. Responsibilities under GDPR range from specific technical instructions like ensuring that all subjects have given informed consent, and encrypting sensitive data on mobile devices and on the cloud, to more general principles like ensuring ‘privacy by design’, creating a ‘culture of accountability’ and ‘establishing clear policies and procedures’. GDPR will ultimately set stricter standards and impose more serious sanctions on organizations for non-compliance. Organizations will face fines of up to € 20million or 4% of their annual turnover (whichever is greater). So what will GDPR mean for finance departments? Dealing with some of the most sensitive information an organization is likely to handle is a huge responsibility. If the department suffered a breach, it is possible that there would be enough information for a criminal to take over customers’ accounts, steal funds and potentially to commit identity fraud. Finance departments should be particularly vigilant in their approach to compliance. Preparing for GDPR is a company-wide responsibility. The finance department shouldn’t be left to protect itself independently, and no area of the business should operate a siloed approach. If you’re not aware of your responsibilities, it’s time to change that. Organizations must keep a well-managed archive of invoices. Although this is a simple principle, paper records may be kept in different locations, and electronic records may be saved in various different places. Meanwhile, organizations will be required to make sure that archived records are unchanged and untampered, and that records are destroyed after a set retention period. Organizations must provide customers or suppliers with records of their personal data on request. This must be provided quickly and presented in a format that the customer can read and reuse. Organizations will be required to keep internal records of data processing, and record management systems must be able to extract raw data and providing a full audit history of records kept. On request, organizations must remove data held on a customer or supplier who withdraws consent for it to be kept. Ensuring every piece of relevant data is removed, and doing so in a way that doesn’t impact other records may be the key challenge here. Customers must be informed without undue delay once a breach has been identified. In order to ensure this happens, organizations must be prepared to identify breaches as soon as possible, to assess what data was taken, and to contact all affected customers or suppliers within 72 hours. Crucially you must work with your organization’s IT and compliance teams to ensure data is secured and that your department meets the criteria set out by GDPR. Open communication between departments is a cornerstone of the principles introduced by GDPR and speaking up now may save your organization serious reputational damage and a large fine. Complying with GDPR will help ensure that finance and accounting departments are adhering to stringent data protection standards and may completely alter the way in which the finance department operates within an organization. The finance department is where high volumes of sensitive data will be handled, and consequently it will be the department most susceptible to the largest fines being enforced. Even so, current processes may only require simple updates rather than a complete overhaul. Reporting and notification systems must be implemented to report issues as soon as they arise. Security risks may be managed with automated systems and processes, which eliminate one of the most significant security risks out there – human error. Automating key processes such as invoicing and procure-to-pay will help to lighten the load, putting place repeatable, automated systems with audit trails of processes that can help you remain compliant. Find out more about Palette AP Automation 
di|
li|Penalties for noncompliance (which will become harsher than previous legislation) Geographical scope (which will become wider) Customer rights (which will become more robust) Privacy by design (in other words, data protection should be thoroughly embedded into business-as-usual practices) Do you know what personal information you’re working with? Do you know where it is kept and how it’s managed? Do you know who is responsible for securing and managing the data? At present, there may be complex answers to these, or no clear answer at all.
st|Menu Settings for cookies
h2|GDPR basics The key changes include: GDPR for finance departments For finance departments, the following specific responsibilities will come into play: In the event of a breach… There are also some simple questions that you will need to be able to answer: Keep things simple Join the Palette Partner Program Subscribe to our Newsletter
h3|Archiving Data access Record keeping Removing records Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
h5|Share this entry
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu / in / Share on Facebook Share on Twitter Share on LinkedIn Share by Mail Subscribe Terms & Conditions Privacy Policy Cookies 4 Reasons to Consider AP Automation Replacing IT systems enables a renewal of internal processes Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
pa|Simac Document Solutions and Palette initiated their partnership in 2008 and today Simac is one of the largest Palette resellers in Europe. Simac, founded in 1971, supplies high-quality technology to improve business processes of large and medium-sized organizations in Benelux and Central Europe. Simac employs around 1400 people in the Netherlands. Simac Document Solutions is a subsidiary of Simac and specializes in Accounts Payable, Invoice Processing and Purchase-to-Pay Automation. They offer expertise in P2P, RPA, Order2cash and Document Management. Solutions are offered in the cloud, on-premise or as a service. Simac sells, implements and supports Palette’s AP solution at large and medium-sized organizations in Belgium, Netherlands and Luxembourg. With more than 20 years of experience in AP and P2P automation, Simac has over 400 references in industries such as manufacturing, automotive, education, retail and healthcare. Peter Bouwmans, Managing Director at Simac Document Solutions explains: “Most of our Palette customers were acquired thanks to our own effort and expertise. But when we need the experience from a senior product specialist, Palette has always offered support which has been very valuable for our business.” Peter continues: “The cooperation and relationship with Palette has always been good. Both parties have invested time and resources to reach business goals in our local markets.” Sebastian van Til, P2P consultant at Simac Document Solutions adds: “Sometimes our customers ask for a new functionality. We pass that on to Palette’s R&D team as a feature request. It’s nice to know that these ideas aren’t ignored. That makes Palette a good partner for us and our customers.” Read the full and learn more about Simac or visit Maximize the automation of your invoice management by allowing the system to match invoices with purchase orders or contracts. Direct resources towards exceptions and free up time for higher-value work. Make it easier for both managers and employees to manage purchases, invoices, and expenses. Reduce your administration in the finance and purchasing departments. When the purchase-to-pay process is automated, it’s easier to purchase the right product from the right supplier and for the right price. Approve the purchase order instead of the invoice and achieve full cost control before the purchase takes place! Sales Manager at Palette’s partner in Australia and New Zealand experiences growing demand for AP Automation. Palette’s Canadian partner has expanded the business by offering a modern solution for AP and P2P automation. Swedish software business Vitec develops comprehensive enterprise planning system for the construction and real estate industries
di|
st|Menu Improved structure for your supplier invoices Save time and money for the entire organisation Increased control and lower costs Dico Harteman Converga EchoVera Vitec Settings for cookies
h1|Simac Document Solutions
h2|About Simac The partnership Flexible, Modular, Secure and Compliant Partner Success Stories Join the Palette Partner Program Subscribe to our Newsletter
h3|Experts in Accounts Payable and Purchase to Pay Automation Customer needs are taken into account Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Become a Partner Partner Success Story Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
em|Palette has always been helpful and provided us with business cases and customer references when needed. Thanks to their help and support we have closed many deals together.
