Plans and rollout
The work involved depends on where your invoices come from, how many you send and how your team approves them. We ask about that first, then quote a subscription and a setup fee in writing before you commit to anything.
Teams replacing manual invoice follow-up
A dependable invoice intake and delivery workspace with the controls needed for a confident first rollout.
Growing finance and operations teams
More automation, operational insight and delivery flexibility for teams handling higher invoice volumes.
Multi-team and governed deployments
A tailored rollout for organisations that need deeper governance, integrations and controlled change management.
Side by side
| Capability | Essential | Professional | Enterprise |
|---|---|---|---|
| Invoice agent and secure intake | included | included | included |
| Customer matching and duplicate controls | included | included | included |
| Tracked email delivery | included | included | included |
| Assisted and automatic workflows | Not included | included | included |
| Analytics, broadcasts and shift insights | Not included | included | included |
| Custom roles and deployment governance | Not included | Not included | included |
Rollout
Every rollout is scoped around your invoice source, customer records, email providers, approval rules and the people who will run it.
We map where invoices come from, how many there are, who receives them and who approves them.
We install the agent, connect the portal and your email provider, and set up roles for your team.
We test matching, sending, recovery after an outage, and the reports you will rely on.
We train your administrators and agree how support works once you are live.
Tell us your team size and monthly invoice volume, and we will recommend a starting point.
