Integrations

Automate the AP Process and Connect with Business-Critical Software

PaperTrl’s API integration with third-party systems ensures seamless, real-time data flow with your accounting system.

How It Works


Master Data
Data Type	Direction (Pulled ↔ Pushed)	Description	Key Benefits
Vendors	ERP ↔ PaperTrl	Syncs vendor details, including names, payment preferences, and banking info. Updates occur in either system and sync bidirectionally.	Ensures accurate, up-to-date vendor records across systems.
Chart of Accounts	ERP ↔ PaperTrl	Retrieves and maintains GL accounts for coding invoices. New accounts added in either system sync automatically.	Keeps financial records aligned between PaperTrl and ERP.
Departments	ERP ↔ PaperTrl	Syncs department lists for invoice coding and approvals.	Enables seamless department-based approvals and reporting.
Projects / Jobs	ERP ↔ PaperTrl	Links invoices and payments to specific projects/jobs for accurate cost allocation.	Ensures proper tracking of project-related expenses.
Multi-Entity Management	ERP ↔ PaperTrl	Supports multiple company files under one dashboard. Provides real-time, consolidated AP visibility across all entities.	Simplifies AP for businesses with multiple subsidiaries, locations, or divisions.
Transaction Data
Data Type	Direction (Pulled ↔ Pushed)	Description	Key Benefits
Purchase Orders (POs) & Spending Limits	ERP ↔ PaperTrl	POs created in the ERP sync to PaperTrl for matching against invoices. POs created in PaperTrl (if using Procure-to-Pay) sync back to ERP. Users can set PO spending ceilings to control costs.	Ensures 3-way matching (PO → Invoice → Payment) for better spend control. Prevents vendors from exceeding budget limits.
Open Bills (Unpaid Invoices) & Attachments	ERP ↔ PaperTrl	Imports unpaid invoices into PaperTrl for processing. Syncs attachments, including the vendor bill and an audit trail showing cost distribution and approval timestamps.	Eliminates manual data entry, improves invoice tracking, and ensures full audit transparency.
Payments	ERP ↔ PaperTrl	PaperTrl processes payments (ACH, check, virtual card) and pushes execution details back to ERP.	Ensures real-time visibility into payments and automates reconciliation.
Bill Status Updates	ERP ↔ PaperTrl	Updates invoice status as it moves through approval, payment, and reconciliation stages.	Keeps all stakeholders informed and minimizes errors.
Remittance Data	ERP ↔ PaperTrl	Transfers detailed remittance info for vendor tracking and reconciliation.	Reduces vendor inquiries and improves cash flow visibility.
Approval Statuses	ERP ↔ PaperTrl	Approval workflows completed in PaperTrl sync back to ERP to update invoice statuses.

How PaperTrl Enhances AP Management

Multi-Entity Oversight

Manage AP across multiple subsidiaries, business units, or divisions from a single dashboard.
Automatically sync vendor lists, invoices, POs, and payments across all entities.
Set entity-specific approval workflows and spending limits for each business unit.
Gain a full financial picture across all entities with real-time tracking.

Automatic Sync of Vendor Bills, Cost Allocation & Approval History

Transparent Audit Trail with Full Expense Breakdown

Eliminates Manual Entry & Ensures Compliance

Comprehensive Bill Processing & Compliance

Full Invoice Sync → All unpaid invoices flow from ERP to PaperTrl for approval and payment processing.
Complete Document Trail → When bills sync back to the ERP, PaperTrl also syncs:
- The original vendor bill for reference.
- A PaperTrl audit trail report summarizing cost distribution and expense coding.
- A timestamped workflow history, detailing who approved the bill and when.
Seamless Reconciliation → Payment and approval records update in real-time, ensuring accuracy.

PaperTrl offers API and file-based integrations to these systems, allowing data to move back and forth freely throughout the procure-to-pay cycle. If you don’t see the software application you’re looking for listed here, contact us today.