pa|Most organizations say manual data entry and the high volumes of email and paper invoices they receive are a big challenge. Compounding the issue: Digital Capture in the Cloud – Emailed Invoices A supplier creates an invoice in their ERP and generates it as a digital PDF, XML, CSV, Word, Excel, EDI or other electronic format, and then emails it. The invoice is sent to the buyer via a designated email address where automated and AI-driven invoice scanning and data capture software instantly reads the data form the invoice and extracts it into a database. The invoice capture is fast and 100% accurate, because the electronic file format of the invoice has a data layer that reflects exactly what was input. This digital capture method has a high on-boarding rate by suppliers because the supplier just has to send the invoice to the specified email address and avoids incurring any costs to do so. They may reduce their costs if they switch over from paper and mail. OCR with Intellitags – Paper Invoices Whereas legacy OCR invoice scanning technology is resource intensive (data has to be manually field mapped, as an example) Intelligent OCR invoice scanning software technology teaches itself to identify supplier invoices based on their layout and then automatically stores that information for future reference. The invoice OCR software also intuitively maps the data fields in each invoice and stores them in a database. Traditional XML or EDI A supplier sends an XML or EDI file to the buyer. This is good for buyers who are set up to receive it, but the supplier has to justify the cost of changing their billing application and infrastructure to send XML and EDI documents. EDI and XML have high data accuracy but a low on-boarding rate. Invoice Portal Invoice data is manually entered into a supplier portal by the supplier. This replicates the manual keying of data into your ERP, but the manual keying is left to the supplier. Good for small suppliers and has a very low on-boarding rate. Manually Keying invoice data into the ERP, printing out PDFs or other emailed invoices, storing large amounts of paper files, and staying committed to paper processes. Only sustainable for very small operations where automated invoice scanning is still often preferred. Let us know what problem are you looking to solve
di|Landstar benefits from automated invoice processing with Palette Landstar System, Inc. is a transportation services company specializing in logistics and more specifically third-party logistics. 4Service chooses to grow with Palette 4Service was founded in 2010 and is one of the Nordic region’s leading providers of facility management services in building, cleaning, property management, personnel restaurants and offshore. Clas Ohlson Automates AP with Palette One of Sweden’s best-known retailers, Clas Ohlson, operates around 200 physical stores in Sweden, Finland, Norway, Germany, and England
li|The invoice is scanned by Advanced OCR invoice software that recognizes the layout of the supplier and then extracts essential data fields. This process takes a few minutes and is 95% accurate. No on-boarding required as suppliers are continuing to send invoices in the mail. In other words, if the invoice is an “image” of the invoice (instead of an electronic file with a data layer as mentioned above). Intelligent invoice OCR software scans this information with the same results as paper invoices.
st|Menu Settings for cookies
h2|Join the Palette Partner Program Subscribe to our Newsletter
h3|OCR invoice scanning 2020 Guide to OCR, Invoice Scanning Data Capture 5 ways to Capture data from an invoice in 2020 (from the guide) An Optimal Solution You also might be interested in Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Most organizations say manual data entry and the high volumes of email and paper invoices they receive are a big challenge. Get Started Download our Guide & In many cases organizations are using dated legacy OCR invoice scanning technology which has limited functionality and depth Emailed invoices from suppliers are printed out and manually keyed into the ERP For growing companies, larger invoice volumes mean hiring more staff to handle the manual effort Although EDI or invoices submitted through a solution portal are offered as solutions to the issues above, 80 to 90% of supplier invoices received by companies are either paper or email. Approximately 75% of organizations enter their invoice data manually. There are some attractive options for handling all formats of invoices, however – from both an implementation and price perspective. Download Our 2020 Guide to OCR Palette’s Capture solution handles both email and paper invoice scanning with OCR with Intellitags and Digital Capture in the cloud. Our OCR invoice scanning solution processes files in any format: PDF, EDI, XML, Word, Excel, JPG, TIFF, XML, CSV and more. Accuracy rates for paper invoice capture are 95%, and for PDF/Electronic formats 100%. There is no added cost for suppliers. Palette Capture solutions seamlessly integrate with your ERP , and there is a Full Service option for larger invoice volumes. For more information see Palette Digital Capture . Explore more Try Palette Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
bo|If you supplier sends a paper invoice: If your supplier sends an electronic file of a scanned invoice:
em|“We just didn’t have time to manage all the incoming invoices. But since changing to Palette, we can manage three times the volume of invoices than our previous AP system allowed.”
pa|Having a company’s financial statements audited by independent external auditors is a best practice that ensures confidence. An audit trail or audit log is a history of every transaction and includes all of the documents involved in the purchasing and payment process, including messages between employees, invoices, purchase orders, and more. It is a record of all the steps involved in the transaction. You can think of an audit trail as an insurance. You pay it no heed or need it unless something goes wrong. It’s the same for an audit trail. You don’t need it until you really need it. But if you don’t have one, the consequences can be catastrophic. The benefits of having a software audit trail with audit automation in place include: Fraud Prevention Once employees realize that everything is being tracked by audit trail software, they will think twice about attempting something they shouldn’t. A good AP automation platform will record each and every transaction and auditing is usually the default setting. Reduction of Manual Errors How many times have people in accounting or finance spent hours searching for all the documents related to one transaction? A software audit trail can access all records instantly. The audit trail will also show corrections or other changes made to a transaction and provide visibility into who made them and when. Reduction of Stress Levels Tax audits can be painful and expose the business to tax penalty risk any time it happens. Audit fees are based on the time involved and paper processes will take up a considerable amount of it. Showing a lack of an audit trail, or having missing documents and transactions raises red flags for auditors, so it’s wise to ensure everything is available for review, and quickly. Ensuring Compliance Regulations and Investor Concerns Companies in every industry, whether they are regulated by the government or other regulatory body, need to show that they are compliant with policies and procedures. As well, lenders and investors need to be assured that the organization is transparent and accountable for all the transactions it undertakes. Comprehensive AP automation software is engineered to provide an audit trail complete with all of the documents and messages involved in each and every transaction. For more information about Palette AP Automation with Archive & Audit, . Let us know what problem are you looking to solve
di|
st|Menu Settings for cookies
h2|Join the Palette Partner Program Subscribe to our Newsletter
h3|Audit trail software Accounting benefits of audit trail software from AP automation What is an audit trail? Importance and Value of Audit Trail Accounting Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Get Started An audit is key in establishing trust between management and stakeholders. Well-managed audit trails are key indicators of good internal business control, but the trail can become fairly complex in various situations. Therefore, a lot of organizations use audit trail software to streamline their audit trail accounting process. Try Palette Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
pa|If you are not happy with the results below please do another search
di|Palette Software Inc.(HQ) Palette Software AB (HQ) Find your local Palette office This field is for validation purposes and should be left unchanged. This field is for validation purposes and should be left unchanged. CAPTCHA This field is for validation purposes and should be left unchanged.
