Integration

Accounts Payable Automation for Sage Intacct

Transform your accounts payable process with Sage Intacct AP automation. Integrate Rillion’s powerful platform and experience intelligent data capture, streamlined approval workflows, automated PO-matching, and more.
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AI-coding – Elevate your Sage Intacct AP experience

Let Rillion’s AI assistant swiftly learn how to code your non-PO invoices so you can focus on more valuable tasks. Watch the video to learn more about this cutting-edge feature!

Accelerate and simplify Sage Intacct invoice management

Invoice Capture

Say goodbye to tedious manual data entry. Rillion efficiently captures every line detail from both paper and digital invoices, saving you time and effort.

Approval Workflow

Revolutionize your invoice, contract, and document approval process. Approvers can easily approve with a single click on any device, from anywhere, at any time.

PO-matching

Rillion’s advanced automated PO-matching effortlessly links invoices and goods receipts to purchase orders, even for POs with hundreds of lines and multiple pages.

Recurring Invoices

Easily manage recurring invoices such as utility bills across multiple locations and automate self-billing for regular payments like rent.

Invoice Archive

Eliminate the need for physical filing cabinets or multiple digital folders. With Rillion, you get a cloud-based, searchable archive of both paid and current invoices.

Audit Trail

Maintain a thorough, date-stamped audit trail for both internal and external auditing purposes, ensuring compliance and transparency.

Contracts

Stay on top of service contracts and link them to invoices. Benefit from timely reminders and notifications for contract renewals with the self-billing feature.

Sage Intacct Integration

Leverage pre-established integration to extend the capabilities of your ERP and achieve the highest level of Sage Intacct AP automation.

Payment

Process invoices with ease through ACH, virtual credit card, wire, or electronic check, all while adhering to strict compliance measures.
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Don’t just take our word for it

We manage nearly 300 solar sites. Each solar farm is its own company, and each installation has its own tax implications with our investors. We’re using Rillion for the audit function, to handle enquiries for all of these accounts.

Gerry Trejo
Cypress Creek

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Automate your Sage Intacct invoice processing with Rillion’s powerful platform.

Rillion’s AP Automation Process for Sage Intacct AP

Capture

Rillion’s platform automatically interprets incoming invoices, extracting essential data using OCR and AI digital capture technologies. This includes processing various formats like paper, PDF, XML, Word, and other digital formats. Each invoice is identified based on the supplier, capturing vital details like supplier information, reference, total cost, and tax. Using supplier references and predetermined guidelines, the system suggests an appropriate approval workflow.

Match

Rillion’s robust PO-matching engine autonomously associates vendor invoices with corresponding purchase orders and goods receipts, regardless of the number of lines. The system facilitates 2-way (invoice against PO) and 3-way (invoice, PO, and goods receipt) matching. Invoices that do not match or lack information are routed to the correct approver, ensuring accuracy and integrity in the process.

Code & Route

Rillion skillfully handles cost invoices (or non-PO invoices) using predetermined distribution and categorization rules. Besides categorizing invoices to the appropriate account, project, and cost center, you can also view the invoice image in both Rillion and Sage Intacct. Employ Rillion’s AI engine for enhanced categorization and distribution, as it continually learns and updates coding predictions based on final coding and distribution rules, leading to continuous improvements in automated coding suggestions.

Approve

Invoices are auto-coded and sent for approval to the designated approver or exception handler using pre-set guidelines. Approvers have comprehensive access to payment and approval status, enabling them to approve from any device. Automatic reminders ensure timely approvals, and once everything is verified, the invoice is sent to Sage Intacct for final booking and documentation. Exceptions are handled by the appropriate individual according to predefined rules.

Pay

Approved invoices are automatically sent to Sage Intacct for payment processing. Alternatively, you can process invoices directly through Rillion using Rillion Pay, streamlining payment procedures, eliminating paper checks, reducing costs, preventing fraud, and providing insights into your payment processes. Regardless of the chosen payment solution, all payment data in Sage Intacct is transferred back to Rillion for safekeeping and future audits.

World-class Sage Intacct AP Automation Platform

 

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What can Rillion’s AP automation for Sage Intacct do for your business?

Save time and money

Automated data entry, approval workflows, and payment processes reduce manual intervention, saving you time and resources.

Improve accuracy

Sage Intacct AP automation minimizes human error risks in data entry, ensuring more accurate financial records.

Enhance efficiency

Automated invoice capture, approval workflows, and payment processing significantly boost your accounts payable department’s efficiency.

Better cash flow management

Achieve real-time visibility into payables, capitalize on early payment discounts, and avoid late payment fees.

Strengthen vendor relations

Ensure timely payments and foster improved relationships with suppliers for more favorable terms.

Enhanced security

In-built security measures like role-based access controls reduce unauthorized payment risks.

Scalable solution

Rillion scales with your business, handling higher invoice and payment volumes without needing additional staff.

Compliance and reporting

Detailed transaction and approval records simplify compliance requirements and financial reporting.

FAQs

Frequently asked questions

What’s included in a subscription?

Rillion’s subscription includes Invoice Capture, Digital Approval Workflows, Invoice Archive, and ERP connection. The cost depends on the annual invoice processing volume. Additional features like AI-coding, Analytics & Reporting, PO-matching, and Recurring Invoice automation are available at a nominal extra charge.

How do I reach you for support?

Support is included for all Rillion customers. You can choose your support level. Enhanced support options are available at an additional charge. Read more about our support.

What is AP Automation?

AP Automation simplifies supplier invoice handling by eliminating manual data entry and streamlining the approval workflow. Advanced AP Automation software also automates invoice matching against POs and contracts, saving time for businesses with many PO invoices.

What are the benefits of AP Automation software?

AP Automation software saves time, reduces human error, increases efficiency, improves cash flow, strengthens vendor relations, enhances security, scales with your business, and simplifies compliance and reporting.