2019 Financial Operations Buyer's Guide by Diversified Communications

2019 FINANCIAL OPERATIONS BUYERâ&#x20AC;&#x2122;S GUIDE

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WELCOME

When you attend IOFM’s Accounts Payable and Procure-toPay Conferences, many discussions focus on how to identify, nurture and leverage talent within your organization. It’s an important element of the program; to reach our goals at work, we all rely heavily on others. Most of us also leverage the resources and talent from partners and solution providers from outside of our organizations. But identifying the best prospective resources from among the thousands of options can be a daunting task. That’s where this guide comes in. Keep a copy close at hand for reference and share it with your colleagues. Within its pages, you’ll find details on a vetted group of businesses with standards as high as yours, in categories from ACH to workflow solutions and more. These are companies and people you’ve likely crossed paths with before and will again, whether at IOFM professional conferences or in your daily work. As fellow members of this tightly-connected community, their accountability to you is high. Often, gaining a competitive edge is as simple as choosing the perfect products and partners. I hope this directory serves as a go-to resource for finding yours.

Regards,

Brian Cuthbert Group Vice President IOFM

2019 FINANCIAL OPERATIONS BUYER’S GUIDE © DIVERSIFIED COMMUNICATIONS 2019

TABLE OF CONTENTS

Accounts Payable Services................................................. 4 Accounts Payable Software................................................ 6 Accounts Receivable Services.......................................... 10 Accounts Receivable Software......................................... 10 Archive & Storage............................................................... 12 Automated Clearing House (ACH) Services..................... 12 Business Process Outsourcing......................................... 12 Card Solutions.................................................................... 14 Document Storage/Document Destruction..................... 14 Enterprise Content Management Software..................... 14 E-Payable, E-Invoicing....................................................... 15 ERP/GL Solutions............................................................... 16 Payables Software/Consulting.......................................... 16 Payments Automation........................................................ 17 Remittance Processing Software..................................... 18 Scanning & Capture Software and Scanning & Capture Services............................................ 18 Tax and Regulatory Compliance....................................... 19 (1099 Services, Sales and Use Tax, Unclaimed Property, VAT Recovery).......... 19 Travel and Entertainment Expense Software, Consulting.......................................................... 19 Workflow Solutions............................................................ 20

2019 FINANCIAL OPERATIONS BUYER’S GUIDE © DIVERSIFIED COMMUNICATIONS 2019

THE DIRECTORY OF PRODUCTS AND SERVICES FOR FINANCIAL PROFESSIONALS

Accounts Payable Services

DocuWare

ACOM ACOM revolutionizes how Accounts Payable handles supplier payments with ACOMPAY™, our intelligent platform for processing payments regardless of the method preferred; ACH, virtual-cards, EFT and more. One Payment. One AP file for all supplier payments: ACOMPAY™ eliminates the high cost and inefficiencies of manual processing. We enable finance management to be more strategic in managing their spend, taking better advantage of early payment discounts, opportunities to extend payment terms and to earn rebate revenue. ACOM handles enrollment of all suppliers and their continuous management - all part of the service. ACOMPAY™ functions seamlessly with any ERP financial application and invoice automation system.

DocuWare office automation solutions deliver smart digital workflow and document management services that are a recognized best-fit for finance and accounting. With over 30 years of experience providing secure document capture, storage and workflow tools, key solution features include a seamless integration with Outlook and major accounting software such as Sage & QuickBooks and GDPR compliant data extraction and storage services. DocuWare solutions enable AP departments to eliminate manual touch, reduce human error and boost employee productivity. Set up is quick and easy and can be completed in as little as three days depending on whether it is a cloud or on-premises based installation. DocuWare, 4 Crotty Lane, Suite 200, New Windsor, NY 12553 information@DocuWare.com | 845-563-9045 www.start.DocuWare.com/finance-and-accounting

ACOM, 2850 E 29th Street Long Beach, CA 90806 sales@acom.com | 866-730-9248 | www.acom.com

HTC

Belmero, Inc. Belmero has been providing results driven Procurement, Payables & Financial solutions and services for over 20 years! Our customers come to us for services such as Supplier Returns-Credits processing, Rebate processing, Early Pay Discount optimization and A/P & A/R Netting solutions. Our customers typically see a significant ROI each year, immediate cost savings, improvement in their bottom line and improved cash flow. We provide expert team members, automated processes & best practices, cloud applications & tools with AI assisted end-to-end governance. We help you maximize and accelerate the benefits in Procurement, Payables & Financials! Belmero, Inc., 808 Carmichael Rd #266 Hudson, WI 54016 robert.belknap@belmero.com | 855-235-6376 | www.belmero.com

City National Bank City National has been supporting businesses and entrepreneurs for more than 60 years. With a comprehensive suite of payment solutions, we can help your business create and enhance efficiencies, improve automation and streamline processes. Harness the security, speed and buying power of City National’s Commercial Accounts Payable solution that uses virtual account numbers to process payments. Commercial AP is a credit card-based, online electronic payment system that is safer, simpler and more profitable. It enables you to create efficiencies without changing your current accounts payable processes.

HTC Global Services Inc. a leading IT and Business Process Services (BPS) company, headquartered at Troy, MI. We leverage the power of People, Process, Technology and Domain expertise to streamline high volume business processes, achieve operational efficiency and enhance customer satisfaction. With the combination of Emerging technologies & BPS, we annually Process 10+ Million invoices, 5+ Million Purchase orders and 800K+ Travel Claims. These services are delivered from within US or from the delivery centers located in India, Malaysia & Singapore. HTC, 3270 West Big Beaver Road, Troy, MI 48084 bps@htcinc.com | 248-786-2500 | www.htcinc.com

IPS IPS provides digital solutions that transform business applications such as accounts payable, telecommunications expense management and business process automation. IPS’ flagship Productivity WrxSM platform makes digital transformation a reality for businesses by combining technologies such as intelligent data capture, robotic process automation, business analytics and mobile with IPS’ unmatched expertise and experience in business process automation. Each year, IPS processes more than $100 billion in AP spend and has created over 1 billion digital records over the past decade. IPS enables its clients to reduce costs, significantly accelerate cycle times, improve transparency and enhance customer service. IPS, 150 Meadowlands Parkway, Secaucus, NJ 07094 info@ipswrx.com | 201-710-2417 | www.ipswrx.com

City National Bank, 555 South Flower Street, Los Angeles, CA 90071 richard.rosselot@cnb.com | 213-673-7659 | www.cnb.com

2019 FINANCIAL OPERATIONS BUYER’S GUIDE © DIVERSIFIED COMMUNICATIONS 2019

THE DIRECTORY OF PRODUCTS AND SERVICES FOR FINANCIAL PROFESSIONALS

2019 FINANCIAL OPERATIONS BUYER’S GUIDE © DIVERSIFIED COMMUNICATIONS 2019

THE DIRECTORY OF PRODUCTS AND SERVICES FOR FINANCIAL PROFESSIONALS

Accounts Payable Services (cont.)

Accounts Payable Software (cont.) Corcentric

Paymerang Paymerang’s award-winning electronic payables solution provides a simple, secure and profitable way to pay invoices. Paymerang does all the work, from vendor enablement to payment processing to transaction reconcilement, saving clients hundreds of hours each year and reducing fraud risk. In addition to the significant efficiency and security gains, clients enjoy Paymerang’s lucrative cash back rebates. Setup is quick and easy, taking less than 30 days and 20 hours of client time to get up and running. Turn A/P into a profit center with Paymerang!

Corcentric is a leading provider of procurement and finance solutions that transform how companies purchase, pay, and get paid. Corcentric’s procurement, accounts payable, and accounts receivable solutions empower companies to spend smarter, optimize cash flow, and drive profitability. Since 1996, more than 6,000 customers from the middle market to the Fortune 1000 have used Corcentric to unlock new potential within their enterprise. Learn more at corcentric.com. Corcentric, 200 Lake Drive East, Suite 200 Cherry Hill, New Jersey 08002 Payables@corcentric.com | 800-608-0809 | www.corcentric.com

Paymerang, 7401 Beaufont Springs Dr Suite 300, Richmond, VA 23225 Brian Cook, Sr VP of Business Development | bcook@paymerang.com 804-317-9229 | www.paymerang.com

Yooz, Inc. Yooz is a multi-award-winning invoice processing automation company. Offering an affordable and effective invoice and payment processing (AP) automation solution across all industry sectors. The solution is designed to be intuitive, secure, and customizable. It integrates seamlessly with over 200 ERPs. The Yooz solution leverages powerful features and emerging technologies that unleash the creative and innovative power of finance teams. Simplicity, savings, speed, traceability, security, and zero-risk form the hallmark foundation of Yooz and influences everything it does. Visit www.GetYooz.com to learn more.

DataServ DataServ simplifies document and process automation for Accounts Payable, Accounts Receivable, and Human Resources. Founded in 1994 as a SaaS company to change the way software is delivered, DataServ believes that clients deserve more value from their investments and has made it a goal to guarantee client success with shared responsibility. We believe that trust earned is trust kept, and we’re proud that 70% of our clients have stayed with us for more than 10 years. DataServ subscribes to a tailored delivery approach to solutions that are pragmatic, sustainable, and affordable. DataServ is headquartered in St. Louis, Missouri. For more information, please visit www.dataserv.com DataServ, 1630 Des Peres Road - Suite 301, St. Louis, MO 63131 info@dataserv.com | 877-700-3282 | www.DataServ.com

Yooz, Inc., 8951 Cypress Waters Blvd. Suite 170, Dallas, TX 75019 Melissa Hendrick, VP marketing | Melissa.Hendrick@JustYoozIt.com 832-384-YOOZ (9669) | www.GetYooz.com

________________________________________________

Accounts Payable Software ACOM ACOM revolutionizes how Accounts Payable handles supplier payments with ACOMPAY™, our intelligent platform for processing payments regardless of the method preferred; ACH, virtual-cards, EFT and more. One Payment. One AP file for all supplier payments: ACOMPAY™ eliminates the high cost and inefficiencies of manual processing. We enable finance management to be more strategic in managing their spend, taking better advantage of early payment discounts, opportunities to extend payment terms and to earn rebate revenue. ACOM handles enrollment of all suppliers and their continuous management - all part of the service. ACOMPAY™ functions seamlessly with any ERP financial application and invoice automation system.

DocStar Helping businesses translate vision into action for more than 20 years, DocStar offers delivers a flexible and innovative enterprise content management and process automation platform. Easy to implement and use—both in the cloud and on premises— DocStar proven technology and global process expertise empowers organizations to operate at peak performance, navigate change, and grow. By scaling and modernizing operations and enabling greater collaboration, DocStar allows data and transactions to flow efficiently throughout your organization. With increased visibility among employees, customers, and partners, we deliver better business outcomes such as increased auditability and greater ease of compliance. DocStar, 2165 Technology Drive, Schenectady, NY 21308 info@docstar.com | 518-836-2700 | www.docstar.com

ACOM, 2850 E 29th Street Long Beach, CA 90806 sales@acom.com | 866-730-9248 | www.acom.com

2019 FINANCIAL OPERATIONS BUYER’S GUIDE © DIVERSIFIED COMMUNICATIONS 2019

THE DIRECTORY OF PRODUCTS AND SERVICES FOR FINANCIAL PROFESSIONALS

Cut data entry by 95% from your invoice process And speed up approval time by 80% Fully automate the capture, data extraction, verification and invoice approval based on your business rules. Review and approve invoices via any mobile device, onboard new vendors quickly, and export data to your accounting system. All within a secure, organized, easily searchable file archive.

Preconfigured cloud solutions are built for the demands of modern finance. Schedule your demo here:

docuware.com/free_demo 2019 FINANCIAL OPERATIONS BUYER’S GUIDE © DIVERSIFIED COMMUNICATIONS 2019

THE DIRECTORY OF PRODUCTS AND SERVICES FOR FINANCIAL PROFESSIONALS

Accounts Payable Software (cont.)

IPS

DocuWare DocuWare office automation solutions deliver smart digital workflow and document management services that are a recognized best-fit for finance and accounting. With over 30 years of experience providing secure document capture, storage and workflow tools, key solution features include a seamless integration with Outlook and major accounting software such as Sage & QuickBooks and GDPR compliant data extraction and storage services. DocuWare solutions enable AP departments to eliminate manual touch, reduce human error and boost employee productivity. Set up is quick and easy and can be completed in as little as three days depending on whether it is a cloud or on-premises based installation. DocuWare, 4 Crotty Lane, Suite 200, New Windsor, NY 12553 information@DocuWare.com | 845-563-9045 www.start.DocuWare.com/finance-and-accounting

IPS provides digital solutions that transform business applications such as accounts payable, telecommunications expense management and business process automation. IPS’ flagship Productivity WrxSM platform makes digital transformation a reality for businesses by combining technologies such as intelligent data capture, robotic process automation, business analytics and mobile with IPS’ unmatched expertise and experience in business process automation. Each year, IPS processes more than $100 billion in AP spend and has created over 1 billion digital records over the past decade. IPS enables its clients to reduce costs, significantly accelerate cycle times, improve transparency and enhance customer service. IPS, 150 Meadowlands Parkway, Secaucus, NJ 07094 info@ipswrx.com | 201-710-2417 | www.ipswrx.com

Miria Systems

Esker Inc. Esker is a global leader in AI-driven process automation software. Esker’s cloud-based solutions are compatible with all geographic, regulatory and technology environments, helping over 11,000 companies around the world improve efficiency, visibility, accuracy and cost-savings associated with the processing and exchange of information. Esker’s solutions span the order-to-cash (O2C) and purchase-topay (P2P) cycles — allowing organizations to automate a variety of different business processes that run on paper documents, including: • Accounts Receivable: streamline invoice delivery and reduce DSO with automated tools • Accounts Payable: turn AP into a profit center with paper-free vendor invoice processing Esker Inc., 1850 Deming Way Suite 150, Middleton, WI 53562 info@esker.com | 800-368-5283 | www.esker.com

INTEGRIM Inc. We help operations achieve the highest level of efficiency through automation best practices, trim costs and eliminate paper while enhancing the productivity of your administrative resources. INTEGRIM solutions make information sharing easier and assist staff with workflow automation then get visibility and control of your cash conversion cycle with an extensive variety of documents and automation processes to support your business’ growth objectives. Our integrated cloud platform SenSaaS! helps you improve productivity and efficiency by connecting data and images through the use of various financial and other computer-based systems.

