Financial operations buyers guide 17

2018

Financial Operations Buyer's Guide

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THE DIRECTORY OF PRODUCTS AND SERVICES FOR FINANCIAL PROFESSIONALS

WELCOME When you attend IOFM’s Accounts Payable and Procure-toPay conferences, many discussions focus on how to identify, nurture, and leverage talent within your organization. It’s an important element of the program: to reach our goals at work, we all rely heavily on others.

Most of us also leverage the resources and talent from partners and solution providers from outside of our organizations. But identifying the best prospective resources from among the thousands of options can be a daunting task.

That’s where this guide comes in. Keep a copy close at hand for reference, and share it with your procurement department.

Within its pages, you’ll find details on a vetted group of businesses with standards as high as yours, in categories from ACH to workflow solutions and more.

These are companies and people you’ve likely crossed paths with before and will again, whether at IOFM professional conferences or in your daily work. As fellow members of this tightly-connected community, their accountability to you is high.

In order to gain a competitive edge, it is critical to choose the right products and partners. I hope this directory serves as a go-to resource for finding yours.

Regards,

Brian Cuthbert Group Vice President IOFM

2018 FINANCIAL OPERATIONS BUYER’S GUIDE © DIVERSIFIED COMMUNICATIONS 2018

THE DIRECTORY OF PRODUCTS AND SERVICES FOR FINANCIAL PROFESSIONALS

TABLE OF CONTENTS Accounts Payable Services................................................. 4 Accounts Payable Software................................................ 6 Accounts Receivable Services.......................................... 10 Accounts Receivable Software......................................... 12 Archive & Storage............................................................... 12 Automated Clearing House (ACH) Services..................... 12 Business Process Outsourcing......................................... 12 Card Solutions.................................................................... 14 Document Storage/Document Destruction..................... 15 Enterprise Content Management Software..................... 15 E-Payable, E-Invoicing....................................................... 16 ERP/GL Solutions............................................................... 18 Payables Software/Consulting.......................................... 18 Payments Automation........................................................ 18 Remittance Processing Software..................................... 19 Scanning & Capture Software and Scanning & Capture Services............................................ 19 Tax and Regulatory Compliance (1099 Services, Sales and Use Tax, Unclaimed Property, VAT Recovery).......... 20

Travel and Entertainment Expense Software, Consulting.......................................................... 20 Workflow Solutions............................................................ 21

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Accounts Payable Services

Accounts Payable Services (cont.)

Circulus

IPS

Over $204,090,352,458.06 in invoices processed…and growing. Simply put, at Circulus, we ARE automation. With a focus on AP automation and business process outsourcing, Circulus offers an innovative model for delivering automation with minimal client IT involvement required. With very little capex, Circulus guarantees data extraction with 99%+ accuracy (including handwritten and line item detail), robust approval and exception handling workflows, touchless PO line item matching, spend analytics reporting, mobile app, and vendor portal. For over a decade, Circulus has pioneered technology services and solutions designed to maximize organizational efficiency and business growth for companies of all sizes.

Circulus, 2701 Dallas Parkway #550, Plano, TX 75093 mvlach@circulus.io | (972) 755-1804 | www.circulus.io

For over 25 years, IPS has deployed automation accounts payable solutions that provide a competitive advantage for our customers. IPS continues to innovate with upgrades to their Vendor Portal and its Productivity WrxSM platform. Productivity WrxSM digitally transforms procurement to payment processes in document intensive transaction environments. Through Productivity WrxSM innovation, AP workflow and payments become automated, efficient, and compliant, while seamlessly integrating with any ERP system.

Productivity WrxSM significantly reduces costs, eliminates time consuming and disruptive errors and provides transparency into the invoice to pay process with real time access to critical KPI’s.

IPS, 150 Meadowlands Parkway, Secaucus, NJ 07094 vemers@ipsmailbox.com | (201) 710-2417 | www.ipsservices.com Nvoicepay

Finexio - The Smart B2B Payment Network

Finexio’s payment delivery network automates, optimizes, and integrates electronic B2B payments into existing technology for companies with $50m in revenue and above. From an AP file, our software intelligently determines the best way to pay vendors and suppliers, then routes their payments digitally without requiring bank account information. On average, Finexio is able to convert over 60% of our clients’ paper checks to electronic payment, resulting in reduced error, labor, and risk while creating an additional revenue stream in the form of rebates and discounts. Learn more at www.finexio.com.

Finexio, 1 S. Orange Ave, 5th Floor, Orlando, FL 32801 info@finexio.com | (407) 627-0600 | www.finexio.com

Nvoicepay transforms the massive and expensive effort that goes into paying suppliers into a simple and automated solution. For over 2,750 customers, the company optimizes electronic invoice payments for enterprises with intuitive cloud-based software. In addition, Nvoicepay provides comprehensive supplier services through their Payment Command Center and the highest level of security in the industry. By automating all payments, Nvoicepay unlocks resources and immediately reduces accounts payable costs by 75 percent. Learn more at nvoicepay.com and on Twitter at @ Nvoicepay.

Nvoicepay, 8905 SW Nimbus Ave, Suite 240, Beaverton, OR 97008 contact@nvoicepay.com | (503) 974-1772 | nvoicepay.com Paymerang

INTEGRIM inc.

With over 25 years of experience, INTEGRIM offers a complete suite of services and solutions to fully automate document processing related to paper and electronic documents, such as AP, AR, PO, BOL, HR, T&E and Payment Control. These include: capture, classification, extraction, validation, workflow, secure archiving and data integration in your ERP. It can be either on premise or in the cloud, via SenSaaS! a platform which was created to help organizations increase productivity, efficiency and optimize operations for future growth.

INTEGRIM inc., 460, Ste-Catherine Street West, Suite 204. Montreal, QC H3B1A7 Marc Voyer | Chief Commercial Officer | mvoyer@integrim.com (514) 866-4606 x28 | www.integrim.com

Paymerang’s award-winning electronic payables solution provides a simple, secure and profitable way to automate A/P disbursements.

Paymerang does all the work, from vendor enablement to payment processing to transaction reconcilement, saving clients hundreds of hours each year and reducing fraud risk. In addition to the significant efficiency and security gains, clients enjoy Paymerang’s lucrative cash back rebates. Setup is quick and easy, taking less than 30 days and 20 hours of client time to get up and running. Turn A/P into a profit center with Paymerang!

Paymerang, 10800 Midlothian Tpke Ste 126 North Chesterfield, VA 23235 mprall@paymerang.com | (937) 287-2807 | www.paymerang.com Symbeo, formerly Scan One

Symbeo’s Managed AP Automation blends the best attributes of human-touch processing with our proprietary automation technology to offer the most accurate, complete and reliable invoice process automation solution available. The results are an AP department with the visibility, control and efficiency you need to make strategic business decisions. We manage the process so you can manage your business. With over 25 years’ experience providing unparalleled transaction-based automation services, Symbeo is the premiere financial transaction technology leader for Fortune 500 companies, and the de facto invoice automation partner for the major players in the P2P landscape.

Symbeo, 555 SW Oak Street, Suite 250 Portland, OR 97204 solutions@symbeo.com | (888) 722-6663 | www.symbeo.com

2018 FINANCIAL OPERATIONS BUYER’S GUIDE © DIVERSIFIED COMMUNICATIONS 2018

Cut costs gain control THE&DIRECTORY OF PRODUCTS AND SERVICES FOR FINANCIAL PROFESSIONALS over your AP Processes

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 Out-of-the box AP automation (no custom coding required)  Self-learning intelligent capture technology minimizes configuration  Connectivity to leading ERP and ECM systems  Powered by the docAlpha Digital Transformation Platform to handle ANY document-driven process Choose a COMPLETE AP automation solution that’s intelligent and flexible enough to deliver immediate results and instantly eliminate manual data entry and document handling.

Contact Artsyl for a personal demo and discover how quickly and cost-effectively you can reduce costs and regain control over your AP invoice process. www.artsyltech.com sales@artsyltech.com Tel: (905) 326-0676

2018 FINANCIAL OPERATIONS BUYER’S GUIDE © DIVERSIFIED COMMUNICATIONS 2018of Artsyl Technologies.

ARTSYL and the Artsyl logo are registered trademarks

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THE DIRECTORY OF PRODUCTS AND SERVICES FOR FINANCIAL PROFESSIONALS

Accounts Payable Services (cont.)

