AI TOOL PROFILE
Compleat Review: Accounts Payable and Purchasing Automation
- Finance and Accounting
- Billing and Invoicing
- Small Businesses
- Mid-Market Companies
- Non-Profit Organizations
- Education Providers
- Healthcare Facilities
Pricing
Pricing is based on a fixed price per invoice processed. Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.
At a glance
- Best for
- Small Businesses, Mid-Market Companies, Non-Profit Organizations, Education Providers, Healthcare Facilities
- Key use cases
- Invoice Process Automation, Purchase Order Management, Integrated Online Buying, Purchase-to-Pay Workflow
- Integrations
- Xero, QuickBooks, Sage 50, Sage 200, Sage Intacct
- Official website
- Visit icompleat official website
How AI is used
Compleat is a cloud-based SaaS platform designed to support the purchase-to-pay process. It captures invoice data from various formats and supports digital approval workflows, which may help reduce reliance on paper-based systems.
The software is designed for SMEs across several sectors, including non-profits, healthcare, manufacturing, and education. It supports the workflow from a purchase request to the final payment, including the ability to connect to supplier websites for ordering.
Buyers should confirm that their specific accounting software or ERP is supported, as the tool relies on these integrations to synchronize financial data. Pricing is based on a fixed price per invoice processed.
Key Features
Invoice Data Capture
Extracts header and line data from invoices in various formats, including PDF, Word, and Excel.
Automated GL Coding
Supports the automation of general ledger coding for captured invoices.
Dynamic Workflow Approvals
Allows businesses to set up custom approval routes, including parallel and group approvals.
2/3-Way Matching
Matches invoices against purchase orders and receipts to verify data before payment.
Supplier Bank Validation
Includes checks to validate supplier bank details and identify duplicate invoices.
Budget Management
Supports commitment and accrual accounting to help manage corporate and project budgets.
Use Cases
Invoice Process Automation
Capturing digital invoices from email or scans and routing them through custom approval workflows.
Purchase Order Management
Creating and managing purchase requests and orders to help control spend before a purchase is made.
Integrated Online Buying
Using punch-out and punch-in capabilities to order directly from supplier websites such as Amazon Business.
Purchase-to-Pay Workflow
Managing the cycle from the initial requisition and PO to invoice matching and ERP synchronization.
Integrations
- Xero
- QuickBooks
- Sage 50
- Sage 200
- Sage Intacct
- Oracle NetSuite
- Microsoft Dynamics 365
- SAP
- Amazon Business
- Yardi
FAQ
What does Compleat automate?
- It supports the automation of invoice data capture from various formats, general ledger coding, approval workflows, and the matching of invoices to purchase orders.
Does Compleat work with my accounting software?
- It provides integrations for many systems including Xero, QuickBooks, Sage, Oracle NetSuite, and Microsoft Dynamics.
How is Compleat priced?
- The software uses a usage-based pricing model, charging a fixed price for each invoice processed.
Source category: Finance & Accounting
Source subcategory: Billing & Invoicing
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