I have implemented a AP Automation solution using Doclink. We used Readsoft as our OCR tool which then imports the metadata and image to DocLink. (DocStar IDC is a 3rd party solution that fundamentally does the same thing) (Doclink partners with another IDC provider now). I am only capturing Invoice header details - so bringing in Inv no, Inv date, PO, Inv totals, tax and vendor code.
After the invoice arrives in Doclink I created a Workflow that does a series of validations and if needed - additional approval. If the Invoice can be matched to the PO, then we present the Invoice to be imported in Epicor (E10) via Service Connect. If the Invoice can’t be matched, it is manually entered into E10. We get about 60 - 70% of invoices with PO’s automatically go through.
The biggest advantage for our team is having all the AP Invoices in Doclink. Now all our users get access to their AP Invoices (via security access). All records are now fully indexed and searchable.