Accounts Payable Software

Tungsten Network

Artsyl Technologies, Inc.

Our vision is to be the world’s most trusted business transaction network by using data intelligently to strengthen the global supply chain.

Tungsten Network is a secure e-invoicing, purchase order services and workflow platform that brings businesses and their Suppliers closer together with unique technology that revolutionizes invoice processing, maximizes efficiency and improves cash flow management. Delivering trusted connections and streamlined transactions, the network also provides users with real-time spend analysis and offers Suppliers access to invoice financing through Tungsten Network Finance, a form of alternative finance for businesses. Tungsten Network processes invoices for 70% of the FTSE 100 and 72% of the Fortune 500. It enables Suppliers to submit tax compliant e-invoices in 48 countries, and last year processed transactions worth over £133bn for organisations such as Alliance Data, General Motors, GlaxoSmithKline, Mondelēz International, Kellogg’s and the US Federal Government.

Trusted, passionate and proven, Tungsten is making the digitization of global commerce between Buyers and Suppliers faster, easier and smarter.

Tungsten Network, 1040 Crown Pointe Parkway, Suite 330 Atlanta, GA 30338 stanley.chia@tungsten-network.com | (770) 698-1263 www.tungsten-network.com Yooz, Inc.

The Yooz solution solves for today’s finance professionals’ top AP workflow challenges by providing innovative, cloud-based AP automation workflow. Yooz offers a simple, secure, end-to-end P2P platform that integrates with more than 175 ERPs. It leverages and optimizes powerful features and emerging technologies that unleash the creative and innovative power of your team. Simplicity, transparency, security, savings, and mobility form the hallmark foundation of the Yooz platform and influences everything it does. Cloud Automation.

Easy. Powerful. Smart.

Yooz, Inc., 8951 Cypress Waters Blvd Ste 170, Dallas, TX 75019 contact@justyoozit.com | (832) 384-YOOZ (9669) | www.justyoozit.com Zenwork

Zenwork creates compliance solutions.

Our array of cloud-based SaaS platforms, including Tax1099, eFile Assist, Exakto, and EZ2290, simplify your eFiling processes. Our users trust us to provide the best in fast, accurate, secure eFiling. Tax1099 is a feature-rich, IRS-approved solution for eFiling information returns and mailing vendor copies.

Import data to Tax1099, review, then send forms to the IRS, states and vendors with just a few clicks. Tax1099 also offers vendor management tools, including W-9 eSolicitation and TIN matching.

Want us to take care of your compliance? We offer full service information reporting with eFile Assist.

Artsyl delivers accounts payable automation solutions that reduce the most painful and inefficient step in any process—manual data entry. By leveraging data and documents to intelligently handle coding, matching, exception handling and routing, Artsyl streamlines end-to-end AP operations for improved visibility, compliance, control, efficiency and cash management. Artsyl’s smart process application InvoiceAction for accounts payable, help’s companies quickly and cost-effectively eliminate data entry, increase data accuracy, automate and streamline peopleintensive, highly variable, loosely-structured business processes that are subject to frequent change. Artsyl’s solutions empower organizations to monitor KPIs, eliminate approval bottlenecks and reduce AP cycle times while providing instant auditability.

Artsyl Technologies, Inc., 10-8707 Dufferin Street, Suite # 111, Vaughan, ON L4J 0A6 Canada sales@artsyltech.com | (905) 326-0676 | www.artsyltech.com B2BE LLC

B2BE delivering global, flexible and tailored supply chain solutions can help your organization automate your purchase-to-pay processes, e-Invoicing, accounts payable, accounts receivable and document management environments. Combine a number of B2BE products and solutions to support a full supply chain suite. If it involves your supply chain or financial supply chain B2BE will have a solution to help improve it and ensure your organization can realize an improved return on investment.

B2BE LLC Suite 320, 5210 Great America Parkway, Santa Clara CA 95054 us.info.b2be.com | (408) 730-6868 | www.b2be.com Circulus

Over $204,090,352,458.06 in invoices processed…and growing. Simply put, at Circulus, we ARE automation. With a focus on AP automation and business process outsourcing, Circulus offers an innovative model for delivering automation with minimal client IT involvement required. With very little capex, Circulus guarantees data extraction with 99%+ accuracy (including handwritten and line item detail), robust approval and exception handling workflows, touchless PO line item matching, spend analytics reporting, mobile app, and vendor portal. For over a decade, Circulus has pioneered technology services and solutions designed to maximize organizational efficiency and business growth for companies of all sizes.

Circulus, 2701 Dallas Parkway #550, Plano, TX 75093 mvlach@circulus.io | (972) 755-1804 | www.circulus.io

Zenwork, 1 E Center St #250, Fayetteville, AR 72701 sales@zenwork.com | (479) 935-8450 | www.zenwork.com

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Accounts Payable Software (cont.)

Accounts Payable Software (cont.)

Corcentric

Nvoicepay

Corcentric is a leading provider of procurement and finance solutions that transform how companies purchase, pay, and get paid.

Corcentric’s procurement, accounts payable, and accounts receivable solutions empower companies to spend smarter, optimize cash flow, and drive profitability. Since 1996, more than 6,000 customers from the middle market to the Fortune 1000 have used Corcentric to unlock new potential within their enterprise.

Learn more at corcentric.com.

Corcentric, 7927 Jones Branch Drive, Suite 3200, McLean, VA 22102 info@corcentric.com | (877) 790-7272 | ww.corcentric.com

Nvoicepay transforms the massive and expensive effort that goes into paying suppliers into a simple and automated solution. For over 2,750 customers, the company optimizes electronic invoice payments for enterprises with intuitive cloud-based software. In addition, Nvoicepay provides comprehensive supplier services through their Payment Command Center and the highest level of security in the industry. By automating all payments, Nvoicepay unlocks resources and immediately reduces accounts payable costs by 75 percent. Learn more at nvoicepay.com and on Twitter at @ Nvoicepay.

Nvoicepay, 8905 SW Nimbus Ave, Suite 240, Beaverton, OR 97008 contact@nvoicepay.com | (503) 974-1772 | nvoicepay.com

DataServ

DataServ is a Software as a Service (SaaS) solution that streamlines and lowers costs within accounts payable via our Purchase to Pay (P2P) solution set (including Travel & Expense Report Automation (T&E) and Purchase Order Requisition Automation), accounts receivable with Quote to Cash (Q2C), and human resources through Hire to Retire (H2R) by capturing documents and data and automating business processes. Serving organizations worldwide since 1994, we are experts in document and process automation and our clients rely on us for digital mailroom and documentcentric™ workflow, OCR software as a service and full document lifecycle management.

DataServ, 1630 Des Peres Road - Suite 301, St. Louis, MO 63131 info@dataserv.com | (877) 700-3282 | www.DataServ.com DocStar

Helping businesses translate vision into action for more than 20 years, DocStar offers delivers a flexible and innovative enterprise content management and process automation platform. Easy to implement and use—both in the cloud and on premises— DocStar proven technology and global process expertise empowers organizations to operate at peak performance, navigate change, and grow. By scaling and modernizing operations and enabling greater collaboration, DocStar allows data and transactions to flow efficiently throughout your organization. With increased visibility among employees, customers, and partners, we deliver better business outcomes such as increased auditability and greater ease of compliance.

DocStar, 2165 Technology Drive, Schenectady, NY 21308 info@docstar.com | (518) 836-2700 | www.docstar.com Finexio - The Smart B2B Payment Network

Finexio’s payment delivery network automates, optimizes, and integrates electronic B2B payments into existing technology for companies with $50m in revenue and above. From an AP file, our software intelligently determines the best way to pay vendors and suppliers, then routes their payments digitally without requiring bank account information. On average, Finexio is able to convert over 60% of our clients’ paper checks to electronic payment, resulting in reduced error, labor, and risk while creating an additional revenue stream in the form of rebates and discounts.

Learn more at www.finexio.com.

Optima Global Solutions Inc.

For more than a decade Optima Global Solutions, Smart Process Applications division has provided fully integrated and innovative Financial Process Automation Solutions to our National and International customers. Our transcendSUITE of solutions; Accounts Payable, Expense Management, Vendor Portal, feature a proven, high quality “go-live” strategy able to achieve aggressive ROI objectives. This enables your knowledge workers to focus on the “thought” needed to run the business as opposed to “pushing the paper” through the process. Our commitment to Customer Satisfaction, coupled with the feature-rich transcendSuite of solutions, consistently deliver High Business Value to our Partners and Customers.

