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Proactis Accounts Payable Automation

proactis.com

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Spec score 7.1 #13 of 23 in Purchasing Software

What it is

Proactis Accounts Payable Automation captures invoices, checks them against purchasing and supplier records, and routes them to a finance system for approval and payment. It handles paper, PDF, XML, and electronic invoices, including submissions through a portal or PO Flip. OCR converts invoice documents into structured eInvoices. The system can flag duplicates, missing purchase order numbers, and mismatches; invoices that need attention are routed with the original document, linked purchase order, and discrepancy details. Invoices that pass validation and matching 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 supports multiple entities and names integrations including SAP, Unit4, Infor, Oracle, Microsoft Dynamics, Workday, MRI, NetSuite, Epicor, and Deltek. Processed invoice data is visible in real time and feeds spend analysis, cashflow forecasting, and supplier performance reporting. It is web-based, with pricing available on request. Proactis describes its solutions as aimed at mid-market, service-led public and private sector organisations.

Spec sheet

Purpose
Proactis AP Automation captures invoices, validates and matches them, then routes them into a finance system for approval and payment.Read 7 Oct 2026 · proactis.com
Integrations
The product page names SAP, Unit4, Infor, Oracle, Microsoft Dynamics and Workday; its FAQ also names MRI, NetSuite, Epicor and Deltek.Read 7 Oct 2026 · proactis.com
Security
Proactis says it renewed ISO 27001 certification across its Europe, Philippines, UK and USA locations.Read 7 Oct 2026 · proactis.com
Compliance
The product can flag invoices without a valid purchase order to support a “No PO, No Pay” policy.Read 7 Oct 2026 · proactis.com
Support
Proactis customers can contact support through its Help Centre, by email, or through their account manager; support assists with technical and user questions.Read 7 Oct 2026 · proactis.com
Headquarters
Wetherby, United KingdomRead 28 Sep 2026 · proactis.com
AI processing
Proactis says the proportion of invoices processed straight through increases over time as its AI learns from customer data.Read 7 Oct 2026 · proactis.com
Approval workflows
YesRead 23 Sep 2026 · proactis.com
ERP integrations
The page lists SAP, Unit4, Infor, Oracle, Microsoft Dynamics, MRI, Workday, NetSuite, Epicor, and Deltek among supported ERP and finance systems.Read 7 Oct 2026 · proactis.com
Exceptions
Invoices that cannot be matched automatically are routed for resolution with the original document, linked PO and discrepancy details.Read 7 Oct 2026 · proactis.com
Intended customers
Proactis describes its solutions as designed for mid-market, service-led organisations in public and private sectors.Read 7 Oct 2026 · proactis.com
Invoice capture
Uses OCR to convert invoices into structured eInvoices without manual keying.Read 7 Oct 2026 · proactis.com
Invoice formats
It captures paper, PDF, XML and electronic invoices, including invoices submitted through a portal or PO Flip.Read 7 Oct 2026 · proactis.com
Matching and exceptions
Flags duplicates, missing purchase order numbers, and mismatches, then routes exceptions with relevant invoice and purchase order details.Read 7 Oct 2026 · proactis.com
Multi-entity support
YesRead 23 Sep 2026 · proactis.com
OCR
The product uses OCR to convert invoice documents into structured eInvoices.Read 7 Oct 2026 · proactis.com
Payment execution
NoRead 23 Sep 2026 · proactis.com
PO matching
YesRead 23 Sep 2026 · proactis.com
Pricing
The product page invites prospective customers to book a demo or speak with an expert and does not state a price.Read 7 Oct 2026 · proactis.com
Product access
Proactis describes its spend management solutions as cloud-based.Read 7 Oct 2026 · proactis.com
Reporting data
Processed invoice data is visible to finance teams in real time and feeds spend analysis, cashflow forecasting and supplier performance reporting.Read 7 Oct 2026 · proactis.com
Security certifications
Proactis states that it holds ISO 27001 and ISAE 3402 certifications and Cyber Essentials Plus accreditation.Read 7 Oct 2026 · proactis.com
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.Read 7 Oct 2026 · proactis.com
Validation and matching
Invoices are checked against purchase orders, goods receipts and supplier records; duplicates, missing PO numbers and mismatches can be flagged.Read 7 Oct 2026 · proactis.com

Strong points and limits

Strong points

  • Captures paper, PDF, XML, and electronic invoices
  • Flags duplicates, missing PO numbers, and mismatches
  • Supports multiple entities
  • Lists ten ERP and finance integrations
  • Provides real-time invoice data for reporting

Limits

  • Payment execution is not included
  • Pricing is available on request

Who it suits

It suits mid-market, service-led organisations seeking invoice capture, matching, approval routing, and supplier workflows. Organisations needing the software to execute payments should note that payment execution is not included.

Verdict

Proactis combines invoice capture and matching with approval routing and supplier-related workflows. Its listed scope stops short of executing payments, and prospective customers must request pricing.

Where Specifiction places it

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