TRAILD for SYSPRO

AI-based Financial Automation

Discover TRAILD – AI Based Financial Automation for seamless invoice processing and fraud detection. Save time and improve efficiency.

Watch this 2 min video and then continue below!

◊Always-on AI Fraud Detection ◊Save 85% of Time on AP ◊Digital Approval Workflows

Why do you need TRAILD?

Intuitive workflow and decision support
▪ 3-Way Purchase Order – GRN – Invoice matching with configurable auto-approval
▪ Assign Invoices to users across the business with a complete audit trail
▪ Customisable approval workflow
▪ Risk Analysis to help approver's make good decisions
▪ Bank Account checks and supplier Verification
▪ Ability to tag any user in the the system with email notifications and reminders

Easily extract invoice data
▪ Upload invoices via email, drag-and-drop or direct upload
▪ Machine learning-based OCR on Accounts Payable documents
▪ Split a single PDF into multiple invoices.

Deeply Integrated with SYSPRO
▪ Hold invoices in multiple statuses (On-hold, Awaiting Approval, Draft, Approved)
▪ Track supplier history – highlight price and quantity mismatches and anomalies
▪ Supports Landed Cost invoicing
▪ Upload and attach invoice and additional documents to SYSPRO
▪ View the original Purchase Order GL allocation with simple coding of non-PO invoices

TRAILD Front Page

Data auto-populated via OCR and confirmed on 
submission:
1. Hyperlinked Invoice Number
2. PO Number. Icon to show if SYSPRO 
   Receipts are available for matching.
3. Supplier matched to a SYSPRO Supplier
4. Invoice Date
5. Due Date
6. Invoice value and currency
7. Current Assignee of the Invoice
8. Risk Warning of the Invoice
9. Current Status

Editing an Invoice

TRAILD offers a simple view to check extracted invoice data, with the invoice on the left of screen and fields for selection on the right.

Added features include:

1. Split multipage invoices into separate records
2. Link GRN’s and add General Ledger distribution lines
3. Variance to PO
4. Full audit trail visible
5. Tag a user for comments
6. Attach supporting documents
7. Assign and edit invoice status (e.g. on-hold)

Is TRAILD – AI-Based Financial Automation what you have been looking for?

Everyone we sold it to loves it!

See product Demos and customer reviews here on TRAILD’s YouTube Channel.

To arrange a personal solution demo and discussion, don’t hesitate to get in touch with Tony Carroll at CBS

Phone: +61 2 8007 6916

Email: Sales@cbsau.com.