For businesses embracing the power of Sage Intacct, you've already made a smart move towards robust financial management. Sage Intacct excels at core accounting, delivering powerful reporting, streamlined consolidations, and multi-dimensional analysis that empowers strategic decision-making. But what if you could unlock even greater efficiency and control, specifically within your Purchase-to-Pay (P2P) and Accounts Payable (AP) processes?
This is where Compleat software comes in. As a Sage Business Partner, at CPiO we frequently see businesses seeking to truly supercharge their Sage Intacct investment by automating the entire lifecycle of spending – from initial requisition to final payment. While Sage Intacct provides a solid AP module, it's often a "lightweight" solution when compared to the specialised functionalities of a dedicated P2P platform. This often leaves businesses grappling with persistent manual tasks, limited control over pre-purchase spend, and a lack of real-time visibility across the entire purchasing lifecycle. Compleat directly addresses these pain points, transforming your financial operations and delivering tangible benefits.
Seamless and Robust Integration, Built for Intacct
One of Compleat's strongest selling points for Sage Intacct users is its seamless, purpose-built integration. As a Sage Tech Partner, Compleat ensures bi-directional data flow, syncing effortlessly with all of Sage Intacct’s standard fields.
- Real-time Data Sync: All your standard Sage Intacct fields – from account codes and departments to projects, locations, and even custom dimensions – sync seamlessly and in real-time with Compleat. This means you avoid data silos, reduce manual data entry errors, and your financial records are always up-to-date in both systems, providing a single source of truth.
- Direct PDF Invoice Transfer: Unlike some other solutions that require time-consuming exports and imports, Compleat pushes critical data like invoice PDFs, invoice data, and new supplier details directly into Sage Intacct. This means you have instant access to the original document within Intacct, alongside the reconciled financial data.
- Enhanced Financial Management: Compleat also integrates with Sage Intacct's Fixed Assets and Prepaid Expenses modules, simplifying the management of these long-term financial elements and ensuring accurate accounting.
Beyond Basic AP: Intelligent Automation and Control
Sage Intacct offers a strong AP module, but Compleat transforms it into a complete, automated P2P ecosystem. Compleat isn't just about streamlining Accounts Payable; it's about gaining total control over your spend before it happens, drastically reducing the time and effort your finance team spends on mundane, repetitive tasks so they can focus on strategic analysis, forecasting, and advisory services. Imagine a world where your financial processes benefit from:
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Proactive Spend Control: Purchase requisitions are initiated and approved digitally with pre-order approvals. This ensures spending aligns with budgets from the outset, providing critical pre-purchase control to prevent unauthorised spend and gain a holistic view of financial commitments.
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Intelligent Invoice Capture: Compleat's AI-powered technology automatically captures header and line-item data from any invoice format, language, or currency. This impressive accuracy drastically cuts down on manual data entry and human error.
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Dynamic Approval Workflows: Every invoice and requisition is routed to the right person, every time, regardless of location. Managers can review and approve invoices from anywhere, eliminating bottlenecks and significantly speeding up payment cycles, allowing you to say goodbye to chasing paper approvals.
- Automated Matching and Reconciliation: Invoices are automatically matched against purchase orders and goods received notes, quickly highlighting any discrepancies for resolution. This reduces manual effort and ensures accuracy.
Visibility and Cost Savings
In today's economic climate, every penny counts. Beyond the foundational automation of P2P processes, Compleat takes your financial control to the next level, delivering unparalleled visibility into your spending and driving significant cost savings. This means you gain crucial insights and protection as:
Fraud and duplication prevention is enhanced, as Compleat automatically flags duplicate invoices and offers integration with bank details verification, providing crucial peace of mind and actively protecting your bottom line from errors or fraud.
Real-time budget tracking provides instant, up-to-the-minute insight into budgets, allowing for informed spending decisions and proactive prevention of overruns, ensuring your financial commitments are always clear.
Streamlined supplier relations are achieved through features like dedicated vendor portals that significantly reduce inbound queries to your Accounts Payable team by empowering suppliers to track payment status and update their details directly, thereby enhancing efficiency and strengthening relationships for everyone involved.
By delivering this level of granular control and clear visibility into all AP and purchasing activities – including current invoice status, detailed budget tracking, and real-time expense oversight – Compleat ensures your financial operations are not just automated, but truly transparent and optimised.
CPiO and Compleat: A Partnership for Your Success
In essence, Sage Intacct provides the robust financial backbone, and Compleat adds the intelligent automation and granular control needed to create a truly optimised and efficient Purchase-to-Pay ecosystem. For Sage Intacct customers looking to accelerate their finance team's productivity, enhance spend control, and gain unparalleled real-time insights, Compleat is an essential consideration. It's not just an add-on; it's a strategic enhancement that unlocks the full potential of your financial management.
As a leading Sage Business Partner, CPiO proudly works in partnership with Compleat, one of the foremost providers of Purchase-to-Pay and AP Automation solutions. This collaboration means we can now offer our Sage Intacct clients an even more robust and comprehensive suite of financial management tools, empowering you to achieve unprecedented levels of efficiency and control. Together, we're committed to helping you supercharge your operations and unlock new levels of financial insight.
If you would like to learn more, join the Compleat P2P Automation with Sage Intacct Webinar here.