Optima Global Solutions Inc., 3131 Princeton Pike, Bldg. 3, Suite 207, Lawrenceville, NJ 08648 gwalton@optimags.com | (609) 586-8811 x505 | www.optimags.com Paymerang

Paymerang’s award-winning electronic payables solution provides a simple, secure and profitable way to automate A/P disbursements.

Paymerang does all the work, from vendor enablement to payment processing to transaction reconcilement, saving clients hundreds of hours each year and reducing fraud risk. In addition to the significant efficiency and security gains, clients enjoy Paymerang’s lucrative cash back rebates. Setup is quick and easy, taking less than 30 days and 20 hours of client time to get up and running. Turn A/P into a profit center with Paymerang!

Paymerang, 10800 Midlothian Tpke Ste 126 North Chesterfield, VA 23235 mprall@paymerang.com | (937) 287-2807 | www.paymerang.com

Finexio, 1 S. Orange Ave, 5th Floor, Orlando, FL 32801 info@finexio.com | (407) 627-0600 | www.finexio.com

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Accounts Payable Software (cont.)

Accounts Receivable Services

Tungsten Network

Artsyl Technologies, Inc.

Our vision is to be the world’s most trusted business transaction network by using data intelligently to strengthen the global supply chain.

Tungsten Network is a secure e-invoicing, purchase order services and workflow platform that brings businesses and their Suppliers closer together with unique technology that revolutionizes invoice processing, maximizes efficiency and improves cash flow management. Delivering trusted connections and streamlined transactions, the network also provides users with real-time spend analysis and offers Suppliers access to invoice financing through Tungsten Network Finance, a form of alternative finance for businesses. Tungsten Network processes invoices for 70% of the FTSE 100 and 72% of the Fortune 500. It enables Suppliers to submit tax compliant e-invoices in 48 countries, and last year processed transactions worth over £133bn for organisations such as Alliance Data, General Motors, GlaxoSmithKline, Mondelēz International, Kellogg’s and the US Federal Government. Trusted, passionate and proven, Tungsten is making the digitization of global commerce between Buyers and Suppliers faster, easier and smarter.

Tungsten Network, 1040 Crown Pointe Parkway, Suite 330 Atlanta, GA 30338 stanley.chia@tungsten-network.com | (770) 698-1263 www.tungsten-network.com Yooz, Inc.

The Yooz solution solves for today’s finance professionals’ top AP workflow challenges by providing innovative, cloud-based AP automation workflow. Yooz offers a simple, secure, end-to-end P2P platform that integrates with more than 175 ERPs. It leverages and optimizes powerful features and emerging technologies that unleash the creative and innovative power of your team. Simplicity, transparency, security, savings, and mobility form the hallmark foundation of the Yooz platform and influences everything it does. Cloud Automation.

Easy. Powerful. Smart.

Yooz, Inc., 8951 Cypress Waters Blvd Ste 170, Dallas, TX 75019 contact@justyoozit.com | (832) 384-YOOZ (9669) | www.justyoozit.com Zenwork

Zenwork creates compliance solutions.

Our array of cloud-based SaaS platforms, including Tax1099, eFile Assist, Exakto, and EZ2290, simplify your eFiling processes. Our users trust us to provide the best in fast, accurate, secure eFiling. Tax1099 is a feature-rich, IRS-approved solution for eFiling information returns and mailing vendor copies.

Import data to Tax1099, review, then send forms to the IRS, states and vendors with just a few clicks. Tax1099 also offers vendor management tools, including W-9 eSolicitation and TIN matching.

Want us to take care of your compliance? We offer full service information reporting with eFile Assist.

Zenwork, 1 E Center St #250, Fayetteville, AR 72701 sales@zenwork.com | (479) 935-8450 | www.zenwork.com

Artsyl delivers accounts payable automation solutions that reduce the most painful and inefficient step in any process—manual data entry. By leveraging data and documents to intelligently handle coding, matching, exception handling and routing, Artsyl streamlines end-to-end AP operations for improved visibility, compliance, control, efficiency and cash management. Artsyl’s smart process application InvoiceAction for accounts payable, help’s companies quickly and cost-effectively eliminate data entry, increase data accuracy, automate and streamline peopleintensive, highly variable, loosely-structured business processes that are subject to frequent change. Artsyl’s solutions empower organizations to monitor KPIs, eliminate approval bottlenecks and reduce AP cycle times while providing instant auditability.

Artsyl Technologies, Inc., 10-8707 Dufferin Street, Suite # 111, Vaughan, ON L4J 0A6 Canada sales@artsyltech.com | (905) 326-0676 | www.artsyltech.com INTEGRIM inc.

With over 25 years of experience, INTEGRIM offers a complete suite of services and solutions to fully automate document processing related to paper and electronic documents, such as AP, AR, PO, BOL, HR, T&E and Payment Control. These include: capture, classification, extraction, validation, workflow, secure archiving and data integration in your ERP. It can be either on premise or in the cloud, via SenSaaS! a platform which was created to help organizations increase productivity, efficiency and optimize operations for future growth.

460, Ste-Catherine Street West, Suite 204. Montreal, QC H3B1A7 Marc Voyer | Chief Commercial Officer | mvoyer@integrim.com (514) 866-4606 x28 | www.integrim.com Tungsten Network

Our vision is to be the world’s most trusted business transaction network by using data intelligently to strengthen the global supply chain.

Tungsten Network is a secure e-invoicing, purchase order services and workflow platform that brings businesses and their Suppliers closer together with unique technology that revolutionizes invoice processing, maximizes efficiency and improves cash flow management. Delivering trusted connections and streamlined transactions, the network also provides users with real-time spend analysis and offers Suppliers access to invoice financing through Tungsten Network Finance, a form of alternative finance for businesses. Tungsten Network processes invoices for 70% of the FTSE 100 and 72% of the Fortune 500. It enables Suppliers to submit tax compliant e-invoices in 48 countries, and last year processed transactions worth over £133bn for organisations such as Alliance Data, General Motors, GlaxoSmithKline, Mondelēz International, Kellogg’s and the US Federal Government.

Trusted, passionate and proven, Tungsten is making the digitization of global commerce between Buyers and Suppliers faster, easier and smarter.

Tungsten Network, 1040 Crown Pointe Parkway, Suite 330 Atlanta, GA 30338 stanley.chia@tungsten-network.com | (770) 698-1263 www.tungsten-network.com

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How much are manual AP processes costing you?

70% of invoicing processing costs are related to document and manual data entry.

It costs $11.76 to process a single paper invoice.

- www.iofm.com

Business that use manual process take 5-10 days to process invoices.

- Paystream Advisors

- www.iofm.com

Companies that switch from paper to digital invoices save $5.46 per invoice.

Companies reduce invoice handling costs by 53% on average by going digital.

- www.iofm.com

Companies that use automated workflow tools process invoices in 3.6 days.

- ePayables 2015, Ardent Partners

- www.iofm.com

takes you from manual to automatic!

How much can

you save

ices Number of invo per month: $5.46

ice x savings per invo

For more information visit: DigitechSystems.com/you-inc/accounts-payable Copyright © 2018 Digitech Systems, LLC. All rights reserved.

$

ECMNOW! is a trademark of Digitech Systems, LLC. 2018 FINANCIAL OPERATIONS BUYER’S GUIDE

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PaperVision and the PaperVision © DIVERSIFIED COMMUNICATIONS 2018logo are registered trademarks of Digitech Systems, LLC.

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Accounts Receivable Software

Archive & Storage (cont.)

Tungsten Network

B2BE LLC

B2BE delivering global, flexible and tailored supply chain solutions can help your organization automate your purchase-to-pay processes, e-Invoicing, accounts payable, accounts receivable and document management environments. Combine a number of B2BE products and solutions to support a full supply chain suite. If it involves your supply chain or financial supply chain B2BE will have a solution to help improve it and ensure your organization can realize an improved return on investment.

B2BE LLC Suite 320, 5210 Great America Parkway, Santa Clara CA 95054 us.info.b2be.com | (408) 730-6868 | www.b2be.com DataServ

DataServ is a Software as a Service (SaaS) solution that streamlines and lowers costs within accounts payable via our Purchase to Pay (P2P) solution set (including Travel & Expense Report Automation (T&E) and Purchase Order Requisition Automation), accounts receivable with Quote to Cash (Q2C), and human resources through Hire to Retire (H2R) by capturing documents and data and automating business processes. Serving organizations worldwide since 1994, we are experts in document and process automation and our clients rely on us for digital mailroom and documentcentric™ workflow, OCR software as a service and full document lifecycle management.

