Integrations

Sage AP Automation

Sage AP Automation integrates seamlessly with your Sage ERP to save your team from time-consuming and error-prone tasks while maintaining complete control over the entire AP process. Powered by Beanworks, Sage AP Automation delivers real-time reporting on your invoices as they progress from purchase order, through coding, to approvals, and finally to payments.

Hear from other Sage AP Automation customers and partners

“It’s saving a ton of time and a ton of money in processing AP.”

Peter G., VP of Sales, North 49

“The approval of invoices is so much simpler now versus having all the paperwork.”

Connie H., AP Manager, Alabama Airport

“Beanworks is very good and onboarding customers and getting them up and going on the AP Automation process.”

Alistair E., Senior Product Manager, Sage 300

“We’re thrilled with Beanworks and its ability to automate our entire AP process from start to finish.”

Derek F., Financial Controller, Fatigue Science

“To be able to see the invoices, where they’re at in the approval process and see what payments have been made – we were looking for a quick and easy solution.”

Chris C., AP Clerk, United Church

Syncing Icon

Syncing

Syncing Icon

Syncing

Sage Sage APA Logo
Vendors

Sync to Beanworks
Accounts

Sync to Beanworks
Items

Sync to Beanworks
Payments (created in Sage)

Sync to Beanworks
Sync to Sage

AP Invoices
Sync to Sage

Credit Memos
Sync to Sage

Payments (Made through Beanworks)

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Features

Features Icon

Features

  • Match imported payments to invoices in Sage AP Automation
  • Pay invoices through Beanworks
  • Import PO and receipt data (100 & 300)

Improve visibility and control for all things AP

Labelled as Sage AP Automation to our Sage customers, Beanworks delivers an end-to-end integrated solution to automate processing, approval, and payment of invoices.

With purchase order matching, automated data entry, approval routing and multi-entity support, your team can free up countless hours of time spent manually processing invoices. Our SmartCoding technology even learns your frequent GL coding for recurring invoices.

Finance leaders can gain visibility into payables at any point in the process.


FAQs about integrating with Sage AP Automation

We import any list needed to create an AP invoice or purchase order Invoice in Sage AP Automation such as vendor, GL account, item, warehouse and unit of measure.

Using a specialized SyncTool developed by Sage AP Automation you'll have the ability to sync data between Sage AP Automation and Sage 100 at the press of a button or at scheduled times set by you.

Yes, you can import purchase orders created in Sage 100 into Sage AP Automation.

Yes, you create approval workflows for Import POs with almost every option that’s available to Invoice approvals.

Yes, you can set a percentage value in our invoice approval channels so that if your purchase order invoice breaks your variance rule you can redirect the purchase order invoice from its typical approval path. Any variance is displayed on the purchase order invoice lines so your approvers quickly understand there is a variance between what was received and what's being invoiced from the vendor.

Purchase order invoices exported from Sage AP Automation import into the purchase order module of Sage 100. Waiting for you to post the transaction.

Yes, you can export payments made through Sage AP Automation to Sage 100.

Sage AP Automation integration supports the latest two versions of Sage 500, which is in line with Sage’s own support policy. We currency do not integrate with Sage 500 for Canadian customers.

Using the approval delegation feature, you have the ability to temporarily swap an approver for another approver for a period of time set by you so that invoices and purchase orders can continue on their approval workflow.

Using the approval delegation feature, you have the ability to permanently replace an approver with another approver so that any invoice or purchase orders can continue on their approval workflow. Once a permanent delegation is set, you can deactivate the approver.

Using the approval delegation feature, you have the ability to permanently replace an approver with another approver so that any invoice or purchase orders can continue on their approval workflow. Once a permanent delegation is set, you can deactivate the approver.

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