Accelerate Your Acumatica Future. Stop hand-signing checks and manual vendor verification.

Source Technologies brings enterprise-grade AP automation and secure electronic signatures directly into your Acumatica Cloud ERP.

The Challenge (The "Why")

Manual Bottlenecks: Is your CFO stuck signing physical stacks of checks?
Compliance Risk: Are you manually checking TINs and OFAC lists for every vendor?
Workflow Gaps: Does your approval process break when your team works remotely?

The Source Technologies Advantage

Embedded in your ERP
• Built directly inside the ERP – not a bolt-on, not another portal or interface to learn.
• Segregation of duties is maintained using your existing ERP security and workflows.
• Every payment has an end-to-end audit trail inside the ERP, with granular payment status updates.

Flexible payment execution
• Support for multiple payment providers, with routing by payment modality to support your needs,
reduce costs, and optimize rebates.
• Payments can be outsourced or created and processed entirely from within the ERP.
• A single vendor can have one payment moved to, for example, a check you print locally, then returned to outsourcing for future payments.
• A vendor can have all of their payments made via the ERP, with none being sent to RPA – you choose what works best.
• In short, you retain the flexibility to do what you need to for your business.

Vendor validation and OFAC controls
• Built-in vendor validation routines (address, TIN, and OFAC) ensure your ERP remains the system of record.
• OFAC verification is completed at the time of each payment.
• Any payment where the vendor appears on the OFAC list is automatically halted.
• An OFAC report is generated in the ERP and should be sent to OFAC as required.

Remittance flexibility
• Remittances can be generated either from the ERP or from the payment provider, giving fine control over the details vendors receive.
• For basic remittance details, you can use the convenience of our RPA software.
• For complex remittance needs, you can still send the payment via RPA while generating remittance details in the ERP and sending them directly to the vendor.

Our Robotic Software Solutions

Robotic Payments Automator (RPA) Software

If you are trusting one of your most critical business processes to a manual operation, you are likely spending and risking much more than you know. RPA gives you a fast, cost-effective, and secure way to automate your payment process.

RPA enables our customers to automate payments using software bots to automating repetitive and rule-based tasks within business processes.

Explore RPA

RPA White paper

Get your free whitepaper for robotic payments, providing you with a deeper understanding of how out payment solutions can improve the accounts payable process.