DataServ, 1630 Des Peres Road - Suite 301, St. Louis, MO 63131 info@dataserv.com | (877) 700-3282 | www.DataServ.com

Our vision is to be the world’s most trusted business transaction network by using data intelligently to strengthen the global supply chain.

Tungsten Network is a secure e-invoicing, purchase order services and workflow platform that brings businesses and their Suppliers closer together with unique technology that revolutionizes invoice processing, maximizes efficiency and improves cash flow management. Delivering trusted connections and streamlined transactions, the network also provides users with real-time spend analysis and offers Suppliers access to invoice financing through Tungsten Network Finance, a form of alternative finance for businesses. Tungsten Network processes invoices for 70% of the FTSE 100 and 72% of the Fortune 500. It enables Suppliers to submit tax compliant e-invoices in 48 countries, and last year processed transactions worth over £133bn for organisations such as Alliance Data, General Motors, GlaxoSmithKline, Mondelēz International, Kellogg’s and the US Federal Government. Trusted, passionate and proven, Tungsten is making the digitization of global commerce between Buyers and Suppliers faster, easier and smarter.

Tungsten Network, 1040 Crown Pointe Parkway, Suite 330 Atlanta, GA 30338 stanley.chia@tungsten-network.com | (770) 698-1263 www.tungsten-network.com

________________________________________________

Automated Clearing House (ACH) Services

________________________________________________ Paymerang

Archive & Storage Symbeo, formerly Scan One

Symbeo’s Managed AP Automation blends the best attributes of human-touch processing with our proprietary automation technology to offer the most accurate, complete and reliable invoice process automation solution available. The results are an AP department with the visibility, control and efficiency you need to make strategic business decisions. We manage the process so you can manage your business. With over 25 years’ experience providing unparalleled transaction-based automation services, Symbeo is the premiere financial transaction technology leader for Fortune 500 companies, and the de facto invoice automation partner for the major players in the P2P landscape.

Paymerang’s award-winning electronic payables solution provides a simple, secure and profitable way to automate A/P disbursements.

Paymerang does all the work, from vendor enablement to payment processing to transaction reconcilement, saving clients hundreds of hours each year and reducing fraud risk. In addition to the significant efficiency and security gains, clients enjoy Paymerang’s lucrative cash back rebates. Setup is quick and easy, taking less than 30 days and 20 hours of client time to get up and running. Turn A/P into a profit center with Paymerang!

Paymerang, 10800 Midlothian Tpke Ste 126 North Chesterfield, VA 23235 mprall@paymerang.com | (937) 287-2807 | www.paymerang.com

________________________________________________

Business Process Outsourcing

Symbeo, 555 SW Oak Street, Suite 250 Portland, OR 97204 solutions@symbeo.com | (888) 722-6663 | www.symbeo.com

B2BE LLC

B2BE delivering global, flexible and tailored supply chain solutions can help your organization automate your purchase-to-pay processes, e-Invoicing, accounts payable, accounts receivable and document management environments. Combine a number of B2BE products and solutions to support a full supply chain suite. If it involves your supply chain or financial supply chain B2BE will have a solution to help improve it and ensure your organization can realize an improved return on investment.

B2BE LLC Suite 320, 5210 Great America Parkway, Santa Clara CA 95054 us.info.b2be.com | (408) 730-6868 | www.b2be.com

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circulus by xtglobal

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Business Process Outsourcing (cont.)

Business Process Outsourcing (cont.)

Circulus

Tungsten Network

Over $204,090,352,458.06 in invoices processed…and growing. Simply put, at Circulus, we ARE automation. With a focus on AP automation and business process outsourcing, Circulus offers an innovative model for delivering automation with minimal client IT involvement required. With very little capex, Circulus guarantees data extraction with 99%+ accuracy (including handwritten and line item detail), robust approval and exception handling workflows, touchless PO line item matching, spend analytics reporting, mobile app, and vendor portal. For over a decade, Circulus has pioneered technology services and solutions designed to maximize organizational efficiency and business growth for companies of all sizes.

Circulus, 2701 Dallas Parkway #550, Plano, TX 75093 mvlach@circulus.io | 972-755-1804 | www.circulus.io Paymerang

Paymerang’s award-winning electronic payables solution provides a simple, secure and profitable way to automate A/P disbursements.

Paymerang does all the work, from vendor enablement to payment processing to transaction reconcilement, saving clients hundreds of hours each year and reducing fraud risk. In addition to the significant efficiency and security gains, clients enjoy Paymerang’s lucrative cash back rebates. Setup is quick and easy, taking less than 30 days and 20 hours of client time to get up and running. Turn A/P into a profit center with Paymerang!

Paymerang, 10800 Midlothian Tpke Ste 126 North Chesterfield, VA 23235 mprall@paymerang.com | (937) 287-2807 | www.paymerang.com Symbeo, formerly Scan One

Symbeo’s Managed AP Automation blends the best attributes of human-touch processing with our proprietary automation technology to offer the most accurate, complete and reliable invoice process automation solution available. The results are an AP department with the visibility, control and efficiency you need to make strategic business decisions. We manage the process so you can manage your business. With over 25 years’ experience providing unparalleled transaction-based automation services, Symbeo is the premiere financial transaction technology leader for Fortune 500 companies, and the de facto invoice automation partner for the major players in the P2P landscape.

Our vision is to be the world’s most trusted business transaction network by using data intelligently to strengthen the global supply chain.

Tungsten Network is a secure e-invoicing, purchase order services and workflow platform that brings businesses and their Suppliers closer together with unique technology that revolutionizes invoice processing, maximizes efficiency and improves cash flow management. Delivering trusted connections and streamlined transactions, the network also provides users with real-time spend analysis and offers Suppliers access to invoice financing through Tungsten Network Finance, a form of alternative finance for businesses. Tungsten Network processes invoices for 70% of the FTSE 100 and 72% of the Fortune 500. It enables Suppliers to submit tax compliant e-invoices in 48 countries, and last year processed transactions worth over £133bn for organisations such as Alliance Data, General Motors, GlaxoSmithKline, Mondelēz International, Kellogg’s and the US Federal Government. Trusted, passionate and proven, Tungsten is making the digitization of global commerce between Buyers and Suppliers faster, easier and smarter.

Tungsten Network, 1040 Crown Pointe Parkway, Suite 330 Atlanta, GA 30338 stanley.chia@tungsten-network.com | (770) 698-1263 www.tungsten-network.com

________________________________________________

Card Solutions InterplX Expense Management

At InterplX, we provide business expense management solutions through a unique offering that combines our proprietary ExpenseNet® expense report software and back-office services. In fact, we are the only company that offers the total business expense management solution – from the receipt submission through expense audit, payment processing and expense reimbursement, archiving and discrepancy resolution. ExpenseNet® is configurable to meet your specific Travel and Entertainment (T&E) expense management and Purchase Card (P-Card) needs. As a major component of our expense report automation service offerings, our software and services are the least expensive and easiest to adapt program in the market.

Interplx, 7716 Golden Triangle Drive, Eden Prairie, MN 55344 mktg@interplx.com | (855) 245-4342 | www.interplx.com

Symbeo, 555 SW Oak Street, Suite 250 Portland, OR 97204 solutions@symbeo.com | (888) 722-6663 | www.symbeo.com

2018 FINANCIAL OPERATIONS BUYER’S GUIDE © DIVERSIFIED COMMUNICATIONS 2018

THE DIRECTORY OF PRODUCTS AND SERVICES FOR FINANCIAL PROFESSIONALS

Document Storage/Document Destruction

15

Enterprise Content Management Software (cont.)

Digitech Systems, LLC

Digitech Systems, LLC

Imagine if you reduced invoice costs by 50%? IOFM explains, companies that switch from paper to digital save $5.46 per invoice. How much might you save? We make AP automation easy with five simple steps: 1) scan paper invoices into electronic files, 2) index files with identifying tags for easy retrieval (our patented AI engine eliminates manual effort here!), 3) reconcile purchases, invoices, and goods received by viewing information side-by-side, 4) remit invoices for payment following an automatic workflow, and 5) retain invoices securely for as long as you like. You’ll reduce manual effort, improve accuracy, and lower costs! Visit www. digitechsystems.com/you-inc/accounts-payable/.

