Proactis Accounts Payable Automation

C tier on Accounts Payable SoftwareScore 6.6 · #57 of 98

Android app: Not listed
Free plan: No
Runs on: Web

proactis.com

Summary

Proactis Accounts Payable Automation captures invoices, checks them, and routes them to a finance system for approval and payment. It accepts paper, PDF, XML, and electronic invoices, including submissions through a portal or PO Flip, and uses OCR to convert documents into structured eInvoices. Invoices are checked against purchase orders, goods receipts, and supplier records; the system can flag duplicates, missing purchase order numbers, and mismatches. Unmatched invoices are sent for resolution with the original document, linked purchase order, and discrepancy details. Invoices that pass validation and match purchase orders can move to the finance system without manual intervention. Proactis says its AI learns from customer data over time, increasing the share processed straight through. The product lists integrations including SAP, Unit4, Infor, Oracle, Microsoft Dynamics, Workday, MRI, NetSuite, Epicor, and Deltek. Processed invoice data is visible to finance teams in real time and feeds spend analysis, cashflow forecasting, and supplier performance reporting. It supports multiple entities, but does not execute payments. It is cloud-based web software; pricing is on request.

Who it is for

It suits mid-market, service-led organizations in public or private sectors that want invoice capture, matching, approvals, and supplier workflows. Organizations need a separate way to execute payments.

What is good

Captures paper, PDF, XML, and electronic invoices.
Checks invoices against purchase orders, receipts, and supplier records.
Supports multiple entities and approval workflows.
Lists integrations with several finance and ERP systems.

What to know first

Payment execution is not included.
Pricing is on request.
Invoices that fail matching require exception resolution.

Verdict

Proactis automates invoice capture, validation, matching, and routing while providing finance teams with processed invoice data. It does not carry out payments, and prospective customers must request pricing.

Compared on accounts payable software

Invoice capture: aiproactis.com
Approval workflows: Yesproactis.com
PO matching: Yesproactis.com
Payment execution: Noproactis.com
Multi-entity support: Yesproactis.com

Facts

Purpose: Proactis AP Automation captures invoices, validates and matches them, then routes them into a finance system for approval and payment.proactis.com · 7 Oct 2026
Invoice formats: It captures paper, PDF, XML and electronic invoices, including invoices submitted through a portal or PO Flip.proactis.com · 7 Oct 2026
OCR: The product uses OCR to convert invoice documents into structured eInvoices.proactis.com · 7 Oct 2026
Validation and matching: Invoices are checked against purchase orders, goods receipts and supplier records; duplicates, missing PO numbers and mismatches can be flagged.proactis.com · 7 Oct 2026
Exceptions: Invoices that cannot be matched automatically are routed for resolution with the original document, linked PO and discrepancy details.proactis.com · 7 Oct 2026
AI processing: Proactis says the proportion of invoices processed straight through increases over time as its AI learns from customer data.proactis.com · 7 Oct 2026
Integrations: The product page names SAP, Unit4, Infor, Oracle, Microsoft Dynamics and Workday; its FAQ also names MRI, NetSuite, Epicor and Deltek.proactis.com · 7 Oct 2026
Reporting data: Processed invoice data is visible to finance teams in real time and feeds spend analysis, cashflow forecasting and supplier performance reporting.proactis.com · 7 Oct 2026
Security: Proactis says it renewed ISO 27001 certification across its Europe, Philippines, UK and USA locations.proactis.com · 7 Oct 2026
Support: Proactis provides customer support for technical and user questions, issue reports and change requests through its online service management application, by email or through an account manager.proactis.com · 7 Oct 2026
Intended customers: Proactis describes its solutions as designed for mid-market, service-led organisations in public and private sectors.proactis.com · 7 Oct 2026
Product access: Proactis describes its spend management solutions as cloud-based.proactis.com · 7 Oct 2026
Matching and exceptions: Flags duplicates, missing purchase order numbers, and mismatches, then routes exceptions with relevant invoice and purchase order details.proactis.com · 7 Oct 2026
Straight-through processing: Invoices that pass validation and match purchase orders can be processed to the finance system without manual intervention; Proactis says AI learns from customer data over time.proactis.com · 7 Oct 2026
Compliance: The product can flag invoices without a valid purchase order to support a “No PO, No Pay” policy.proactis.com · 7 Oct 2026
ERP integrations: The page lists SAP, Unit4, Infor, Oracle, Microsoft Dynamics, MRI, Workday, NetSuite, Epicor, and Deltek among supported ERP and finance systems.proactis.com · 7 Oct 2026
Security certifications: Proactis states that it holds ISO 27001 and ISAE 3402 certifications and Cyber Essentials Plus accreditation.proactis.com · 7 Oct 2026
Pricing: The product page invites prospective customers to book a demo or speak with an expert and does not state a price.proactis.com · 7 Oct 2026