st|Menu Settings for cookies
h2|Subscribe to our Newsletter Join the Palette Partner Program
h3|Fill out the information below to receive an integration sheet for Dynamics 365 Business Central Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations
h4|New Search
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
pa|The manufacturing industry has multiple challenges related to AP processes. Handling different suppliers and supplier invoices is labour-intensive and requires attention to detail. AP teams deal with large volumes of invoices and spend large amounts of time matching to POs and goods receipts. Over 3,500 clients worldwide Palette brings manufacturers AP Automation in the cloud with advanced invoice processing, mobile approval workflows, complex PO matching, and an audit trail. Eliminate manual data entry, reduce repetitive and time-consuming tasks and speed up your approval workflow. Avoid late payments and keep good relationships with suppliers. A fully automated AP process can offer dramatic improvements. It lets the finance department focus on strategic tasks such as profitability analysis and increasing vendor loyalty. Palette’s user-friendly system receives invoices in all formats, i.e., scanned paper invoices, PDF’s or EDI or electronic invoice. When the invoice data is captured, the invoice is sent out in your pre-defined approval workflow. Both paper and emailed invoice data is automatically entered and captured by the system. Invoices are automatically sent to the proper approver, according to your pre-set rules. The system automatically sends out reminders to approvers with pending invoices. The matching engine automatically matches invoices to POs, saving you a tremendous amount of time and manual effort. Using artificial intelligence and capture automation, data is intuitively extracted from both paper and emailed invoices with 95% accuracy rates for paper and a 100% accuracy rate for electronic formats. Palette automatically sends invoices to the proper approver, according to pre-set rules. If needed, you can add approvers to an existing workflow and ad-hoc routing is possible. Match vendor invoices to internal or external purchase orders and goods receipts. Our Cascading Matching engine automatically matches hundreds of lines – saving you time and money. A step-by-step history of invoice transactions is recorded, including communications between internal staff and suppliers. Palette creates a complete searchable invoice archive for reference and auditing purposes. The scope of this project began with invoice processing for a company with many facilities and satellite offices. The scope grew to include indirect purchasing, contract management, expense reporting and budget. Let us know what problem are you looking to solve. By implementing a modern solution for invoice processing and invoice approval processes, you free up resources and get more time for higher value tasks. Get full control of supplier invoices, from their arrival through to being booked and paid for. All supplier invoices are visible and manageable in a central dashboard. Invoices are easy to find upon receipt in the dashboard, and after payment in a searchable archive. Instead of paper and other files being lost, documents are visible in one single digital archive, which you can access anywhere and at any time. Invoices can be approved in your mobile phone or directly in an email. Level up with purchase requisition automation. Month-end accrual processes are reduced to just minutes instead of days, and Palette gives controllers the ability to decide to go over budget, rather than trying to explain why they were over budget after the fact
di|
st|Menu 250,000+ Users Settings for cookies
h1|AP Automation for Manufacturing
h2|Automated Invoice Processing Efficient approval workflow Intelligent Invoice Capture Efficient AP Workflow Automated PO Matching Archive Audit Empower your manufacturing organization Join the Palette Partner Program Subscribe to our Newsletter
h3|Seamless Integration with your ERP USFarathane Case Study: Manufacturing Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Get Started Learn more SEE OUR CUSTOMER STORIES View All Integrations Native tools to ensure that the business rules of your system, data control, and validation are applied to all data communication. AP Automation for Dynamics 365 Finance and Operations and Dynamics 365 Business Central. AP Automation that integrates with SAP Business One and SAP R/3. With Palette’s standardized Integration to Workday enable a “plug and play” integration experience with minimal configuration. Learn more Learn more Learn more & Learn more I had thought at that time we could expand our AP process improvement into the other areas of the company but what I didn’t expect was how soon our CFO took advantage of the technology that Palette had to offer. Accounting Manager, View Full Story Try Palette Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
bo|Eliminate manual data entry Approval workflow Automatic reminders Advanced matching engine Integration with NetSuite Integration with Dynamics 365 Integration with SAP Integration with Workday
pa|Accounts Payable Automation is not just about automating your supplier invoices. By digitizing the AP process, you will get better control of upcoming costs and full visibility of cycle times, vendor behavior and potential bottle necks. Over 3,500 clients worldwide With Palette, you get visibility into both the transaction status and history, so that if a credit hold situation occurs you immediately have access to the problem. All invoices are found in one single place, by just a click, irrespective of their status. Month end activities and report gathering is coming from a place where all the data is accurate and exportable. The process has removed non-value adding manual tasks. You will get metrics to watch the productivity of your AP staff. This allows you to have confidence in your team and to address areas of improvement when you see the need. Our user-friendly interface allows the entire organization to accelerate invoice processing and approve spends on the go by mobile or e-mail. The system sends out all incoming invoices to a pre-set approval workflow. Reminders to approvers with invoices pending are generated by the system. With the reporting tool you gain full visibility of the process. Detect bottle necks in time and avoid payment delays. Add functionality for recurring invoices, PO matching and automated account postings. Palette’s capture solution ensures you eliminate paper completely. Whether invoices are received as paper or email formats, the data is captured quickly and efficiently. No manual data entry is required. Palette automatically sends invoices to the proper approver, according to pre-set rules. If needed, you can add approvers to an existing workflow and ad-hoc routing is possible. Match vendor invoices to internal or external purchase orders and goods receipts. Our Cascading Matching engine automatically matches hundreds of lines – saving you time and money. A step-by-step history of invoice transactions is recorded, including communications between internal staff and suppliers. Palette creates a complete searchable invoice archive for reference and auditing purposes. Accounting Manager at The scope of this project began with invoice processing for a company with many facilities and satellite offices. The scope grew to include indirect purchasing, contract management, expense reporting and budget. Let us know what problem are you looking to solve. As an Accounting Manager, you create multiple processes for analysing and reporting financial information, ensure organizations follow requirements and recommend improvements for business procedures. Without a modern AP system, it’s difficult to have the information you need to perform these tasks accurately. You are responsible for AP, AR, capital accounting, general accounting, bank reporting and many other routine tasks. The vast majority of your time is focused on AP, either directly or indirectly. Invoice processing times are lengthy and you have no visibility into amounts until they are posted to the GL. Multiple spreadsheets with widely spread-out information can only take you so far. When exceptions come along, there’s no limit to the time it could take to get the exception resolved and posted. With a modern AP solution, invoice processing time is reduced and all invoice data is available from one single platform. With full visibility of the AP process it’s possible to detect potential bottle necks before they arise and payment delays are avoided
di|
st|Menu 250,000+ Users Settings for cookies
h1|AP Automation for the Accounting Manager
h2|Easy access to accurate data User friendly system Invoice Data Capture Efficient AP Workflow Automated PO Matching Archive Audit AP Benefits for Accounting Managers Join the Palette Partner Program Subscribe to our Newsletter
h3|Seamless Integration with your ERP USFarathane Case Study: Manufacturing Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Get Started Learn more SEE OUR CUSTOMER STORIES View All Integrations Native tools to ensure that the business rules of your system, data control, and validation are applied to all data communication. AP Automation for Dynamics 365 Finance and Operations and Dynamics 365 Business Central. AP Automation that integrates with SAP Business One and SAP R/3. With Palette’s standardized Integration to Workday enable a “plug and play” integration experience with minimal configuration. Learn more Learn more Learn more & Learn more I had thought at that time we could expand our AP process improvement into the other areas of the company but what I didn’t expect was how soon our CFO took advantage of the technology that Palette had to offer View Full Story Try Palette Read more Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
bo|Efficient approval workflow Automatic reminders Avoid bottle necks More automation Integration with NetSuite Integration with Dynamics 365 Integration with SAP Integration with Workday
pa|WHITEPAPER New technologies are driving innovation and disrupting financial services faster than ever before. In the face of FinTech start-ups encroaching upon established markets, executives are demanding more from their IT departments. Increased efficiency driven by game-changing innovation is not an option—it’s a must. Meanwhile, financial services clients have had their expectations set by other industries. They’re demanding better services, more value for money, and seamless, omnichannel experiences. Regulators are also demanding more from the industry, adopting new technologies to revolutionize data collection and analytics. In April 2019 Palette and Project Hosts made available SecureCloud P2P, an ultra-secure white label Purchase to Pay Cloud service for banks and financial institutions. The two companies came together to design and deploy both private and public cloud environments offering unparalleled uptime, infrastructure, security, compliance, and support. Not only are financial institutions looking to leverage treasury management service revenues, they also want to attract new customers and maximize customer retention. (Find out more about here). Let us know what problem are you looking to solve
di|Guide to Invoice OCR & Digital Invoice Capture Third party reports from the field confirm the challenge organizations face when capturing invoice data. 80% to 90% of invoices received by both medium and large size companies is either paper or email. Insiders Guide to AP Automation Software Palette’s whitepaper explores the various business models for AP software companies and how their specific approach works. Intelligent 3 Way Match Whitepaper Intelligent 3 Way Match is a shared central dashboard on desktop and mobile that shortens the approval cycle and increases staff productivity
st|Menu Settings for cookies
h2|A deep dive into the security framework for SecureP2P Join the Palette Partner Program Subscribe to our Newsletter
h3|Bank Security Standards Partnership with Project Hosts Read another whitepaper… Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Download full whitepaper Download full whitepaper View all whitepapers Try Palette Subscribe Terms & Conditions Privacy Policy Cookies Purchase to Pay for Healthcare with SecureCloud P2P SecureCloud P2P – White Label Purchase to Pay Platform for Financial Inst... Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
pa|Accounts Payable Automation is not just about automating your supplier invoices. By digitizing the AP process, you will get better control of upcoming costs, full visibility of cycle times and insight in vendor behavior. Over 3,500 clients worldwide As a Finance Manager, you need accurate data to give the best suggestions for financial planning and budgeting. Without a powerful solution AP Automation, you are constrained by multiple spreadsheets and email. Building and analyzing spend reports is a struggle and it’s impossible to foresee upcoming expenses. A digital process for AP gives you a complete overview of payables, improving the quality of your financial reporting. Our system is easy to configure according your business rules and legislation. This way, you can have confidence compliance is being met. Palette streamlines the processing of your supplier invoices and eliminates many time-consuming manual tasks. This way, you will free up time in the AP team and can grow without adding headcount. The entire organization can easily approve invoices while on the go. Using AI and capture automation, data is intuitively extracted from both paper and emailed invoices. The system sends out all incoming invoices to a pre-set approval workflow. Easy reporting enable a fast overview of the process. Detect bottle necks in time and avoid payment delays. Offer simple email approvals for your executives and remote access for any staff working out of office. Palette’s capture solution ensures you eliminate paper completely. Whether invoices are received as paper or email formats, the data is captured quickly and efficiently. No manual data entry is required. Palette automatically sends invoices to the proper approver, according to pre-set rules. If needed, you can add approvers to an existing workflow and ad-hoc routing is possible. Match vendor invoices to internal or external purchase orders and goods receipts. Our Cascading Matching engine automatically matches hundreds of lines – saving you time and money. A step-by-step history of invoice transactions is recorded, including communications between internal staff and suppliers. Palette creates a complete searchable invoice archive for reference and auditing purposes. Finance Manager at While updating their previous outdated ERP system, the time was right for SPORTMASTER to implement a new purchase-to-pay solution that would seamlessly integrate with its other business systems and streamline their invoice and purchasing processes. Let us know what problem are you looking to solve. By implementing a modern solution for invoice processing, repetitive and time-consuming manual tasks will be eliminated. Free up resources and get more time for higher value tasks in tour Finance department! Get full control of your supplier invoices, from their arrival through to being booked and paid for. All of your supplier invoices are visible and manageable in a central dashboard. Invoices are easy to find upon receipt in the dashboard, and after payment in a searchable archive. The digital archive simplifies the audit process as all transactions, invoices and receipts can be tracked and traced complete with timestamps. With our advanced matching engine, you can level up automation with fully automated matching to purchase orders, contract or goods receipt. It’s possible to reach a “zero touch process” in accounts payable! Palette’s solution is trusted by banks and financial institutions in the US and Europe. Accreditations in the US include SOC1, SOC2, HIPAA, ISO 27001, GDPR, and PEPPOL. Palette has been designed for easy integration to different ERPs and accounting systems. Today we offer connectors to 40+ different ERPs and new standard integrations are added continuously. Ease your reporting and give your company the best possible AP strategy by connecting your data seamlessly to your systems. Palette has over 3,500 installed clients globally, all connected to one or more ERP, purchasing, or accounting system. Read more about ERP Integration
di|
st|Menu 250,000+ Users René Faurskov Automated PO matching Trusted by banks Easy integration to your ERP Settings for cookies
h1|AP Automation for the Finance Manager
h2|Improve Financial Control Improved Productivity Invoice Data Capture Efficient AP Workflow Automated PO Matching Archive Audit How AP Automation benefits the Finance Manager Join the Palette Partner Program Subscribe to our Newsletter
h3|Seamless Integration with your ERP Sportmaster automates its purchase to pay process with Palette Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Get Started Learn more SEE OUR CUSTOMER STORIES View All Integrations Native tools to ensure that the business rules of your system, data control, and validation are applied to all data communication. AP Automation for Dynamics 365 Finance and Operations and Dynamics 365 Business Central. AP Automation that integrates with SAP Business One and SAP R/3. With Palette’s standardized Integration to Workday enable a “plug and play” integration experience with minimal configuration. Learn more Learn more Learn more & Learn more Palette can efficiently match purchase orders to invoices and it’s easy to set rules for any variances. The required human input is minimal, and very simple. Thanks to Palette, we are now able to manage PO invoices in a nearly fully automated manner. View Full Story Try Palette Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