Imagine if you reduced invoice costs by 50%? IOFM explains, companies that switch from paper to digital save $5.46 per invoice. How much might you save? We make AP automation easy with five simple steps: 1) scan paper invoices into electronic files, 2) index files with identifying tags for easy retrieval (our patented AI engine eliminates manual effort here!), 3) reconcile purchases, invoices, and goods received by viewing information side-by-side, 4) remit invoices for payment following an automatic workflow, and 5) retain invoices securely for as long as you like. You’ll reduce manual effort, improve accuracy, and lower costs! Visit www. digitechsystems.com/you-inc/accounts-payable/.

Digitech Systems, LLC, 8400 E. Crescent Pkwy, Ste. 500, Greenwood Village, CO 80111 info@digitechsystems.com | (866) 374-3569 | www.digitechsystems.com

Digitech Systems, LLC, 8400 E. Crescent Pkwy, Ste. 500, Greenwood Village, CO 80111 info@digitechsystems.com | (866) 374-3569 | www.digitechsystems.com

Symbeo, formerly Scan One

DocStar

Symbeo’s Managed AP Automation blends the best attributes of human-touch processing with our proprietary automation technology to offer the most accurate, complete and reliable invoice process automation solution available. The results are an AP department with the visibility, control and efficiency you need to make strategic business decisions. We manage the process so you can manage your business. With over 25 years’ experience providing unparalleled transaction-based automation services, Symbeo is the premiere financial transaction technology leader for Fortune 500 companies, and the de facto invoice automation partner for the major players in the P2P landscape.

Helping businesses translate vision into action for more than 20 years, DocStar offers delivers a flexible and innovative enterprise content management and process automation platform. Easy to implement and use—both in the cloud and on premises— DocStar proven technology and global process expertise empowers organizations to operate at peak performance, navigate change, and grow. By scaling and modernizing operations and enabling greater collaboration, DocStar allows data and transactions to flow efficiently throughout your organization. With increased visibility among employees, customers, and partners, we deliver better business outcomes such as increased auditability and greater ease of compliance.

Symbeo, 555 SW Oak Street, Suite 250 Portland, OR 97204 solutions@symbeo.com | (888) 722-6663 | www.symbeo.com

DocStar, 2165 Technology Drive, Schenectady, NY 21308 info@docstar.com | (518) 836-2700 | www.docstar.com

________________________________________________ Pro Conversions Corporation

Enterprise Content Management Software Circulus

Over $204,090,352,458.06 in invoices processed…and growing. Simply put, at Circulus, we ARE automation. With a focus on AP automation and business process outsourcing, Circulus offers an innovative model for delivering automation with minimal client IT involvement required. With very little capex, Circulus guarantees data extraction with 99%+ accuracy (including handwritten and line item detail), robust approval and exception handling workflows, touchless PO line item matching, spend analytics reporting, mobile app, and vendor portal. For over a decade, Circulus has pioneered technology services and solutions designed to maximize organizational efficiency and business growth for companies of all sizes.

ProConversions Corporation represents and Implements ABBYY FlexiCapture 12 for Invoices: An enterprise class advance OCR/ICR capture solution designed to automate the classification, indexing & 3-way matching of “Invoices, Purchase Orders & Delivery Receipts. This web-based, thin client solution creates a central capture portal for all of your incoming paper documents, digital documents, faxes and email communications. All going through a thin client verification & invoice approval module while creating a detailed audit trail from the time the document is received, to the time a payment is cut or denied. Simplified End to End Invoice Process Automation “Invoice to Check” Pro Conversions Corporation, 122 Ledgewood Rd, Watertown, CT 06795 info@proconversionscorp.com | (203) 707-0206 www.proconversionscorp.com

Circulus, 2701 Dallas Parkway #550, Plano, TX 75093 mvlach@circulus.io | (972) 755-1804 | www.circulus.io

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THE DIRECTORY OF PRODUCTS AND SERVICES FOR FINANCIAL PROFESSIONALS

E-Payable, E-Invoicing

E-Payable, E-Invoicing (cont.)

Digitech Systems, LLC

Artsyl Technologies, Inc.

Artsyl delivers accounts payable automation solutions that reduce the most painful and inefficient step in any process—manual data entry. By leveraging data and documents to intelligently handle coding, matching, exception handling and routing, Artsyl streamlines end-to-end AP operations for improved visibility, compliance, control, efficiency and cash management. Artsyl’s smart process application InvoiceAction for accounts payable, help’s companies quickly and cost-effectively eliminate data entry, increase data accuracy, automate and streamline peopleintensive, highly variable, loosely-structured business processes that are subject to frequent change. Artsyl’s solutions empower organizations to monitor KPIs, eliminate approval bottlenecks and reduce AP cycle times while providing instant auditability.

Artsyl Technologies, Inc., 10-8707 Dufferin Street, Suite # 111, Vaughan, ON L4J 0A6 Canada sales@artsyltech.com | (905) 326-0676 | www.artsyltech.com

Imagine if you reduced invoice costs by 50%? IOFM explains, companies that switch from paper to digital save $5.46 per invoice. How much might you save? We make AP automation easy with five simple steps: 1) scan paper invoices into electronic files, 2) index files with identifying tags for easy retrieval (our patented AI engine eliminates manual effort here!), 3) reconcile purchases, invoices, and goods received by viewing information side-by-side, 4) remit invoices for payment following an automatic workflow, and 5) retain invoices securely for as long as you like. You’ll reduce manual effort, improve accuracy, and lower costs! Visit www. digitechsystems.com/you-inc/accounts-payable/.

Digitech Systems, LLC, 8400 E. Crescent Pkwy, Ste. 500, Greenwood Village, CO 80111 info@digitechsystems.com | (866) 374-3569 | www.digitechsystems.com IPS

Corcentric

Corcentric is a leading provider of procurement and finance solutions that transform how companies purchase, pay, and get paid.

Corcentric’s procurement, accounts payable, and accounts receivable solutions empower companies to spend smarter, optimize cash flow, and drive profitability. Since 1996, more than 6,000 customers from the middle market to the Fortune 1000 have used Corcentric to unlock new potential within their enterprise.

Learn more at corcentric.com.

Corcentric, 7927 Jones Branch Drive, Suite 3200, McLean, VA 22102 info@corcentric.com | (877) 790-7272 | ww.corcentric.com

For over 25 years, IPS has deployed automation accounts payable solutions that provide a competitive advantage for our customers. IPS continues to innovate with upgrades to their Vendor Portal and its Productivity WrxSM platform. Productivity WrxSM digitally transforms procurement to payment processes in document intensive transaction environments. Through Productivity WrxSM innovation, AP workflow and payments become automated, efficient, and compliant, while seamlessly integrating with any ERP system.

Productivity WrxSM significantly reduces costs, eliminates time consuming and disruptive errors and provides transparency into the invoice to pay process with real time access to critical KPI’s.

IPS, 150 Meadowlands Parkway, Secaucus, NJ 07094 vemers@ipsmailbox.com | (201) 710-2417 | www.ipsservices.com

DataServ

DataServ is a Software as a Service (SaaS) solution that streamlines and lowers costs within accounts payable via our Purchase to Pay (P2P) solution set (including Travel & Expense Report Automation (T&E) and Purchase Order Requisition Automation), accounts receivable with Quote to Cash (Q2C), and human resources through Hire to Retire (H2R) by capturing documents and data and automating business processes. Serving organizations worldwide since 1994, we are experts in document and process automation and our clients rely on us for digital mailroom and documentcentric™ workflow, OCR software as a service and full document lifecycle management.

DataServ, 1630 Des Peres Road - Suite 301, St. Louis, MO 63131 info@dataserv.com | (877) 700-3282 | www.DataServ.com

Nvoicepay

Nvoicepay transforms the massive and expensive effort that goes into paying suppliers into a simple and automated solution. For over 2,750 customers, the company optimizes electronic invoice payments for enterprises with intuitive cloud-based software. In addition, Nvoicepay provides comprehensive supplier services through their Payment Command Center and the highest level of security in the industry. By automating all payments, Nvoicepay unlocks resources and immediately reduces accounts payable costs by 75 percent. Learn more at nvoicepay.com and on Twitter at @ Nvoicepay.

