Customer Portal Automation

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Transcript of Customer Portal Automation

Page 1: Customer Portal Automation

1© 2017 Billtrust. All Rights Reserved.

Billtrust and the Billtrust Logo are registered trademarks of Billtrust.

CUSTOMER PORTAL AUTOMATION

October 2017

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Delivering invoices to a client is increasing and becoming more

complex.

Accounts Payable (AP) departments turn to third party platforms to

manage the intake of invoices, while suppliers and Accounts

Receivable (AR) departments are forced to adapt.

Integration can take time and resources away from IT. With no clear

and easy way to integrate with all the various A/P systems, A/R staff

find themselves having to log into each customer’s A/P portal to

manually key in invoice data in order to get paid.

UNDERSTANDING THE CHALLENGE OF A/P PORTALS

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THE CURRENT CONFLICT BETWEEN A/R & A/P

Customers

continue to

adopt A/P

portals

Your A/R

team is

forced

to adapt

Hours spent keying invoices into portals

Lack of IT availability to pursue EDI integrations

Payments are delayed when invoices fail to post

Buyer moves from paper/email invoicingto a new system

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Suppliers have an

automated and direct

integration with every A/P

network, eliminating the

need for A/R teams to

dedicate hours to keying in

data or maintaining

complex custom solutions.

BUYERSSUPPLIERS

Invoice Data

FileIntegration

&

Robotic Process

Automation

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BILLTRUST’S CUSTOMER PORTAL AUTOMATION

This new A/P integration

platform optimizes

vendor management by

also leveraging robotic

process automation

(RPA) that overcomes

buyer A/P systems that

do not allow for direct

integration.

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CUSTOMER PORTAL AUTOMATION BENEFITS

Process

Automation

Increased

Cash Flow

Better

Customer

Relationships

Better

Visibility

Send invoices to all A/P systems from Ariba to

Tungsten and 75+ others automatically based on

customer preference

Streamlined delivery into A/P

systems equates to quicker

buyer-side processing and faster

payments

Automating delivery into

multiple A/P systems

means you’ll never have

to turn down a customer

or run the risk of sending

incorrect invoice details

due to manual entry

Billtrust’s reporting access give you visibility into all

invoices and their delivery into A/P systems, along

with the ability to view and resend via email