Miria Systems, Inc., established in 1996, is a leading provider of intelligent business process automation for financial transaction processes specializing in accounts payable and expenses. Miria has evolved from a document management solution into a best-in-class Cloud provider of intelligent business automation. Miria brings automation, mobile accessibility, cloud technology, secure data storage, B2B payment enablement and big data to a client’s financial operations to transform business paper processing into a streamlined, straight through business process increasing efficiency and ROI. Miria is an OSG Company. Miria Systems, 2570 Boulevard of the Generals, Suite 222 Norristown, PA 19403 George Thomas gthomas@miriasystems.com | 412-352-5520 www.miriasystems.com

Optima Global Solutions Inc. For more than a decade Optima Global Solutions has provided innovative, fully integrated financial process automation solutions to our national and international customers. Our transcendXX suite of solutions - transcendAP (Accounts Payable), transcendEX (Expense Management) and transcendVP (Vendor Portal) - features a highly reliable “go-live” strategy built to achieve aggressive ROI objectives. This enables your knowledge workers to focus on the creative strategies needed to optimize the business, instead of how to push the most paper through the process. The featurerich transcendXX suite of solutions, combined with Optima’s commitment to customer satisfaction, consistently delivers exceptional business value to our Customers and our Partners. 3131 Princeton Pike, Bldg. 3, Suite 207, Lawrenceville NJ 08648 gwalton@optimags.com | 609-586-8811 x505 | www.optimags.com

INTEGRIM Inc., 3 Executive Park Drive Suite 254, Bedford, NH 03110 info@integrim.com | 833-736-7227 | www.integrim.com

2019 FINANCIAL OPERATIONS BUYER’S GUIDE © DIVERSIFIED COMMUNICATIONS 2019

THE DIRECTORY OF PRODUCTS AND SERVICES FOR FINANCIAL PROFESSIONALS

Automate your way to Success with Ar tificial Intelligence

Miria’s ActiveOps Solution For over 25 years Miria has been a recognized expert in accounts payable automation. Our ActiveOps Solution reduces costs, improves cash flow, enhances vendor relationships, and gives you a fully automated AP experience .

Features: -I n te llig en t M u lt i - s o u rc e D a t a C ap t u re -Se c u re , D ig itiz a t i o n o f D a t a -A u to m a te d A P P ro c e s s i n g -Ve n d o r M a n a g e me n t Wo rk f l ow s -P ay m e n t A u to ma t i o n a n d O p t i mi z a t i o n -M a n a g e a n d Rec o n c i l e P ay me n t s -M o b ile A c c e s s ib i l i t y

I nte l l i ge nt A uto ma tion Solutions

C ont ac t U s for More Infor m at ion : www.miriasystems.com info@miriasystems.com

FINANCIAL OPERATIONS BUYER’S GUIDE 484-446-3300 © DIVERSIFIED COMMUNICATIONS 2019

THE DIRECTORY OF PRODUCTS AND SERVICES FOR FINANCIAL PROFESSIONALS

Accounts Payable Software (cont.)

Accounts Receivable Software

Yooz, Inc.

DataServ

Yooz is a multi-award-winning invoice processing automation company. Offering an affordable and effective invoice and payment processing (AP) automation solution across all industry sectors. The solution is designed to be intuitive, secure, and customizable. It integrates seamlessly with over 200 ERPs. The Yooz solution leverages powerful features and emerging technologies that unleash the creative and innovative power of finance teams. Simplicity, savings, speed, traceability, security, and zero-risk form the hallmark foundation of Yooz and influences everything it does. Visit www.GetYooz.com to learn more. Yooz, Inc., 8951 Cypress Waters Blvd. Suite 170, Dallas, TX 75019 Melissa Hendrick, VP marketing | Melissa.Hendrick@JustYoozIt.com 832-384-YOOZ (9669) | www.GetYooz.com

DataServ simplifies document and process automation for Accounts Payable, Accounts Receivable, and Human Resources. Founded in 1994 as a SaaS company to change the way software is delivered, DataServ believes that clients deserve more value from their investments and has made it a goal to guarantee client success with shared responsibility. We believe that trust earned is trust kept, and we’re proud that 70% of our clients have stayed with us for more than 10 years. DataServ subscribes to a tailored delivery approach to solutions that are pragmatic, sustainable, and affordable. DataServ is headquartered in St. Louis, Missouri. For more information, please visit www.dataserv.com DataServ, 1630 Des Peres Road - Suite 301, St. Louis, MO 63131 info@dataserv.com | 877-700-3282 | www.DataServ.com

________________________________________________ DocuWare

Accounts Receivable Services DocuWare DocuWare office automation solutions deliver smart digital workflow and document management services that are a recognized best-fit for finance and accounting. With over 30 years of experience providing secure document capture, storage and workflow tools, key solution features include a seamless integration with Outlook and major accounting software such as Sage & QuickBooks and GDPR compliant data extraction and storage services. DocuWare solutions enable AP departments to eliminate manual touch, reduce human error and boost employee productivity. Set up is quick and easy and can be completed in as little as three days depending on whether it is a cloud or on-premises based installation. DocuWare, 4 Crotty Lane, Suite 200, New Windsor, NY 12553 information@DocuWare.com | 845-563-9045 www.start.DocuWare.com/finance-and-accounting

DocuWare, 4 Crotty Lane, Suite 200, New Windsor, NY 12553 information@DocuWare.com | 845-563-9045 www.start.DocuWare.com/finance-and-accounting

Esker Inc.

