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Document and Data Capture System for Accounts Payable

I'm looking for recommendations for a document and data capture system solution for a small business using Quickbooks Accountant Desktop 2015 version as its accounting system. If you have used such a document and date capture system with Quickbooks to automate your AP entry process, I would greatly appreciate any insights you might share and/or recommendations. Thanks! Judd


Len Green
Title: Performance Improvement Consultant and E..
Company: Haygarth Consulting LLC
LinkedIn Profile
(Performance Improvement Consultant and ERP Strategist, Haygarth Consulting LLC) |

A colleague of mine suggests you take a look at for their AP functionality. It apparently syncs with QB as well.

Kristin Ungar
Title: CFO
Company: PrintGlobe
(CFO, PrintGlobe) |

We use ReadSoft's Invoices and are very happy with it. We don't integrate with QB but with a custom system. The program is well priced and very easy to use. If you would like additional information contact me directly.

Good luck in your search.

James Mortson
Title: Chief Financial Officer
Company: SGI Global LLC
LinkedIn Profile
(Chief Financial Officer, SGI Global LLC) |

I've used Kofax in the past.

Sofia Calvin
Title: Regional Account Manager
Company: MineralTree, Inc.
(Regional Account Manager , MineralTree, Inc.) |

Hi Judd,

I am with MineralTree AP and Payment Automation. We are an end to end solution from invoice capture to payment execution. We sync with several ERPs including Quickbooks. We do not use settlement accounts so there is no float period and payments are expedited when you wish them to be. I am including an introduction video but certainly feel free to reach out to me for further information to see if we are a fit and to schedule quick a demo.

Best Regards,

Phil Murray
Title: VP of Finance & Administration
Company: Kimbia, Inc.
(VP of Finance & Administration, Kimbia, Inc.) |

"Small" business and quickbooks are the key words... that being the case, is the no-brainer solution. You'll actually the find the functionality and capability to be very strong. I've been very happy with it. Very easy to setup, use, and very cost effective.

Jaime Campbell
Title: Chief Financial Officer
Company: Tier One Services, LLC
(Chief Financial Officer, Tier One Services, LLC) | might indeed be the winner based on the couple of facts presented, but there are questions to be asked. We started looking into it because it is endorsed by the AICPA. We then adopted it for use by our own company, and we've been thrilled with it. The synchronization with QuickBooks is brilliant.

Before you embark on the spend, though, bear in mind that QuickBooks also has an internal document management system as well as some degree of automation.

It really depends on the situation. I'd be happy to talk about it with you and talk about features of QB as well as Contact me privately if you would like to know more.

Nancy Nelson
Title: VP
Company: Lone Star Aerospace
(VP, Lone Star Aerospace) |

It looks like most of the systems suggested "capture" data from a pdf invoice. I'd like some advice on an affordable solution that also includes e-invoicing, whereby suppliers must key-in their hours, rate and project #. We use a lot of contract labor and spend hours sending the invoices back to the supplier for corrections. Transcepta is something I've used with our customers, but it seems geared for larger companies and is probably pricy

Judd Rabb
Title: Corporate Controller
Company: Main Street Hub
LinkedIn Profile
(Corporate Controller, Main Street Hub) |

Thanks for the recommendations!

Julie Freer
Title: Controller
Company: Ascentis
(Controller, Ascentis) |

I would highly recommend
Low cost, easy setup, unlimited storage, $50 cost for archive CD with all invoices automatically indexed, flexible approval workflows, easy invoice capture, dashboards, auto payment posting...Please feel free to contact me if you need more information.

Julie Freer, CPA


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