Sage AP Automation for Sage 100 ( Beanworks ) Feedback

I had a meeting today with a customer. They had a double whammy of COVID and AP staff departure impact their business

About two months ago they spoke to Beanworks ( Sage AP Automation ) about how their solution could help them possibly replace an AP person ( Spoiler: It did ) and how quickly they could get going.

The feedback from the customer:

We really like Beanworks. It’s intuitive, helpful, efficient, accurate, responsive. All around good! We can talk more if you’d like!

This morning I met remotely with them and they spent another 10 minutes telling me how much they liked the product, the service, and the overall experience.

As their Sage partner, I was not involved in the setup or any type of troubleshooting. The integration only requires that the customer create a Sage 100 user and install a sync program in order to get started.

The only possible downside is that most of the info ( invoice copies ) is stored with Beanworks which could make it tougher to stop using the service in the future. However, this is the same issue with almost any third-party software.

Before they purchased I sat in on a demo which looked very impressive. And the way they manage workflow and keep copies of invoices seems like it is also potentially an Altec type solution ( paperless ).

This customer only uses the GLAP ( no PO ). Setup and usage for Sage 100 sites wanting to use 3-way matching ( PO to Receipt to Invoice ) are likely more complex.

I post this update in case anyone is wondering what one experience with Sage AP Automation for Sage 100 has been like.