Conexiom Features

Provide features to capture invoices such as import or scanning

Allow suppliers to submit invoices using an online portal

Deliver a central repository of AP documents, such as POs and invoices

Ability to match AP invoices to POs, contracts, or payments

Include workflows for approvals and invoice processing

Comply with local and global tax regulations for collections

Automatic and regular transactions made through a secure online platform at predetermined intervals (monthly, quarterly, etc.)

Process multiple invoices without human intervention

Match invoices with purchases and sales orders, as well as with payments

Deliver integrations with accounting modules of ERP systems

Integrate with existing ERP systems

Provide integration with accounting and financial management software

Deliver integrations with accounting modules of ERP systems

Provide standard invoice templates that can be customized by users

Ability to convert invoices to digital formats such as PDF

Automatically generates invoices at pre-defined time intervals

Enter and convert orders and quotes

Register received orders in the system

Provide real-time notifications and status updates

Entering, storing, and transmitting electronic and/or online orders, tests and other services for all types of industries

The ability to enter orders from a remote location such as a computer, mobile, or tablet.

Verify shipping preferences

Track orders and their statuses as they move along the supply chain

Manage orders for products that are unavailable due to inventory shortage

Track products that are for sale at a reduced price or part of coupon promotions

Track orders throughout the fulfillment process

Create, send, and track purchase orders and their statuses

Maintain visual on stock levels

Track available inventory and manage flow of goods to/from warehouses

Reserve goods that have been added to cart and update stock levels

Provide customers access to their information in order to answer FAQs

Automatically send emails using certain triggers to notify customer service of issues

Access software remotely via mobile devices

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Managing orders that a customer purchases repeatedly and regularly

Receive data and information in real time

Reduces future risks through root cause analysis and process improvement

Reduces frequency of errors, identifies risk and improves efficiency

Identifies and recoups funds and prevents errors from happening again

Offers reporting to aid in minimizing future lost profits and process breakdown

Includes a library of audit-tested filters to identify AP outliers that are outside company policy

Detects and prevents a wide range of overpayment errors

Allows the user to process documents in various formats such as PDF, DOCX, and JPEG.

Gives user the ability to convert different types of documents into machine-readable text using Optical Character Recognition (OCR).

Filtering incoming messages/alerts and detecting patterns to spot anomalies.

Gives user the ability to categorize sections of text within the document based on preset criteria.

Grouping log entries based on similar attributes.

Recognize/detect varying frequencies in a person's voice to identify/verify "who" is speaking

Ability to recognize printed or written text within digital images or scanned documents

Provides the user with the capability to validate the extracted data for accuracy.

Process and analyze human language in text or audio form

Gives user the ability to connect to automation technology, such as robotic process automation (RPA).

Set up connections to third-party platforms to improve business processes

Enables users to search through the content of processed documents easily.

Allows the user to track changes and manage different versions of a document.

Search for specific words or phrases within a document or database

Capability to use a search engine via operators like AND, NOT, and OR

Gives user the ability to train custom machine learning models for specific data extraction tasks.

Provides the user with the ability to analyze the sentiment expressed in the textual content of the document.

Process of extracting and classifying information from text, such as tweets, emails, product reviews, etc

Inspect the given text for key elements such as names of people, places and more

Review data from past periods to reveal recurring tendencies and predict future performance

Allows the system to understand the context of words and phrases for better data extraction and classification.

Provides the user with the ability to integrate the IDP system into other applications through APIs.

Assures the user that the system complies with industry regulations like GDPR.

Ensures that all data processed is encrypted for security.

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Improves performance based on feedback and experience

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Use AI to generate content in the form of text, images, videos, etc.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Assemble applications and processes by dragging over and arranging pre-built components

Track and manage schedules and meetings via an integrated calendar

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Customize contracts and forms to collect specific information

Store, manage and track all forms in a centralized location

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Detects variations in pronunciation or variations in spelling across regions.

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Manage, store and organize emails within the system or via third-party apps

Import, collect, and capture data from multiple sources

Define levels of authorization for access to specific files or systems

Create, design and manage workflows for repetitive tasks

Digital forms that are shared and accessed online

Automatically comprehend data abbreviation terms

Web form that allows users to enter data that is sent and processed for different reasons

Allows users to manage data from a number of sources

Detects when a user has input/keyed data incorrectly

Import and export data to and from software applications

Process of copying and storing data in more than one site or node

Store, manage, and track all electronic documents in a centralized location

Automatically retrieve and pull information from documents, websites, images, data sets, and other sources

Alter the layout and content of reports

Add customized logos and colors to align with company branding

Ability of websites, web applications, or mobile applications to function without an active internet connection

Digitally sign online documents

Search and find data in a structured format

Provides a channel for team members to share media files, communicate, and work together

Scan barcodes to ensure accurate pricing and label tracking

Extract email addresses from multiple data sources

Customize data fields to support various needs and use cases

Create, manage and track all task activities and progression

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Process images and automatically scan for data

Configure existing workflows to meet your organization's needs

Application programming interface that allows for integration with other systems/databases

Graphical representation of data

Pre-designed layouts that can be customized to match preferences and requirements

Capability of a software or system to make decisions and perform actions based on specified conditions

A record of all activities within the system, including user access, changes made, etc.