HTC HTC Global Services Inc. a leading IT and Business Process Services (BPS) company, headquartered at Troy, MI. We leverage the power of People, Process, Technology and Domain expertise to streamline high volume business processes, achieve operational efficiency and enhance customer satisfaction. With the combination of Emerging technologies & BPS, we annually Process 10+ Million invoices, 5+ Million Purchase orders and 800K+ Travel Claims. These services are delivered from within US or from the delivery centers located in India, Malaysia & Singapore. HTC, 3270 West Big Beaver Road, Troy, MI 48084 bps@htcinc.com | 248-786-2500 | www.htcinc.com

Esker is a global leader in AI-driven process automation software. Esker’s cloud-based solutions are compatible with all geographic, regulatory and technology environments, helping over 11,000 companies around the world improve efficiency, visibility, accuracy and cost-savings associated with the processing and exchange of information. Esker’s solutions span the order-to-cash (O2C) and purchase-topay (P2P) cycles — allowing organizations to automate a variety of different business processes that run on paper documents, including: • Accounts Receivable: streamline invoice delivery and reduce DSO with automated tools • Accounts Payable: turn AP into a profit center with paper-free vendor invoice processing Esker Inc., 1850 Deming Way Suite 150, Middleton, WI 53562 info@esker.com | 800-368-5283 | www.esker.com

2019 FINANCIAL OPERATIONS BUYER’S GUIDE © DIVERSIFIED COMMUNICATIONS 2019

THE DIRECTORY OF PRODUCTS AND SERVICES FOR FINANCIAL PROFESSIONALS

Pay all of your invoices

with the touch of a button

Our innovative payments solution will transform the

STOP BY BOOTH 522

way your team pays invoices and make your company

for a free ﬁnanical beneﬁt review

more efficient, secure and profitable. Simply upload your payment file, fund the approved batch, mark the items as paid and you’re done! Paymerang handles the rest!

Since 2010, Paymerang has helped hundreds of companies secure and shield their payments and bank accounts from fraud and relieve the burden of vendor payments, reconcilition, data retrieval, management, storage and compliance.

Paymerang is proud to be a Gold Sponsor

(877) 680-7332 sales@paymerang.com

Partnerships and Recognition

2019 FINANCIAL OPERATIONS BUYER’S GUIDE

Making business payments easy.

paymerang.com

THE DIRECTORY OF PRODUCTS AND SERVICES FOR FINANCIAL PROFESSIONALS

Archive & Storage

Business Process Outsourcing (cont.)

DocuWare

Belmero, Inc.

________________________________________________

Automated Clearing House (ACH) Services ACOM ACOM revolutionizes how Accounts Payable handles supplier payments with ACOMPAY™, our intelligent platform for processing payments regardless of the method preferred; ACH, virtual-cards, EFT and more. One Payment. One AP file for all supplier payments: ACOMPAY™ eliminates the high cost and inefficiencies of manual processing. We enable finance management to be more strategic in managing their spend, taking better advantage of early payment discounts, opportunities to extend payment terms and to earn rebate revenue. ACOM handles enrollment of all suppliers and their continuous management - all part of the service. ACOMPAY™ functions seamlessly with any ERP financial application and invoice automation system. ACOM, 2850 E 29th Street Long Beach, CA 90806 sales@acom.com | 866-730-9248 | www.acom.com

________________________________________________

Business Process Outsourcing ACOM ACOM revolutionizes how Accounts Payable handles supplier payments with ACOMPAY™, our intelligent platform for processing payments regardless of the method preferred; ACH, virtual-cards, EFT and more. One Payment. One AP file for all supplier payments: ACOMPAY™ eliminates the high cost and inefficiencies of manual processing. We enable finance management to be more strategic in managing their spend, taking better advantage of early payment discounts, opportunities to extend payment terms and to earn rebate revenue. ACOM handles enrollment of all suppliers and their continuous management - all part of the service. ACOMPAY™ functions seamlessly with any ERP financial application and invoice automation system.

Belmero has been providing results driven Procurement, Payables & Financial solutions and services for over 20 years! Our customers come to us for services such as Supplier Returns-Credits processing, Rebate processing, Early Pay Discount optimization and A/P & A/R Netting solutions. Our customers typically see a significant ROI each year, immediate cost savings, improvement in their bottom line and improved cash flow. We provide expert team members, automated processes & best practices, cloud applications & tools with AI assisted end-to-end governance. We help you maximize and accelerate the benefits in Procurement, Payables & Financials! Belmero, Inc., 808 Carmichael Rd #266 Hudson, WI 54016 robert.belknap@belmero.com | 855-235-6376 | www.belmero.com

ACOM, 2850 E 29th Street Long Beach, CA 90806 sales@acom.com | 866-730-9248 | www.acom.com

2019 FINANCIAL OPERATIONS BUYER’S GUIDE © DIVERSIFIED COMMUNICATIONS 2019

THE DIRECTORY OF PRODUCTS AND SERVICES FOR FINANCIAL PROFESSIONALS

Cloud P2P Automation. Easy. Powerful. Smart.

Say “goodbye” to pesky paper invoices.

