Ocerra is an AI-powered and user-friendly AP automation software. It is designed to process supplier invoices X8 faster and more accurately compared to manual data entry including automated approval workflow.
We are listening to our customers feedback and delivering new products and features regularly.
Document Management
Ocerra captures your AP documents and keeps them in a secured, cloud-based location that you can access and manage anytime via web or mobile interface.
Inbox with a unique email address
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Choose a unique email address to share with your suppliers.
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Or, set auto-forward from your existing AP inbox.
One centralised invoice dashboard
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Track and manage all the invoices from one dashboard.
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Sort and filter it as you prefer, e.g. by date, by status, by a supplier.
Multi-entity & single sign-on access
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Ocerra supports multi-entity/company management. Using one sign-on, you can access and manage multiple companies.
Invoice auto-duplicate detection
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Duplicates are highlighted for your review.
Custom dashboard
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Create up to 4 buckets to automatically filter your incoming invoices based on the desired criteria.
Audit invoices
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See who opened or updated each invoice document.
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Instantly spot invoice in the workflow.
Archive & auto-archive
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Manually archive irrelevant documents.
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Set auto-archive for paid invoices and exported invoices.
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Access archived files at any time.
Custom notifications
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Set up custom notifications for your incoming invoices
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Set up custom notifications for invoice approval
Intelligent data extraction
Ocerra’s intelligent data extraction engine is built to extract data even from the most complex invoice layouts. Email us a few invoice samples, and we will show you how Ocerra processes them in real-time.
Line-by-line auto-coding from the PO
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When invoice is matched with the PO, Ocerra automatically codes data from the PO on the invoice. E.g., Projects or sub-accounts.
User-friendly invoice annotation
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The annotation allows training the system to extract data even from the most complex invoice layouts. Then, the system remembers how to read the invoice next time.
Automatic terms calculator
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Ocerra automatically calculates the due date based on the supplier settings if required.
Multi-currency calculator
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Ocerra process invoices from suppliers with any currency.
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Currencies synced from your system and automatically calculated and matched with the invoices.
Non-standard tax rate calculator
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For any professional services with a non-standard tax rate, Ocerra will re-calculate the Net and GST for you.
Cross-checking extracted data
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Ocerra cross-checks numbers extracted from the header level and the line level on the invoice. It will highlight the total amount if it is not matching.
Custom fields on the header level
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Set up to 6 custom fields to add information on each invoice.
Human checks & training
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Ocerra's team checks all the invoices that require annotation daily to ensure you have it trained the next day.
Net & TAX amount calculator
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If Net Amount or GST is not included on the invoice, Ocerra will calculate it for you with on click.
Standard tax rate calculator
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Ocerra calculates the tax rate on the header and line level to inform you about any discrepancies.
Manual data entry option
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Ocerra allows authorised users to edit extracted data on the invoice before exporting it to your system.
Rounding accuracy
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Ocerra will highlight a rounding difference on the invoice for your information. It will extract and publish data precisely as it is shown on the supplier invoice unless you want to change it.
Automated invoice approval
Ocerra offers a highly configurable approval module and workflow system to suit your business requirements. Our approval specialist will guide you on how to optimise your approval process if required.
Ocerra AP automation
All features
Ocerra is an AI-powered and user-friendly AP automation software. It is designed to process supplier invoices faster and more accurately compared to manual data entry and paper-based approval.
We are listening to our customers feedback and delivering new products and features regularly. Get in touch with us today!
Jump to
Invoice Management
Ocerra captures your AP documents and keeps them in a secured, cloud-based location that you can access and manage anytime via web or mobile interface.
Inbox with a unique email address
-
Choose a unique email address to share with your suppliers. Or, set auto-forward from your existing AP inbox.
One centralised invoice dashboard
-
Track and manage all the invoices from one dashboard.
-
Sort and filter it as you prefer, e.g. by date, by status, by a supplier.
Multi-entity & single sign-on access
-
Ocerra supports multi-entity/company management. Using one sign-on, you can access and manage multiple companies.
