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Agilico Verify

Making Automated Invoice Processing Easy

AP/AR Automation Workflow Document Management Invoices & Expenses

Automatic invoice capture
PO Matching
Get coding correct every time
Customisable authority register
Automatic invoice posting to Sage
Access all processed invoices from Sage
Know exactly who has taken actions on each invoice
Full reporting capability

Automatic invoice capture

After an invoice has been submitted into Verify's automated invoice processing system, the tool intelligently captures the relevant header and line information from the invoice, and identifies the business entity the invoice relates to.

PO Matching

Agilico Verify can automatically identify the PO number on any invoice if one is included. Verify will then automatically match related invoices and receipts to the PO for straight-through processing. Any invoices not matching the PO will be sent to a matching process, where users can add and remove orders, and amend values and quantities invoiced to achieve a match with the invoice.

Get coding correct every time

Depending on your Sage set up, invoices can be coded by department, project, nominal and cost codes. Invoices can be coded to multiple lines and can be distributed across several different routes for approval. The coding is visible throughout processing, allowing you and your colleagues in the process to ensure it is correct by the time it is posted to your finance system.

Customisable authority register

With our easy-to-use approval matrix, you can see exactly who has authority at each approval level. You can change approvers at the click of a button, create groups, and change the value of each approval level as required.

Routes are individual to each business entity and can be department-based, project-based, spend category-based, supplier-based, and so on. Routes can also just be an "exception route" (useful if you just want an invoice to go to a specific employee), where it can ignore any other relevant routes for that invoice. Stages can also be skipped if necessary.

Automatic invoice posting to Sage

Once an invoice has been processed, the transaction data is automatically posted into your Sage system. Here is an example in Sage 50. This stage completes your automated invoice processing journey.

Access all processed invoices from Sage

Once a transaction has been posted into Sage, you can access a specific invoice directly from Sage. You can then see an image of the invoice, and associated notes and audit history.

Know exactly who has taken actions on each invoice

On each invoice, you can see exactly where an invoice has been, who has taken actions on it and when, and where it is currently at. This is useful for financial audits or for when you need to prompt someone to take action on an invoice so it can be processed for payment.

Full reporting capability

Agilico Verify's customisable reporting allows you to run reports on a myriad of settings. You can pick and choose the data fields in the report, and it can be exported to Microsoft Excel for further insights. A link back to the document in Agilico Verify is automatically created and included in the report.