Achieve one-day financial close with automation

Automate invoice processing, PO matching, and payment reconciliation workflows with robotics in accounts payable

Plena AP Robot VS Automation Software

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AP Software

  • Requires changing process
  • Uses API
  • Requires an API to work with ERP
  • Limited PDF/Image processing
  • Fixed & rigid rules
  • Standardized, off-the-shelf tools
  • Charge per user
chatbot

Plena AP Robot

  • Keep your process intact
  • Uses keyboard, mouse, and screen of a computer (just like a human)
  • Works with any ERP system since it uses human-friendly interface
  • Handles any legible PDF/Image
  • Flexible regardless of the complexity of rules
  • Fully customizable to your workflow
  • Unlimited users, grow without additional cost
Purchase Order Scanning( AP Robot)

Personalized PO Policies

Purchase accounts payable process automation that works for you and saves time. All invoices go through customized OCR, advanced data extraction, and approval workflows before submitting for payment.

  • Robot will use rules to determine if an invoice is PO-backed and if it should go through the matching process
  • Rules can be based on supplier or bill amount or other criteria
  • If an invoice has a purchase order, the PO bill coding data will be pre-populated by the robot

Matching Engine

Built for 2-way and 3-way matching, bot AP provides the flexibility you need to eliminate hours of manual matching process. The robot will provide auto-match logs and flag items with discrepancies that require human review.

  • Matches headers, SKUs, and line items
  • Aligns currencies, units of measure, and more
  • Supports multiple POs against one invoice and vice versa
3 Way Matching Process of AP Robot
Tolerance Range of AP Robot

Tolerance Ranges

Rather than manually reviewing all mismatches between invoices, purchase orders, and receiving reports, with accounts payable automation you can create tolerance thresholds based on amounts or percentages, so an invoice is still considered “matched” if it falls within the threshold.

  • Design rules for freight, delivery, taxes, and discounts
  • Reduce the number of exceptions that require further investigation
  • Improve first-time match rates to cut costs

Frictionless Exceptions

Exceptions are bound to occur when certain unexpected scenarios occur in the real world. AP automation has been equipped with a user-friendly portal so humans can get them resolved quickly.

  • Clear highlights of exceptions, where they occur, and steps to resolve them
  • Configure exception approval rules, so humans approve or reject directly via email without logging in to the bot portal
  • If the exception exceeds the threshold, AP bot can dispute the bill or the PO can be updated in the ERP system
Frictionless exceptions

What Are CFOs Saying?

Customer of AP Robot
“Plena has done a great job at taking a large portion of the accounting burden off my shoulders. I rely on their reports and numbers with full confidence! Their RPA Platform saves us a significant amount of time each week.”
Firefly Automatix
Firefly Automatix CFO

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Our ROI calculator will run pricing scenarios and demonstrate the value of robotic process automation (RPA). Set a time with one of our RPA experts to learn how you can enhance your accounting team with Plena accounts payable automation software.
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