With Yooz, you get the most intuitive, simple, secure, and affordable end-to-end invoice processing automation solution on the market. Enjoy all of these invoice automation benefits right at your fingertips: Intelligent document capture

We’ve saved nearly $35,000 a year with the Yooz paperless workflow, and our GMs can approve payments on-the-go.

Google -like document search, ®

and OCR data extraction Automated GL coding One price, unlimited users Mobile approval (iPhone

/ Android® devices)

Dedicated customer support

Patsy Price

Director of Operations Peterson Auto Group

Don’t wait. Just Yooz it! Just a few innovators who’ve made the switch

Ready to Yooz It?

TOP 10

Call us at 832-384-YOOZ (9669) GetYooz.com

ACCOUNTING

2019 FINANCIAL OPERATIONS BUYER’S GUIDE © DIVERSIFIED COMMUNICATIONS 2019

SOLUTION PROVIDERS - 2019

THE DIRECTORY OF PRODUCTS AND SERVICES FOR FINANCIAL PROFESSIONALS

Card Solutions

Enterprise Content Management Software

ACOM

DocStar

ACOM revolutionizes how Accounts Payable handles supplier payments with ACOMPAY™, our intelligent platform for processing payments regardless of the method preferred; ACH, virtual-cards, EFT and more. One Payment. One AP file for all supplier payments: ACOMPAY™ eliminates the high cost and inefficiencies of manual processing. We enable finance management to be more strategic in managing their spend, taking better advantage of early payment discounts, opportunities to extend payment terms and to earn rebate revenue. ACOM handles enrollment of all suppliers and their continuous management - all part of the service. ACOMPAY™ functions seamlessly with any ERP financial application and invoice automation system. ACOM, 2850 E 29th Street Long Beach, CA 90806 sales@acom.com | 866-730-9248 | www.acom.com

Helping businesses translate vision into action for more than 20 years, DocStar offers delivers a flexible and innovative enterprise content management and process automation platform. Easy to implement and use—both in the cloud and on premises— DocStar proven technology and global process expertise empowers organizations to operate at peak performance, navigate change, and grow. By scaling and modernizing operations and enabling greater collaboration, DocStar allows data and transactions to flow efficiently throughout your organization. With increased visibility among employees, customers, and partners, we deliver better business outcomes such as increased auditability and greater ease of compliance. DocStar, 2165 Technology Drive, Schenectady, NY 21308 info@docstar.com | 518-836-2700 | www.docstar.com

DocuWare

NAPCP The NAPCP (www.napcp.org) is a membershipbased professional association, serving as an impartial resource for more than 20,000 members and subscribers at all experience levels in the public and private sectors. The NAPCP provides unmatched opportunities for continuing education and peer networking through its conferences, Regional Forums, webinars, website, virtual demonstrations, newsletters and regular communication. . The association sponsors research and publishes timely and relevant white papers, survey results and articles. Visit the NAPCP website to learn more about membership. Commercial Card and Payment programs, P-Card certification, the value of membership, current member demographics and upcoming events NAPCP, PO Box 901, Wayzeta, MN 55391 napcp@napcp.org | 952-546-1880, ext 4 | www.napcp.org

________________________________________________

Document Storage/Document Destruction DocuWare DocuWare office automation solutions deliver smart digital workflow and document management services that are a recognized best-fit for finance and accounting. With over 30 years of experience providing secure document capture, storage and workflow tools, key solution features include a seamless integration with Outlook and major accounting software such as Sage & QuickBooks and GDPR compliant data extraction and storage services. DocuWare solutions enable AP departments to eliminate manual touch, reduce human error and boost employee productivity. Set up is quick and easy and can be completed in as little as three days depending on whether it is a cloud or on-premises based installation.

Pro Conversions Corporation Experienced Accounts Payable “AUTOMATION” professionals with special expertise in helping organization move to the “CLOUD” & “GOPAPERLESS” with their manual, labor intensive processes. At ProConversions we are Certified Resellers & Technical Engineers in Advance “OCR” capture technologies from: ABBYY Software, Tangent Systems (Deposit21), Open Text (Captiva), Accusoft (OnTask) “CLOUD” workflow, Kodak Alaris Capture technologies & more. We understand the Accounts Payables world and speak your language. We help organizations navigate the vast selection of AP solutions & vendors and you can rest assured that we have done it before and have the successful track record and references to prove it. Pro Conversions Corporation, 122 Ledgewood Rd Watertown, CT 06795 mike@proconversionscorp.com | 203-707-0206 www.proconversionscorp.com

DocuWare, 4 Crotty Lane, Suite 200, New Windsor, NY 12553 information@DocuWare.com | 845-563-9045 www.start.DocuWare.com/finance-and-accounting

THE DIRECTORY OF PRODUCTS AND SERVICES FOR FINANCIAL PROFESSIONALS

E-Payable, E-Invoicing

DocuWare

ACOM, 2850 E 29th Street Long Beach, CA 90806 sales@acom.com | 866-730-9248 | www.acom.com

