SolBox’s APEX Automation solution can save you significant time and money and take the headache out of manually processing documents
How does Apex Automation work?

Step 1: Scan & Import Invoices
Whether you receive your invoices as paper documents, faxes, PDF’s or image files, we’ve got you covered. Scan paper invoices directly or import PDF and image files straight into the APEX system.

Step 2: Data Capture
APEX reads the line data from your invoice based on AI Machine Learned training from many examples of what “invoices” look like. New, never before seen invoices are processed with ease: APEX intelligently identifies all invoice data based on what it knows about the structure of invoices, just like a person can recognise where to find the same information.

Step 3: Validation
APEX Automation checks the extracted data and validates line items including Purchase Order matching. Integration with popular accounting and ERP systems such as Xero, MYOB or Intuit helps validate items and vendors.

Step 4: Verification
If automatic data capture doesn’t satisfy the inbuilt requirements, the data field is highlighted so you can manually confirm it. The powerful AI engine learns and remembers your documents and specific rules forever.

Step 5: Approval Workflow & Data Export
Once extracted, invoice data is passed through your custom digital approval process, for authorisation then finally transferred to your ERP, or accounting system automatically.

6 Powerful Features

- AI Machine Learning - Capture, extract and automate important information from almost any document.
- Intelligently determine how to process document information and automatically implement the workflow required.
- 3-way match - invoice / PO / Delivery Docket to verify validity easily
- Automate workflows to optimise your back-office processes.
- Integrates and connects your different software platforms such as Xero to minimise data entry points and avoid duplication.
- The software learns and remembers your processes and rules for the future
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LOGISTICS
Real benefits for your business

- Reduce manual data entry by 50-90%, saving time and money.
- Full visibility in real-time of your accounts payable.
- Gain deeper insight into cash flow and business spending patterns.
- Provide accurate information for audit trails.
- Minimise human error by removing paper-based manual processes.
- Free up your employees for other profit generating tasks
- Streamlines and save to maximise efficiency and productivity.


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