Whatever Your Process is, We Can Automate It!
If your business or organization is mired in inefficient manual business processes then you have come to the right place!
CoreIntegrator Enterprise is a powerful business automation solution that can be tailored to automate any business process.
With over 20 years of experience, we have a library of pre-built solutions including AP automation, procurement automation and HR automation.
More importantly, CoreIntegrator Enterprise is completely customizable to your specific business process. So instead of making you change your business process to automate it, we custom tailor automation to your specific process!
This also means that we can customize CoreIntegrator Enterprise to automate any industry-specific task!
And we don’t just stop at automating your business. We grow with you and help you achieve business goals that would never be possible with manual processing.
Features, functionality and facts.
Using industry best practices, we simplify and optimize everyday administrative tasks through process automation.
Our goal is to make the lives of your employees easier. That’s why we build a product that works perfectly within a company’s process and structure to deliver systems that meet the actual needs of each organization.
How do we do that?
Let’s dive into some key functionality our Enterprise solution has to offer.
OCR takes care of the repetitive stuff.
Let OCR (Optical Character Recognition) take care of your repetitive data entry process! OCR can start the process of capturing key data like vendor id, invoice number, invoice date and total amount.
With that information entered for you, CoreIntegrator’s Smart AP technology will fill in the remaining values and you basically have ZERO manual data entry.
Implementation and setup are super simple, and we’ve bundled the software along with the services into one package price.
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.
The documents you need, at your fingertips.
Many workflows involve a “document” of some type.
From paper, email extraction, OCR / ICR data capture or other electronic file types.
Our Enterprise solution 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 important 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.
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.
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.
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.
Dive deeper into our articles…
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 robotic process automation.
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) – our robotic process automation auto populates the rest of the fields 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…
CoreIntegrator Enterprise automates 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.
Some of our customers 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 each invoice goes for approval.
Smart AP robotic process automation is always paying attention to how you process invoices and is constantly learning.
Smart AP memorizes how an invoice was processed previously. Once you enter an invoice once, the system knows how to do it the second time. It knows exactly what GL code it needs to go into. Smart AP learns how to automatically process repetitive invoices.
But 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.
And 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.
With Smart AP robotic process automation 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.
Smart AP is configurable AP automation that just works.
We have a wide range of publications that go into detail about our product. If you still have any questions about our solutions we’d love to chat more about it.
Accounts Payable Automation Solutions
CoreIntegrator Workflow AP Automation Brochure
Full featured, fully customizable Accounts Payable automation solution to meet your exact project specifications.
AP Automation Solutions for Microsoft Dynamics Products
CoreIntegrator Workflow Solutions for MS Dynamics Brochure
CoreIntegrator Workflow Solutions specific to Microsoft Dynamics ERP Applications and SharePoint.
CoreIntegrator Integration with Dynamics GP
CoreIntegrator Workflow Solutions specific to Microsoft Dynamics GP.
Workflow Business Process Automation
CoreIntegrator Workflow Overview Brochure
Information on the CoreIntegrator Workflow Business Process Management Platform.
Support and Services
CoreIntegrator Support and Services Brochure
Information on the CoreIntegrator Product Support and Professional Services Offerings.
CFO Briefing Document
A guide to Automation in Finance for the Chief Financial Officer.
CoreIntegrator has steamlined many of our office procedures, saving us both time and money each and every day.
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!!
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%.
CoreIntegrator Enterprise has been able to meet our diverse needs in the most efficient and effective way . . .