Ocerra

Accounting Features

Accounting Features in Ocerra enable automated processing of payables, including ledger categorization, tax handling, and expense allocation. This functionality supports compliance with accounting standards while reducing manual errors. Integrated with financial systems, it provides accurate, real-time insights into spending, streamlining financial operations and enhancing visibility across all accounting and procurement activities.

Accounting Integration

Accounting Integration in Ocerra allows seamless connectivity with ERP and financial software, ensuring synchronized data flow between systems. This feature eliminates the need for manual data entry, maintains consistency across platforms, and accelerates invoice processing. It ensures that accounts payable data is accurately reflected in the company’s core accounting infrastructure in real time.

Approval Workflow

Approval Workflow in Ocerra facilitates structured routing of invoices to designated approvers based on user-defined rules. This feature supports multi-level approval chains, enforces policy compliance, and enhances transparency. Real-time notifications and status tracking ensure timely actions, reduce bottlenecks, and streamline the overall invoice approval process, improving operational efficiency and accountability.

Dashboard

The Dashboard in Ocerra presents real-time visualizations of key AP metrics such as invoice status, approval progress, and payment schedules. It offers a centralized view that helps users monitor workflow performance and identify bottlenecks. Fully customizable, the dashboard empowers finance teams with data-driven insights to manage workloads and optimize decision-making.

Data Security

Data Security in Ocerra ensures the confidentiality and integrity of sensitive financial information through robust encryption, user access controls, and secure cloud architecture. It complies with data protection standards such as GDPR. This feature minimizes risks from unauthorized access, enhances system reliability, and ensures that all AP transactions remain protected and auditable.

Integrations Management

Integrations Management in Ocerra supports real-time connection with various accounting, ERP, and business systems. This feature ensures automatic data synchronization, reducing errors and streamlining operations across departments. It allows for customizable, scalable integrations that adapt to diverse workflows, enhancing AP automation through a cohesive and interoperable software environment.

SMS Notification

SMS Notification in Ocerra provides timely alerts for actions such as invoice approvals, payment reminders, or exception handling. This feature ensures that stakeholders are informed even when away from email or dashboards, enabling faster decision-making. It supports productivity and responsiveness by extending AP visibility beyond desktop environments and into mobile communication.

Workflow Automation

Workflow Automation in Ocerra automates repetitive AP tasks, such as invoice data capture, validation, routing, and payment scheduling. It uses configurable business rules to reduce human intervention, increase processing speed, and improve compliance. This feature promotes efficiency, accuracy, and scalability while freeing finance teams to focus on strategic initiatives.