Stop Chasing Invoices Through Manual AP
Automate invoice capture, matching, coding, approvals, and ERP integration through a connected AP workflow. TrinDocs helps organizations reduce manual effort, improve visibility, and process invoices faster without replacing the systems they already rely on.
Saved per transaction processed
Documents Processed Annually
Industries Served
From Manual Entry to Faster Processing
Remove the Friction From Accounts Payable
Invoice processing becomes difficult when information arrives through multiple channels, approvals happen in email, and AP teams spend valuable time manually entering data, resolving exceptions, and searching for supporting documentation.
TrinDocs connects invoice capture, validation, matching, approval workflows, and ERP integration into a single process, giving AP teams greater visibility, stronger controls, and more time to focus on higher-value work.
- Manual data entry slows AP down
- AI-powered document capture extracts invoice data and reduces the time spent keying information into your ERP
- PO and receipt discrepancies slow processing down
- Automatically compare invoices against purchase orders, receipts, and business rules while routing exceptions to the right person for review.
- Approvals get buried in email
- Route invoices to the appropriate approvers and maintain visibility into every invoice's status throughout the workflow.
- Disconnected systems create duplicate work and increase the risk of errors
- Connect invoice processing directly to your ERP to eliminate duplicate effort and maintain data consistency.
- Audit preparation becomes a search across systems
- Keep invoices, supporting documents, approval history, and payment information together for faster retrieval and stronger audit readiness.
Built Around Your AP Process
Save Time Across Payables Without Replacing Your ERP
TrinDocs combines AI-powered invoice capture, automated matching, approval workflows, and ERP integration to help organizations streamline accounts payable, improve visibility, and scale efficiently as invoice volume grows.
AI-Powered Document Capture
Capture the invoice data your team needs from email, scanned documents, mobile apps, and other inbound channels, including document-level or line-level details that may not already exist in your ERP.
2-Way and 3-Way PO Matching
Compare invoices against purchase orders and receipt information through 2-way and 3-way matching, including invoices associated with multiple POs or direct-ship transactions, so AP spends less time checking details manually.
Consistency Checks and Exception Routing
Identify missing information, variances, and nonmatching invoices, then route exceptions to the appropriate user for review.
Approvals and Coding
Automate approval routing and support invoice coding based on business rules, ERP data, historical coding behavior, or user-defined workflows. For non-PO invoices, TrinDocs can leverage machine learning and prior activity to help streamline GL coding and reduce manual effort.
Existing ERP Integration
Once approved, invoice information is automatically transferred to your ERP, eliminating duplicate data entry and accelerating the path to payment. TrinDocs works alongside your ERP to improve AP efficiency without requiring a disruptive system replacement.
Document Management and Audit Trail
Keep invoices, supporting documents, approval activity, ERP information, and payment status organized for instant retrieval.
How It Works
From Invoice Receipt to ERP-Ready Record, Every Step Stays Connected
Every invoice follows a connected workflow from capture through approval, ERP integration, and long-term retention, helping teams improve efficiency while maintaining complete visibility across the AP process.
Bring Invoices Into One Controlled Process
Supplier invoices are received through email, scanning, or other approved channels. TrinDocs centralizes incoming invoices so AP can begin processing them through one consistent workflow.
Capture Invoice Information Without Manual Keying
TrinDocs AI Capture reads the invoice and extracts the information needed for processing, including document-level and line-level details your team chooses to capture.
The captured information remains available for validation, matching, coding, and ERP integration.
Compare Invoices With Purchase Records and Business Rules
For PO invoices, TrinDocs supports 2-way and 3-way matching against purchase orders, receipts, and other available information.
For non-PO invoices, TrinDocs can use machine learning based on historical GL coding patterns to help assign general ledger accounts.
When discrepancies, missing details, or variances require attention, exceptions are routed to the appropriate user for review rather than remaining buried in AP email.
Route Each Invoice to the Right Approver, Then Send It to the ERP
Invoices move through tailored approval and coding workflows based on your organization’s business rules.
