AP Automation for
Sage 100
Stampli transforms Sage 100’s batch-oriented workflows into real-time, AI-driven AP automation without disrupting your existing controls, segments, or workflows.
How does Sage 100 fall short for accounts payable?
Sage 100’s rigid interface and manual processes create daily friction for finance teams managing invoice workflows.
Batch-oriented bottlenecks
Manual register/update cycles create timing delays and accrual mismatches
Limited invoice visibility
No real-time dashboards means constant manual searches for invoice status
Fragmented PO management
Disconnected modules force tab-switching between orders, receipts, and invoices
Manual approval workflows
Basic electronic approvals lack easy customization for multi-level routing exceptions
Layering procure-to-pay seamlessly on Sage 100
Streamlined user experience & collaboration
Purpose-built interface eliminates learning curve for finance and non-finance approvers alike.
Configurable workflows without IT burden
Dynamic approvals, custom batch fields, multi-entity support, and more can be set up in clicks.
Real-time Sage 100 connectivity
Remove batch blind spots with real-time posting and live invoice-to-payment status.
Intelligent PO matching & visibility
Live PO and receiving data enables instant 2-way and 3-way matching scenarios
Automatic Sync between
Sage 100 and Stampli
Sync Lists
Vendor list
Vendor List
GL accounts
GL Accounts
Open PO’s, Line Items, Receiving
Open PO’s, Line Items, Receiving
Fields, Custom Fields e.g., Projects, Departments, Allocations, etc.
Fields, Custom Fields e.g., Projects, Departments, Allocations, etc.
Invoices + Payments
Sage 100 Invoice
Invoice Authorized for Payment
Link to Stampli Invoice
Link to Sage 100 Invoice
Payment info
Payment Info
Our Sage 100 integration is built in advance, built in-house, and built to completion.
Stampli’s two-way Bridge architecture maintains continuous sync with on-premises Sage 100 instances, preserving every control and convention your team relies on.
Streamlined user experience & collaboration
Stampli removes the friction that typically business users experience with an ERP. A focused, invoice-first interface and real-time status updates mean everyone – from AP to occasional approvers – can work in one place without extra training or delays.
- Stampli is easier to learn and use – purpose-built screens reduce the learning curve for finance and non-finance users alike.
- Add approvers on the fly – dynamic workflows let AP invite additional reviewers in seconds when real-world exceptions pop up.
- Invoice payment status is synced back to Stampli – approvers can see whether an invoice has been paid without jumping back into Sage 100.
- Lists stay in sync without loading delays – background sync keeps pick-lists current so coders never wait for data to refresh.
Precise coding & flexible posting
Stampli gives Sage 100 teams granular control over how data is coded and posted while guarding data integrity behind the scenes. Dynamic filters and validation rules prevent bad combinations; configurable batch options mirror each customer’s preferred posting flow.
- Support many-to-many filtering – only valid entity/location/vendor/GL combinations appear during coding.
- Post invoices in batches or individually – choose the posting mechanism that matches existing processes.
- Support custom batches – AP can code the batch field in Sage 100 for additional tracking and filtering.
- Import vendor default values – tax codes, 1099 flags and distribution sets flow in automatically for faster coding.
- Sophisticated validation algorithm – catches duplicates, mismatched amounts and other data issues before export.
- Register invoices as final in Sage 100 – automatically have exported invoices marked as final, eliminating an additional manual step.
Advanced tax & discount compliance
Whether customers operate in a single U.S. state or across multiple jurisdictions, Stampli automates the edge cases that derail month-end. The platform understands nuanced tax setups, vendor discounts and 1099 status changes.
- Create accrued tax lines – record taxes expected but not listed on the invoice for proper period accounting.
- Support all international tax scenarios & adjustments – imports ERP tax tables to calculate correctly in every region.
- Track vendor 1099 status at the line level – override the default per-invoice when reality differs.
- Track vendor discounts automatically – calculates and exports prompt-pay discounts as credits so savings aren’t missed.
