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About

For over 34 years, Fintech has been leading the way in automating accounts payable (AP) and accounts receivable (AR) processes within the alcohol industry. Our flagship product, PaymentSource®, is relied upon by over 260,000 retail and hospitality businesses and more than 7,500 alcohol distributors, vendors, and supply chain partners nationwide. This innovative platform eliminates manual AP and AR tasks, enhances payment workflows, and captures essential B2B transaction data for companies across the country. Over the years, we’ve expanded beyond the alcohol industry, applying our expertise in AP and AR automation to all invoices. Alongside invoice management, we now offer cutting-edge solutions such as Scan-Based Trading (SBT), a customized beverage CRM, and advanced reporting tools designed to tackle the unique operational challenges faced by our clients.

About

Intelligent invoice automation for the modern world. Our automated AP management solutions deliver the power of our proprietary rules engine – combined with the human touch of highly skilled operators. The result? 85% straight-through processing. Our automated AP scanning solution delivers 99.5% data capture accuracy for all manual invoices. Intelligent document processing allows you to focus on your business while Symbeo manages the entire AP process. Our team of experienced operators make objective and goal-based decisions on any AP exceptions. Symbeo’s industry-unique, hands-on approach is a key differentiator compared to traditional AP outsourcing. Move to a complete and modern solution for your AP process that delivers a positive impact to the entire organization. Mailroom automation: Access your documents anywhere, avoid interruptions, and focus AP on strategic work. A fully centralized digital mailroom solution eliminates duplicate resource and departmental inconsistencies.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Retail Stores, Hospitality Businesses, Accounting Firms, Alcohol Distributors, Vendors and Supply Chain Partners

Audience

Companies interested in an AP and mailroom automation solution

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

Our pricing is dependent on your business needs. Distributors will pay per invoice and retailers pay per month. Our pricing model is built to fit each business and budget.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 2.0 / 5
ease 2.0 / 5
features 3.0 / 5
design 2.0 / 5
support 3.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Pros & Cons from Real Users

Pros

  • The only good point that I can think of is that I consume less checks and have to get them printed less often.

Cons

  • Requires two accounts if you both "get paid for " and "pay" invoices. No transparency in distributor auto pay of what invoices got combined. Mistakes are made often by suppliers on deposits/returns, paying with a check never had these issues.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Fintech
Founded: 1991
United States
fintech.com

Company Information

Symbeo
Founded: 1983
United States
www.symbeo.com

Alternatives

Alternatives

Fidesic

Fidesic

Enliven Software
Kanverse

Kanverse

Kanverse.ai

Categories

Categories

Accounts Payable Features

Approval Process Control
Bank Reconciliation
Cash Management
Check Writing
Duplicate Payment Alert
Fraud Detection
General Ledger Entry
Vendor Management

Accounts Receivable Features

ACH Payment Processing
Billing & Invoicing
Check Processing
Collections Management
Online Payment Processing
Overpayment Processing
Partial Payments
Receivables Ledger
Recurring Billing

Billing and Invoicing Features

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Accounts Payable Features

Approval Process Control
Bank Reconciliation
Cash Management
Check Writing
Duplicate Payment Alert
Fraud Detection
General Ledger Entry
Vendor Management

Integrations

BirchStreet eProcurement
COGS-Well
Cartzie
CooksTime
PDI
QuickBooks Online
Restaurant365
Sculpture Hospitality
Yellow Dog Inventory
mPower Beverage

Integrations

BirchStreet eProcurement
COGS-Well
Cartzie
CooksTime
PDI
QuickBooks Online
Restaurant365
Sculpture Hospitality
Yellow Dog Inventory
mPower Beverage
Claim Fintech and update features and information
Claim Fintech and update features and information
Claim Symbeo and update features and information
Claim Symbeo and update features and information