Once fully approved, TrinDocs automatically creates the accounts payable invoice in your ERP, making it available for payment according to your organization’s payment schedule.
Keep Invoice Activity Ready for Retrieval
Payment information syncs back to TrinDocs, and the invoice, supporting documents, approval history, and related transaction information remain organized for future reference and audit needs.
ERP Expertise Spotlight
Deep Epicor P21 Experience When You Need It
Purpose-Built for Epicor Prophet 21
TrinDocs works across a range of ERP environments. For organizations using Epicor P21, our team brings extensive experience automating complex accounts payable workflows for distributors and manufacturers.
Experienced P21 Implementation Support
Work with a team that understands both document automation and the operational requirements of Epicor P21.
A Proven Integration Process
TrinDocs provides detailed setup documentation for your IT team. Once the initial P21 configuration is complete, our team supports integration, workflow setup, testing, and training.
PO and Non-PO Invoice Processing
Automate invoice processing into P21 while reducing manual keying, inconsistencies, and entry errors.
Direct-Ship Workflow Support
Support PO matching and invoicing for direct-ship purchase orders, including workflows involving Direct Ship Confirmations.
Flexible Freight Handling
Support customer-specific Epicor P21 freight codes and billing configurations, including scenarios such as pass-through freight, non-pass-through freight, freight markups, and other organization-specific requirements.
Tailored to Your Environment
Configure the integration around your P21 setup, internal processes, and business requirements.
Customer Results
More Visibility. Less Manual Work. Faster AP Processing.
Productivity Inc. worked with TrinDocs to automate manual invoice processing, PO matching, direct-ship transactions, and freight-related workflows within its Epicor P21 environment.
- Automated Direct-Ship Processing
- Touch-Free Invoice Processing
- Less Manual Entry and Matching
- Greater Visibility Into Cash Flow
Ready to Take Manual Work Out of Accounts Payable?
See how TrinDocs can tailor invoice capture, matching, approvals, and ERP integration around your existing AP process.
Frequently Asked Questions About AP Automation
How does TrinDocs process multi-page invoices?
TrinDocs captures and organizes invoices regardless of length or format. Multi-page invoices are automatically grouped into a single document, ensuring supporting pages, terms, and line-item details remain together throughout the approval and payment process.
Can TrinDocs automatically match invoices to purchase orders and receipts?
Yes! TrinDocs can automatically match invoices against purchase orders and receipts in your ERP system, helping eliminate one of the most time-consuming steps in accounts payable.
With advanced AI Capture and line-level matching capabilities, TrinDocs can extract individual invoice lines and compare them to corresponding PO and receipt information. When everything matches your defined requirements, invoices can move forward automatically. When discrepancies occur, they are flagged for review.
This allows your AP team to spend less time manually matching invoices and more time resolving exceptions.
How accurate is invoice data capture?
96-to-99%.TrinDocs combines intelligent document capture technology with business-rule validation to improve accuracy and reduce manual entry. Captured information can be reviewed and verified before posting, helping maintain data quality and financial control.
Can TrinDocs handle non-PO invoices?
Yes. TrinDocs supports both PO-based and non-PO invoice workflows. Non-PO invoices can be routed through customized approval paths based on vendor, department, or spending authority.
How does TrinDocs help during audits?
Every invoice, approval action, document revision, and workflow event is tracked and stored electronically. Auditors can quickly access supporting documentation and approval history without searching through paper files or email chains.
Can TrinDocs process invoices without someone touching them?
Yes! TrinDocs is designed to support straight-through invoice processing, allowing qualifying invoices to move from capture through matching, approval rules, and ERP processing with little to no manual intervention.
Using AI-powered data extraction, automated PO and receipt matching, and configurable business rules, TrinDocs can identify invoices that meet your requirements and automatically move them through the workflow.
Invoices with missing information, mismatches, or exceptions are routed to the appropriate person for review, allowing your team to focus on the documents that actually need attention.