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.

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