Integration with Procore

Efficiently process documents and data with Umlaut & Procore

Umlaut is an authorised Procore Solution Partner and delivers document and workflow automation applications that improve the operation of any organisation by connecting users with the information they need to work more efficiently and effectively.

Procore customers can use Umlaut products in several ways, including:

Scan to Procore

Our Procore Invoice Capture Solution includes automatic data extraction of claim data from a monitored cloud mailbox (significantly reducing data entry) which is then used to create a claim record within Procore for the project team to action.

AP Automation & Approval

Route creditor claims through a custom approval process and have the approved claim data uploaded directly into Procore via the Procore API.

Other use cases

Online Forms and workflows can also be utilised to manage payment scheduling and payment disputes.

Read the case study of how how Hale Group managed to integrate Procore with FileBound and Xero here.

Benefits

Whether part of a broad-ranging information management initiative or a localised project-based one, Umlaut & Procore help streamline processes for your organisation to save time, reduce costs and boost efficiency:

Remove bottlenecks

Streamlined processes ensure that invoices are paid on time and with less effort, eliminating the need to pass paper around, match invoices to POs or chase down approvals.

Easy access

Approvers can access invoices that are routed to them via their mobile device, allowing timely approvals from anywhere, whether at the office, away travelling or working from home.

Increased visibility

Advanced analytics expose data about transaction volumes, financial liabilities and vendor interactions to identify areas for improvement and assist with decision making.

Improve service

Eliminate missing and duplicate invoices that lead to missed, late or over payments. The result: happier suppliers, happier team members and fewer service calls.

Reduce costs and delays

Invoices enter the FileBound solution quickly, are routed automatically, and are accessible from anywhere, reducing resource costs and eliminating the need to manage paper files.

Free up space

FileBound takes the paper out of your office, freeing up valuable physical space by storing documents electronically and reducing the costs of moving, filing, securing and storing paper.

Integrate Procore with your document management system

Contact our team today to discuss your needs and discover how our integrating Procore could deliver big benefits to your business.

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