UNlock AP efficiency with FileBound & Pronto Xi

Automate manual processes and simplify your operations to save time, cut costs and improve your financial position.

LET'S TALK

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Make the most of your technology (and your people)

Integrating FileBound and Pronto Xi not only streamlines your processes - it also frees up your people. Without the need to undertake manual processes, your team can turn their attention to more high-value work, opening up opportunities for your business to better service your clients and to scale and grow. It’s the integration solution where everyone wins.

Digital approvals

Enable digital approvals to move invoices and documents easily between locations.

Mobile access

Manage invoices and seek approvals wherever you are with convenient browser access.

Intelligent capture

Eliminate manual data entry with automatic extraction of invoices from a custom mailbox.

Custom workflows

Ensure documents are approved and validated per business rules with tailored workflows and exception handling.

AP Automation in action UpSol & Pronto

Stage 1

Document capture

Invoice data is captured in FileBound. Files can be scanned in, emailed, or information can be extracted and populated using our data capture tools.

Stage 2

Data Validation

Invoice data is put into an automated workflow for action. This includes validation and matching activities to ensure data integrity and document accuracy.

Stage 3

Invoice Approval

Invoices are automatically assigned to the correct approver for review and coding (where required).

Stage 4

Data Migration

Approved invoices are transferred automatically to Pronto for payment. This eliminates the need for manual data entry.

Stage 5

Storage & Access

Approved invoices are stored in UpSol’s secure document management system. Within Pronto, documents can be accessed via a Quicklink to provide full audit history. This streamlines compliance and saves valuable storage space.

The implementation of FileBound has provided many benefits. It has made the accounts payable staff more productive and reduced their stress which has increased their wellbeing. We often joke that FileBound will increase the users joy by 24%

Scott Whitwell

CET Development Manager

Demo

Pronto FileBound Solution Demonstration

Get the most from your move to AP automation, invest in a fully customisable solution that will deliver huge savings to your organisation. We’ll work with you to deliver a 100% tailored process.

See the integration in action

As an official Pronto solution partner, UpSol makes it easy to combine powerful document and workflow solutions with Pronto Xi to unlock AP automation. Get in touch to see how easy it could be for your organisation to finally take full advantage of Pronto with UpSol.

Document Capture

1:08 min

Say goodbye to labour-intensive data entry by integrating Pronto with UpSol.

Workflow Automation and Supplier Matching

0:33 min

Integrating Pronto with UpSol makes matching and validating data a breeze.

Exception handling

1:08 min

Simplify the exceptions handling process and reduce the number of errors

Features

Accounts payable integration features

Data extraction
  • Extraction of data from invoices

  • Line-item capture (optional)

  • Auto-coding of invoices

  • Fast invoice entry receipting

Invoicing & Documentation
  • Automatic invoice creation in Pronto*

  • Pronto “Quick link” to invoice in FileBound

  • Shipping documentation

  • Peppol eInvoicing

Data Matching
  • PO Matching

  • Supplier validation

  • 3-way match

  • 2-way match

Data handling
  • DOA approval process

  • Multiple entities

  • Multiple data sets

Financials
  • Foreign currency invoices

  • Project financials processing

  • Fraud prevention (bank details check)

Optional extras
  • Sales Order Automation

  • Supplier Onboarding

  • CapEx Forms/Approvals

  • HR Forms/Approvals

  • Contract Management/Renewals

*Pronto version must be v740 or higher for API integration

Our solution

Still unsure of how it works?

UpSol are experts in streamlining manual processes for Kiwi businesses and we have the experience, skills and knowledge to make the transition as easy as possible. Partnering with leading solutions providers, we’ll work with you to develop an AP automation solution that delivers time and cost savings from day one.

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The key to AP Automation is here

Book a demo to see how you can take full advantage of all the benefits of AP automation by integrating Pronto Xi with FileBound.

Let's talk solutions

Frequently asked questions

Integrating UpSol with Pronto Xi offers almost unlimited potential for automating your AP process. To help you weigh up the benefits for your organisation, here are answers to the most commonly asked questions about integrating Pronto Xi with UpSol.

Is there a return on investment when automating your accounts payable process?

Yes - AP automation is designed to simplify and automate complex and manual processes. FileBound eliminates laborious data entry, automatically routes invoices to approvers and seamlessly integrates with your Pronto ERP to save your business time, money and frustration.

Can you automate business processes other than accounts payable?

Yes, we can automate several functions within your business to save you time and money. We offer a range of solutions to address administrative issues across industries and functions like HR onboarding, contract management, digitising health records, plus document and records management.

Can you integrate into Pronto ERP?

As a certified Pronto AP Partner, FileBound seamlessly integrates with Pronto to streamline your business processes, enhancing your existing tools to unlock the true potential of your organisation.

How do you manage your projects to ensure we get a successful outcome?

We are genuinely committed to the success of every organisation. That’s why we created a range of programs to support you. Our Project, Customer and Partner Success Programs are designed to ensure that our clients receive a successful outcome on all our projects.

Are you a New Zealand based business?

Absolutely! We have a small team in New Zealand and, as part of the Ellby Group of Companies (leaders in business automation in the Asia Pacific region), are supported by a team of 35+ from our Head Office in Brisbane, Australia. You'll receive expertise and support from both sides of the Tasman.

What hours do you operate?

New Zealand business hours, from 8 am to 5.30 pm. Out of hours can be arranged by negotiation.

Do you only offer cloud solutions?

We support cloud, on-premise and hybrid solutions.

Can you provide cloud-based OCR (optical character recognition) and capture technologies?

Yes, our Capture Service is a key component of our AP automation solution and includes an OCR component. Supported by our team of Capture operators, we can fill in the gaps for any tricky invoices that can’t be read by the technology, including handwritten invoices.