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By focusing on the needs of today’s knowledge worker, FileBound delivers document and workflow
automation that is easy to implement, configure, use and modify.
FileBound’s automation capabilities help AP departments of all sizes increase productivity, shorten cycle times, reduce overhead
costs, improve visibility and comply with financial standards and audits.
FileBound’s secure content repository centralizes documents and metadata from nearly any source, and has all the components
necessary to build a complete automation solution at a single cost.
Workflow
Automate even the most complex invoice, exception or other
processes with a graphical, user-friendly configuration tool,
enabling quick deployment.
Mobile
Let users work when, where and how they want with
responsive technology that delivers an optimum experience,
regardless of the device, eliminating bottlenecks in approvals
and other tasks.
Analytics
Uncover intelligence hidden in the data through visual
dashboards and insights into current AP performance and
process status for further improvement.
Capture
Consolidate invoices, POs, bills of lading, contracts, tax
documents and more, regardless of source, and automatically
extract data from standardized forms.
Electronic Forms
Create and host forms directly in FileBound for use by
internal or external customers to drive activities such as PO
requests, distributed invoice capture or virtually any task in
the enterprise.
Integration
Seamlessly transition data to/from existing or future ERP and
other financial applications users rely on to get their work
done, eliminating duplicate effort and information silos.
Leading Manufacturer Cuts AP Turnaround Times by 50%
One of the best-known manufacturers of construction equipment uses FileBound to capture invoices and route them
through approval processes at more than a dozen sites. Replacing a process that was inefficient, prone to error and lacking
in control, FileBound cut the turnaround time on invoice approvals in half, delivering ROI in less than a year. The customer
is so pleased with the results that it’s planning to expand FileBound to automate processes in HR, Purchasing and Contract
Management, further maximizing the initial investment.
See how FileBound delivers game-changing results in AP and across the enterprise.
Contact us at 888-449-4978 or filebound@uplandsoftware.com.
Document & Workflow Automation
filebound.com
Upland’s FileBound is a cloud-native, end-to-end application
that automates the flow of work to optimize AP processes
Robust AP Automation
Made Simple
FileBound’s mission is to automate the flow
of enterprise work by delivering innovative
applications with greater usability and agility.
Benefits:
ŸŸ Cloud-native technology that delivers the accessibility,
ease of deployment and scalability that can only be found
in a product built from the ground up to be accessed via
the web.
ŸŸ No “nickel and diming” or hidden costs because
FileBound is an all-in-one application offering a breadth
of capabilities, allowing organizations to easily and quickly
create or modify solutions.
ŸŸ Flexible, simple licensing and deployment models that
support how our customers want to work at a cost that
delivers real and immediate ROI.
ŸŸ Exceptional focus on the user experience with a
streamlined interface that makes it easy to complete even
complex tasks with minimal training.
ŸŸ Economical user licensing options that make it practical
to extend secure access even to occasional or temporary
employees, enabling a truly enterprise approach to work
management.
Revolutionizing AP Work,
Sustaining ROI
Whether part of a corporate information
management initiative or a departmental one,
FileBound helps AP departments of all sizes
and industries:
ŸŸ Remove bottlenecks to ensure that invoices are paid on
time with less effort. No more time spent passing paper
around, matching invoices to POs or other documentation,
or chasing down approvals.
ŸŸ Enforce compliance with company policies and external
mandates like Sarbanes-Oxley. Automated workflow
guarantees that all of the proper procedures are followed
and documented, enabling compliance with audits and
preventing fraud.
ŸŸ Increased visibility to make the right decisions to achieve
business goals. Advanced analytics expose data about
employee productivity, transaction volumes, financial
liabilities, vendor interactions and more to identify areas for
improvement.
ŸŸ Eliminate missing and duplicate invoices that lead to
missed, late or duplicate payments. The result: happier
vendors and fewer customer service calls.
ŸŸ Cut costs and delays associated with managing paper
invoices, as well as electronic ones. Invoices enter the
system quickly, are routed automatically and accessible
from anywhere, reducing the amount of labor needed to
maintain or even increase productivity. Costs for moving,
filing and storing paper documents are also eliminated.
uplandsoftware.com © 2014 Upland Software, Inc. v1014
About Upland Software
Upland is a leading provider of cloud-based enterprise work
management software. With more than 1,200 enterprise
customers around the globe, and over 200,000 users, Upland
helps teams in IT, marketing, finance, professional services and
process excellence run their operations smoothly, adapt to
change quickly and achieve better results every day.
About FileBound
Upland’s FileBound delivers business process automation and
document management applications that improve the operation of
any organization by connecting users with the information they need
to work more efficiently and effectively. With FileBound, customers can
build automated workflow processes and centrally manage documents
to improve compliance, collaboration and access to information.