bo|Intelligent Invoice Capture Efficient approval workflow Detect bottle necks Remote access Integration with NetSuite Integration with Dynamics 365 Integration with SAP Integration with Workday
pa|Palette integrates with Dynamics 365 & GP with Binary Stream’s Multi-Entity Management (MEM). Palette’s AP automation platform is a configurable, modules-based solution available in the cloud. It gives your organization the ability to connect multi-company, distributed, or group finance applications in any enterprise, web-based or via cloud architecture. Boost your investment in Dynamics with: Sustainability, efficiency and visibility – just to name a few of the positive impacts an ERP system has on an organization’s accounts payable processes. While an ERP system like Microsoft Dynamics GP stands strong on its own, there is so much more potential to capitalize on through integrating Microsoft Dynamics GP with AP automation software. An ERP system in conjunction with Palette’s AP automation solution provides a plethora of benefits and advantages on different levels, extending the functionality of the ERPs core functionality. It streamlines an organization’s accounts payable by processing invoices in Dynamics GP and creates an automatic, flexible and intelligent GP workflow. See Benefits Accounts payable invoice automation for Dynamics AX speeds up the capture, processing and approval of invoices significantly: Automated accounts payable solutions with AX processes on-average around 80% of all invoices straight-through capture to payment: With Palette’s AP automation AX software, an organization can design their AP workflows according to their needs and preferences. You determine the route and the designated approvers the invoices need to go past. Palette’s AP automation software makes it easy to serve and cooperate with supplier to maintain a long-lasting, meaningful relationship: Dynamics AX accounts payable automation provides an organization with several advantages when it comes to access, monitoring and control: Integrating Palette’s AP automation software gives accountants and business leaders a keen insight into their Microsoft Dynamics AX accounts payable processes and the ability to: Hide Benefits Let us know what problem are you looking to solve
di|Landstar benefits from automated invoice processing with Palette Landstar System, Inc. is a transportation services company specializing in logistics and more specifically third-party logistics. 4Service chooses to grow with Palette 4Service was founded in 2010 and is one of the Nordic region’s leading providers of facility management services in building, cleaning, property management, personnel restaurants and offshore. Clas Ohlson Automates AP with Palette One of Sweden’s best-known retailers, Clas Ohlson, operates around 200 physical stores in Sweden, Finland, Norway, Germany, and England
li|invoice processing in an intuitive dashboard automated approval workflows automated PO matching searchable invoice archive and audit trail Character recognition software automatically scans headers and line-item data 2 & 3-way matching is performed through a touchless process Payables are routed through predetermined business processes Eliminates human errors Does not require the same level of oversight Eliminates the risk of overpayment och duplicate payments Automatic flagging of exceptions to be reviewed by designated approver Streamlines reporting, budgeting and auditing, making them more efficient and accurate Supplier risk is reduced at all stages, from initial on-boarding to regular invoice payment With a reduced risk of human error, the approval and payment process will always be performed on time helping you keep a good standing with suppliers Approved suppliers can submit documentation and updates in a wide range of different document formats The system will alert you to time-sensitive circumstances (e.g. upcoming contract renewals) No more paper invoices that face the risk of disappearing Full access to the payment cycle from anywhere, at any given time Easy sharing of data in real-time between departments and individuals within the organization Automatic import and export of pertinent information Simultaneous access to the system where you can decide who has access to what Invoices not automatically approved for payments are flagged and automatically rerouted to designated approvers Easy-to-follow electronic trail to identify exceptions and fraud See the big picture at a glance Leverage exhaustive, real-time dashboard reporting of KPIs Find, retrieve and present relevant data quickly Focus on specific problem areas and identify solutions for improvement Identify noncompliance with business rules and/or spending policies Monitor performance and productivity of any AP individual, team or department
st|Menu Tomas | CEO Cara | AP Manager Lisa | CIO Lawrence | CFO Settings for cookies
h2|Features – Microsoft Dynamics GP Accounts payable automation Join the Palette Partner Program Subscribe to our Newsletter
h3|Microsoft Dynamics GP AP Automation for Microsoft Dynamics GP AP Workflow 2 3-way PO matching Recurring Invoices (or Contracts) Archive Audit Accounts Payable Automation for Dynamics GP with Binary Stream’s Multi-Entity Management (MEM) Benefits of integrating Palette’s AP automation software with Microsoft Dynamics GP Save time Higher accuracy & Streamlined processes Customized solutions Better business relationships Improved access, monitoring and control Improved insight & transparency Capitalize on early payment discounts You also might be interested in Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Have visibility that ensures accountability. Reduce cycle times. Grow without adding to headcount. Get Started Have visibility that ensures accountability. Reduce cycle times. Grow without adding to headcount. Engineered from the ground up with AP in mind, Palette’s Accounts Payable Automation for Microsoft Dynamics AX boosts your investment in AX by giving your staff flexible approval workflows, automated invoice processing, automated PO matching and much more. Using an automated workflow and a central dashboard, Palette automates the processing of PO- and Non-PO invoices within Microsoft Dynamics GP . If an invoice matches all of the criteria of an associated PO the system can transfer that invoice directly to MS Dynamics AX for posting and payment. Have visibility into Accounts Payable balances and payment/approval status “Drag & Drop” approval workflows, ad hoc routing Approvals are made directly in email or a mobile device & Palettes unique cascading matching system can handle matching against purchase orders at the header or line level. In a “no match” situation, or if a non-PO invoice arrives, workflow takes over. This ensures the appropriate approver or exception handler promptly gets notification and access to the information needed to clear the exception, creating an effective approval workflow . Exceptions are flagged for reconciliation. Invoices, purchase orders, and goods receipts are matched by the software Match items at both the header or line level, whether it is 50 lines or 500 lines Complete audit trail of approvals and communications become part of the transaction record Repeated invoices are matched to account numbers or contracts, posted to the proper charge codes and approved for payment through Dynamics GP accounts payable automation . Reminders are sent when a contract is about to expire. If required, expenses are split between different departments. Repeat invoices are matched to account numbers or contracts Self-billing for contracts that do not have vendor invoices Manages spending and renewal process & A step-by-step documented history of invoice transactions is recorded, including communications between internal staff and suppliers. Palette’s Accounts Payable software for Microsoft Dynamics GP creates a complete, searchable archive for reference and auditing purposes. Faster audit process Provides basis of objectivity for investigations Raises compliance standards for the entire organization In some cases, suppliers will offer a discount for buyers who pay their invoice early. These potential discounts are often missed in a manual AP process due to its slow nature. Utilizing Palette’s AP automation solutions speeds up the invoice lifecycle, allowing you to capitalize on most early payment discounts. Explore more Try Palette Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
em|“Email approvals mean I don’t have to learn yet another dashboard.” “No more finger pointing! We can see where the bottleneck is and address it.” “The intuitive interface means fewer calls for assistance from people using Palette” “How do you enforce what’s in a binder? Palette ensures policies are followed on each and every transaction.”
