Document Workflow

Take your automation to the next level with document routing and approval technology.

Approve documents where and how you want.

Intelligent Invoice Approval for every process and every device.


Complete the automation of your AP processes with document workflow services. This solution is the next step in the paperless exchange of business documents, enhancing electronic invoicing by enabling the automatic routing of documents for review and approval from your vendors directly to your accounting system. 

 


 

This service is customizable from an entry-level approval module to a full enterprise-class solution based on a client’s specific business needs. Pair with our Document Management services to complete the digital transformation of your AP processes.

Our invoice workflow solution is available through two technology streams: our NEW proprietary Intelligent Invoice Approval service, and our Powervision Software suite. This choice of systems allows us to tailor the solution to meet your business's specific document routing and approval needs.


Cloud-based technology

With our new cloud based application you no longer have to worry about the infrastructure to support the application; we take care of the system performance, back ups, availability, and all system changes or upgrades giving you more time to focus on your business goals. Intelligent Invoice Approval connects the field to the office, enabling the review and approval of documents on any device, from anywhere. 

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Streamlined, intuitive user interface

Our user interface is designed to maximize efficiency. Customizable screen layouts allow users to modify the visible columns and positioning to suit individual needs, and custom filters allow for various document views such as all documents related to a specific Supplier, AFE or Cost Centre. Responsive browser technology with auto-scaling ensures optimum visibility of attachments and detail information so you can review and approve documents on both desktop and mobile applications quickly and easily.

IIA Screenshots

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Mobile Optimization

Intelligent Invoice Approval connects the field to the office, enabling the review and approval of documents on any device, from anywhere. The application was built from the ground up for touch interaction to deliver an optimized experience on mobile devices. 

Client managed administration

Update and edit your document approval flows at any time with our easy-to-use administration function. The role based workflow system can be configured to suit your business processes, both through pre-configured approver chains to drive the routing process, and the creation of 'ad hoc' approver lists for specific documents as required. Self-administered flexible user-based approval flows allow for custom document routing. The criteria can be based on approval limits, AFE, cost centre, GL, or other project parameters. 

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People-powered Support

Our world-class support is powered by real people. Through our customer support division, you have access to our team of experts by phone, and email to answer your document workflow questions. This service is available to all users of your Cortex services. We will answer your questions and provide training to ensure your success using our solutions.

To learn more about the Cortex solutions suite, we invite you to contact our team of digital transformation experts. They will assess your business needs, provide information on available services, and offer the best solution to meet your goals. 

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"Cortex has been a great partner for Hilcorp. They were especially helpful in completing changes to the Cortex system needed to accommodate our financial system's invoice rejection process. This created significant efficiencies for us and we continue to be pleased with Cortex e-invoicing."

Ann Kaesermann, VP-Controller, Hilcorp