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laurie59
November 9, 2022
Question

AP Automation Tools - Approval Workflow, OCR, expense report and bill payment processing

  • November 9, 2022
  • 1 reply
  • 0 views

Hello

We are looking at automating more of our accounts payable processing - with OCR recognition on bills, approval workflows, expense report and payment processing.  Hoping to find a single tool that does it all; we currently use Dext and not extremely happy with that for Expense Reports.  Has anyone used Beanworks by Quadient?  Or how's everyone liking Exp reports and workflow in QBO?  Would love to hear your feedback on those tools, or recommendations for other similar tools.  

Thanks!

1 reply

J
JamesM4
November 9, 2022

Hello laurie59, 

 

Welcome to the QuickBooks Community. I'll be happy to steer you in the right direction so you can continue to do the things you love. QuickBooks is versatile program that enables you to get your work done faster. 

 

Based on what you've described, I recommend looking into third-party apps on our site by visiting www.apps.com. I recommend choosing an app that suits your business needs based on the app reviews and description. I'll also leave this question open in the Community so other members can chime in and share their advice. 

 

In the meantime, don't hesitate to ask other questions in the comments below. I've got your back.

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