Presented by: Jeff Moore – Artsyl Technologies, Inc.

Slides:



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Presentation transcript:

Presented by: Jeff Moore – Artsyl Technologies, Inc. SimpleCapture Integration with QuickBooks Presented by: Jeff Moore – Artsyl Technologies, Inc.

Agenda Challenges of AP/AR Documents Processing Solution to the Problem SimpleCapture Integration with QuickBooks Document Processing Steps Live Demo SimpleCapture Key Features & Benefits ROI/Benefits of Automation Q & A

Reasons to Automate AP Processing? 2% - 10 is like getting a free loan! Fewer data entry staff Good vendor relations Over or under payments are huge expense 2008 IOMA Survey

Challenges of AP/AR Documents Processing Manual capturing data from AP/AR documents is time consuming and costly. Resolving this problem by automating data capture is just the first step in the Invoice Processing Automation The second important step in the Invoice Processing is transferring data to the target accounting system

Solution to the Problem Automation of both steps: capturing the data from AP/AR documents and transferring the data to the final destination brings the most benefits and savings to organizations SimpleCapture replaces the manual data entry process and transfers the data to QuickBooks accounting system and popular Document Management Systems 5

Invoice automation will give you better control over your AP cycle AP/AR Document Automation Benefits Invoice automation is faster and less expensive than manual handling Invoice automation will give you better control over your AP cycle Cut AP/AR Processing costs by 50%-80% Improve financial visibility and control 6

What is SimpleCapture? SimpleCapture is a semi-automated solution that will lower invoice & other unstructured document processing time and costs SimpleCapture provides out-of-the-box data capture capabilities without the need for costly integration and extensive labor force training. It reduces the time and cost required to process thousands of client forms per month, with an easy-to-install, easy-to-use approach 7

SimpleCapture integration with QuickBooks Artsyl SimpleCapture QuickBooks Connector Benefits: Easy-to-use self-learning capture technology Tight API-level integration with QuickBooks software Capture and store to QuickBooks incoming AP/AR documents Invoices, checks and PO processing Header/footer and line item details extraction to QuickBooks Auto-creation of new vendors, customers and product/service line items in QuickBooks based on incoming documents Automatic validation, cross-check and re-conciliation of entered data in SimpleCapture Pre-built capture profiles ready-to-use with QuickBooks software Ability to select from QB drop-down category lists at export time Remembering user choices and pre-completing categories at the next export 8

Step 1 - Process Images not Paper SimpleCapture easily integrates and collects incoming paper and electronic documents from a customer’s range of MFPs, desktop and departmental scanners as well as fax servers

Step 2 - Background Processing SimpleCapture allows you to: Pre-Process Images in order to improve extraction results Apply Background Full-Page Optical Character Recognition (OCR) so an operator isn’t slowed down Utilize multiple CPUs and cores with parallel processing for faster throughput Do Document & Batch Splitting to reduce document preparation time and effort

Step 3 – Convert Image to Data SimpleCapture allows you to: Reduce data entry by 50-80% by clicking instead of typing Apply business rules and automatic reconciliation for higher accuracy Auto-validate against databases further saving human intervention and key strokes

Step 4 - Exporting Data and Images SimpleCapture allows you to: Export Data in many formats to your Back Office system Export to multiple destinations Export Images and Metadata to Document Management systems

SimpleCapture - QuickBooks Connectivity Demo

Benefits of Semi-Automation with SimpleCapture IMMEDIATELY Process any invoice or unstructured document from any customer Generate fewer errors using automatic data validations “Learn” your most active customers to increase the level of automation through AutoFind Reduce costs by reducing data entry times between 50% and 80% Full training for operators takes 1 hour A range of licensing options that fit any budget and requirements

docAlpha by Artsyl Technologies Need more Automation? docAlpha by Artsyl Technologies Combine the best qualities of a fully automated system with the outstanding flexibility of SimpleCapture Automatically process your invoices or other documents Capture information from one time customers or low volume customers using the capabilities of a SimpleCapture Workstation

SimpleCapture Q&A For addition information or a quotation on SimpleCapture please contact: Artsyl Technologies, Inc. – Jeff Moore, (301) 525-5405 jeff_m@artsyltech.com 16