Nvoicepay, 8905 SW Nimbus Ave, Suite 240, Beaverton, OR 97008 contact@nvoicepay.com | (503) 974-1772 | nvoicepay.com

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Purchase

Create PR / PO and approve using workflows

Capture

Scan, import, email, EDI, AI-based data extraction

FPO PAGE CloudFULL P2P Automation AD 5

Automate GL coding and PO matching

touchless

Easy. Powerful. Smart.

Verify

Approve

Approve or reject using smart workflows

Pay

Prepare and release payment

Export

Export to more than 175 financial systems

Ready to Yooz It?

Call us at 832-384-YOOZ (9669)

2018 FINANCIAL OPERATIONS BUYER’S GUIDE © DIVERSIFIED COMMUNICATIONS 2018

JustYoozIt.com

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THE DIRECTORY OF PRODUCTS AND SERVICES FOR FINANCIAL PROFESSIONALS

E-Payable, E-Invoicing (cont.)

Payables Software/Consulting

Paymerang

Artsyl Technologies, Inc.

Paymerang’s award-winning electronic payables solution provides a simple, secure and profitable way to automate A/P disbursements.

Paymerang does all the work, from vendor enablement to payment processing to transaction reconcilement, saving clients hundreds of hours each year and reducing fraud risk. In addition to the significant efficiency and security gains, clients enjoy Paymerang’s lucrative cash back rebates. Setup is quick and easy, taking less than 30 days and 20 hours of client time to get up and running. Turn A/P into a profit center with Paymerang!

Paymerang, 10800 Midlothian Tpke Ste 126 North Chesterfield, VA 23235 mprall@paymerang.com | (937) 287-2807 | www.paymerang.com Tungsten Network

Our vision is to be the world’s most trusted business transaction network by using data intelligently to strengthen the global supply chain.

Tungsten Network is a secure e-invoicing, purchase order services and workflow platform that brings businesses and their Suppliers closer together with unique technology that revolutionizes invoice processing, maximizes efficiency and improves cash flow management. Delivering trusted connections and streamlined transactions, the network also provides users with real-time spend analysis and offers Suppliers access to invoice financing through Tungsten Network Finance, a form of alternative finance for businesses. Tungsten Network processes invoices for 70% of the FTSE 100 and 72% of the Fortune 500. It enables Suppliers to submit tax compliant e-invoices in 48 countries, and last year processed transactions worth over £133bn for organisations such as Alliance Data, General Motors, GlaxoSmithKline, Mondelēz International, Kellogg’s and the US Federal Government.

Trusted, passionate and proven, Tungsten is making the digitization of global commerce between Buyers and Suppliers faster, easier and smarter.

Tungsten Network, 1040 Crown Pointe Parkway, Suite 330 Atlanta, GA 30338 stanley.chia@tungsten-network.com | (770) 698-1263 www.tungsten-network.com

________________________________________________

Artsyl delivers accounts payable automation solutions that reduce the most painful and inefficient step in any process—manual data entry. By leveraging data and documents to intelligently handle coding, matching, exception handling and routing, Artsyl streamlines end-to-end AP operations for improved visibility, compliance, control, efficiency and cash management. Artsyl’s smart process application InvoiceAction for accounts payable, help’s companies quickly and cost-effectively eliminate data entry, increase data accuracy, automate and streamline peopleintensive, highly variable, loosely-structured business processes that are subject to frequent change. Artsyl’s solutions empower organizations to monitor KPIs, eliminate approval bottlenecks and reduce AP cycle times while providing instant auditability.

Artsyl Technologies, Inc., 10-8707 Dufferin Street, Suite # 111, Vaughan, ON L4J 0A6 Canada sales@artsyltech.com | (905) 326-0676 | www.artsyltech.com Optima Global Solutions Inc.

For more than a decade Optima Global Solutions, Smart Process Applications division has provided fully integrated and innovative Financial Process Automation Solutions to our National and International customers. Our transcendSUITE of solutions; Accounts Payable, Expense Management, Vendor Portal, feature a proven, high quality “go-live” strategy able to achieve aggressive ROI objectives. This enables your knowledge workers to focus on the “thought” needed to run the business as opposed to “pushing the paper” through the process. Our commitment to Customer Satisfaction, coupled with the feature-rich transcendSuite of solutions, consistently deliver High Business Value to our Partners and Customers.

Optima Global Solutions Inc., 3131 Princeton Pike, Bldg. 3, Suite 207, Lawrenceville, NJ 08648 gwalton@optimags.com | (609) 586-8811 x505 | www.optimags.com

________________________________________________

Payments Automation

ERP/GL Solutions

Artsyl Technologies, Inc. Artsyl Technologies, Inc.

Artsyl delivers accounts payable automation solutions that reduce the most painful and inefficient step in any process—manual data entry. By leveraging data and documents to intelligently handle coding, matching, exception handling and routing, Artsyl streamlines end-to-end AP operations for improved visibility, compliance, control, efficiency and cash management. Artsyl’s smart process application InvoiceAction for accounts payable, help’s companies quickly and cost-effectively eliminate data entry, increase data accuracy, automate and streamline peopleintensive, highly variable, loosely-structured business processes that are subject to frequent change. Artsyl’s solutions empower organizations to monitor KPIs, eliminate approval bottlenecks and reduce AP cycle times while providing instant auditability.

Artsyl Technologies, Inc., 10-8707 Dufferin Street, Suite # 111, Vaughan, ON L4J 0A6 Canada sales@artsyltech.com | (905) 326-0676 | www.artsyltech.com

Artsyl delivers accounts payable automation solutions that reduce the most painful and inefficient step in any process—manual data entry. By leveraging data and documents to intelligently handle coding, matching, exception handling and routing, Artsyl streamlines end-to-end AP operations for improved visibility, compliance, control, efficiency and cash management. Artsyl’s smart process application InvoiceAction for accounts payable, help’s companies quickly and cost-effectively eliminate data entry, increase data accuracy, automate and streamline peopleintensive, highly variable, loosely-structured business processes that are subject to frequent change. Artsyl’s solutions empower organizations to monitor KPIs, eliminate approval bottlenecks and reduce AP cycle times while providing instant auditability.

Artsyl Technologies, Inc., 10-8707 Dufferin Street, Suite # 111, Vaughan, ON L4J 0A6 Canada sales@artsyltech.com | (905) 326-0676 | www.artsyltech.com

2018 FINANCIAL OPERATIONS BUYER’S GUIDE © DIVERSIFIED COMMUNICATIONS 2018

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Payments Automation (cont.)

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Payments Automation (cont.)

Corcentric

Pro Conversions Corporation

Corcentric is a leading provider of procurement and finance solutions that transform how companies purchase, pay, and get paid.

Corcentric’s procurement, accounts payable, and accounts receivable solutions empower companies to spend smarter, optimize cash flow, and drive profitability. Since 1996, more than 6,000 customers from the middle market to the Fortune 1000 have used Corcentric to unlock new potential within their enterprise.

Learn more at corcentric.com.

Corcentric, 7927 Jones Branch Drive, Suite 3200, McLean, VA 22102 info@corcentric.com | (877) 790-7272 | ww.corcentric.com Digitech Systems, LLC

Imagine if you reduced invoice costs by 50%? IOFM explains, companies that switch from paper to digital save $5.46 per invoice. How much might you save? We make AP automation easy with five simple steps: 1) scan paper invoices into electronic files, 2) index files with identifying tags for easy retrieval (our patented AI engine eliminates manual effort here!), 3) reconcile purchases, invoices, and goods received by viewing information side-by-side, 4) remit invoices for payment following an automatic workflow, and 5) retain invoices securely for as long as you like. You’ll reduce manual effort, improve accuracy, and lower costs! Visit www. digitechsystems.com/you-inc/accounts-payable/.

Digitech Systems, LLC, 8400 E. Crescent Pkwy, Ste. 500, Greenwood Village, CO 80111 info@digitechsystems.com | (866) 374-3569 | www.digitechsystems.com Finexio - The Smart B2B Payment Network

Finexio’s payment delivery network automates, optimizes, and integrates electronic B2B payments into existing technology for companies with $50m in revenue and above. From an AP file, our software intelligently determines the best way to pay vendors and suppliers, then routes their payments digitally without requiring bank account information. On average, Finexio is able to convert over 60% of our clients’ paper checks to electronic payment, resulting in reduced error, labor, and risk while creating an additional revenue stream in the form of rebates and discounts. Learn more at www.finexio.com.

