CoreIntegrator Workflow

CoreIntegrator’s custom solution for company processes with high volumes.
A custom solution for your business.

BOOK YOUR COREINTEGRATOR WORKFLOW DEMONSTRATION

We customize our product for “big business” clients

For companies that process over 15,000 invoices per year, there are going to be complex rules for approval and many different ways to get invoices processed from clients.

With this type of volume, you’ll need the industry experience of the CoreIntegrator team to build a solution perfect for your business.

The CoreIntegrator Workflow platform is capable of automating any business process with its integrated forms designer and workflow designer tools.

Introducing Smart AP

What if CoreIntegrator could learn how you process your invoices and do all that work for you?

Well now it can with Smart AP.

Smart AP is a configurable tool that lets you teach CoreIntegrator to automatically fill in data fields for you based on certain key values. For example, if your FedEx invoice always goes to “Bob” in the shipping department and the invoice is always coded to the same GL account number, once you’ve entered in the vendor information and the basic invoice detail (invoice date, number and amount) – all the rest of the fields will auto populate based on how you processed the invoice the last time.

At CoreIntegrator, we’re constantly looking for ways to make your life easier and more productive.

How it works

If you process invoices in CoreIntegrator, then you know we’ve automated a great deal of the effort to process, track, monitor and get invoices approved.

But there is still a great deal of data entry and repetitive work that needs to be done to process an invoice.

As a matter of fact, you can have as many as 13 fields (or more) that require some form of data entry PLUS you have the GL coding on top of that, which can be anywhere from 2 to 4 fields (or more) per distribution. In addition, depending on your workflow rules, you still need to figure out where it goes for approval.

Maybe you have an invoice from a vendor that doesn’t always go to the same department for approval – no problem, just select the correct department and CoreIntegrator will determine the appropriate approver AND modify the GL account to reflect the different department approving it.

What if you have multiple GL distributions? Again, no problem. Smart AP will calculate the distribution amounts based on a % of the total to be distributed – the same % split you used the first time. Of course you can edit the amounts at any time.

You have the ability to change what has been learned at any time or skip one time changes or if an invoice never has a consistent pattern to how it is processed, you can even turn the learning function off for that particular vendor.

OCR makes it even better

Take this advancement in technology one step further by adding OCR software to the beginning of the process where you can expect the following fields to be automatically captured: vendor id, invoice number, invoice date and total amount.

With that information entered for you, Smart AP will fill in the remaining values and you basically have a ZERO data entry process. Now that’s working smarter, not harder. Implementation and setup are super simple, and we’ve bundled the software along with the services into one package price.

BOOK IN YOUR WORKFLOW DEMO TODAY

Everything in one easy dashboard

Once integrated into your business, each of your designated team members will get their own dashboard where they can see their approval tasks in seconds.

They only see what they need to approve, so its a simple step of opening for more detail and approving each request.

Document capture

Many workflows involve a “document” of some type.

From paper, email extraction, OCR / ICR data capture or other electronic file types.

Workflow has the technology to support all standards for importing and exporting documents, to and from your workflow.

With integrated modules or via 3rd party leaders in the industry, you’ll never miss importantb data and enhance the customer’s experience.

Integration / API

CoreIntegrator has a powerful Application Programming Interface (API) available for in-house customization.

Functions and information can be accessed through the API so your company can develop your own  standard ‘plug and play’ interfaces between CoreIntegrator and your solution.

Forms Designer

CoreIntegrator includes a flexible and powerful module for building and designing electronic forms.

Drag and drop form fields to any position on the form design tool.

Fields can be linked to virtually any data source for complete and seamless integration.

With a huge range of field types and conditional formatting rules, you have near limitless customization options available.

In the Cloud or On Premises

CoreIntegrator is developed to suit your organization’s needs, so whether you want your software installed locally on your network, hosted with a preferred hosting company, or natively in the cloud – CoreIntegrator has enough flexibility to be installed in the location that makes the most sense for your organization.

Workflow Designer

Drag and drop workflows provide a unique visual to the “flow” of the process so developers can easily determine where routings begin and end or branch to specific activities based on certain conditions.

Out of the box pre-configured workflow configurators are now available so that non-technical users can customize their own workflow rules with an easy to use interface – new workflows are fully designed in a matter of hours, not weeks or months.

Reporting and Searching

CoreIntegrator provides the ability to search and find important documents and information within seconds.

Users can also export search results to Excel spreadsheets for further review and analysis.

CoreIntegrator has a built-in report module for day-to-day custom reporting needs.

For customers that use other reporting services or utilities, data in CoreIntegrator can also be exposed via SQL views for easy access.

Content Management

CoreIntegrator delivers a quick and easy content management functionality for archives of your other documents.

Users can easily add content, perform basic “indexing” of key words or descriptions and archive the document for later retrieval.

Content can be easily integrated to existing workflows as supporting documentation for quick reference or association based on key index fields.

Users access documents using the same user experience as they do with workflows, so combining the two environments, workflows and content storage, into a single interface greatly simplifies how a user accesses their paperless environment.

Starr

CoreIntegrator has steamlined many of our office procedures, saving us both time and money each and every day.

Theresa Rago

Manager, Financial Systems

Starr Insurance Holdings

Iridium

CoreIntegrator has allowed Iridium to be a completely paperless AP department. The increased efficiency and automation has exceeded expectations.  The team at CoreIntegrator always delivers outstanding customer service and an excellent product! Keep up the good work!!

Sandra Dodge

Sr. Financial Systems Manager

Iridium

Reliant Senior Care

CoreIntegrator allowed us to reorganize and utilize people in different roles – the impact was a reduction in our Accounts Payable staff by more than 70%.

Anthony Sciole

Chief Financial Officer

Reliant Senior Care

Nexion

CoreIntegrator Workflow has been able to meet our diverse needs in the most efficient and effective way . . .

Michelle Beall

Payables and Corporate Operations Manager

Nexion Health