Real-time Sage 100 connectivity & operational efficiency
Stampli’s bridge architecture keeps an on-prem Sage 100 instance in continuous two-way sync – without firewall headaches or IT tickets. Users always work on live data and avoid ballooning ERP storage costs.
- Real-time sync with the Stampli Bridge – automatic updates every few minutes keep POs, vendors, and payments current.
- Two-way link between Sage 100 and Stampli – one click opens the corresponding record in either system.
- Avoid extra storage fees – PDF images stay in Stampli, not the ERP, while remaining instantly accessible.
Multi-entity, job-cost & segmentation flexibility
Stampli works the way complex organizations structure their GL – supporting multi entity environments, intercompany allocations, job-cost fields, and unlimited segments. AP teams keep their existing chart of accounts and allocation rules.
- Support cost codes and job costs – exports Intacct’s native fields so project accounting stay intact.
- Support segmentation for GL accounts – captures every segment and filters valid combinations during coding.
- Support multi-entity management – consolidates multiple companies inside one Stampli account.
- Support intercompany transfers – splits a single invoice across entities at the line level when multi-entity management isn’t used.
Intelligent PO matching & receiving visibility
- One PO to multiple invoices & vice versa – handles partial shipments and cross-department orders without extra work.
- Support 2-way and 3-way PO matching – imports open POs and receipts to match automatically.
- Sync live receiving status – shows which receipts have been applied before matching.
- Bring in PO header data – vendor, project, and other fields map directly to the invoice.
- Sync full PO data every two hours – ensures line-level changes are always reflected in Stampli.
ERP Resources
We rely on Sage 100 invoice batches – will Stampli create extra batches or break our existing numbering?
Stampli posts into A/P invoice data entry using the batch name you choose or your default open batch. Your existing numbering sequences, approval controls, and batch conventions remain exactly as they are today. You can configure Stampli to post invoices individually for real-time visibility or maintain your current batch posting workflow – whatever matches your team’s preferences.
Our team isn't technical – how complex is the Sage 100 integration to set up?
The Stampli Bridge is installed next to Sage 100 and connects. No firewall changes, port openings, or custom scripting required. Most implementations are up and running within days, not weeks, and our Sage 100 experts guide you through the entire process with dedicated support.
We split invoices across multiple company codes – does Stampli handle that or force manual re-keying?
Stampli mirrors any existing workflow you have in Sage 100, preserving your company codes and any existing allocation methods without requiring process changes.
Will Stampli's validation interfere with our existing Sage 100 controls and approval processes?
Stampli enhances rather than replaces your existing controls. Our validation algorithm catches duplicates, invalid GL combinations, and data errors before they reach Sage 100, while preserving all your segment structures, job cost fields, and 1099 settings. You can export invoices as drafts for final review in Sage 100 or have them automatically registered as final – your choice.
Our POs carry Job Cost fields and we do partial receipts – will Stampli keep those references and handle complex matching?
Every PO distribution field, including Job code, Cost Code, and Cost Type, flows back unchanged to preserve downstream WIP and job-cost reporting. Stampli imports the full PO including misc-item, special, and comment lines, and respects Sage 100’s Receipt of Goods/Receipt of Invoice logic. If only part of an order is received, Stampli matches what’s received and leaves the PO open for the balance.
We upgrade Sage 100 annually – will the integration break with each version?
Stampli’s integration allows us to test any new Sage 100 rollout and push needed updates. You won’t need to redo your setup, and everything keeps running smoothly—no extra IT hassles when you upgrade.
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Webinar
Watch our webinar, Stampli Connects: Sage Intacct Construction, to learn how you can automate your accounts payable processes without reworking your Sage Intacct Construction ERP.
CASE STUDY
Efficiencies from adopting Stampli’s software let Pillar Automotive run with smaller — and better-paid — accounting teams.
Stampli is #1 in
Customer Satisfaction
for AP Automation
Customer delight positions Stampli as a Leader in the G2 Grid® for AP Automation software and #1 in Support and Implementation.
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