pa|Sustainability, efficiency and visibility – just to name a few of the positive impacts an ERP system has on an organization’s accounts payable processes. While an ERP system like Microsoft Dynamics AX stands strong on its own, there is so much more potential to capitalize on through integrating Microsoft Dynamics AX with AP automation software. An ERP system in conjunction with Palette’s AP automation solution provides a plethora of benefits and advantages on different levels, extending the functionality of the ERPs core functionality. It streamlines an organization’s accounts payable by processing invoices in Dynamics AX and creates an automatic, flexible and intelligent AX workflow. See Benefits Accounts payable invoice automation for Dynamics AX speeds up the capture, processing and approval of invoices significantly: Automated accounts payable solutions with AX processes on-average around 80% of all invoices straight-through capture to payment: With Palette’s AP automation AX software, an organization can design their AP workflows according to their needs and preferences. You determine the route and the designated approvers the invoices need to go past. Palette’s AP automation software makes it easy to serve and cooperate with supplier to maintain a long-lasting, meaningful relationship: Dynamics AX accounts payable automation provides an organization with several advantages when it comes to access, monitoring and control: Integrating Palette’s AP automation software gives accountants and business leaders a keen insight into their Microsoft Dynamics AX accounts payable processes and the ability to: Hide Benefits Let us know what problem are you looking to solve
di|This field is for validation purposes and should be left unchanged. Landstar benefits from automated invoice processing with Palette Landstar System, Inc. is a transportation services company specializing in logistics and more specifically third-party logistics. 4Service chooses to grow with Palette 4Service was founded in 2010 and is one of the Nordic region’s leading providers of facility management services in building, cleaning, property management, personnel restaurants and offshore. Clas Ohlson Automates AP with Palette One of Sweden’s best-known retailers, Clas Ohlson, operates around 200 physical stores in Sweden, Finland, Norway, Germany, and England
li|Character recognition software automatically scans headers and line-item data 2 & 3-way matching is performed through a touchless process Payables are routed through predetermined business processes Eliminates human errors Does not require the same level of oversight Eliminates the risk of overpayment och duplicate payments Automatic flagging of exceptions to be reviewed by designated approver Streamlines reporting, budgeting and auditing, making them more efficient and accurate Supplier risk is reduced at all stages, from initial on-boarding to regular invoice payment With a reduced risk of human error, the approval and payment process will always be performed on time helping you keep a good standing with suppliers Approved suppliers can submit documentation and updates in a wide range of different document formats The system will alert you to time-sensitive circumstances (e.g. upcoming contract renewals) No more paper invoices that face the risk of disappearing Full access to the payment cycle from anywhere, at any given time Easy sharing of data in real-time between departments and individuals within the organization Automatic import and export of pertinent information Simultaneous access to the system where you can decide who has access to what Invoices not automatically approved for payments are flagged and automatically rerouted to designated approvers Easy-to-follow electronic trail to identify exceptions and fraud See the big picture at a glance Leverage exhaustive, real-time dashboard reporting of KPIs Find, retrieve and present relevant data quickly Focus on specific problem areas and identify solutions for improvement Identify noncompliance with business rules and/or spending policies Monitor performance and productivity of any AP individual, team or department
st|Menu Tomas | CEO Cara | AP Manager Lisa | CIO Lawrence | CFO Settings for cookies
h2|Features – Microsoft Dynamics AX Accounts payable automation Join the Palette Partner Program Subscribe to our Newsletter
h3|Microsoft Dynamics AX AP Automation for Microsoft Dynamics AX AP Workflow 2 3-way PO matching Recurring Invoices (or Contracts) Archive Audit Benefits of integrating Palette’s AP automation software with Microsoft Dynamics AX Save time Higher accuracy & Streamlined processes Customized solutions Better business relationships Improved access, monitoring and control Improved insight & transparency Capitalize on early payment discounts Fill out the information below to receive an integration sheet for Microsoft Dynamics AX You also might be interested in Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Have visibility that ensures accountability. Reduce cycle times. Grow without adding to headcount. Schedule a Demo Download Integration Sheet Have visibility that ensures accountability. Reduce cycle times. Grow without adding to headcount. Engineered from the ground up with AP in mind, Palette’s Accounts Payable Automation for Microsoft Dynamics AX boosts your investment in AX by giving your staff flexible approval workflows, automated invoice processing, automated PO matching and much more. Using an automated workflow and a central dashboard, Palette automates the processing of PO- and Non-PO invoices within Microsoft Dynamics AX . If an invoice matches all of the criteria of an associated PO the system can transfer that invoice directly to MS Dynamics AX for posting and payment. Have visibility into Accounts Payable balances and payment/approval status “Drag & Drop” approval workflows, ad hoc routing Approvals are made directly in email or a mobile device & Palettes unique cascading matching system can handle matching against purchase orders at the header or line level. In a “no match” situation, or if a non-PO invoice arrives, workflow takes over. This ensures the appropriate approver or exception handler promptly gets notification and access to the information needed to clear the exception, creating an effective approval workflow . Exceptions are flagged for reconciliation. Invoices, purchase orders, and goods receipts are matched by the software Match items at both the header or line level, whether it is 50 lines or 500 lines Complete audit trail of approvals and communications become part of the transaction record Repeated invoices are matched to account numbers or contracts, posted to the proper charge codes and approved for payment through Dynamics AX accounts payable automation . Reminders are sent when a contract is about to expire. If required, expenses are split between different departments. Repeat invoices are matched to account numbers or contracts Self-billing for contracts that do not have vendor invoices Manages spending and renewal process & A step-by-step documented history of invoice transactions is recorded, including communications between internal staff and suppliers. Palette’s Accounts Payable software for Microsoft Dynamics AX creates a complete, searchable archive for reference and auditing purposes. Faster audit process Provides basis of objectivity for investigations Raises compliance standards for the entire organization In some cases, suppliers will offer a discount for buyers who pay their invoice early. These potential discounts are often missed in a manual AP process due to its slow nature. Utilizing Palette’s AP automation solutions speeds up the invoice lifecycle, allowing you to capitalize on most early payment discounts. * * * * Explore more Try Palette Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
em|“Email approvals mean I don’t have to learn yet another dashboard.” “No more finger pointing! We can see where the bottleneck is and address it.” “The intuitive interface means fewer calls for assistance from people using Palette” “How do you enforce what’s in a binder? Palette ensures policies are followed on each and every transaction.”
pa|If you are not happy with the results below please do another search
di|Palette Software Inc.(HQ) Palette Software AB (HQ) Find your local Palette office This field is for validation purposes and should be left unchanged. This field is for validation purposes and should be left unchanged. CAPTCHA This field is for validation purposes and should be left unchanged.
st|Menu Settings for cookies
h2|Subscribe to our Newsletter Join the Palette Partner Program
h3|Fill out the information below to receive an integration sheet for Dynamics 365 Business Central Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations
h4|New Search
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
pa|If you are not happy with the results below please do another search
di|Palette Software Inc.(HQ) Palette Software AB (HQ) Find your local Palette office This field is for validation purposes and should be left unchanged. This field is for validation purposes and should be left unchanged. CAPTCHA This field is for validation purposes and should be left unchanged.
