SMA

SMA

SMA Retires Two
Legacy Systems...
Saves Thousands
With TrinDocs
Automatic Invoicing!

SMA Retires Two Legacy Systems...
Saves Thousands With
TrinDocs Automatic Invoicing!

SMA Retires Two Legacy Systems...
Saves Thousands With TrinDocs Automatic Invoicing!

TrinDocs is a dream come true! They helped us simplify and automate our AP process with a seamless integration into our Epicor P21 ERP system. They made the implementation quick and easy. I really can’t say enough good things about the software or the team!
Jane Mote
,
CFO

Unique Situation

Southern Marketing Affiliates Inc. struggled with several manual processes in their Accounting department. One of their accounting managers had the daily task of manually verifying that inventory receipt paperwork was scanned into SMA’s legacy document archive system. Additionally, invoice approvals was another manual process that took hours a week to process.


Tailored Solution

TrinDocs was able to automate their workflow and now TrinDocs uploads invoices, compares invoices to inventory receipts and creates payables transactions automatically in their ERP system (Epicor Prophet 21).

After implementing TrinDocs, now accounting managers only get involved on an exception basis rather than verifying all receipts.

TrinDocs automated invoice approvals for SMA, achieving very high OCR accuracy to auto-populate data and eliminate manual data entry by tailoring unique form templates for SMA’s most active vendors. TrinDocs automation not only saves the company money, but also frees employees to work on other things!

"I personally would spend as much as an hour or two per week approving invoices and that has been reduced to mere minutes with TrinDocs!"

- Jack Mullins, IT Manager


About TrinDocs
We are a document management and workflow solution that automates the routing, storage and retrieval of documents and transactions.
About TrinDocs
We are a document management and workflow solution that automates the routing, storage and retrieval of documents and transactions.
© 2021 TrinDocs
© 2021 TrinDocs