---
title: 10 questions to ask when evaluating accounts payable solutions
url: https://www.medius.com/blog/10-questions-to-ask-when-evaluating-accounts-payable-solutions/
updated: 2025-03-07T07:14:41Z
---
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                                Accounts Payable

11.11.2024

# 10 questions to ask when evaluating accounts payable solutions

Table of Contents

1. Is your AP automation solution truly AI-driven?
2. Do you leverage machine learning for invoice processing?
3. How do you use AP automation to detect and mitigate fraud?
4. How can your AP automation save my business money?
5. Can you automate all aspects of the invoice-to-pay process?
6. Is the AP automation system scalable?
7. How do you integrate with ERP systems?
8. Is there a suite approach to your solution?
9. How are payments handled?
10. What support and training do you provide?

If you're already convinced that accounts payable automation is a win for your business, awesome! You're all set to explore the various available AP automation solutions. As you figure out what fits your needs best, it’s smart to check out online demos, arrange product demonstrations, and build a solid business case to get your team on board. To help make your decision process easier, here are ten key questions to ask as you explore various options.

* * *

1. ## Is your AP automation solution truly AI-driven?

Traditional accounts payable (AP) solutions often depend on inflexible template-based systems, usually leading to errors and manual intervention. In contrast, AI-driven AP solutions do so much more. For example, look at invoice capture. Template-driven solutions can spot data anomalies and gaps, but they lack the ability to understand what's wrong with the data and how to fix it. [AI-driven invoice capture](https://www.medius.com/blog/is-your-invoice-capture-truly-ai-driven/ "Is your invoice capture truly AI-driven?") technology quickly learns and interprets diverse invoice formats, significantly enhancing accuracy and efficiency while making manual data entry nearly obsolete. When evaluating AP automation solutions, be sure to ask how they leverage AI in their solution and arm yourself with [knowledge](https://www.medius.com/ai-innovation/ "Innovation and AI").

* * *

2. ## Do you leverage machine learning for invoice processing?

Look for solutions that use machine learning (ML) to automate invoice workflows. Unlike systems that rely mostly on static rules or robotic process automation (RPA) for document management, ML-driven solutions can adapt over time, reducing manual intervention and learning from historical data to enhance efficiency. How does the software improve its processing over time, and does it reduce the need for human oversight? Take a look at some of the key components of [AI invoice processing](https://www.medius.com/blog/how-to-prepare-for-the-evolution-of-ai-powered-invoice-processing/ "How to prepare for the evolution of AI-powered invoice processing").

* * *

3. ## How do you use AP automation to detect and mitigate fraud?

Fraud prevention should be a top concern for any Accounts Payable (AP) solution because it impacts an organization's financial integrity. It’s crucial to assess whether a platform includes features such as real-time risk monitoring, anomaly detection, or fraud scoring to address potential threats proactively. Modern AP solutions should not only provide intelligent [fraud and risk detection features](https://www.medius.com/solutions/fraud-risk-detection/ "Fraud &amp; Risk Detection") but also use advanced analytics to analyze transaction patterns. Ask if the software analyzes historical data and behavioral trends and can effectively flag unusual activities and identify potential issues before they escalate into significant problems.

### Get smart about fraud with AI-backed technology.

Medius Fraud & Risk Protection adds the ultimate protective barrier against fraud and risk for your organization’s finances.

This enhanced protection against fraud fights fraud with the benefit of AI-backed technology, so you can trust that only real invoices are being paid to the correct suppliers, and that your company’s hard-earned profits are safeguarded against bad actors and potential threats. Read our product quick guide to learn more.

[Get the Guide](https://www.medius.com/resources/product-brochures/medius-fraud-risk-detection-product-guide/ "Medius Fraud &amp; Risk Detection Product Guide")

[!\[Medius Fraud and Risk Detection brochure cover\](https://www.medius.com/media/kx4myimy/resource-menu_ap-fraud.png?rmode=max&amp;width=372&amp;height=0&amp;v=1dd13cd32f01080)](https://www.medius.com/resources/product-brochures/medius-fraud-risk-detection-product-guide/)

* * *

4. ## How can your AP automation save my business money?