st|Menu Settings for cookies
h2|Subscribe to our Newsletter Join the Palette Partner Program
h3|Fill out the information below to receive an integration sheet for Dynamics 365 Business Central Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations
h4|New Search
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
pa|Generate purchase orders and import external purchase orders. Boost the efficiency in your purchasing processes and increase cost awareness in your organization with our solution for purchase order automation. A purchase order is a document issued by a buyer to a seller which includes the first official offer regarding types, quantities, and agreed prices for products or services. The process for a purchase order is usually both long and complex which requires a lot of back-and-forth communication between the buyer and seller, such as renegotiating or other changes to the order. Due to the nature of this type of disorganized communication, information tends to get lost. Even when everything is in order, due to the large amount of information, it can be still difficult to keep track of everything. In comes purchase order automation. Better visibility With the reporting features of purchase order solutions, you gain an improved visibility into each department’s spend. You’ll get easier access to see what they are spending on, and who they are spending it with. Purchase order solutions allow you to secure better deals with your suppliers or alert you when you should consider alternative suppliers to work with. You get a better understanding and visibility of your entire supply chain and supplier performance. Within the purchase order management system you can also search through all documents in the system, giving you access to all pending orders, view the status of an order, invoices and payments. Streamlined procurement process Purchase order management system allows for a variation of different functionalities including: Reduces the potential of human error Manual tasks are prone to human error. Handwriting may be illegible and misinterpreted, or fields may be unintentionally left blank. Simpler mistakes need to be tracked down and addressed which can cause long, unnecessary delays in the purchase order process. Automated purchase orders assures everything is legible and removes the chance of missing details. Flexibility Purchase order management systems allows you to create rules and permissions on a fundamental level to restrict purchasing to certain thresholds, suppliers or items. Create blanket POs and route them automatically for approval, and more. This means that no matter what your needs and prerequisites are, the system can be configured to address them. Save time With all your vendors gathered in one centralized location in a purchase order management system, users won’t have to spend time digging for the required information. The requisition can be put together, click and sent to the approval person in a fraction of the time compared to manual purchase order management. The approval person can then review the requisition and immediately sign off on it so it becomes an electronic PO, or deny it and include a comment on how it can be amended. The PO is then sent to the vendor. This purchase automation takes place in real time. Compare it to traditional paper forms where the order needs to be faxed, mailed or scanned to create a digital form before forwarding it to the supplier – there’s a lot of time to be saved. It’s also easier to find the record of all actions taken due to the audit trail, so no more time lost trying to track down missing orders or documents. Let us know what problem are you looking to solve
di|Landstar benefits from automated invoice processing with Palette Landstar System, Inc. is a transportation services company specializing in logistics and more specifically third-party logistics. 4Service chooses to grow with Palette 4Service was founded in 2010 and is one of the Nordic region’s leading providers of facility management services in building, cleaning, property management, personnel restaurants and offshore. Clas Ohlson Automates AP with Palette One of Sweden’s best-known retailers, Clas Ohlson, operates around 200 physical stores in Sweden, Finland, Norway, Germany, and England
li|Who’ll be able set up business rules dictating who has the ability to request products and services for different departments Who’s got the authority to approve requisitions and convert them into purchase orders Who has the ability to see and process invoices Who has the ability to make budget adjustments
st|Menu Jeff MacPherson, Financial Analyst • Canadian North Airlines Settings for cookies
h2|Join the Palette Partner Program Subscribe to our Newsletter
h3|Purchase Order Automation What is a purchase order? What is purchase order automation? How does purchase order automation work? Benefits of an automated purchase order system Control indirect spend and reduce maverick purchases with Palette You also might be interested in Are you ready to take the next step? Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu Get Started Purchase order automation refers to the process of using electronic tools, systems and software to digitize and streamline the entire purchase order process. Instead of having to rely on manual processes prone to human error, you rely on a solid purchase order software system that automates each and every step. Using a purchase order management system , all invoices are automatically matched against the corresponding (internal or external) PO at the header or line level according to predefined business rules and tolerances. Any invoices matching within approved tolerances can be sent directly to the ERP for recording. If any information is missing or incorrect, it can be sent to the proper approver to be corrected and matched manually. One invoice can contain items from multiple purchase orders, and one purchase order can be matched to multiple invoices, whether they have been delivered in part or in full: Match at the header or line level Match internal or external purchase orders with hundreds of lines Exceptions are sent to approvers to validate with one-click approval on mobile or desktop Provides a complete audit trail, including messages Purchase orders generated by Palette’s automated purchase solutions are automatically delivered to vendors after they have been approved. Both internal purchase orders generated by Palette and external purchase orders are located in one place—taking advantage of reporting and PO matching. Track with budgets and reports Users can select from a long list of search criteria that can be used to generate custom reports. Tracking supplier performance, commodity purchases, matching statistics, vendor spend, etc. can all be facilitated in the reporting system. All reports provide a summary result set that can be drilled into to see specific details and actual images: Employees purchase goods and services within a set budget Purchases can be limited to preferred and properly approved suppliers Generate better information for price and contract negotiations Explore more Try Palette Subscribe Terms & Conditions Privacy Policy Cookies Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
em|“Before the deployment of Palette’s solution, invoices received as PDF files had to be printed, approved, and coded before being passed to our Accounts Payable department for manual filing – all of which was extremely time-consuming and labor-intensive.”
pa|You are responsible for negotiating the best possible price for the direct material that the company uses at all its locations. They cut a blanket PO and move on. The blanket PO has no final dollar amount or quantity, but rather a “piece price”. In cases where there is tiered pricing, those tiers are listed as text in the body of the PO. ou don’t order the material, but sets the stage for the ordering to begin. Your vendors provide indirect material with discounted pricing based on payment terms. Purchasing has no way to know if the vendor is invoicing the agreed upon price unless AP flags the invoice. The purchasing department isn’t involved with 90% of indirect material purchasing – and yet they are responsible for creating and ensuring that the organization follows the appropriate procedures for purchasing. As a member of the purchasing department, you are responsible for handling all service contracts. You’re part of the approval chain for any scenario where purchasing takes place – something that may have not happened before. Palette lets Purchasing perform audits on vendor performance about whether they are invoicing for the negotiated price, or if the vendor is shipping the quantities requested. Palette assists with energy use audits in order to claim energy rebates – without relying on another department to provide the historical information. The Materials Manager plays a key role in the manufacturing process by ensuring that jobs are run on schedule. All the necessary materials and components for each scheduled job have to have sufficient inventory levels. The role works hand in hand with Purchasing because the purchasing department negotiates with vendors to get the best pricing. That includes tiered pricing based on volumes. You know where the best price breaks are and you order material accordingly. You take into consideration the cost to keep the material on hand in inventory as well as the frequency of manufacturing the parts that consume that material. Your final part of any transaction should be to place the order according to all of these pieces of information. If the vendor ships quantities other than what you ordered, the company could pay a higher price because the information from the order is not available to anyone in Accounts Payable. To AP, the invoice could look perfectly ‘normal’ because they do not know that you ordered 1,000 pieces to get the price break – yet the vendor shipped 2 shipments of 500 and billed them at a higher piece price. There is only one department between you and the accounting department, and that is shipping/receiving. Your role is to record direct material as it is brought in to the plant. You are the only role that stands between the materials department and an invoice being paid correctly. When you are entering the receipt, you must enter it against the correct release. This is the only way for AP to know what the amount of the invoice should be and ensures that the vendor is invoicing according to the price breaks in their contract. This series is excerpted from our Whitepaper on the 
di|
st|Menu Settings for cookies
h2|Shipping and Receiving Clerk Join the Palette Partner Program Subscribe to our Newsletter
h3|After Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
h4|“Palette gives me visibility into the company’s purchasing habits and history, which is information I can use to drive savings.”
