Out-of-the-Box Invoice Processing with AP Agility for Kofax KTA

Kofax TotalAgility is a powerful workflow automation platform aimed at creating flexibility for complex business processes. AP Agility is a pre-packaged Accounts Payable and Invoice Processing solution automating OCR, extraction, verification, and invoice approvals within Kofax KTA. Combine this with deep, out-of-the-box ERP integration, and AP Agility is ready to take AP automation to the next level.

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Hi everyone, thanks for joining us for another RPI Consultants Webinar Wednesdays. Today we’re going to be talking about automating your invoice processing with AP Agility inside a Kofax KTA.

Before we get started we have a few housekeeping items. First is, of course, this slide deck will be sent to all attendees, so don’t feel like you have to take any screenshots or anything like that.

A recording of this video, or a video recording of this webinar will be put on our YouTube channel shortly after we’re done. You’ll be able to reference this and share it internally.

Of course, we have someone standing by to take questions. Please feel free to use the questions pane inside of the go-to webinar panel to submit those questions and we’ll tackle those probably at the end.

Finally, we’re always looking for new content and new things present, so if you have new ideas for topics on additional webinars that you’d like to see us put something together for, please reach out and we’re happy to do so.

First, a look at our webinar schedule. This is the first of three webinars today. In the early afternoon we have a webinar on our email capture service, which is an RPI developed product, to facilitate the capture of emails and attachments, as well as allowing for greater flexibility in auditing and following those documents through your process.

Then later this afternoon, we have a webinar on Hyland’s OnBase, and specifically around the workflow. Showing what its capabilities are, how to create a simple workflow, that kind of thing.

Next month, August 1st, we have two webinars. In the morning, we have a testing best practices webinar, and that’s system agnostics. This is just general advice and best practices.

Then in the afternoon, we have a webinar on Brainware for transcripts. This is for automating the extraction off of high school and college transcripts for higher education institutions.

If you haven’t met me before, my name is John Marney, I’m the Manager of Solution Delivery here at RPI, on the imaging team. I have over eight years of experience implementing and designing and supporting OCR and Workflow Solutions. This is across many different platforms, ImageNow, Kofax, and OnBase.

I’ve specialized in accounts payable and financial process automation, specifically in health care industry and financial services.

I’m Richard Creavalle, I also have about eight years of experience in designing, implementing, supporting primarily Kofax products. I do have experience in other products, but Kofax is my specialty.

I also specialize in account