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Equisys Zetadocs

AP Automation, expense management, and document management 

Zetadocs helps Business Central customers accelerate invoice processing and make expenses simple. It also automates emailing documents such as invoices or statements and enables quick and easy document capture, storage, and retrieval.

This helps organizations to achieve greater process automation, cut paper use, and save time and money.

AP Automation

Accelerate your invoice processing with smart invoice capture, automatic order matching and simple invoice approval, so you can focus on what matters most.

Use AI-driven data entry to save you time keying into Business Central and reduce human error, then automatically match purchase invoices to purchase orders and receipts for quick and accurate vendor payments. Finally, check the original purchase invoice for faster and easier approval, while staying within Business Central.

 

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Expense Management

Zetadocs Expenses releases you from inefficient expense management processes. Travel and entertainment expenses are made simple to enable faster reimbursement, while company credit cards and business mileage are easily managed. Zetadocs Expenses offers smart expense capture, control over expense spend, and seamless integration with Business Central and other systems.

 

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Document Management

Zetadocs Capture stores documents alongside Microsoft Dynamics 365 Business Central transactions for instant access, cutting the time spent on manually rekeying data and finding related documents.

Zetadocs Delivery emails batches of documents in PDF format from within Business Central, helping your finance team to produce and send documents such as customer invoices and statements using ready to go templates.

Finance processes Zetadocs helps make more efficient include electronic invoicing, sales order processing, collections management and sending remittance advice.

 

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Ready to get started? Contact your Innovia Customer Success Manager today to see if Zetadocs is the right fit for your business. Or call us at 800.834.7700 or email us at sales@innovia.com to get started today.