Finexio, 1 S. Orange Ave, 5th Floor, Orlando, FL 32801 info@finexio.com | (407) 627-0600 | www.finexio.com

ProConversions Corporation represents and Implements ABBYY FlexiCapture 12 for Invoices: An enterprise class advance OCR/ICR capture solution designed to automate the classification, indexing & 3-way matching of “Invoices, Purchase Orders & Delivery Receipts. This web-based, thin client solution creates a central capture portal for all of your incoming paper documents, digital documents, faxes and email communications. All going through a thin client verification & invoice approval module while creating a detailed audit trail from the time the document is received, to the time a payment is cut or denied. Simplified End to End Invoice Process Automation “Invoice to Check” Pro Conversions Corporation, 122 Ledgewood Rd, Watertown, CT 06795 info@proconversionscorp.com | (203) 707-0206 www.proconversionscorp.com

________________________________________________

Remittance Processing Software Artsyl Technologies, Inc.

Artsyl delivers accounts payable automation solutions that reduce the most painful and inefficient step in any process—manual data entry. By leveraging data and documents to intelligently handle coding, matching, exception handling and routing, Artsyl streamlines end-to-end AP operations for improved visibility, compliance, control, efficiency and cash management. Artsyl’s smart process application InvoiceAction for accounts payable, help’s companies quickly and cost-effectively eliminate data entry, increase data accuracy, automate and streamline peopleintensive, highly variable, loosely-structured business processes that are subject to frequent change. Artsyl’s solutions empower organizations to monitor KPIs, eliminate approval bottlenecks and reduce AP cycle times while providing instant auditability.

Artsyl Technologies, Inc., 10-8707 Dufferin Street, Suite # 111, Vaughan, ON L4J 0A6 Canada sales@artsyltech.com | (905) 326-0676 | www.artsyltech.com

________________________________________________

Scanning & Capture Software and Scanning & Capture Services Circulus

Paymerang

Paymerang’s award-winning electronic payables solution provides a simple, secure and profitable way to automate A/P disbursements.

Paymerang does all the work, from vendor enablement to payment processing to transaction reconcilement, saving clients hundreds of hours each year and reducing fraud risk. In addition to the significant efficiency and security gains, clients enjoy Paymerang’s lucrative cash back rebates. Setup is quick and easy, taking less than 30 days and 20 hours of client time to get up and running. Turn A/P into a profit center with Paymerang!

Paymerang, 10800 Midlothian Tpke Ste 126 North Chesterfield, VA 23235 mprall@paymerang.com | (937) 287-2807 | www.paymerang.com

Over $204,090,352,458.06 in invoices processed…and growing. Simply put, at Circulus, we ARE automation. With a focus on AP automation and business process outsourcing, Circulus offers an innovative model for delivering automation with minimal client IT involvement required. With very little capex, Circulus guarantees data extraction with 99%+ accuracy (including handwritten and line item detail), robust approval and exception handling workflows, touchless PO line item matching, spend analytics reporting, mobile app, and vendor portal. For over a decade, Circulus has pioneered technology services and solutions designed to maximize organizational efficiency and business growth for companies of all sizes.

Circulus, 2701 Dallas Parkway #550, Plano, TX 75093 mvlach@circulus.io | (972) 755-1804 | www.circulus.io

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THE DIRECTORY OF PRODUCTS AND SERVICES FOR FINANCIAL PROFESSIONALS

Scanning & Capture Software and Scanning & Capture Services (cont.)

Scanning & Capture Software and Scanning & Capture Services (cont.)

Yooz, Inc.

Digitech Systems, LLC

Imagine if you reduced invoice costs by 50%? IOFM explains, companies that switch from paper to digital save $5.46 per invoice. How much might you save? We make AP automation easy with five simple steps: 1) scan paper invoices into electronic files, 2) index files with identifying tags for easy retrieval (our patented AI engine eliminates manual effort here!), 3) reconcile purchases, invoices, and goods received by viewing information side-by-side, 4) remit invoices for payment following an automatic workflow, and 5) retain invoices securely for as long as you like. You’ll reduce manual effort, improve accuracy, and lower costs! Visit www. digitechsystems.com/you-inc/accounts-payable/.

Digitech Systems, LLC, 8400 E. Crescent Pkwy, Ste. 500, Greenwood Village, CO 80111 info@digitechsystems.com | (866) 374.3569 | www.digitechsystems.com

The Yooz solution solves for today’s finance professionals’ top AP workflow challenges by providing innovative, cloud-based AP automation workflow. Yooz offers a simple, secure, end-to-end P2P platform that integrates with more than 175 ERPs. It leverages and optimizes powerful features and emerging technologies that unleash the creative and innovative power of your team. Simplicity, transparency, security, savings, and mobility form the hallmark foundation of the Yooz platform and influences everything it does. Cloud Automation.

Easy. Powerful. Smart.

Yooz, Inc., 8951 Cypress Waters Blvd Ste 170, Dallas, TX 75019 contact@justyoozit.com | (832) 384-YOOZ (9669) | www.justyoozit.com

________________________________________________

Tax and Regulatory Compliance

(1099 Services, Sales and Use Tax, Unclaimed Property, VAT Recovery) Optima Global Solutions Inc.

For more than a decade Optima Global Solutions, Smart Process Applications division has provided fully integrated and innovative Financial Process Automation Solutions to our National and International customers. Our transcendSUITE of solutions; Accounts Payable, Expense Management, Vendor Portal, feature a proven, high quality “go-live” strategy able to achieve aggressive ROI objectives. This enables your knowledge workers to focus on the “thought” needed to run the business as opposed to “pushing the paper” through the process. Our commitment to Customer Satisfaction, coupled with the feature-rich transcendSuite of solutions, consistently deliver High Business Value to our Partners and Customers.

Optima Global Solutions Inc., 3131 Princeton Pike, Bldg. 3, Suite 207, Lawrenceville, NJ 08648 gwalton@optimags.com | (609) 586-8811 x505 | www.optimags.com Symbeo, formerly Scan One

Symbeo’s Managed AP Automation blends the best attributes of human-touch processing with our proprietary automation technology to offer the most accurate, complete and reliable invoice process automation solution available. The results are an AP department with the visibility, control and efficiency you need to make strategic business decisions. We manage the process so you can manage your business. With over 25 years’ experience providing unparalleled transaction-based automation services, Symbeo is the premiere financial transaction technology leader for Fortune 500 companies, and the de facto invoice automation partner for the major players in the P2P landscape.

Symbeo, 555 SW Oak Street, Suite 250 Portland, OR 97204 solutions@symbeo.com | (888) 722-6663 | www.symbeo.com

Zenwork

Zenwork creates compliance solutions.

Our array of cloud-based SaaS platforms, including Tax1099, eFile Assist, Exakto, and EZ2290, simplify your eFiling processes. Our users trust us to provide the best in fast, accurate, secure eFiling. Tax1099 is a feature-rich, IRS-approved solution for eFiling information returns and mailing vendor copies.

Import data to Tax1099, review, then send forms to the IRS, states and vendors with just a few clicks. Tax1099 also offers vendor management tools, including W-9 eSolicitation and TIN matching.

Want us to take care of your compliance? We offer full service information reporting with eFile Assist.

Zenwork, 1 E Center St #250, Fayetteville, AR 72701 sales@zenwork.com | (479) 935-8450 | www.zenwork.com

________________________________________________

Travel and Entertainment Expense Software, Consulting INTEGRIM inc.

With over 25 years of experience, INTEGRIM offers a complete suite of services and solutions to fully automate document processing related to paper and electronic documents, such as AP, AR, PO, BOL, HR, T&E and Payment Control. These include: capture, classification, extraction, validation, workflow, secure archiving and data integration in your ERP. It can be either on premise or in the cloud, via SenSaaS! a platform which was created to help organizations increase productivity, efficiency and optimize operations for future growth.

460, Ste-Catherine Street West, Suite 204. Montreal, QC H3B1A7 Marc Voyer | Chief Commercial Officer | mvoyer@integrim.com (514) 866-4606 x28 | www.integrim.com

2018 FINANCIAL OPERATIONS BUYER’S GUIDE © DIVERSIFIED COMMUNICATIONS 2018

THE DIRECTORY OF PRODUCTS AND SERVICES FOR FINANCIAL PROFESSIONALS

Travel and Entertainment Expense Software, Consulting (cont.)

21

Workflow Solutions (cont.)