IPS

Corcentric Corcentric is a leading provider of procurement and finance solutions that transform how companies purchase, pay, and get paid. Corcentric’s procurement, accounts payable, and accounts receivable solutions empower companies to spend smarter, optimize cash flow, and drive profitability. Since 1996, more than 6,000 customers from the middle market to the Fortune 1000 have used Corcentric to unlock new potential within their enterprise. Learn more at corcentric.com. Corcentric, 200 Lake Drive East, Suite 200 Cherry Hill, New Jersey 08002 Payables@corcentric.com | 800-608-0809 | www.corcentric.com

Miria Systems Miria Systems, Inc., established in 1996, is a leading provider of intelligent business process automation for financial transaction processes specializing in accounts payable and expenses. Miria has evolved from a document management solution into a best-in-class Cloud provider of intelligent business automation. Miria brings automation, mobile accessibility, cloud technology, secure data storage, B2B payment enablement and big data to a client’s financial operations to transform business paper processing into a streamlined, straight through business process increasing efficiency and ROI. Miria is an OSG Company. Miria Systems, 2570 Boulevard of the Generals, Suite 222 Norristown, PA 19403 George Thomas gthomas@miriasystems.com | 412-352-5520 www.miriasystems.com

THE DIRECTORY OF PRODUCTS AND SERVICES FOR FINANCIAL PROFESSIONALS

E-Payable, E-Invoicing (cont.)

ERP/GL Solutions (cont.)

NAPCP

Miria Systems

The NAPCP (www.napcp.org) is a membershipbased professional association, serving as an impartial resource for more than 20,000 members and subscribers at all experience levels in the public and private sectors. The NAPCP provides unmatched opportunities for continuing education and peer networking through its conferences, Regional Forums, webinars, website, virtual demonstrations, newsletters and regular communication. . The association sponsors research and publishes timely and relevant white papers, survey results and articles. Visit the NAPCP website to learn more about membership. Commercial Card and Payment programs, P-Card certification, the value of membership, current member demographics and upcoming events NAPCP, PO Box 901, Wayzeta, MN 55391 napcp@napcp.org | 952-546-1880, ext 4 | www.napcp.org

________________________________________________

Payables Software/Consulting

________________________________________________

ERP/GL Solutions

THE DIRECTORY OF PRODUCTS AND SERVICES FOR FINANCIAL PROFESSIONALS

Payments Automation

INTEGRIM Inc.

We help operations achieve the highest level of efficiency through automation best practices, trim costs and eliminate paper while enhancing the productivity of your administrative resources. INTEGRIM solutions make information sharing easier and assist staff with workflow automation then get visibility and control of your cash conversion cycle with an extensive variety of documents and automation processes to support your business’ growth objectives. Our integrated cloud platform SenSaaS! helps you improve productivity and efficiency by connecting data and images through the use of various financial and other computer-based systems. INTEGRIM Inc., 3 Executive Park Drive Suite 254, Bedford, NH 03110 info@integrim.com | 833-736-7227 | www.integrim.com

THE DIRECTORY OF PRODUCTS AND SERVICES FOR FINANCIAL PROFESSIONALS

Payments Automation (cont.)

Remittance Processing Software

Paymerang

ACOM

Paymerang’s award-winning electronic payables solution provides a simple, secure and profitable way to pay invoices. Paymerang does all the work, from vendor enablement to payment processing to transaction reconcilement, saving clients hundreds of hours each year and reducing fraud risk. In addition to the significant efficiency and security gains, clients enjoy Paymerang’s lucrative cash back rebates. Setup is quick and easy, taking less than 30 days and 20 hours of client time to get up and running. Turn A/P into a profit center with Paymerang! Paymerang, 7401 Beaufont Springs Dr Suite 300, Richmond, VA 23225 Brian Cook, Sr VP of Business Development | bcook@paymerang.com 804-317-9229 | www.paymerang.com

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Scanning & Capture Software and Scanning & Capture Services DocuWare DocuWare office automation solutions deliver smart digital workflow and document management services that are a recognized best-fit for finance and accounting. With over 30 years of experience providing secure document capture, storage and workflow tools, key solution features include a seamless integration with Outlook and major accounting software such as Sage & QuickBooks and GDPR compliant data extraction and storage services. DocuWare solutions enable AP departments to eliminate manual touch, reduce human error and boost employee productivity. Set up is quick and easy and can be completed in as little as three days depending on whether it is a cloud or on-premises based installation. DocuWare, 4 Crotty Lane, Suite 200, New Windsor, NY 12553 information@DocuWare.com | 845-563-9045 www.start.DocuWare.com/finance-and-accounting

Yooz, Inc., 8951 Cypress Waters Blvd. Suite 170, Dallas, TX 75019 Melissa Hendrick, VP marketing | Melissa.Hendrick@JustYoozIt.com 832-384-YOOZ (9669) | www.GetYooz.com

THE DIRECTORY OF PRODUCTS AND SERVICES FOR FINANCIAL PROFESSIONALS

Scanning & Capture Software and Scanning & Capture Services (cont.)

