AP Automation, Your Way

Your Accounts Payable team shouldn't need to key in invoices that a system could handle. But the route Epicor offers – DocStar, with its OCR workflow – may not be the right fit. It may be bigger and more complex than you need, too expensive to justify, or you may have a document management platform mandated from elsewhere.

But you can still have automation, saving staff time and minimising potential errors. And you can own it rather than renting it.

What we build for you

The core of what we provide is a set of Kinetic components that allow AP invoices to be created in Kinetic from an external source without manual entry.

It's not black box code, either. It's customised to your requirements from components that use only standard Epicor tools, meaning:

• Maintainable in-house. Any competent Kinetic admin can adjust mappings, add validation rules, or extend it, so there's no developer needed after handover.

• Upgrade-safe. It uses well-tried customisation patterns, with a history of trouble-free transition between versions.

• Platform-agnostic. An existing document platform, an OCR service or pipeline, or something we create for you, so you have maximum flexibility. You can even start with one and progress to another without starting again.

Two ways to get started

Option A: Connect a platform. If you already use a document management or AP automation tool, or have selected one that suits your needs, we build the Kinetic side and integrate it via API. This typically saves significant implementation cost on the document platform side, and keeps it clean and in line with their expectations.

Option B: The META eight simple import. We set you up with a lightweight, cloud-based invoice import system, using standard services under your control. You own it, you manage it, and there's no ongoing subscription to us (unless you specifically ask for a maintenance contract).

What's included

• Scoping workshop to map your AP process and integration requirements

• Customisation and installation of base Kinetic components

• Mapping of data and logic to your chosen platform (option A), or cloud import setup (option B)

• Testing against live supplier invoice samples

• Handover documentation and admin walkthrough

• Post go-live support to your requirements

Investment

A typical project costs between £5,000 and £15,000, depending on how much you want it to do. And there's no ongoing subscription to us.