Stampli

When doing software procurement, above price and features is the adaptability or customizability of the software to specific use cases within your industry and company. I specialize in improving processes and at times that includes implementing software solutions; with Stampli they were able to customize integration with our ERP system to allow us to track and better report fiber line buildout without any additional or duplicative work within the ERP system. Within the features, I also saw potential to use Stampli for procurement request workflows in addition to invoice approval workflows and the staff was excited to see that new use of their software and are currently looking to make their software more friendly and usable for that use case. So, adaptability is what I like most about this software. Close second is the customer service. You can tell when a company has good culture and treats their employees well when their employees are helpful and go above and beyond to help you and your company out. I had this experience with their employees from procurement of the software (Stampli was competing against two other companies Tipalti and Bill.com) to implementation and currently with troubleshooting issues. Their staff is responsive and if they don't have a current solution look for ways to adapt their software to meet your needs.

The payments piece of the software could improve in their identification of payment export errors. They're very general and force you to pay vendors in smaller batches of invoices (for some context we get maybe 130 invoices weekly from our general contractors) where it's easier for you to troubleshoot the problem invoices. I spent an entire afternoon and well into the night trying to find the problem invoice that was holding the batch of 80 or so invoice up for payment and it wasn't pleasant. If the payment export errors could identify problem invoices in the payment batch that would save a LOT of headache and worry on the payment side when your processing a large number of invoice for payment. Also, mentioned before if there could be cleaner data from the advanced search export spreadsheets that would help make data extraction a lot more accessible to users without any sort of data cleaning needed.

Stampli simplifies for us an integrated automation to manage bills and various payments, and it enables us to collaborate more in organizing and documenting all related operations. It is great that with Stampli we have a very effective auditing and review system, in addition to the great capabilities to track and document approvals accurately, and we were able to make automated AP processing easier and more efficient, in addition to the great capabilities that enable us to send, receive, and document invoices via e-mail. Stampli also provides us with a huge database that enables us to keep PDF files of all invoices and other attachments and enables us to transfer information from them automatically to records, in addition to providing filter search factors that enable us to find what we need easily. In addition, it's nice that Stampli integrates with our payment and accounting systems, becoming a major part of our workflow.

Sometimes the system reads some information wrong, so all of the automatically entered information needs to be checked to make sure it is correct.

Simple to use and implement. We were able to provide the teams with Excel spreadsheets of how we wanted the back end of the system to be set up and they were able to accommodate. The sync with Intacct is also awesome. It's automatic or we can push when needed

Reporting. There is none. When asking for custom reporting from the Stampli staff, we've been given the runaround for over a year.