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• Accounts Payable
  • Invoice Collection & Capture
  • Routing & Approvals
  • 2-3-4 Way Matching
  • GL Coding & Coding Management
  • Invoice Look-up (Within Accounting Systems)
  • Exception Processing
  • Notifications & Escalations
  • Check/Payment Request
  • Final Review Payments
  • Vendor Management
  • Data Sync
• Purchasing & Procurement
  • Quote Review & Management
  • Purchase Request Forms & Approval Automation
  • Purchase Order Creation
• Multi-Entity (Multi-Company)
• Analytical Accounting
• Customer Self-Service & Portals
• Credit Memo Processing
• Accounts Receivable
  • Order Entry & Fulfillment
  • Service Data Collection
  • Complex Transaction Processing
  • Invoice Creation & Delivery
  • Renewals
  • Notifications
• Collections
• Expense Reports
  • Receipt Capture
  • Approval

• Vendor Management
  • New Vendor Set-Up & Approval
  • Vendor Classification
  • Vendor Supply/Inventory
  • Vendor Information Changes
  • Vendor Contracts
• Financial Period Closing
  • Financial Reviews
  • Segmentation of Duty
  • Journal Entry Process & Approvals
• Third-Party Management
  • Partner, Reseller, Wholesaler
• Contract Management
  • Reviews & Approvals
  • Renewals
  • Integrated Invoice/Pricing Review
• Complex Accounting Flows
  • Custom Accounting Requirements
• Compliance
  • Process Enforcement
  • Audit Trails
• Audit
  • Process Testing Reports
  • Limited Auditor Access
• Analytics & Metrics
  • Process Visibility
  • Productivity & Production
  • Pending Approvals
  • Outstanding Invoice Totals
  • Days to Process
  • Past Due Invoices
  • Custom Dashboards/Views

Approval Processes

AR/AP/Billing

Purchase Request/PO Generation

Invoice Approval Processing

Case Management and Escalation

Credit and Collections

Expense Report Processing

Travel Request and Approvals

Auditing/Compliance

Automated Data Collection, Extraction and Entry

Website Interaction Robots – Gather or Enter Data

Recruiting and Selection

Employee File Management

HR Onboarding/Application Processing

Certification Validation/Enforcement/Renewal

Performance Review

Title and Loan Processing

Enrollment

Application Review

Underwriting

Funding

Claims Processing

On-Site Inspection/Data Collection

New Patient Enrollment

Patient Record Management

Medicaid/Medicare Billing and Resubmission

Contracts Management

Knowledge Base Management

Training/Licensing/Certification Renewal Processing

Status and Information Change Processing

License/Certification Renewal Processing

Custom Design/Engineering Review

Customer Service

Order Processing & Fulfillment

Support Case Escalations

Client/Vendor Self-Service

Customer Success Dashboards

Project Management

Portals