FileBound integration with Procore Financials

Using Procore Financials?
The team at UpFlow can help you efficiently process your Invoices by integrating FileBound and Procore

Our Procore Invoice Capture Solution includes automatic data extraction of claim data from a monitored cloud mailbox (significantly reducing data entry) which is then used to create a claim record within Procore for the project team to action.

Contact us to learn more about how your business can benefit from this invoice automation with the help of the UpFlow team.

The benefits of integration that is specifically built for Procore

  • Reduce your data entry by automatically extracting Progress Claims and Invoice information
  • Automatically create Progress Claims and Invoices
  • Increase your teams productivity
  • Gain visibility of Progress Claims and Invoices 

Seamless Procore Invoice Capture solution

The Invoice Capture solution will automatically extract Invoices from emails, index the document and store the information and document into the FileBound workflow solution. Using our integration with Procore Financials we then use Vendors, Projects, Cost Codes, Commitments, Requisitions (progress Claims) to process the invoice automatically into the system.

This process covers off Claims, Invoice Processing with Purchase Orders and any exceptions that may occur. When an exception occurs for example a commitment is not found on the invoice, the AP team are notified and they can then process the Invoice and allocate the invoice to a Procore Commitment. The user will then update the status to Transfer which will trigger the system to complete the process and send the information in to Procore.

Once Claims and invoices are approved, the FileBound integration platform can also facilitate integration to your finance system – For example XERO, MYOB, Dynamics, Pronto, Sage and many more.

Fast path for Accounts Payable Processing

Invoice Capture Demonstration

Integration with Procore

Has Covid-19 changed the way businesses manage data?

Steven, UpFlow’s CEO published an article on LinkedIn around how business data is now potentially more at risk since the rapid WFH deployment for so many organisations.

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Procore Datasheet

Accelerate your Accounts Payable process with FileBound’s Procore Invoice Capture Solution and Finance Systems Integration.

Customers can use FileBound solution to automatically extract progress claim and invoice data from emails (significantly reducing data entry) and create the necessary entries in the Procore Financials.

Pronto Datasheet

FileBound delivers document and workflow automation applications that improve the productivity of any organisation by connecting users with the information they need to work more efficiently and effectively.

Pronto customers can use  the FileBound solution to automatically extract invoice data (significantly reducing data entry), route invoices through via dynamic approval processes ready to upload invoice data once approved to Pronto via a powerful integration platform.

Let UpFlow’s digital transformation services benefit you today

Book a time to chat with one of our knowledgeable experts to see how our digital solutions can save you time, energy and money. With UpFlow on your team, business efficiency and growth is made easy.

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