Circulus

InterplX Expense Management

At InterplX, we provide business expense management solutions through a unique offering that combines our proprietary ExpenseNet® expense report software and back-office services. In fact, we are the only company that offers the total business expense management solution – from the receipt submission through expense audit, payment processing and expense reimbursement, archiving and discrepancy resolution. ExpenseNet® is configurable to meet your specific Travel and Entertainment (T&E) expense management and Purchase Card (P-Card) needs. As a major component of our expense report automation service offerings, our software and services are the least expensive and easiest to adapt program in the market.

Interplx, 7716 Golden Triangle Drive, Eden Prairie, MN 55344 mktg@interplx.com | (855) 245-4342 | www.interplx.com

Over $204,090,352,458.06 in invoices processed…and growing. Simply put, at Circulus, we ARE automation. With a focus on AP automation and business process outsourcing, Circulus offers an innovative model for delivering automation with minimal client IT involvement required. With very little capex, Circulus guarantees data extraction with 99%+ accuracy (including handwritten and line item detail), robust approval and exception handling workflows, touchless PO line item matching, spend analytics reporting, mobile app, and vendor portal. For over a decade, Circulus has pioneered technology services and solutions designed to maximize organizational efficiency and business growth for companies of all sizes.

Circulus, 2701 Dallas Parkway #550, Plano, TX 75093 mvlach@circulus.io | (972) 755-1804 | www.circulus.io Digitech Systems, LLC

Optima Global Solutions Inc.

For more than a decade Optima Global Solutions, Smart Process Applications division has provided fully integrated and innovative Financial Process Automation Solutions to our National and International customers. Our transcendSUITE of solutions; Accounts Payable, Expense Management, Vendor Portal, feature a proven, high quality “go-live” strategy able to achieve aggressive ROI objectives. This enables your knowledge workers to focus on the “thought” needed to run the business as opposed to “pushing the paper” through the process. Our commitment to Customer Satisfaction, coupled with the feature-rich transcendSuite of solutions, consistently deliver High Business Value to our Partners and Customers.

Optima Global Solutions Inc., 3131 Princeton Pike, Bldg. 3, Suite 207, Lawrenceville, NJ 08648 gwalton@optimags.com | (609) 586-8811 x505 | www.optimags.com

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Workflow Solutions Artsyl Technologies, Inc.

Artsyl delivers accounts payable automation solutions that reduce the most painful and inefficient step in any process—manual data entry. By leveraging data and documents to intelligently handle coding, matching, exception handling and routing, Artsyl streamlines end-to-end AP operations for improved visibility, compliance, control, efficiency and cash management. Artsyl’s smart process application InvoiceAction for accounts payable, help’s companies quickly and cost-effectively eliminate data entry, increase data accuracy, automate and streamline peopleintensive, highly variable, loosely-structured business processes that are subject to frequent change. Artsyl’s solutions empower organizations to monitor KPIs, eliminate approval bottlenecks and reduce AP cycle times while providing instant auditability.

Imagine if you reduced invoice costs by 50%? IOFM explains, companies that switch from paper to digital save $5.46 per invoice. How much might you save? We make AP automation easy with five simple steps: 1) scan paper invoices into electronic files, 2) index files with identifying tags for easy retrieval (our patented AI engine eliminates manual effort here!), 3) reconcile purchases, invoices, and goods received by viewing information side-by-side, 4) remit invoices for payment following an automatic workflow, and 5) retain invoices securely for as long as you like. You’ll reduce manual effort, improve accuracy, and lower costs! Visit www. digitechsystems.com/you-inc/accounts-payable/.

Digitech Systems, LLC, 8400 E. Crescent Pkwy, Ste. 500, Greenwood Village, CO 80111 info@digitechsystems.com | (866) 374-3569 | www.digitechsystems.com DocStar

Helping businesses translate vision into action for more than 20 years, DocStar offers delivers a flexible and innovative enterprise content management and process automation platform. Easy to implement and use—both in the cloud and on premises— DocStar proven technology and global process expertise empowers organizations to operate at peak performance, navigate change, and grow. By scaling and modernizing operations and enabling greater collaboration, DocStar allows data and transactions to flow efficiently throughout your organization. With increased visibility among employees, customers, and partners, we deliver better business outcomes such as increased auditability and greater ease of compliance.

DocStar, 2165 Technology Drive, Schenectady, NY 21308 info@docstar.com | (518) 836-2700 | www.docstar.com

Artsyl Technologies, Inc., 10-8707 Dufferin Street, Suite # 111, Vaughan, ON L4J 0A6 Canada sales@artsyltech.com | (905) 326-0676 | www.artsyltech.com

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Workflow Solutions (cont.)

Workflow Solutions (cont.)

IPS

Symbeo, formerly Scan One

For over 25 years, IPS has deployed automation accounts payable solutions that provide a competitive advantage for our customers. IPS continues to innovate with upgrades to their Vendor Portal and its Productivity WrxSM platform. Productivity WrxSM digitally transforms procurement to payment processes in document intensive transaction environments. Through Productivity WrxSM innovation, AP workflow and payments become automated, efficient, and compliant, while seamlessly integrating with any ERP system.

Productivity WrxSM significantly reduces costs, eliminates time consuming and disruptive errors and provides transparency into the invoice to pay process with real time access to critical KPI’s.

Symbeo’s Managed AP Automation blends the best attributes of human-touch processing with our proprietary automation technology to offer the most accurate, complete and reliable invoice process automation solution available. The results are an AP department with the visibility, control and efficiency you need to make strategic business decisions. We manage the process so you can manage your business. With over 25 years’ experience providing unparalleled transaction-based automation services, Symbeo is the premiere financial transaction technology leader for Fortune 500 companies, and the de facto invoice automation partner for the major players in the P2P landscape.

IPS, 150 Meadowlands Parkway, Secaucus, NJ 07094 vemers@ipsmailbox.com | (201) 710-2417 | www.ipsservices.com

Symbeo, 555 SW Oak Street, Suite 250 Portland, OR 97204 solutions@symbeo.com | (888) 722-6663 | www.symbeo.com

Optima Global Solutions Inc.

Yooz, Inc.

For more than a decade Optima Global Solutions, Smart Process Applications division has provided fully integrated and innovative Financial Process Automation Solutions to our National and International customers. Our transcendSUITE of solutions; Accounts Payable, Expense Management, Vendor Portal, feature a proven, high quality “go-live” strategy able to achieve aggressive ROI objectives. This enables your knowledge workers to focus on the “thought” needed to run the business as opposed to “pushing the paper” through the process. Our commitment to Customer Satisfaction, coupled with the feature-rich transcendSuite of solutions, consistently deliver High Business Value to our Partners and Customers.

The Yooz solution solves for today’s finance professionals’ top AP workflow challenges by providing innovative, cloud-based AP automation workflow. Yooz offers a simple, secure, end-to-end P2P platform that integrates with more than 175 ERPs. It leverages and optimizes powerful features and emerging technologies that unleash the creative and innovative power of your team. Simplicity, transparency, security, savings, and mobility form the hallmark foundation of the Yooz platform and influences everything it does. Cloud Automation.

Easy. Powerful. Smart.

Yooz, Inc., 8951 Cypress Waters Blvd Ste 170, Dallas, TX 75019 contact@justyoozit.com | (832) 384-YOOZ (9669) | www.justyoozit.com

Optima Global Solutions Inc., 3131 Princeton Pike, Bldg. 3, Suite 207, Lawrenceville, NJ 08648 gwalton@optimags.com | (609) 586-8811 x505 | www.optimags.com Pro Conversions Corporation

ProConversions Corporation represents and Implements ABBYY FlexiCapture 12 for Invoices: An enterprise class advance OCR/ICR capture solution designed to automate the classification, indexing & 3-way matching of “Invoices, Purchase Orders & Delivery Receipts. This web-based, thin client solution creates a central capture portal for all of your incoming paper documents, digital documents, faxes and email communications. All going through a thin client verification & invoice approval module while creating a detailed audit trail from the time the document is received, to the time a payment is cut or denied. Simplified End to End Invoice Process Automation “Invoice to Check” Pro Conversions Corporation, 122 Ledgewood Rd, Watertown, CT 06795 info@proconversionscorp.com | (203) 707-0206 www.proconversionscorp.com

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MAKE YOUR INVOICES STRATEGIC Secure, intelligent invoice solutions for Buyers and Suppliers

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