What is Purchase Order Automation?

Purchase Order (PO) Automation is the method of using an automation platform to enforce and automate a purchase order approval process. DocuPhase automatically sends a purchase request to the appropriate team member for review and approval. Once approved, the PO is automatically created within the ERP, eliminating the need for data entry. Ultimately, PO automation removes the requirement for people to physically route purchase orders for review and approvals via physical paper or email and streamlines the process.
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Simple, Efficient Purchase Order Process
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Increase Accounting Team's Efficiency
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Eliminate Paper-based Approval Processes
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Integrate with your Current ERP Solution

Your Digital Transformation
Starts Now.

Forget lost documents, complex processes, and long days at the office. Our team specializes in guiding you through your journey to a paperless, automated workplace. Find out how our PO automation solution works, and how it can help you kick off your company’s Digital Transformation.
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Simple, Paperless Process

Using electronic forms, automate your entire purchasing request and approval workflow.
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Eliminate Data Entry

No more tedious and manual tasks. DocuPhase makes it easy to turn the PO process into an efficient approval machine.
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Gain Visibility into Spend

DocuPhase empowers you to gain visibility into all areas of the purchasing process. With built-in auditing controls, you'll know where your spend is going and why.
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Enforce Business Rules

Reduce the demands and expense of compliance and have greater oversight into how work is getting done.

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Reclaim Control

Alleviate the burden of repetitive manual tasks, setting your team free to do higher-value work that better utilizes their talents. Our solution includes:

  • Purchase Request receiving and filing
  • Automated data entry, 3-way matching, and GL coding
  • Purchase Order creation and filing
  • Rules-based approval routing
  • Customer and vendor process notifications

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Automate Approvals

Our drag-and-drop process modeler and bot builder allows you to map out and automate each step of the approval process, from receiving Purchase Requests to routing approvals and generating Purchase Orders, all without sacrificing the accuracy of your data.

Plus, real-time analytics will help you identify process bottlenecks and make adjustments as needed.

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Integrate PO Automation with Your ERP

No more jumping from one piece of software to another, entering data multiple times. DocuPhase seamlessly integrates with any ERP or accounting system to allow your solutions to talk to each other and update in real-time. Whether you use Acumatica, NetSuite, GP, NAV, SL, or another accounting system, our integration experts can connect the DocuPhase solution with your existing software.

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Let's simplify your business together.

Fill out the form to schedule a discovery call with one of our automation experts today! We can't wait to connect.

Do More with DocuPhase

Partnering with the accounting automation & document management experts at DocuPhase enables you to create organizational transformation. Discover how automation can help your team solve your most pressing process problems, while becoming more organized and consistent in your daily work.
 

What Our Users Say About
DocuPhase
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I love how easy it is to make changes to a process and how easy it is to work with the software.

Christy V. - Finance Manger

We looked at many systems and this seemed to work best and was was able to be customized to our needs. We have not lost any file folders since this started!

Chandra W. - President

The DocuPhase team are fantastic collaborators, as we look for solutions together. The DocuPhase software is very intuitive yet flexible to allow for customized solutions.

Michelle P. - Corporate Controller
Want to read more from satisfied users? Our reviews speak for themselves!
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DocuPhase is an industry leading provider of intelligent automation solutions designed for modern finance teams to streamline and optimize their back-office operations.
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