<img src="https://ws.zoominfo.com/pixel/UN1mC4S8pYDBTzsJVYoE" width="1" height="1" style="display: none;">
DTIIntegrated Business Solutions

AP automation for Penta customers

DTI works with construction and specialty contractors that run Penta software on AP automation, vendor payments, OnBase solutions and document management. Our AP workflow, Compass, checks each invoice against the vendor, job and commitment information already in Penta and sends the results back.

Walk through your AP process with us See payment automation
  • Penta preferred partner
  • AP and payment automation
  • OnBase and document management
Laptop open on a set of construction drawings

What Penta customers work with us on

AP specialist reviewing invoices at two monitors

AP automation

Invoices checked against Penta, routed for approval and sent back to Penta through our Compass workflow.

How Compass works
Reviewing invoices for payment

Vendor payments

Approved invoices paid by ACH, virtual card or check from one portal, without changing banks.

Payment automation
Colleagues reviewing a document workflow on screen

OnBase solutions

OnBase work beyond AP. We build and support OnBase solutions for the other processes and departments your team runs.

Binders of project records on a shelf

Document management

Document management outside OnBase, including EasyFile, for project records, contracts and the other files your team needs to find.

Document management

Webinar recordings, updates and more for Penta customers are on DTI for Penta.

How Compass handles construction invoices

In construction, invoices tie to jobs, phases, cost codes and commitments, so a coding mistake throws off job cost reports long after the invoice is paid. Compass was built for that environment.

Vendor, purchase order, job and cost code information comes from Penta to check each invoice, and approved invoices and document links go back to Penta.

  • Invoices checked against the vendor, job, commitment and cost code information already in Penta
  • Approvals from the field, so project managers can review invoices away from the office
  • Checks for overruns against commitments and purchase orders
  • Sales and use tax and freight validation
DTI consultant reviewing an AP workflow with a client

OnBase, Penta Vault or EasyFile

Many Penta customers have run AP on Penta's OnBase solution for years and are now deciding what comes next. The right choice depends on what else you need the system to do.

If OnBase is working for you

Stay on OnBase

Keep the system your team already knows. We build and support the AP workflow on it, along with OnBase solutions for other departments.

If you want documents inside Penta

Penta Vault

Penta's own document storage, sold and maintained by Penta. We send your AP documents into Vault so they stay connected to your Penta records.

If you need more than storage

EasyFile

Cloud document management, forms and workflow for AP and beyond, for teams that want more than Penta Vault offers today.

Whichever one you choose, Compass connects your AP workflow to Penta, so where your documents are stored doesn't limit your AP automation. We'll walk through the tradeoffs with you. More on document management

Pay vendors without printing checks or changing banks

For most Penta customers, paying vendors still means printing checks, getting them signed and mailing them. With DTI's payment automation, built on IronPay, your team picks what to pay in one portal built for paying vendors, and the rest is handled for you.

Vendors who already accept card are paid by card. Others are paid by ACH, and anyone who still needs a check gets one printed and mailed, drawn on your own bank account. Payment status comes back to accounting, and vendor questions about where a payment stands go to the payment team instead of yours.

  • Choose and release payments in one portal built for paying vendors
  • Checks still drawn on your own bank account, and only card payments are funded in advance
  • Card only for vendors who already accept it, so no vendor is pushed into a new method
  • Start with check printing and mailing alone, or hand off card and ACH too
  • A review of your current payment mix, including any bank card program, before you commit to anything
How vendor payments work
Finance team reviewing vendor payments on screen

What customers say

DTI provided truly top-notch service. The team members assigned to do the work were very knowledgeable and the project was completed on-time and under budget.

Julie

Questions from Penta customers

Does Compass connect directly to Penta software?

Yes. Compass uses vendor, purchase order, job and cost code information from Penta to check each invoice, and sends approved invoices and document links back to Penta. We confirm what your Penta setup supports before recommending an approach.

Do we have to leave OnBase?

No. DTI's AP automation works with OnBase, Penta Vault and EasyFile. If you're reconsidering OnBase, we'll walk through the tradeoffs of each so you can choose on the merits.

What's the difference between Penta Vault and EasyFile?

Penta Vault is Penta's own document storage, sold and maintained by Penta, and keeps documents inside Penta. EasyFile offers more document management, forms and workflow than Penta Vault does today. DTI's AP automation can send documents to either.

How long does an AP automation project take?

Most AP automation projects take four to six months, and we've completed some in as little as eight weeks. The biggest factor is how much time your team can give to testing and training alongside their daily work.

Do we need to change banks to automate vendor payments?

No. Checks are still drawn on your own bank account, and only virtual card payments are funded in advance.

Walk us through your Penta AP process

Bring a routine invoice and a difficult one. We'll show you where the time goes and what we'd change first.

Walk through your AP process with us Take the AP Assessment