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05-17-2024, 11:42 AM #1
- Join Date
- Feb 2024
- Posts
- 1
Factoring automation software
Does anyone have recommendations for automating certain workflows in invoice factoring specifically:
- OCRing invoices and Purchase Orders
- Matching these together (so I know it's the right PO for a given invoice)
- Validating the invoice with the merchant
- Reconciling invoices end of month with the the transactions
Right now it seems that the only way is doing this all manually which doesn't scale well! Recommendations welcome.
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05-18-2024, 01:53 PM #2
- Join Date
- Dec 2015
- Location
- Costa Mesa
- Posts
- 233
Yeah.....unfortunately the invoice factoring market is not big enough for software companies to build dedicated tech to support said automations. I think you could probably figure out how to automate a portion of it but automating all of it is going to be a tough ask.
We have some of the tools above. Give us a look. Maybe with Zapier and a few other tools it could get you down the road.
www.centrexsoftware.com
Trey Markel
Centrex Software
VP Sales & Marketing
(888) 622-5810
tmarkel@centrexsoftware.com
www.centrexsoftware.com
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