h5|Share this entry
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu / in , / Y Share on Facebook Share on Twitter Share on LinkedIn Share by Mail Subscribe Terms & Conditions Privacy Policy Cookies How Purchase Order Approval Workflow Benefits Maintenance Workers & Service... How Purchase to Pay Automation Benefits Each Role in the Organization Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
bo|Purchasing Manager Before Materials Manager
em|In this blog series we show how Palette AP Automation makes a difference, role by role, to the people in an automotive manufacturing firm. It highlights how the technology can impact all of the people purchasing and invoice processing touches, empowering roles in the organization with transparency and accountability. In this article we show how essential roles benefit from purchasing automation.
pa|As organizations grow their operations can be a victim of success. Manual processes that were once manageable require more resources, or the technology in place cannot handle the workload. Continuous improvement is necessary for businesses to thrive, but that can only happen as a result of fundamental change. Forward-thinking organizations initiate transformation with the right approach to ensure the changes they make endure. That was something the Aava Medical Center did when they transformed their purchase to pay processes. The Finnish company has been promoting health and well-being for over 50 years with more than 1,000 professionals working at 14 locations in 10 cities. In 2019 Aava intiated a broad transformation that was designed to make lasting improvements to the organization’s operating culture. Aava wanted to make purchases visible and to facilitate that change the company implemented . Although this was a system project the most significant aspects of the transformation happened in the interactions between employees and stakeholder organizations. Aava approached the project with the right mindset and the implementation was a resounding success. So what can other organizations learn? Purchasing is an important part of business operations and, depending on the industry, procurement can account for up to 75% of net sales. If purchases are not monitored and controlled, companies cannot be cost-effective. As an example, purchases might be made from overlapping suppliers and there may be a lack of compliance – or the awareness of purchasing policies. That prevents the organization benefiting from supplier contracts or taking advantage of purchasing volumes. Each vendor may also have its own purchasing portal, which means a company’s spend data is distributed to different vendor systems. When companies have their own procurement system they control the purchase process, ensure that terms and conditions are met and that their purchasing data is readily available. “A purchasing system can be used to monitor and control what has been acquired, from where and at what price,” says Matti Junttonen, a Senior Account Manager with Palette. “In addition, complete spend-data enables efficient competitive tendering and procurement optimization. Effective procurement is virtually impossible without a solution for it.” Aava uses Palette’s Purchase-to-Pay solution to control and monitor purchases as well as to automate their invoice processing workload. Virpi Hentunen, Aava CFO, says the new solution is part of a bigger change. “Acquisition is a very concrete part of our service chain, so we aim to make awareness and understanding of procurement a wider and more important part of our operating culture. Palette will support our new way of working”, she says. Palette Consultant Miikka Suikki says that Aava approached this change from a good perspective. A technical solution is not enough to improve purchase-to-pay processes alone, as a new solution is an opportunity to renew business processes as well: “Instead of sticking to old business processes, a new system opens the door to more efficient processes overall.” Currently Aava acquires nursing supplies, drugs and office supplies through Palette’s system. As the value of Aava’s purchases is about €45 million per year, the impact of the new system is quite substantial. Aava has set concrete goals around cost savings and transparent processes. The system implementation was successful and Hentunen is positive that their goals will be realized. “The system was set up on schedule as expected. We were able to order products from the new system from the first day of use,” Hentunen said. With Palette’s Purchase-to-Pay solution, Aava’s organization now makes purchases from its own purchasing system. In the past orders have been handled by suppliers’ order portals. “The change does not only apply to Aava, but also to our supplier network. Although the product catalog implementation was new to many suppliers, the system worked smoothly from the date of implementation. The change does require collaboration, however,” Hentunen comments. Aava used three cornerstones to represent the most important factors of a successful system change: people, communication, and controlled change phases. “We decided there must be one close-knit team charged with implementing change. In a tight working group, it is easier to guarantee that everyone is given enough responsibility and that it is easier for everyone to commit to the project,” Hentunen says. Aava’s working group was based on category-level and technical expertise. The people responsible for categories also served as an important link to the rest of the organization. They trained staff and informed them about the changes. Katja Primetta oversees categories at Aava. She believes that information should be delivered in digestible amounts to targeted audiences. Aava made a website for the acquisition project in the company’s intranet, where all of the information is available in one place. The new system will be introduced gradually. When you proceed one step at a time, it’s easier to communicate internal changes and make implementation more manageable. “We summed this up as making real changes through real challenges, without making too many big changes at one time,” Hentunen said. See our solution page for more information about 
di|
st|Menu Settings for cookies
h2|Procurement becomes an important part of the operating culture Join the Palette Partner Program Subscribe to our Newsletter
h3|Aava Medical Center transformed their P2P processes Implementing Purchase-to-Pay 3 cornerstones for successful implementation Fill out the information below to receive an integration sheet for Dynamics 365 for Finance and Operations Fill out the information below to receive an integration sheet for Dynamics 365 Business Central
h4|A technical solution is not enough People Communication Controlled Change Phases
h5|Share this entry
sp|Our Product Solutions SOLUTIONS BY INDUSTRIES Construction Real Estate Manufacturing Space Professional Services Retail & Wholesale Accounting Firm SOLUTIONS BY ROLE Resources Invoice Capturing Invoice scanning OCR invoice scanning AP Automation Invoice Processing Approval workflow Recurring Invoices Audit Trail Software PO workflow 3 way match Purchase order automation Purchase-to-pay automation ERP Integration Netsuite SAP BUSINESS ONE Quickbooks Dynamics 365 Microsoft Dynamics GP Microsoft Dynamics AX Microsoft Dynamics NAV Intacct Aptean Workday SAP Oracle Case Studies Whitepapers Support Contact Us Book a Demo Search Menu / in / Share on Facebook Share on Twitter Share on LinkedIn Share by Mail Subscribe Terms & Conditions Privacy Policy Cookies AP Exception Handling & Reducing Exception Rates How a Plant Manager Benefits from Purchasing Approval Workflow Scroll to top * * * * * * * * * * * * * * * * * * Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies 3rd Party cookies Privacy Overview Strictly Necessary Cookies Enable or Disable Cookies 3rd Party cookies Enable or Disable Cookies
em|What can organizations learn from a successful procurement transformation?