Tax and Regulatory Compliance

(1099 Services, Sales and Use Tax, Unclaimed Property, VAT Recovery)

Keane

Optima Global Solutions Inc. For more than a decade Optima Global Solutions has provided innovative, fully integrated financial process automation solutions to our national and international customers. Our transcendXX suite of solutions - transcendAP (Accounts Payable), transcendEX (Expense Management) and transcendVP (Vendor Portal) - features a highly reliable “go-live” strategy built to achieve aggressive ROI objectives. This enables your knowledge workers to focus on the creative strategies needed to optimize the business, instead of how to push the most paper through the process. The featurerich transcendXX suite of solutions, combined with Optima’s commitment to customer satisfaction, consistently delivers exceptional business value to our Customers and our Partners.. 3131 Princeton Pike, Bldg. 3, Suite 207, Lawrenceville NJ 08648 gwalton@optimags.com | 609-586-8811 x505 | www.optimags.com

Since 1949, Keane has provided services to companies across all industries to address the intricacies of maintaining unclaimed property compliance. From customized owner communications programs and data analysis to comprehensive consulting services and annual compliance reporting, Keane’s extensive knowledge and expertise help companies achieve compliance with state unclaimed property laws and regulations while identifying and mitigating the risks associated with noncompliance. Each of our services has helped clients retain customers, reduce costs, or protect account owners while successfully navigating the complexities of unclaimed property regulations. To learn more about us, visit KeaneUP.com or email us at Questions@KeaneUP.com. Keane, 640 Freedom Business Center, Suite 600, King of Prussia, PA 19406 Sean Cox, Executive Vice President | SCox@keaneup.com 610-232-0752 | www.KeaneUP.com

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Travel and Entertainment Expense Software, Consulting City National Bank City National has been supporting businesses and entrepreneurs for more than 60 years. With a comprehensive suite of payment solutions, we can help your business create and enhance efficiencies, improve automation and streamline processes. Harness the security, speed and buying power of City National’s Commercial Accounts Payable solution that uses virtual account numbers to process payments. Commercial AP is a credit card-based, online electronic payment system that is safer, simpler and more profitable. It enables you to create efficiencies without changing your current accounts payable processes. City National Bank, 555 South Flower Street, Los Angeles, CA 90071 richard.rosselot@cnb.com | 213-673-7659 | www.cnb.com

THE DIRECTORY OF PRODUCTS AND SERVICES FOR FINANCIAL PROFESSIONALS

Workflow Solutions

Miria Systems

Optima Global Solutions Inc.

For more than a decade Optima Global Solutions has provided innovative, fully integrated financial process automation solutions to our national and international customers. Our transcendXX suite of solutions - transcendAP (Accounts Payable), transcendEX (Expense Management) and transcendVP (Vendor Portal) - features a highly reliable “go-live” strategy built to achieve aggressive ROI objectives. This enables your knowledge workers to focus on the creative strategies needed to optimize the business, instead of how to push the most paper through the process. The featurerich transcendXX suite of solutions, combined with Optima’s commitment to customer satisfaction, consistently delivers exceptional business value to our Customers and our Partners. 3131 Princeton Pike, Bldg. 3, Suite 207, Lawrenceville NJ 08648 gwalton@optimags.com | 609-586-8811 x505 | www.optimags.com

Pro Conversions Corporation

Experienced Accounts Payable “AUTOMATION” professionals with special expertise in helping organization move to the “CLOUD” & “GOPAPERLESS” with their manual, labor intensive processes. At ProConversions we are Certified Resellers & Technical Engineers in Advance “OCR” capture technologies from: ABBYY Software, Tangent Systems (Deposit21), Open Text (Captiva), Accusoft (OnTask) “CLOUD” workflow, Kodak Alaris Capture technologies & more. We understand the Accounts Payables world and speak your language. We help organizations navigate the vast selection of AP solutions & vendors and you can rest assured that we have done it before and have the successful track record and references to prove it. Pro Conversions Corporation, 122 Ledgewood Rd Watertown, CT 06795 mike@proconversionscorp.com | 203-707-0206 www.proconversionscorp.com

INTEGRIM Inc., 3 Executive Park Drive Suite 254, Bedford, NH 03110 info@integrim.com | 833-736-7227 | www.integrim.com

THE DIRECTORY OF PRODUCTS AND SERVICES FOR FINANCIAL PROFESSIONALS

Workflow Solutions (cont.) Yooz, Inc. Yooz is a multi-award-winning invoice processing automation company. Offering an affordable and effective invoice and payment processing (AP) automation solution across all industry sectors. The solution is designed to be intuitive, secure, and customizable. It integrates seamlessly with over 200 ERPs. The Yooz solution leverages powerful features and emerging technologies that unleash the creative and innovative power of finance teams. Simplicity, savings, speed, traceability, security, and zero-risk form the hallmark foundation of Yooz and influences everything it does. Visit www.GetYooz.com to learn more. Yooz, Inc., 8951 Cypress Waters Blvd. Suite 170, Dallas, TX 75019 Melissa Hendrick, VP marketing | Melissa.Hendrick@JustYoozIt.com 832-384-YOOZ (9669) | www.GetYooz.com