Contact us at 888-449-4978 or filebound@uplandsoftware.com.

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filebound-ap-datasheet-v3

  • 1. By focusing on the needs of today’s knowledge worker, FileBound delivers document and workflow automation that is easy to implement, configure, use and modify. FileBound’s automation capabilities help AP departments of all sizes increase productivity, shorten cycle times, reduce overhead costs, improve visibility and comply with financial standards and audits. FileBound’s secure content repository centralizes documents and metadata from nearly any source, and has all the components necessary to build a complete automation solution at a single cost. Workflow Automate even the most complex invoice, exception or other processes with a graphical, user-friendly configuration tool, enabling quick deployment. Mobile Let users work when, where and how they want with responsive technology that delivers an optimum experience, regardless of the device, eliminating bottlenecks in approvals and other tasks. Analytics Uncover intelligence hidden in the data through visual dashboards and insights into current AP performance and process status for further improvement. Capture Consolidate invoices, POs, bills of lading, contracts, tax documents and more, regardless of source, and automatically extract data from standardized forms. Electronic Forms Create and host forms directly in FileBound for use by internal or external customers to drive activities such as PO requests, distributed invoice capture or virtually any task in the enterprise. Integration Seamlessly transition data to/from existing or future ERP and other financial applications users rely on to get their work done, eliminating duplicate effort and information silos. Leading Manufacturer Cuts AP Turnaround Times by 50% One of the best-known manufacturers of construction equipment uses FileBound to capture invoices and route them through approval processes at more than a dozen sites. Replacing a process that was inefficient, prone to error and lacking in control, FileBound cut the turnaround time on invoice approvals in half, delivering ROI in less than a year. The customer is so pleased with the results that it’s planning to expand FileBound to automate processes in HR, Purchasing and Contract Management, further maximizing the initial investment. See how FileBound delivers game-changing results in AP and across the enterprise. Contact us at 888-449-4978 or filebound@uplandsoftware.com. Document & Workflow Automation filebound.com Upland’s FileBound is a cloud-native, end-to-end application that automates the flow of work to optimize AP processes
  • 2. Robust AP Automation Made Simple FileBound’s mission is to automate the flow of enterprise work by delivering innovative applications with greater usability and agility. Benefits: ŸŸ Cloud-native technology that delivers the accessibility, ease of deployment and scalability that can only be found in a product built from the ground up to be accessed via the web. ŸŸ No “nickel and diming” or hidden costs because FileBound is an all-in-one application offering a breadth of capabilities, allowing organizations to easily and quickly create or modify solutions. ŸŸ Flexible, simple licensing and deployment models that support how our customers want to work at a cost that delivers real and immediate ROI. ŸŸ Exceptional focus on the user experience with a streamlined interface that makes it easy to complete even complex tasks with minimal training. ŸŸ Economical user licensing options that make it practical to extend secure access even to occasional or temporary employees, enabling a truly enterprise approach to work management. Revolutionizing AP Work, Sustaining ROI Whether part of a corporate information management initiative or a departmental one, FileBound helps AP departments of all sizes and industries: ŸŸ Remove bottlenecks to ensure that invoices are paid on time with less effort. No more time spent passing paper around, matching invoices to POs or other documentation, or chasing down approvals. ŸŸ Enforce compliance with company policies and external mandates like Sarbanes-Oxley. Automated workflow guarantees that all of the proper procedures are followed and documented, enabling compliance with audits and preventing fraud. ŸŸ Increased visibility to make the right decisions to achieve business goals. Advanced analytics expose data about employee productivity, transaction volumes, financial liabilities, vendor interactions and more to identify areas for improvement. ŸŸ Eliminate missing and duplicate invoices that lead to missed, late or duplicate payments. The result: happier vendors and fewer customer service calls. ŸŸ Cut costs and delays associated with managing paper invoices, as well as electronic ones. Invoices enter the system quickly, are routed automatically and accessible from anywhere, reducing the amount of labor needed to maintain or even increase productivity. Costs for moving, filing and storing paper documents are also eliminated. uplandsoftware.com © 2014 Upland Software, Inc. v1014 About Upland Software Upland is a leading provider of cloud-based enterprise work management software. With more than 1,200 enterprise customers around the globe, and over 200,000 users, Upland helps teams in IT, marketing, finance, professional services and process excellence run their operations smoothly, adapt to change quickly and achieve better results every day. About FileBound Upland’s FileBound delivers business process automation and document management applications that improve the operation of any organization by connecting users with the information they need to work more efficiently and effectively. With FileBound, customers can build automated workflow processes and centrally manage documents to improve compliance, collaboration and access to information. Contact us at 888-449-4978 or filebound@uplandsoftware.com.