[Cost savings are a big perk of AP automation](https://www.medius.com/blog/the-true-cost-of-ap-automation-software/ "The true cost of AP Automation software"), but knowing how exactly a solution can help you cut expenses is crucial. Does the software lower processing costs by reducing manual data entry and human error? Can it help you avoid late payment penalties and take advantage of early payment discounts? It's also essential to factor in the initial investment, ongoing maintenance, operational costs, and the total cost of ownership in AP automation. There are plenty of ways to drive down costs, like better vendor management, more accurate reporting, and optimized cash flow. While focusing on short-term savings is good, don't forget the long-term strategic benefits and ROI. Digging into the details and getting a clear understanding from your providers will help you make better decisions.

### How much can you save?

Find out how AP automation can not only help your business combat fraud but also save you money.

Read this handy guide to understand the fundamentals of building a rock-solid business case for AP automation, including the core ROI calculations you'll need to show the savings and return on your investment toward achieving an autonomous AP process.

[Read now](https://www.medius.com/blog/how-to-build-a-business-case-for-ap-automation-in-six-steps/ "How to build a business case for AP automation in six steps")

* * *

5. ## Can you automate all aspects of the invoice-to-pay process?

It’s important to understand whether the software can handle the entire AP workflow from [invoice capture to payment](https://www.medius.com/glossary/invoice-to-pay-process/ "Invoice to Pay Process") or if it only covers part of the process. An ideal solution should offer a suite of tools that automate everything, including approvals, matching invoices to purchase orders and payment processing. This helps ensure a seamless experience and minimizes the need for multiple platforms or integrations.

A touchless process is what you should be reaching to achieve. Ask how they can help you find your touchless AP levels and how to get closer to a 90% touchless rate. Dig deeper into [touchless accounts payable](https://www.medius.com/resources/guides-reports/five-ways-to-drive-touchless-accounts-payable/ "Five ways to drive touchless accounts payable") and be ready to explore where you stand.

* * *

6. ## Is the AP automation system scalable?

As your [business grows](https://www.medius.com/blog/how-ap-automation-helps-organizations-scale-for-growth/ "How AP automation helps organizations scale for growth"), you'll see an increase in the number of invoices you handle. Can your AP solution keep up with your organization’s needs? Ask about its ability to manage high transaction volumes and whether it can easily adjust to changes in your operations, like expanding into new markets or bringing on more vendors. Industries like manufacturing often also see complex and varying types of invoices. So, if you fall into this category, you should check if the solution can manage these complexities. Ensure your solution can meet existing and emerging [e-invoicing mandates](https://www.medius.com/glossary/what-are-e-invoicing-mandates/ "What are e-invoicing mandates?") and compliance requirements.

* * *

7. ## How do you integrate with ERP systems?

Let’s not forget about one of the most common questions — how do you integrate with existing [enterprise resource planning (ERP) systems](https://www.medius.com/solutions/for-your-erp/ "For your ERP")? Smart software solutions come with managed ERP integrations, meaning they are purpose-built to integrate seamlessly with major ERPs like SAP, Oracle, or Microsoft Dynamics. This avoids costly custom development and ensures data flows smoothly between systems. There’s a lot to unpack with ERP and other integrations, so ensure you speak to experts and consult with some colleagues and existing clients to get all the answers you need.

"We were very impressed by the Medius implementation methodology with a structured plan and timely deliveries, which ensures that it is clear in advance which activities were assigned to whom. We are used to very hectic go-lives, but with Medius AP Automation we didn’t have any issues thanks to this approach."

**Boudewijn Rast**Group IT Manager, Fluiconnecto

[Read case study](https://www.medius.com/resources/case-studies/fluiconnecto-ap-automation/ "Fluiconnecto AP Automation")

[![Fluiconnecto logo](https://www.medius.com/media/5f1fsxw3/fluiconnecto.png?rmode=max&amp;width=264&amp;height=76)](https://www.medius.com/resources/case-studies/fluiconnecto-ap-automation/ "Fluiconnecto AP Automation")

* * *

8. ## Is there a suite approach to your solution?

AP automation works best when it’s part of a broader set of financial management tools that take a holistic approach to handling financial operations. Think [platform for spend management](https://www.medius.com/solutions/ "Solutions"). When looking at software options, think about how well it meshes with other financial processes like procurement, contract management, or payment services. A suite approach not only simplifies these connected functions but also makes sure that all financial operations are in sync and using the same data.

This alignment really cuts down on errors or bottlenecks, leading to smoother workflows and better efficiency throughout the organization. Plus, bringing these tools together can provide greater visibility and control over financial activities, helping with informed decision-making and smarter strategic planning.

* * *

9. ## How are payments handled?

Some AP solutions come with built-in payment processing, letting businesses pay vendors directly through the platform. Others might need to connect with third-party payment services. An integrated payment solution makes everything smoother by centralizing payment workflows, cutting down on manual tasks, and giving better visibility into cash flow.

When looking at AP solutions, it's important to check if the software supports various payment methods like ACH, wire transfers, checks, and virtual cards. Plus, does it handle multi-currency payments for international transactions? Great solutions also include vendor management tools that make it easier to onboard suppliers, manage payment preferences, and ensure timely [payments](https://www.medius.com/solutions/medius-payments/ "Medius Pay")—all from one place.

* * *

10. ## What support and training do you provide?

Even the most user-friendly software still needs a bit of [training and support](https://www.medius.com/customer-center/ "Customer Center"). Does the vendor provide solid onboarding, training resources, and dedicated customer support? This is super important if you're new to AP automation, as having dependable support can really help smooth out the transition and make sure your team gets the most out of the software. Inquire whether their support is outsourced, provided by a third party, or managed entirely in-house. Ensure the solution providers you talk to walk through all support elements – including response times, customer satisfaction rates, online and human resources, and more.

There are undoubtedly more questions you’ll have for each provider you talk to, but hopefully these 10 questions give you a solid foundation of what’s really important to know! Accounts payable automation is truly a game-changer in so many ways. Choosing the right partner to embark on this journey with is crucial, so make sure to do your due diligence and ask the right questions before making a decision.

## Ask Medius your questions.

We’re here to answer all of your questions and give as much insight and information as possible to help make choosing the right AP automation software easy for you. We are leading the industry in [autonomous AP](https://www.medius.com/ai-innovation/autonomous-accounts-payable/ "Autonomous Accounts Payable"), and are ready to explore your needs and challenges.

[See online demos](https://www.medius.com/resources/product-tours/)

[Schedule a customized demo](https://www.medius.com/book-a-demo/)

![Medius AP Automation Product Guide](https://www.medius.com/media/t2sijzah/resource-menu_apautomationpg.png?width=310&amp;height=270&amp;v=1dd13cd32a43a70)

[Check out our online resources](https://www.medius.com/resources/)

#### The Financial Professional Census

Explore hurdles facing finance professionals today and learn how to overcome them in our research-backed Financial Professional Census report.

[Get the report](https://www.medius.com/resources/guides-reports/financial-professional-census-report-2024/ "Financial Professional Census Report 2024")

#### Ardent Partners' State of AP in 2026

AI is changing what AP teams can do, and fast. Get leading analysts at Ardent Partners' take on where the industry is headed.

[Get the report](https://www.medius.com/resources/guides-reports/ardent-partners-state-of-ap/ "Ardent Partners State of AP")

#### Webinar: Preparing for agentic AI in AP

In this webinar with SSON, see how leading finance teams are moving from automation to autonomous AP, with real governance built in.

[Watch the webinar](https://www.medius.com/resources/events-and-webinars/through-trust-and-governance-sson/ "Through trust and governance SSON")

#### Discover accounts payable benchmarks

Learn the efficiency metrics that matter for AP teams and the benchmarks derived from thousands of Medius customers around the globe.

[Get the report](https://www.medius.com/resources/guides-reports/ap-benchmark-report/ "AP Benchmark Report")

#### Watch a demo

Get a first-hand look at Medius AP Automation, Analytics, and Pay with our 13-minute product demo.

[Watch now](https://www.medius.com/watch-a-demo/#recorded "Watch a demo")

## Related Posts

[8.11.2026
Fraud & Risk
The best AP automation platforms for strengthening payment controls](https://www.medius.com/blog/the-best-ap-automation-platforms-for-strengthening-payment-controls/)

[8.10.2026
Accounts Payable
Top finance and accounting conferences and events in 2026](https://www.medius.com/blog/top-finance-and-accounting-conferences-events/)

[8.10.2026
AP Automation
Best AP automation software for e-invoicing compliance](https://www.medius.com/blog/best-ap-automation-software-for-e-invoicing-compliance/)

[8.7.2026
AP Automation
Why manufacturing invoice matching creates so many exceptions](https://www.medius.com/blog/why-manufacturing-invoice-matching-creates-so-many-exceptions/)

[8.6.2026
AP Automation
Why global expansion creates AP complexity faster than expected](https://www.medius.com/blog/why-global-expansion-creates-ap-complexity-faster-than-expected/)

[8.6.2026
AP Automation
How can manufacturers improve invoice matching and PO matching?](https://www.medius.com/blog/how-can-manufacturers-improve-invoice-matching-and-po-matching/)

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