Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Conterra FIM is an advanced software solution designed for automating accounts payable at an enterprise level, streamlining AP workflows while significantly lowering costs associated with each invoice processed. This robust tool offers a range of features including automated extraction of invoice data, three-way matching, simplified GL coding, vendor notifications, and much more. Organizations with over five accounts payable professionals processing upwards of 500 invoices each month will find this solution particularly beneficial, especially as their invoice volume continues to grow. Conterra FIM effectively captures various document types, such as emails, PDFs, e-invoices, and scanned paper, consolidating them into a central repository. The accounts payable process is initiated as soon as a new invoice is received through fax, email, or scanning, with up to 98% of the invoice data being automatically recognized thanks to cutting-edge optical character recognition (OCR) technology, thereby eliminating the need for manual data entry. Additionally, seamless integration with existing accounting software ensures that data only needs to be inputted once, further enhancing efficiency and accuracy in financial operations. This comprehensive approach not only boosts productivity but also provides businesses with better control over their accounts payable processes.
Description
Experience a quick startup process by simply entering your personal information during Setup, allowing you to begin invoicing immediately. You can effortlessly add clients and products as needed, completing your invoice in just three straightforward steps. Sending invoices is a breeze, as you have the option to email them as plain text, in a universally readable format, as PDF attachments, or even both. This user-friendly invoicing software includes a fast item pick list and a template feature that lets you create new invoices based on previous ones, with convenient options for emailing or printing. Personalize your invoices by setting up your letterhead with your company logo, and take advantage of the auto billing schedule that automates the process for you. The system collaborates seamlessly with the credit manager to halt billing whenever the credit limit is reached. It is perfectly synchronized with all components of the program, including task management, email functionality, one-click invoicing, statistics, and much more. Additionally, it offers a multi-person appointment scheduler that works in conjunction with job and time billing, as well as a task manager. An extra To-do diary feature provides startup reminders, and you can easily generate quotes or estimates as needed. This comprehensive package ensures that managing your invoicing and scheduling tasks is efficient and straightforward.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
DIRECTUM
Founded
2011
Country
United States
Website
www.orienge.com/fim/
Vendor Details
Company Name
The Scrambled Card Company
Website
www.invoiceit.com
Product Features
Accounts Payable
Approval Process Control
Yes
Bank Reconciliation
No
Cash Management
No
Check Writing
No
Duplicate Payment Alert
Yes
Fraud Detection
No
General Ledger Entry
No
Vendor Management
Yes
Product Features
Billing and Invoicing
Billing Portal
Yes
Contact Database
Yes
Contingency Billing
No
Customer Portal
No
Customizable Invoices
Yes
Dunning Management
Yes
Hourly Billing
No
Invoice History
Yes
Mobile Payments
No
Multi-Currency
No
Online Invoicing
No
Online Payments
No
Payment Processing
Yes
Project Billing
No
Recurring/Subscription Billing
Yes
Service Ticket Billing
No
Tax Calculator
Yes