If you’ve ever watched your AP clerk manually key in invoice after invoice, squinting at PDFs to match line items to purchase orders, you know the pain is real. During our recent Acumatica User Group meeting, we saw how their AP automation for Acumatica tackles the headaches that keep accounts payable teams buried in paperwork instead of focused on strategic work.
The Invoice Processing Bottleneck
Let’s be honest: most AP departments are stuck in a cycle of manual data entry, constant email checking, and playing detective to match invoices with purchase orders. Your team receives invoices through email, PDFs arrive in varying formats, and someone has to manually enter every line item into Acumatica. Then comes the matching game—does this invoice match the PO? Are the quantities, right? Why is there a $50 discrepancy?
It’s tedious, error-prone, and frankly, a waste of your team’s expertise.
Seamless Integration that Works
Traild integrates directly with Acumatica, syncing with your AP email inbox to automatically ingest invoices as they arrive. Using advanced OCR technology, the system reads invoice data with impressive accuracy—and here’s the kicker: you can teach it which columns to read from your vendors’ invoices. The more you use it, the smarter it gets.
Once an invoice arrives, Traild performs three-way matching automatically, comparing the invoice to your purchase order and receipt. No more toggling between screens or digging through email threads to verify information.
Zero-Touch Processing for Low-Risk Invoices
We also saw Traild’s auto-approve feature, which is a game-changer for high-volume AP departments. The system uses a color-coded risk assessment to identify invoices that match perfectly with purchase orders. Low-risk invoices that meet your specific criteria can be automatically approved, zero human intervention required.
For invoices that need a closer look, approvers can quickly scan color-coded indicators to prioritize their review time. Red flags get attention; clean invoices flow through.
Communication Built Right In
One of the most practical features shown was the in-product communication tool. Instead of sending separate emails or walking across the office, AP clerks can tag colleagues directly in the system. “Hey, I added freight to this invoice” or “Can you verify this vendor information?” These messages trigger notifications either in-app or via email, keeping everyone in the loop without cluttering inboxes.
Every action gets logged in the audit trail too, so you always know who did what and when.
Handling the Exceptions
Of course, not every invoice comes with a purchase order. Traild handles non-PO invoices smoothly, allowing you to add them directly, manage tax discrepancies, and route them for approval. You can split invoices at both the header and line level, save drafts for further review, and attach supporting documentation like contracts or supplier statements right where you need them.
Credit memos? Traild handles those too, whether your vendor issues them as negative receipts or puts them on account.
Why Manufacturing and Distribution Companies Choose This Approach
Parallel Solutions has helped manufacturers like Portacool LLC transform their financial operations with Acumatica—moving from spreadsheet-dependent processes to real-time visibility and automation. AP automation through solutions like Traild takes that transformation further by eliminating the manual invoice processing that bogs down even the most efficient ERP systems.
The Bigger Picture: Vendor Verification and Reporting
Beyond just processing invoices, Traild includes a “Traild Pay” button for vendor verification—an added security layer that helps prevent payment fraud. The reporting capabilities let you export to Excel with direct links back to documentation in Traild, making audits and month-end closes significantly less painful.
Is Your AP Team Ready for an Upgrade?
If your accounts payable team is still manually entering invoices and chasing down approvals via email, you’re leaving efficiency (and sanity) on the table. Traild’s integration with Acumatica offers a practical path to automation that doesn’t require you to rip and replace your entire system.
Want to see how Traild could transform your AP workflow? Watch this 2-minute AP overview video and then let’s talk about whether it’s the right fit for your team’s specific needs. Contact our team today.
