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Paperless Software

PaperLess for Sage: Invoice Automation, Approval Workflows & Expense Capture

Workflow Document Management Invoices & Expenses

Invoice Processing Automation Software for Sage: AI-Powered OCR & Online Invoice Approval

PaperLess is a fully integrated invoice processing automation software for Sage, designed to help finance teams eliminate manual data entry, reduce errors, and accelerate approval workflows. With AI-powered OCR invoice recognition, PaperLess captures invoice data automatically and posts it directly into Sage 50cloud, Sage 200, or Sage Intacct for a seamless accounts payable experience. The built-in Online Invoice Approval Software allows structured, multi-level approval workflows to ensure every invoice is reviewed and approved efficiently. Using PaperLess PO Matching, invoices are automatically matched to purchase orders in Sage, while the PO Requisition module simplifies purchase authorisation before a PO is created. All invoices are automatically linked to Sage transaction lines, enabling instant lookup from within Sage for quick retrieval and full audit readiness. By combining AI-driven automation, invoice approval workflows, and PO matching, PaperLess delivers a faster, smarter, and more reliable invoice processing solution for Sage users. Transform your accounts payable process with PaperLess for Sage.

Benefits

AI-Powered Invoice Data Capture for Sage

PaperLess uses AI-driven OCR technology to read supplier invoices and pull out every detail you need—supplier name, invoice number, date, line items, VAT, totals, the lot. No typing, no mistakes from misreading figures, and no one squinting at dodgy PDFs trying to work out if that's a 6 or an 8. Point it at an invoice and it captures the data automatically. Your accounts team checks it's sensible (which takes seconds), and it posts straight into Sage 50, Sage 200, or Sage Intacct. What used to take five minutes per invoice now takes about ten seconds. The OCR gets smarter the more you use it. It learns your suppliers, recognizes their invoice formats, and gets better at pulling data accurately. Most Sage users see invoice processing times drop by 80% once they've got PaperLess handling the data capture. Stop manually keying invoices into Sage. Let the AI do the reading, and your team can focus on the work that actually needs their expertise. show less

Automatic Invoice Archiving and Retrieval in Sage

Finding an invoice from three months ago shouldn't mean digging through filing cabinets or scrolling through thousands of files in a shared drive. PaperLess attaches every invoice directly to its transaction in Sage, so when you're looking at a transaction line in Sage 50, Sage 200, or Sage Intacct, the invoice is right there. Click the transaction, and the invoice opens. No searching, no asking around the office to see who's got it, and no wondering if you're looking at the right version. Your accounts team can pull up any supplier invoice in seconds, which makes answering queries from suppliers or managers actually straightforward instead of a 20-minute treasure hunt. Auditors love it too. When they ask to see supporting documentation for a transaction, you're showing them the invoice immediately rather than promising to email it over later. Everything's stored securely and automatically. You're not relying on someone remembering to save files in the right folder with the right naming convention. PaperLess handles the archiving the moment an invoice is processed, and retrieval happens live from within Sage whenever you need it. show less

Streamline Invoice Approvals in Sage

Getting invoices approved used to mean printing them out, finding the right manager, and hoping they'd sign before disappearing into meetings for the rest of the week. Or worse, the email chain that goes on forever with "friendly reminders" getting less friendly each time. PaperLess sends invoices to whoever needs to approve them based on your company's rules—could be by amount, by supplier, by which department it's for. Approvers check them on their phone between meetings or at home after dinner. They look at it, decide yes or no, and it's done. If someone's off sick or on leave, you can reassign their approvals in about thirty seconds. Every approval gets logged against the transaction in Sage 50, Sage 200, or Sage Intacct. Finance director asks who signed off on something? You've got the name, the date, and what they said about it. When the auditors turn up, they can trace everything back without you scrambling through old emails trying to prove someone said yes. The clever bit is how it learns what normally happens. Invoices from the same supplier that always need the operations manager's approval? Set them to route there automatically. Monthly invoices that are always the same amount? You can let those go through without someone clicking approve every single time. That way your team deals with the invoices where something's different or unusual, not the hundred invoices that are exactly what you expected. show less

Automated Email Invoice Processing for Sage (Company Inbox)

PaperLess Company Inbox turns your supplier invoices into a hands-off process. Instead of someone downloading attachments and typing data into Sage, you set up automation rules once, and invoices get processed automatically when they hit your inbox. Emailed invoices don't sit in someone's personal inbox waiting to be dealt with. They're captured and processed the moment they arrive. For businesses using purchase order matching, Company Inbox becomes even more powerful—supplier invoices can flow straight through to posting without anyone lifting a finger. Works with Sage 50, Sage 200, and Sage Intacct to make invoice processing faster, more accurate, and genuinely automatic. show less

Automatic PO Matching - 2-way and 3-way

Automatically match invoices to purchase orders in Sage with PaperLess PO Matching. Due to the seamless integration with Sage, PaperLess has the ability to automatically capture all relevant invoice data and, if a PO number is found on the invoice, automatically check if the invoice and PO amount match. If they match, PaperLess automatically closes of the PO and posts the transaction in Sage. show less

Full Purchase Order Automation

When you combine PaperLess Company Inbox with PO matching, you get proper end-to-end automation. Supplier invoices arrive at your Company Inbox, the system reads the invoice data, matches it against the purchase order, and if everything lines up, it closes the PO and posts the transaction into Sage 50, Sage 200, or Sage Intacct. Nobody touches it. For most businesses, 70-80% of invoices match their purchase orders perfectly. That means your accounts team only handles the 20-30% of invoices that need attention—the ones without a PO or where something doesn't match. Instead of processing 500 invoices a month, they're focusing on the 100 that actually need a human decision. Your team stops doing repetitive data entry and starts handling exceptions, resolving discrepancies, and managing supplier relationships—the work that actually adds value. show less

Purchase Order Requisitions for Sage - Full Control

PaperLess Purchase Order Requisitions works with Sage 50, Sage 200 and Sage Intacct. Review and approve requisitions whether you're at your desk, working from home, or out meeting clients on your mobile. Smart Workflow Automation PaperLess integrates directly with Sage to handle your purchase order requisitions. The software checks your pre-set rules when someone creates a requisition and builds the approval path automatically. Set rules around spend limits, nominal codes, suppliers, departments, projects, and cost codes—each requisition reaches the correct approver without manual intervention. After approval, the requisition becomes a purchase order in Sage without any re-keying. You can also view the complete approval history through a live lookup from within your purchase order—see who approved it, when, and any comments they added. For goods receipt, simply log into PaperLess, find the purchase order, and process the delivery. Stock levels update instantly. show less

Control Spending with PaperLess Budgeting for Sage

Ever had a department blow their budget and only find out when it's too late? PaperLess Budget Management for Sage puts a stop to that. Set your budgets by supplier, nominal code, department, project, or cost code—whatever suits how your business runs. When someone's about to approve a purchase that tips them over budget, they get an alert on the spot. Real-time budget tracking means you catch overspending before it happens, not after. There's a dashboard that shows where each budget currently sits. If you need the detail, pull a report to see spending trends or work out where money's going. Budget reports help you spot patterns and plan ahead. It all connects straight into Sage 50,Sage 200 or Sage Intacct, so there's no messing about with spreadsheets. show less

Streamline Expense Processing & Receipt Capture

PaperLess Expenses puts your accounts team back in control of company spending. It works directly with Sage 50, Sage 200 & Sage Intacct, so there's no messing about with exports or manual uploads. Staff snap a photo of their receipt, and the system reads it automatically. Everything gets sent through for approval without anyone having to fill in spreadsheets or dig out paper receipts from their wallet. Your finance team can see exactly what's been submitted, who's approved it, and what still needs attention. Once expenses are signed off, they post straight into your accounting system. No double-handling, no mistakes from retyping figures, and no wondering whether someone's claimed for the same receipt twice. show less

Easy Processing & Management of Mileage Claims

Business mileage doesn't need to be complicated. PaperLess handles mileage claims the way your team actually works—quickly and without the usual spreadsheet hassle. Employees log their business journeys as they happen, and PaperLess calculates the amounts using your company's mileage rates. Whether you're using HMRC rates or your own custom rates, the system does the maths automatically. No more end-of-month panic trying to remember where everyone drove three weeks ago. Managers review and approve mileage claims digitally, and once approved, everything posts directly into Sage 50, Sage 200, or Sage Intacct. Your accounts team gets complete visibility over who's claiming what, and staff get reimbursed faster because there's no paperwork sitting in someone's inbox. show less

Receive PEPPOL E-Invoices Straight Into Sage

Got suppliers sending e-invoices through PEPPOL? PaperLess is now a registered PEPPOL Access Point, which means you can receive electronic invoices directly from the PEPPOL network. We handle all the standard formats—XML invoices in UBL format and the other e-invoice types used across PEPPOL. When an invoice arrives, PaperLess picks it up and posts it straight into Sage 50, Sage 200, or Sage Intacct. No manual entry, no chasing paperwork. If your suppliers are already on PEPPOL (or planning to be), you're ready to start receiving their invoices electronically. It's particularly useful if you work with European suppliers, where PEPPOL e-invoicing is becoming standard. Want to set it up? Get in touch and we'll walk you through connecting to PEPPOL. show less

PaperLess Expenses

PaperLess Expenses gives finance teams complete control over company expenses and receipt... Learn More show more

PaperLess Expenses gives finance teams complete control over company expenses and receipt management. Fully integrated with Sage 50, Sage 200 and Sage Intacct, this smart expense capture software speeds up receipt submission, approval, and posting — improving accuracy and visibility across the entire expenses process. Employees can submit receipts and mileage claims from anywhere using the PaperLess mobile app — just take a photo and the system extracts the details automatically. Prefer the browser? Upload receipts online in seconds and let PaperLess handle the data entry for you. Simple to use and built for busy finance teams, PaperLess Expenses makes managing large volumes of receipts and claims fast, secure, and compliant. Reduce admin time, cut processing costs, and gain full control of staff expenses with seamless integration into your accounting system. Learn More show less

Budget Management

With PaperLess’ powerful Budgeting features, you can start controlling your costs... Learn More show more

With PaperLess’ powerful Budgeting features, you can start controlling your costs today. Designed to adapt to your business needs, you can define budgets by: Supplier, Nominal Code, Department, Project, and Cost Code. Budgets can be set annually, quarterly, or monthly, offering unparalleled flexibility for your specific requirements. PaperLess takes financial visibility to the next level with comprehensive reporting tools. Analyse transactions against your predefined budgets, enabling smarter cost management and informed decisions for future projects. Learn More show less

E-Invoicing Processing Software

As a PEPPOL Access Point, PaperLess enables Sage users to seamlessly receive e-invoices... Learn More show more

As a PEPPOL Access Point, PaperLess enables Sage users to seamlessly receive e-invoices via the PEPPOL network and have them automatically processed and posted into Sage. This eliminates manual data entry, reduces errors, and ensures compliance with e-invoicing regulations. Already receiving e-invoices through PEPPOL? Contact PaperLess today to discover how you can fully automate your e-invoice processing for a faster, more efficient accounts payable workflow! Learn More show less

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