Intellégo for Financials



In today’s competitive marketplace, Accounts Payable Departments face increasing demands to ensure that vendor and customer service levels are met – often with a reduced AP staff. Yet, in spite of these growing requirements and time constraints, most AP Departments still manually receive, process and track invoices. To help alleviate the issues associated with manual invoice processing, Avrio presents *Intellégo. Avrio’s* *Intellégo* seamlessly integrates PeopleSoft Financials with FileNet P8 Business Process Management (“BPM”) and Content Engine to provide a versatile case processing, content management, and workflow rules engine that automates and streamlines invoice administration and approval processing.


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Using *Intellégo, AP Departments can eliminate inefficient paper-based invoice processes by: Capturing invoice documents and data upfront. Automating voucher creation within PeopleSoft. Allowing AP users access to work queues, vouchers, invoices and AP Connector screens from within PeopleSoft. Providing online search screens within PeopleSoft to assist with customer inquiries. Matching POs and shipping documents automatically to a voucher and invoice. Automating new vendor setup and W-9 verification functions. Distributing work to Department Approvers based on business rules. Providing Approvers with an eForm for voucher and invoice review, and e-signature. Tracking and escalating invoices not reviewed in a timely manner. Notifying the requester of rejected invoices, or invoices with issues. Automating payment of approved invoices. By implementing Intellégo*, your AP Department and enterprise-wide Approvers will operate more effectively, reduce operating costs, and improve service to vendors.


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Automated Invoice Capture and Data Extraction.

Intellégo optimizes invoice processing by automating document capture, classification and data extraction as the first set of steps. Intellégo then matches captured invoice data to corresponding PeopleSoft vendors and purchase orders, and permanently stores all data and documents in the FileNet Content Engine.

Create PeopleSoft Vouchers.

Using the captured invoice data, Intellégo automatically performs a duplicate invoice check against PeopleSoft. If the invoice passes the duplicate check, then Intellégo automatically creates PeopleSoft vouchers. Conversely, invoices that fail the duplicate check are flagged as duplicates and routed to AP for investigation by the Intellégo.

PeopleSoft Imbedded AP Work Queues and Screens.

AP users access Intellégo work queues, PeopleSoft voucher screens, Intellégo step processor, and supporting document images (e.g., invoice, shipping documents, W-9, etc.) through custom screens imbedded into PeopleSoft. This allows AP to work exclusively within PeopleSoft.

AP Exception Processing.

To address and control AP exceptions, Intellégo provides exception BPM maps to address: new vendor set up and W-9 verification; duplicate invoice handling; GL coding errors and corrections; short pay invoices; and, other issues raised by AP, QC/governance groups, or approvers. Each exception workflow contains the necessary process steps to address the exception as well as observe regulatory compliance and corporate governance policies.

Approval Processing.

Intellégo leverages FileNet’s electronic forms (eForms) to provide approvers with voucher information, links to AP content (e.g., invoice, shipping documents, etc.), notes, PeopleSoft voucher and distribution line information. Approvers can review the Approval eForm and indicate whether to approve, reject, or short pay the invoice; and apply an e-Signature or e-Pen Signature. Additionally, the approver can return the Approval eForm to AP for question or issue resolution.

Auto Two- and Three-Way Matching.

Intellégo workflow automatically performs two- and three-way matching of purchase order and shipping document images to the invoice/voucher.

Work Distributed by Business Rules.

Through a series of BPM maps and rules, Intellégo delivers PeopleSoft voucher data and supporting content to QC/governance groups and approvers. Process escalation rules embedded in the BPM maps ensure that invoice reviews and approvals are completed on a timely basis. Approved invoices are automatically sent for payment in PeopleSoft, while rejected invoices are returned to the requester.

Want to Learn More?

Avrio Corporation is a leading provider of high-value Document Imaging, Content Management, Business Process Management (“BPM” workflow), and Web-based solutions. Contact us to learn more about how Intellégo product can address your organization’s Accounts Payable needs.