Invoice auto-duplicate detection
-
Duplicates are highlighted for your review.
Split documents in Ocerra
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Upload multiple invoices in the same PDF document and split them into individual bills.
Instant search & filtering
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Search by supplier, GL code, amount, category, keywords etc, or a combination of all.
File upload from your computer
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Drag and drop files to Ocerra from your computer.
Custom dashboard
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Create up to 4 buckets to automatically filter your incoming invoices based on the desired criteria.
Audit invoices
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See who opened or updated each invoice document. Instantly spot invoice in the workflow.
Archive & invoice storage
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Manually archive or set auto-archive for paid invoices and exported invoices. Access archived files at any time.
Custom notifications
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Set up custom notifications for your incoming invoices
-
Set up custom notifications for invoice approval
Publishing bills and credit notes
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Bills and credit notes are automatically created for you with the original invoice file attached.
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Auto-export from any status to your system is availalbe.
Intelligent data extraction
Ocerra’s intelligent data extraction engine is built to extract data even from the most complex invoice layouts. Email us a few invoice samples, and we will show you how Ocerra processes them in real-time.
Auto-entry for bills, credit notes and rebates
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Automated data entry for all your bills (AP invoices), credit notes and rebates.
Line-by-line auto-coding
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Ocerra automatically codes GL Accounts, Tax Rates and Item Codes for you on the invoice.
Line-by-line auto-coding from the PO
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When invoice is matched with the PO, Ocerra automatically codes data from the PO on the invoice. E.g., Projects or sub-accounts.
User-friendly invoice annotation
-
The annotation allows training the system to extract data even from the most complex invoice layouts. Then, the system remembers how to read the invoice next time.
Automatic terms calculator
-
Ocerra automatically calculates the due date based on the supplier settings if required.
Multi-currency calculator
-
Ocerra process invoices from suppliers with any currency.
-
Currencies synced from your system and automatically calculated and matched with the invoices.
Non-standard tax rate calculator
-
For any professional services with a non-standard tax rate, Ocerra will re-calculate the Net and GST for you.
Cross-checking extracted data
-
Ocerra cross-checks numbers extracted from the header level and the line level on the invoice. It will highlight the total amount if it is not matching.
Line-by-line data extraction included
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Ocerra specialises in line-by-line data extraction so you can track expenses on a more granular level.
Line-by-line user-defined columns
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Add up to 5 custom columns to manually code data on the invoice. E.g., Jobs, sub-accounts or tracking categories.
Custom fields on the header level
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Set up to 6 custom fields to add information on each invoice.
Human checks & training
-
Ocerra's team checks all the invoices that require annotation daily to ensure you have it trained the next day.
Net & TAX amount calculator
-
If Net Amount or GST is not included on the invoice, Ocerra will calculate it for you with on click.
Standard tax rate calculator
-
Ocerra calculates the tax rate on the header and line level to inform you about any discrepancies.
Manual data entry option
-
Ocerra allows authorised users to edit extracted data on the invoice before exporting it to your system.
Rounding accuracy
-
Ocerra will highlight a rounding difference on the invoice for your information. It will extract and publish data precisely as it is shown on the supplier invoice unless you want to change it.
Fraud protection functionalities
To reduce the risk of false billing and fraudulent activities Ocerra offers a range of functionalities to protect your payables.
Bank details extraction & verification
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Bank details are extracted from the invoice and checked against your supplier's information in you ERP system or accounting system.
Detecting invoice design and formatting variations
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Detecting invoice formatting and design variations allows identifying fraudulent invoices.
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This feature plays a crucial role in detecting potentially fraudulent or suspicious invoices and can enhance the security and accuracy of your invoice processing workflow.
Tax number extraction & verification
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Tax Number (GST or ABN) is extracted from the invoice and checked against your supplier's information in you ERP system or accounting system.
Two and three-way matching
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Two-way and three-way purchase order matching safeguards against fraud in accounts payable by verifying that invoices align with purchase orders and, in the case of three-way matching, also with proof of delivery, ensuring payment accuracy and preventing fraudulent billing.
