• Uplevl

    Uplevl improves business processes and provides quick ROI by eliminating ad hoc, manual processes wi

  • Uplevl improves business processes and provides quick ROI by eliminating ad hoc, manual processes. Its capture, workflow, indexing, reporting, and search features make users more productive. Uplevl extends Intacct’s capabilities by: Capturing invoices and other documents by email, scan, fax, and upload; Providing OCR machine learning to enter data automatically; Adding powerful rules-based workflow; Providing Storage and Easy Retrieval; Creating audit trails for all access and actions; Adding metadata, such as vendor name and GL code, to documents; Providing comprehensive search and reporting; Transmitting relevant data from Uplevl into Sage Intacct; Linking relevant documents to accounting entries.

    Key Benefits:

    • Stop wasting time on manual data entry. 
    • Eliminate lost documents through centralized capture and powerful search.
    • Improve productivity and controls with Uplevl's rules-based workflow. 
    • Utilize audit trails to ease internal and external audits.
    • Optimize processes with comprehensive reporting from UpLevl. 

    System Requirements:
    To enable the integration, Sage Intacct users are NOT required to purchase: Sage Intacct Web Services - Developer License

    Paid Application

    Integration Approved Countries:
    United States;

    Uplevl is a secure cloud document management and workflow automation solution that makes documents easier to capture, store, access, and manage.  Uplevl provides fast ROI to its customers by quickly automating manual and paper-intensive processes.

    Uplevl's main differentiators are:

    • Two way platform integration with Sage Intacct
    • Quick implementation and ease of use
    • Powerful Accounts Payable, Accounts Receivable, Payments, Workflow, unlimited,Storage, text based Search & Retrieval, OCR using machine learning.
    • Strong customer and channel support
    • Up front on-boarding & training fee
    • Ongoing subscription fee: monthly, quarterly or annual

    Phone: (305) 799-6650
    Website: http://uplevl.com
    Year Founded: 2002
  • Listings from this provider: