Manually keying data from forms and documents into accounts-payable business systems is time-consuming, costly and error prone; with high potential for compliance or privacy violations due to operator error.

The Problem

You have thousands of invoices to process

You have approvers & documents everywhere

You need to pay on time

You are fiscally responsible

You are POTENTIALLY LIABLE!

The HEADS-UP Solution

Heads-Up for Accounts Payable is an automated processing platform based on commercial off the shelf products (COTS) from Cardiff Software, the world leader in process automation solutions.

Intelligently Identifies and Processes Data

Forms and documents come in all different formats, shapes and sizes and most of them are generated outside of your enterprise and outside of your control. Before they can be processed, they must be sorted. Based on their content, Cardiff TeleForm intelligently identifies form and document types of varied structures and formats, using a robust suite of identification methods, and automatically sorts scanned documents into 'virtual piles' for further processing without any human intervention. Once captured, the Heads-Up process will pass the invoice to the chosen approvers via the internet.

Improves Data Capture Accuracy and Throughput

Heads-Up for Accounts Payable uses Cardiff TeleForm to improve the capture process, and significantly improve accuracy and throughput. Cardiff TeleForm is the only comprehensive solution to combine world-class capture with intelligent form and document processing, successfully integrating people, paper and processes.

Automates Invoice Distribution

Heads-Up for Accounts Payable uses LiquidOffice to distribute invoices for approval and, delivers the data and images to their final repositories.

Heads-Up Features

Rapid automatic data capture

Automatic matching of purchase order to invoices

Unlimited GL Coding

Email notification to Approvers

Automatic or manual Approver allocations

Integration to any ERP system to provide validation against supplier codes and delivery of invoice data

Real time view of status of all invoices

Off-the shelf solution that can be tailored to your exact requirements

Heads-Up Cost Benefits

The Heads-Up data capture component is generally regarded as approximately 30% more efficient than keying from paper; and that's even before applying the recognition capabilities of TeleForm.

Additional benefits include:

No more photocopying of invoices

AP staff will be free from the laborious task of data entry, and therefore better able to respond to in-house and creditor queries

Finance Managers will be able to know what is potentially accrued before it is approved and keyed to the Accounts Payable system, resulting in improve cash flow

Invoices are visible to all approved staff the day the are received, providing for more timely financial reporting

Audit control complies with legislated procedures for financial management

Heads-Up Ease-Of-Use

Approvals are performed via the user's web browser

Images of each invoice are displayed at the approver's workstation; right where they're needed

Using the power of the TeleForm evaluation engines, data capture is minimised. In many cases no data entry is required, as invoices are captured automatically

No more piles of paper to be copied and filed; once scanned the originals are no longer needed!