Automated invoice approval
Ocerra offers a highly configurable approval module and workflow system to suit your business requirements. Our approval specialist will guide you on how to optimise your approval process if required.
Approver designed access
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Approvers can be given access to the approval page only and approve documents that assigned to them in the workflow.
Assign approver on the invoice
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Automation allows to automatically route invoices in the workflow to the right people following pre-set business rules. This option allows to manually assign an approver on the invoice.
Multi-stage approval
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Set as many approvers in the workflow as required. For example, an invoice can be approved by the employee first, then by CFO and CEO depending on the supplier or amount rules.
Workflow log & audit trail
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View what is happening with the invoice document at any time. Ocerra records every “step” of the invoice in the system. You can view who and what did to the document, including comments, statuses, approvers, and actions on the invoices.
Share with authorised users
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Securely share bill links with other team members that have access to the document.
Custom notifications
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Set up custom notifications for invoice approval.
Unlimited workflow setup
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You can set up as many workflows as you need, configure steps and rules to suit your business requirements.
Custom invoice statuses
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Create as many statuses for your invoices as you need, e.g. “wait for credit”, “postpone” or “reject”.
Value-based approval
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Customise threshold limit to allow employees approve invoices based on the dollar amounts.
Approver comments
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Anyone in the workflow can add a comment when moving an invoice from one status to another. It is shown in the workflow log and invoice dashboard.
Share notes and comments
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Internal notes and approver comments allow collaborating on a document with other team members.
Unlimited users at no extra cost
Secured, role-based access. Approvers can only see and approve invoices assigned to them in the workflow.
Purchase Orders & Receipts
Ocerra syncs Purchase Order data from your system to match it against supplier invoice and code it accurately in your system.
2-way match
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Ocerra syncs purchase orders from your system and matches the PO number, lines, quantities, amounts and statuses against the invoice.
Imported PO data sync
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Ocerra reads purchase order data from your system, e.g., projects or sub-accounts, so you don’t have to code it twice.
3-way match
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Ocerra syncs Receipt information from your system to complement a 3-way match.
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If a receipt is created in your system, Ocerra will show it on invoice lines.
Ocerra POs (request early beta access)
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Create POs in Ocerra, approve and send to suppliers to streamline your procurement process..
Dashboards & Analytics
Unlock valuable financial insight with Odata interface and custom report building in Ocerra.
Odata interface
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Ocerra offers Odata interface so you can build reports with your favourite BI tools.
Build a custom dashboard
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Ocerra offers to program your custom dashboard to automatically filter incoming invoices.
In-built AP Dashboard
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See how many invoices are waiting for approval, amount due, most used suppliers and more.
Integrations & Open API
Unlock valuable financial insight to make smart business decisions.
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Effortless, out-of-the-box integration via API. Syncs both ways with one click.
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Sync POs, Sub-accounts and any other required information.
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Effortless, out-of-the-box integration via API. Syncs both ways with one click.
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Sync POs, Tracking Categories and any other required information.
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Effortless, out-of-the-box integration via API. Syncs both ways with one click.
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Sync POs, Jobs, and any other required information.
File-based integration
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Import and export CSV files via Ocerra using file-based integration. It can be combined with API integration.
Open API
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Build your own API integration with any ERP or accounting package. We provide all the documentation, example code and support.
Support & Knowledgebase
We'll ensure you are happy with your setup and confident with the new AP process before you start using Ocerra. Our extensive knowledgebase offers easy to find support materials and access to our expert team whenever you need it.
Setup & onboarding
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We'll set up Ocerra for you so you can start benefiting from AP automation from the day one.
Support hours
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Our support hours cover Australian and New Zealand time zones. Average response time is within 1-business day.
Customer portal
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Easily request support via form, view timeline, track status and progress of your support queries all in one place.
Help center
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Find step-by-step, how-to articles and videos in our online knowledgebase. No password required to access it.