Nimbello Blog : Experts in Automating PO Based Invoices

5 Best Practices for Seamless AP Automation Integration with Infor SyteLine

Written by Nimbello | Feb 22, 2025 9:42:55 PM

Still slogging through a time-consuming, error-prone manual accounts payable (AP) process? If you’re an Infor SyteLine user, automating your AP workflows can save time, improve accuracy, and give greater visibility into your company’s finances. 

But finding and integrating the right AP automation system requires more than just plugging in a new software.

At Nimbello, we specialize in integrating AP automation with Infor SyteLine, helping manufacturers and distributors like you streamline their workflows. Based on our experience, these five best practices will set your integration up for long-term success — so you can save time, cut costs, and focus more on the work that matters most for driving success.

1. Adapt AP Automation to Your Existing Processes

Every organization has its own unique invoice approval workflows, matching requirements, and exception handling procedures. Instead of forcing a one-size-fits-all approach, AP automation should support your existing processes. 

When considering AP automation, ask yourself the following questions:

  • Who approves invoices at various amounts or categories?
  • How should invoices match with purchase orders and receipts?
  • What steps are needed for dispute resolution or exception handling?

Flexible AP automation solutions should follow your company’s internal rules and compliance regulations, to prevent bottlenecks while maintaining compliance and efficiency.

2. Establish Accurate Data Mapping from the Start

One of the most common integration challenges is inconsistent data between systems. Invoices, vendors, and payments need to accurately sync to prevent misclassifications, duplicate entries, or missing records. 

Key areas where your systems should align include:

  • Vendor records 
  • Payment terms
  • General ledger (GL) codes
  • Tax rates 
  • Currency settings
  • Approval rules 
  • Expense categories

A well-mapped integration eliminates issues and keeps your financial reporting accurate.

3. Use AI-Driven Invoice Processing to Reduce Manual Work

Manual data entry slows down AP teams and increases the likelihood of errors. That’s why many AP automation tools leverage artificial intelligence (AI) to capture invoice details and categorize expenses. Instead of relying on employees to key in data, AI-powered solutions allow invoices to be scanned, coded, and routed to the correct approvers automatically.

Nimbello’s AI-powered AP automation reduces human intervention, helping your finance team focus more on driving business goals forward and less on repetitive data entry.

4. Maintain Automated Data Syncing for Better Financial Oversight

Delayed updates in your financial data can cause more harm than help, including miscalculations in cash flow or missed payment deadlines. Some systems rely on manual batch updates, but automatic syncing between your AP automation platform and Infor SyteLine provides a more reliable picture of company spending. 

This allows finance teams to:

  • Instantly see outstanding payments 
  • Avoid duplicate invoice processing
  • Maintain accurate cash flow projections 

Nimbello’s ability to automatically sync with Infor SyteLine gives decision-makers the insights and resources they need to best manage financial operations.

5. Provide Training & Procedures

Even the most advanced automation tools require your team’s buy-in and knowledge to be effective. Without proper training, employees may turn back to old, manual processes, negating the benefits of automation. 

To ensure your team’s success, you should:

  • Offer role-based training for AP managers, approvers, and finance team members
  • Develop standard operating procedures (SOPs) that outline exception handling and invoice processing guidelines
  • Regularly review AP performance metrics to refine workflows

When teams understand how to use the system, they can take full advantage of its capabilities.

Connect with Nimbello at the SUN Conference

We're excited to share that Nimbello will be attending the 35th Annual SyteLine User Network (SUN) Conference from February 24-26, 2025, in Anaheim, California. This event is a fantastic opportunity to connect with industry experts, gain valuable insights, and discover the latest trends in SyteLine and manufacturing. 

Visit our booth to learn how our automated invoicing solutions can transform your financial operations!

Are you a SUN member

For a limited time, Nimbello is offering a special discount for SUN members. Contact us today to learn how you can enjoy 15% off your first year of Nimbello. 

Transform AP Automation with Nimbello

Nimbello supercharges Infor SyteLine with seamless automation that eliminates inefficiencies, speeds up approvals, and ensures accuracy. Our solution is fully integrated, easy to implement, and developed by SyteLine experts who fully understand your needs. 

Ready to take the leap into AP automation? Contact us today!