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Sage AP Automation for Sage 100 ( Beanworks ) Feedback

October 12, 2020 by Wayne Schulz

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.

For more information please contact your Sage business partner or complete the contact form on the Sage AP Automation site here.

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Filed Under: Sage 100 ERP

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About Wayne Schulz

Wayne Schulz is a Sage 100 Consultant located in Connecticut. He has worked with Sage 100 since 1986 and provides advanced support to companies located throughout the United States. If you are experiencing an issue with Sage 100 and would like to schedule a support session - please request assistance here or call 860-657-8544.

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