EZ Cloud

Turn the daily flood of invoices into a predictable, trackable flow you can run from your desk or your phone. Start by inviting your finance team, defining approver roles, and drafting approval paths with the visual designer. Set thresholds by amount, vendor, department, or project, then choose intake channels: forward invoices from a shared email, upload scans, or drag-and-drop PDFs. The system auto-captures key fields and line items, labels each document, flags duplicates, and bundles receipts or contracts as attachments—so every record is complete before it moves.

Once intake is configured, run your day from the queue. New invoices land pre-populated with vendor, amounts, dates, and coding suggestions. Built-in rules pre-validate required fields, confirm totals, and apply the right route. Approvers receive concise summaries with source documents attached and can approve, hold, or reject in one click from web or mobile. Notes, mentions, and file adds keep discussions tied to the invoice, eliminating side-channel emails. Urgent items jump the line with priority tags; recurring bills follow fast lanes with preset logic. Every action is time-stamped for a clean audit trail.

When issues arise, switch to exception handling. Mismatched totals, unreadable scans, or missing data trigger targeted review steps. Assign an owner, request clarifications from stakeholders, and let automation re-check after updates—no need to start over. Use side-by-side views to compare the invoice with related documents and prior payments. Set response timers to prevent stalls, and enable automatic escalations if deadlines are missed. Throughout, the system preserves the conversation, attachments, and decision history so you can explain any outcome in seconds.

Close the month with confidence using live dashboards and on-demand reports. Track aging, cycle time, touch count, and current liabilities; surface bottlenecks by approver, amount band, or vendor. Export transaction details for reconciliation, and schedule summary emails for controllers and leadership. For compliance, pull a complete activity log showing who viewed, edited, and approved each item—down to field-level changes. With secure, anywhere access, your team can keep invoices moving, approvals on schedule, and visibility sharp, even when everyone is working remotely.