Industry solution

Finance

Manage payment requisitions, proof of delivery, proof of payment and invoicing in one interface, integrated with your accounting system, using PaperTrail.

End-to-end integrations with Sage, SAP, Pastel, Xero and more.

Schedule a Demo Explore CreditorsHub

The PaperTrail solution

Input and manage all financial documents within a single Interface.

The problem. Requisitions, purchase orders, delivery notes and invoices live in different inboxes and filing cabinets. Matching them by hand means double capturing, late payments and awkward questions at audit time.

Payment requisitions, proof of delivery, proof of payment and invoicing all in one place and simple to use.
By integrating with your accounting system, our solution will remove double capturing and increase compliance within the financial divisions.
Each purchase order will create a unique file that can be easily reconciled with the corresponding supplier invoice and manage the allocation of payments.
Manage the entire financial process from supplier quotation and internal purchase order through to reconciling delivery and final payment.

What changes

01 One place for every financial document. Requisitions, proof of delivery, proof of payment and invoices sit together, from quote to final payment.
02 No double capturing. PaperTrail integrates with your accounting system, so data is entered once.
03 Reconciliation that adds up. Each purchase order gets its own file, matched to the supplier invoice and the payments allocated against it.

Built for CFOs and finance directors

The difference it makes, in numbers.

“I want one version of the truth, from requisition to payment.”

1system for requisitions, orders, delivery notes, invoices and paymentsTypical result
0double capturing between your documents and your accounting systemTypical result
50%faster month-end reconciliationTypical result
Minutesto pull the evidence auditors ask for, instead of days of searchingTypical result

The maths

If five finance staff each spend an hour a day finding and matching documents, PaperTrail gives back about 1,100 hours a year: roughly R500,000 at R450 an hour, and a calmer audit.

Work out your numbers

Typical results are what PaperTrail aims for in a well-run rollout; yours depend on your volumes and processes. Rand figures are illustrative.

CreditorsHub. Streamlined Financials

Get the all-in-one tool designed to automate and optimise your accounts payable process for smarter, faster and more reliable results.

Explore CreditorsHub

All in One with CreditorsHub. It’s Really That Easy.

Reduce the error rate of supplier invoice processing and the risk of error payments.
Seamlessly integrate CreditorsHub with 3rd party ERP and accounting systems.
Fully audit approval and payment processes for peace of mind and transparency.

Scout AI for Finance

Ask, check and act with AI.

Scout checks requisitions, invoices and proofs of payment against each other and briefs every approver.

Scout Search never shares your documents. AI reads documents only for the processes where you choose to share them, with the model you choose, including a local LLM.

Meet Scout

Payment requisitions over R100 000 waiting for approval

Scout Search · no documents shared with an AI model

Platform capabilities

Built on the PaperTrail platform.

In 2016 our company objective was to improve our business processes and efficiencies in our Procurement and Creditors Departments as well as the ability to store documents electronically and at the same time reduce the amount of document filing, paper usage and printing. Having done extensive research Egis’ PaperTrail was the solution we opted for.

Fair Cape DairiesPaperTrail client

FAQ

Frequently asked questions about finance document management

Straight answers to what CFOs and finance directors ask us most. Can’t see your question?

Ask our team

Which financial documents can PaperTrail manage?

Payment requisitions, purchase orders, quotes, delivery notes, supplier invoices, proof of payment and statements, all linked together from the first quote to the final payment.

Which accounting systems does PaperTrail integrate with?

PaperTrail integrates end to end with Sage, SAP, Pastel, Xero and other accounting and ERP systems, so data is entered once and stays consistent.

How does PaperTrail help with reconciliation?

Each purchase order gets its own file, matched to the supplier invoice, the delivery note and the payments allocated against it, so differences stand out straight away.

How long must financial records be kept, and can they be electronic?

SARS generally requires business records to be kept for five years. PaperTrail stores them electronically with retention rules, search and a full audit trail, so they’re easy to produce when asked.