The Killer QuickBooks App: AP, AR & Accounting Automation

QuickBooks Document Capture & Management Integration

Learn How to Automate the Processing of Invoices/Bills, Payments, Credit Card Charges & More

At last count, QuickBooks Desktop on-premise accounting software is used by over 5 million small businesses.

QuickBooks on-premise software users now have a reason to rejoice: using both PSIsafe and PSIsafe Books from PSIGEN streamlines payments and numerous other accounting functions. This can easily save you 2-10 hours per month, which may not sound like a lot, until you start thinking about what you would do with that additional 24 to 120 hours per year: be more productive or take more vacation time – or both?

AP Automation

Automating invoice processing with PSIsafe Books is as simple as taking your invoices—whether scanned in paper or sent as PDFs—and dropping them into a folder. Enter invoice information into PSIsafe Books and, with the push of a button, you can write that data into QuickBooks to create a transaction and the document is filed into PSIsafe. All invoices are securely stored in PSIsafe so that you can search, retrieve and view invoices. Note: you can’t retrieve from within QuickBooks. You’ll need to search within PSIsafe or use SuperSearch. PSIsafe Books also lets you simultaneously access PSIsafe on-premise and cloud (hosted) environments as well as common QuickBooks data entry fields, from within the same interface.

The resulting workflow automation makes it incredibly fast to pay invoices: up to a few hundred pages a minute. You get your time back by not having to manually enter payment data and manually process payments. Our users say the time savings are pretty stellar.

Learn more about PSIGEN AP automation for QuickBooks here…

AR Automation

Quickly entering payments into QuickBooks and filing payment documents (check, other details) into PSIsafe is easily done with a few clicks of a mouse.

Simply open the payment document(s) by selecting a file or folder, selecting the payment entry mode, selecting the appropriate QuickBooks data for the image displayed in the Payment Details panel, and clicking the “Add Payment and File” button to enter the data in QuickBooks and file the image in PSIsafe.

Learn more about PSIGEN AR automation for QuickBooks here…

Additional Accounting Automation

  • Entering credit card charges
  • Entering purchase orders
  • Entering miscellaneous documents
  • Attaching documents to existing transactions

Overall Benefits

  • Accomplish: document management, AP and AR in a single user interface (QuickBooks)
  • Streamline: processing documents and transactions
  • Reduce: data entry and subsequent errors, manually filing documents and wasting time searching for documents
  • Boost: productivity and job satisfaction

PSIsafe Books Demo

See how PSIsafe integrates with QuickBooks in this video:

See for Yourself

Send us a sampling of your invoices, orders and any other document and we’ll show you how our AP and AR automation technology works. You’ll amazed by how quickly your documents are processed without having to sort and classify them. What will you do with all the time you’ll save?

Contact us to learn more about AP and AR Automation

How to Transform AP into an Empowered Department

Empower Your AP Department by Automating Invoice Processing

Endless paperwork. Tedious busywork. Grunt work. The daily grind. Office drudgery. Manual labor. Soul-crushing monotony.

What do you call having to process AP invoices by hand?

Since 1995, our mission has been to eliminate mundane tasks by empowering people with document automation solutions – from capture to workflow to document management – and AP departments are one of the biggest beneficiaries.

Highest & Best Use of Your Employees

In real estate, the term “highest and best use” refers to the maximum value a specific property can have – like a parking lot vs. a skyscraper in Manhattan. Both take up the same square footage, but one has far more value than the other.

The same holds true for people, and we believe in empowering people and letting technology do the rest. Work doesn’t have to be a soul-killing exercise in meaningless repetition. Knowledge workers on your accounting team shouldn’t have to be saddled with data entry, manual approvals, and the printing and filing of paper – hallmarks of a job that offers little satisfaction and advancement possibilities. This is also a perfect recipe for employee turnover, especially for younger employees. Just try recruiting Millennials in this type of role… good luck!

AP Automation to the Rescue

Accounts payable automation is an opportunity for you to inspire your employees and encourage them to think and solve problems to generate more value for your organization by eliminating the grunt work.

PSIGEN’s AP automation technology enables you to boost productivity 300-400% by automating repetitive tasks like data entry, making information instantly and securely accessible throughout your enterprise, and delivering real-time, actionable data to your executive team.

PSIcapture alone typically does the work of five AP clerks so if you have 6 AP clerks, you only need one going forward – possibly on a part-time basis. Additionally, invoice processing time typically drops from 7-14+ days to 1-2 days per invoice, allowing you to capture early payment discounts.

Re-Allocate Employees into Profit Center Roles

“When an AP professional is no longer spending long hours examining and manually entering piles of purchasing orders, receipts and invoices, what might that person be doing instead? As machines increasingly take over repetitive and time-consuming tasks, the AP clerk will more frequently ask, ‘What can I do that a machine cannot? In what creative new ways can I add value to my organization?’ And that’s where the automation process ceases to be frightening and becomes exciting.

Accounting Today (April 24, 2019)

PSIGEN clients have re-allocated former AP clerks into sales, marketing and customer service roles where they hold more value for the organization by serving in a profit center capacity vs. a cost center – and they will likely find the work more satisfying, which can reduce turnover.

One of our real estate clients uses PSIcapture to automate the processing of 2,000 to 3,000 invoices per month. The impact: “We reduced our processing time overall, by 70%. That is a savings of almost 90 hours per month in processing time.” As a result, two accounting department employees are now working on developing competitive pricing programs that are helping the real estate company their expand market share because they now have time to spend on reviewing analytics, analyzing competitor information and providing executive level reporting that they never had time for before – without having to hire someone new.

See for Yourself

Send us a sampling of your invoices and we’ll show you how our AP automation technology works from soup to nuts. You’ll be so amazed by how quickly your invoices will be processed that you’ll want to start making employee re-allocation plans and deciding how to spend those early payment discounts.

Contact us to learn more about AP Automation