Accounts Payable Automation – Process Invoices 60% Faster
Streamline invoice processing with 3-way matching, automated approvals, and intelligent payment scheduling. OCTA's AP automation cuts processing time by 60% while reducing errors.
How OCTA automates accounts payable
- Automatic invoice capture from email (Gmail, Outlook), the vendor supplier portal, and your accounting system
- 3-way matching that compares purchase orders, receipts, and invoices and flags mismatches instantly
- Visual approval workflows routed by amount, vendor, entity, category, or any custom rule
- Batch approval to review and approve hundreds of invoices in one click
- Flexible payments via ACH, wire transfer, card, and checks, with auto-scheduling for recurring bills
- Automatic reconciliation that matches cleared payments to invoices and syncs balances back to your ledger
Why it matters
Manual AP is slow and error-prone, with invoices keyed by hand and approvals stuck in inboxes. OCTA cuts processing time by up to 60%, routes perfect matches straight to payment, holds exceptions for review, and keeps a full audit trail across every bill.
Frequently Asked Questions
How does invoice capture work?
OCTA pulls invoices directly from your email (Gmail, Outlook), accepts uploads from vendors through the supplier portal, and syncs with your accounting system - all automatically.
What is 3-way matching?
OCTA compares purchase orders, receipts, and invoices to verify accuracy. Mismatches are flagged instantly, while perfect matches route straight to payment.
Can I customize approval workflows?
Yes. Build approval chains visually based on invoice amount, vendor, entity, category, or any custom rule. Route exceptions automatically.
How does batch approval work?
Review and approve hundreds of invoices in one click. OCTA groups similar invoices and applies your approval logic across batches - no repetitive clicking.
What payment methods are supported?
ACH, wire transfer, card payments, and checks. You can auto-schedule recurring payments or hold high-value transactions for manual release.
Does OCTA handle reconciliation?
Yes. As payments clear your bank, OCTA automatically matches them to invoices, handles partials and overpayments, and syncs balances back to your accounting system.