Track and document all activities across devices, networks, and other systems

Receive system updates as soon as any changes are made

Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Analyze and gain insights into data in real-time

Analyzing historical and current data and generating a model to help predict future outcomes.

Analyze survey results via statistical testing or crosstabs directly within the software

Find & retrieve relevant data or documents

Leave comments and notes on documents for others to view

Organize and group data or items based on various criteria

Process of checking different types of data for accuracy to avoid errors or inconsistencies

Software program that continuously adjusts its behavior based on observed data

Interact with data visualization elements, such as charts and graphs, to drill down into data

Process of dividing customers into groups based on common characteristics

Search and filter data across systems to locate required information by entering keywords or certain criteria

Removes data that is incomplete, inaccurate, or irrelevant from a dataset

Identify topics to prioritize document research

Manage and support multiple languages

Identify different languages

Detect spam, BOT, or invalid email addresses

Predict future data based on historical data sets

Record customer information, purchase history, and other notes

Collect and maintain structured information that describes data or content

Import and export data to and from software applications

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Ability to manage transactions online with a mobile device or computer.

Generate, file and review 1099 tax forms for IRS (Internal Revenue Service)

Use AI to generate content in the form of text, images, videos, etc.

Upload, track, and submit receipts in a central database

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Identify and prevent suspicious activity

Receive an automatic notification when the exact same payment is about to be initiated for the second time

Store, manage, and track all electronic documents in a centralized location

Track and manage adherence to policies for any service, product, process, or supplier

Track and manage inventory levels to maintain proper supply

Issue payments to third parties via checks

Access software remotely via mobile devices

A record of all activities within the system, including user access, changes made, etc.

View and track pertinent metrics to find patterns and gain insights from data

Manage and handle various international currencies

Track the status over time for a request, process, asset, or transaction

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Create, manage, and send invoices or bills to customers

Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.

Automatically identify unusual behavior

Application programming interface that allows for integration with other systems/databases

Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)

Creation, processing, verification, and execution of invoices till the payment is made

Categorizes outstanding invoices based on the amount of time they have remained unpaid

Manage all supplier data and operations

Centralized accounting record which tracks all financial transactions

Monitor and record expenses such as purchases or charges incurred

Compare and match accounting/financial records with corresponding bank statements

Create, design and manage workflows for repetitive tasks

Alter the layout and content of reports

Manage the process of evaluating documents or requests submitted for approval

Transfer money electronically between two bank accounts

Aligns purchase orders with incoming invoices and receiving reports

Plan, manage, and track the financial activities of an individual or organization

Streamlining repetitive tasks and activities through automated and predefined workflows

Manage and support multiple locations

Scan barcodes to ensure accurate pricing and label tracking

A collection of customer information such as contact details, demographics, previous interactions, etc.

Customize the specifications of a finished product to meet the particular needs of a customer

Import and export data to and from software applications

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Cross-checking financial records with physical inventory counts and records

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Generate quotes or estimates for customers

Access previous interactions or concerns to maintain customer relationships

Create invoices from scratch or have recurring invoices

Manage the process of receiving, preparing, and delivering orders for goods/products

Private online space that lets businesses securely share documents and provide information access to clients

Manage and track orders being shipped to customers

Assign issues and tasks based on availability or required skills

Create, design and manage workflows for repetitive tasks

Manage and track operations and inventory within warehouses

Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Use AI to generate content in the form of text, images, videos, etc.

Create, manage, and send invoices or bills to customers

Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products

Manage order deliveries until they are received by the customers

Receive system updates as soon as any changes are made

Track and facilitate returns of products sold

Process of printing custom labels through various methods.

View and track pertinent metrics to find patterns and gain insights from data

Search and filter data across systems to locate required information by entering keywords or certain criteria

Manage and track customer orders for goods, investments, or any other purchases

Create and manage digital catalog of products/services with their details, specifications, and price

Track and manage inventory levels to maintain proper supply

Set up connections to third-party platforms to improve business processes

Intended to be used by online stores

Manage customer orders that cannot be filled immediately due to out-of-stock items

Manage all supplier data and operations

Software's ability to perform similar action on multiple similar files simultaneously

Set up routing rules that connect sales channels with warehouses to minimize order processing time

Assess and optimize pricing markdowns, special offers, or other promos

Application programming interface that allows for integration with other systems/databases

Manage and handle various international currencies

Generate or print labels that contain shipping information for packages

Store and organize information about customers and previous interactions

Send / receive, process, and execute orders

Enable the process of exchanging one item for another

Add customized logos and colors to align with company branding

Manage special order requested by a customer

Form predictions based on past and present data/trends

Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.