Accounts Payable Automation For Acumatica

Explore the business advantages

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.
 
acumatica ap automation software

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
acumatica ap automation

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.
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ap automation acumatica

Recent Blog Articles

Unlock the Future of Payments with Remote Check Printing
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Maximize Efficiency with Taxpayer Identification Number Matching
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Understanding OFAC Compliance for Your Business
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Our gurus help you find the right payment solution.

Our team is here to discuss your secure printing options. Book your discovery call with a payments specialist.

Frequently Asked Questions: Acumatica AP Automation

How does AP automation work with Acumatica ERP?

AP automation should be built on the Acumatica Cloud ERP environment, eliminating the need to jump back and forth between your ERP, a separate banking platform, a entire new portal platform, or third-party check printing tools. By utilizing an embedded universal gateway like Source Technologies' Robotic Payments Automator (RPA), the software hooks directly into your existing financial workflows without ever leaving Acumatica.

When payments are processed, the system cross-references vendor details with regulatory lists in real-time, executing payments seamlessly without disrupting your standard approval chains 

How to get started with AP automation for Acumatica?
    • Prioritize Native cloud compatibility: Look for an automation provider that is an authorized Acumatica partner or explicitly built to work natively with the platform to avoid complex, siloed deployment phases.
    • Streamline Vendor onboarding: Vendor management can be a heavy internal lift. Start by choosing a partner that provides managed vendor enrollment services to shift your suppliers away from physical check habits and onto more secure electronic rails.
    • Map your operational rules: Define your custom approval thresholds and multi-tiered workflow logic so the automated tool can enforce your internal segregation of duties out of the box.
    • Audit your current check processes: Evaluate your current print and check-signing volume to identify exactly where manual administrative bottlenecks or security vulnerabilities are occurring.
What are the benefits of Acumatica AP automation?
    • End portal fatigue: Accounting teams no longer have to waste hours logging into external ISV or bank portals, manipulating file formatting, or uploading manual payment batches. Make sure that additional work isn’t needed to reconcile those payments beyond your typical reconciliation processes you use today.
    • Earn cash back on AP operations: The biggest operational shift is turning a strict cost center into a literal revenue driver by generating actual cash back via Virtual Card rebates on electronic B2B transactions.
    • Scale without adding headcount: By delegating repetitive administrative steps to smart software automation, your existing finance department can manage a significantly higher volume of invoices.
    • Strengthen your security posture: Automated systems replace manual checking by handling instant TIN matching, real-time address validation, and automatic OFAC screening right at the point of release.
Why use an AP automation tool with Acumatica?

While Acumatica is an incredibly robust cloud ERP for core accounting, relying on manual processes for the "last mile" of banking leaves businesses exposed to significant risks, human errors, and check fraud.

It removes physical, vulnerable paper check workflows from the building, replaces rubber-stamp signatures with strict digital access controls, and logs a comprehensive, unalterable digital audit trail directly alongside your Acumatica records—ensuring your enterprise remains efficient, compliant, and secure.