Last Updated
Overview
iDocuments is an extensive HR platform that automates purchase-to-pay, expense management and sales order fulfillment with configurable workflows and AI-enabled validation. While the platform may not provide customized development support, it leverages Saltbox workflows to transform repetitive tasks and deliver spend transparency.
Overall Rating
Based on 1 users reviews
5
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
IDocuments Specifications
- Employee Information Management
- Compliance Management
- Alerts/Notifications
- Time and Attendance Tracking
What Is IDocuments?
iDocuments software is a cloud-based HR platform that automates business processes for purchase-to-pay, expense management, and sales order transactions through configurable workflows and rule-based automation. It captures purchasing requests, validates budget availability, and automates approvals to maintain compliance and reduce costs. The platform controls expense claims by eliminating paper and spreadsheets while ensuring adherence to corporate policies. It also accelerates sales order processing, reduces administrative tasks, and enforces standardized practices.
IDocuments Pricing
IDocuments Integrations
iDocuments software integrates with a wide range of apps, including:
- SAP Business Suite
- S4/HANA Cloud Public Edition
- SAP Business ByDesign
- SAP Business One
- Sage Intacct
- SAP SuccessFactors
- BambooHR
Who Is IDocuments For?
iDocuments is suitable for the following sectors:
- Manufacturing
- Distribution
- Professional services
- Food and beverage
- Brewery and distillery
- Life sciences
- Industrial machinery and components
Is IDocuments Right For You?
iDocuments software is a comprehensive HR system suitable for businesses aiming to automate purchasing, expenses, and sales transactions while maintaining compliance and visibility. It enables accurate purchase-to-pay cycles with budget validation and automated approvals, ensures policy adherence in expense reporting, and accelerates order processing with fewer errors.
Still not sure if iDocuments is right for you? Contact our customer helpline at (661) 384-7070 for further guidance.
IDocuments Features
Purchase-To-Pay Automation
iDocuments processes purchasing transactions electronically by capturing purchasing requests and validating budget availability. It automates approvals and enforces vendor payment terms to control spending and adhere to corporate guidelines.
Expense Management Automation
The software controls business and travel spending by applying automated checks and balances to prevent unauthorized or excessive expenses. It eliminates spreadsheets and paper receipts to reduce claim processing time and re-entry errors.
Sales Order Automation
The platform accelerates order processing and improves accuracy, reducing the administrative workload on sales teams. It enforces standard order management practices such as discounting limits to prevent costly mistakes and ensure consistency.
Pros And Cons of IDocuments
Pros
Automates P2P processes and approvals
Controls travel and employee expenses with automated checks
Includes a saltbox workflow engine that enables conditional workflows
Provides self-service visibility, KPI reporting and transaction transparency
Cons
Some users may have to wait a while to get a specific consultant to assist with a project
The platform’s initial blueprint may not be ideal for some users
IDocuments Reviews
Total 1 reviews
5
All reviews are from verified customers
Rating Distribution
5
Stars100%
4
Stars0%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Food & Beverages, N/A employees
“powerful ERP and OCR integration”
Pros
What I love is how easily it integrates with our ERP (SAP Business One). The way it mirrored our spend authority matrix within iDocuments was a huge time saver. The OCR scanning software automated most of our accounts payable process, so there was less need for human intervention. This really worked well with our Treasury process. The Invoice images attached within SAP Business One made reporting a lot easier and feedback from users, especially regarding expenses, was great. The mobile app made it simple for employees to submit receipts and expenses came coded and ready for repayment.
Cons
The only downside was that our version of the OCR scanning tool didn't fully automate everything like we hoped but after upgrading to the newer version, we saw a big improvement. One area that could be improved is client training on when end users get reminder notifications.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
9
Frequently Asked Questions
What other apps does iDocuments integrate with?
The software integrates with SAP Business Suite, S/4HANA Cloud Public Edition, SAP Business ByDesign, SAP Business One, Sage Intacct, SAP SuccessFactors, and BambooHR.
What language does iDocuments support?
iDocuments supports English and French.
Does iDocuments have a mobile app?
Yes, iDocuments does offer a mobile app for Android and iOS.
Does iDocuments offer an API?
Yes, iDocuments does offer an API.
What types of pricing plans does iDocuments offer?
The vendor offers customized pricing plans according to different business needs. Get a customized iDocuments cost breakdown for your business today.
What level of support does iDocuments offer?
iDocuments offers support through phone number.
Who are the typical users of iDocuments?
The typical users of iDocuments include sectors like manufacturing, distribution, professional services, food and beverage, brewery and distillery, life sciences, and industrial machinery and components.