The AP automation ERP integration checklist

This video addresses the common failure points of AP automation projects, emphasizing that failures typically occur during ERP integration rather than with the software itself. The speaker outlines critical questions IT teams must ask before integrating AP automation with their ERP systems, covering topics like connector reliability, data handling, system upgrades, scalability, testing procedures, support ownership, and data security. The video concludes with an offer for a comprehensive IT evaluation checklist, positioning this as educational material for IT professionals evaluating AP automation solutions.

AP automation projects don't usually fail because of the software. They fail at the ERP integration when the right things weren't evaluated upfront.

These are the questions your IT team needs to ask before integrating AP Automation with your ERP:

  • Is there a proven connector or is this a custom build IT will own?
  • Can invoice data land correctly in the ERP without scripts and rework?
  • What happens when the ERP is upgraded? Will the integration break?
  • Can one AP platform support multiple ERPs as the business grows?
  • Can IT test real scenarios before production invoices are at risk?
  • Who owns integration issues after go live
  • How is invoice data protected as it moves between systems?

Want the full IT evaluation checklist? Get it via the link in the description.

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