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About

NextProcess’ enterprise-ready financial process automation platform helps organizations modernize financial operations with streamline capital project oversight, precise procurement/PO management, accurate accounts payable processing, and secure vendor payment management. Clients reduce costs, improve efficiency, strengthen financial controls, and make better-informed decisions. Capital Project Management helps efficiently manage capital projects of virtually any size or scale throughout the project lifecycle. Procurement/PO Management provides finance and procurement teams with actionable insights to identify savings opportunities, gain more control, improve purchase decisions, and optimize spend. AP Automation transforms AP into a streamlined, efficient operation. Our powerful intelligence engine handles many unique invoice processing requirements and business rules. Payment Disbursement supports governed supplier payments via ACH, wire, virtual card, and check.

About

Streamline operations and elevate your team's efficiency with PairSoft. Our AP automation, procurement, and document management solutions eliminate manual processes, cut costs, and free your team to focus on strategic initiatives. Experience our state-of-the-art invoice-to-pay solution, now integrated with advanced AI technology for faster, smarter results. Our customers report a significant 70% reduction in approval times and annual savings of $62,000 in employee hours. At PairSoft, we aim to transform your business operations through automation. Explore the future of automation at pairsoft.com, where you can leverage cutting-edge features like invoice capture, OCR, and comprehensive AP automation to transform your workflow. Whether you are a small business or a large enterprise, our solutions are designed to scale with your needs, providing robust functionality and ease of use. Join the growing number of businesses that trust PairSoft.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Businesses seeking automation solutions for CapEx, Procurement, Accounts Payable, and Disbursements to improve efficiency, strengthen controls, and drive growth.

Audience

CFO, Controller, Accounts Payable, Procurement, Purchasing, Finance, Fundraising

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

Monthly subscription
Free Version Not Supported
Free Trial Not Supported

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:

Review this Software

Reviews/Ratings

Overall 3.4 / 5
ease 3.0 / 5
features 4.2 / 5
design 3.4 / 5
support 3.0 / 5

Pros & Cons from Real Users

Pros

  • Most importantly to us is the linkage to Raiser's Edge. The accessibility and linking has improved over the 5 years I have been using it. Being able to store gift and constituent documentation on the Raiser's Edge record is very useful. I also like the capability to do queries and reports on our data storage.
  • PairSoft has been a pretty reliable product for us and easy and versatile to use. Their customer service is, by far, the best of all the vendors we work with.
  • PairSoft provides us with useful software. We are able to digitally file our documents and have them linked to our Raiser's Edge database records for very convenient access. The Workflows are also a very good concept that could increase efficiency for whoever is filing the documents.
  • I love that PairSoft WorkPlace integrates with our financial software automatically, and we don't have to do anything.
  • Easy to use. Dependability is sometimes in question but for the most part it works..

Cons

  • The user support we have received has been very mixed and too often it has been with support people who are less than ideally trained in the product. This has caused some frustration. The user documentation and experience are not intuitive.
  • Sometimes when reaching out for a problem, I would prefer to chat with someone for quick resolution rather than starting a ticket. Setting up team members can be tricky.
  • Poor communication with Customer Success Managers. Very unprofessional overseas customer support. They often demonstrate complete unfamiliarity with the software. We have been using this software for 10 years and its been this way since we started. Fingers crossed that it keeps working since there is really no support to speak of.
  • The design and setup of the system is very complex. This makes it difficult to trouble-shoot occasionally, especially if it involves routing rules. As a result, it's also hard to train new administrators in relation to this.
  • Support stinks. My GP consultant opened up two tickets with support as we were trying to get PS to work with our SQL Server. Last ticket number was 114287. Support closed out ticket when the issue was not even solved. This has happened before when I was trying to get an issue resolved that came about when we switched to the cloud-based version. When support can't figure it out, they just close a ticket. Also, we spent many hours looking to implement workflow for AP in our company.

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

NextProcess
Founded: 2003
United States
www.nextprocess.com

Company Information

PairSoft
United States
www.pairsoft.com

Alternatives

Alternatives

Airbase

Airbase

Paylocity

Categories

Categories

Accounts Payable Supported

PairSoft delivers best-in-class Accounts Payable Automation that transforms AP departments into efficient, paperless operations. Seamlessly integrated with ERPs like NetSuite, Dynamics, and Sage Intacct, it automates the entire AP lifecycle—from invoice capture and 3-way matching to approvals and audit trails—reducing errors, accelerating processing, and strengthening financial control. With AI-driven OCR, real-time PO validation, and eInvoicing compliance, PairSoft improves supplier relationships, cuts processing costs, and enhances spend visibility. Finance teams across industries trust PairSoft to modernize AP workflows, enforce policy, and support scalable, remote-friendly finance operations.

AP Automation Supported

PairSoft delivers best-in-class Accounts Payable Automation that transforms AP departments into efficient, paperless operations. Seamlessly integrated with ERPs like NetSuite, Dynamics, and Sage Intacct, it automates the entire AP lifecycle—from invoice capture and 3-way matching to approvals and audit trails—reducing errors, accelerating processing, and strengthening financial control. With AI-driven OCR, real-time PO validation, and eInvoicing compliance, PairSoft improves supplier relationships, cuts processing costs, and enhances spend visibility. Finance teams across industries trust PairSoft to modernize AP workflows, enforce policy, and support scalable, remote-friendly finance operations.

PairSoft delivers secure, cloud-based document management built for finance and procurement teams. Integrated with ERPs like NetSuite, Dynamics, and Sage Intacct, it centralizes and automates document capture, indexing, and retrieval for invoices, POs, contracts, and more. With OCR-powered search, role-based access, and full audit trails, PairSoft eliminates paper-based processes, ensures compliance, and boosts efficiency across AP and purchasing workflows. Custom retention policies and real-time ERP sync help teams stay audit-ready and organized. Whether supporting AP automation or procurement, PairSoft provides seamless, scalable document control for modern, remote-friendly finance operations.

Document Scanner Supported
Finance Supported

PairSoft is a leading Finance SaaS platform that streamlines procure-to-pay, invoice automation, and accounts payable processes for mid-market to enterprise organizations. Designed for seamless ERP integration with NetSuite, Dynamics, and Sage Intacct, PairSoft eliminates manual workflows, boosts accuracy, and delivers real-time visibility into financial operations. Its AI-powered tools support eInvoicing compliance, procurement automation, expense tracking, and approval workflows—accelerating close cycles, improving controls, and enabling audit readiness. With secure cloud infrastructure and multi-entity support, PairSoft is ideal for global finance teams seeking scalable, efficient, and compliant financial automation.

Fundraising Supported

PairSoft’s Fundraising Automation solution enhances donor engagement and financial stewardship by integrating seamlessly with Blackbaud’s Raiser’s Edge NXT and Financial Edge NXT. Built for nonprofit and education organizations, PairSoft centralizes and automates donation tracking, approval workflows, and document management for grants, pledges, and gifts. By eliminating manual data entry and streamlining back-office processes, it ensures compliance, transparency, and audit readiness. With secure cloud storage, role-based access, and intelligent search, development and finance teams can collaborate effortlessly. PairSoft empowers mission-driven organizations to scale fundraising efforts while maintaining financial accuracy and donor trust.

Procure to Pay Supported

PairSoft delivers a fully integrated Procure-to-Pay (P2P) automation platform that connects purchasing, invoice processing, and accounts payable into one seamless workflow. Designed for mid-market and enterprise organizations, PairSoft helps teams control spend, enforce policies, and eliminate manual processes from requisition to payment. With real-time ERP integration (NetSuite, Dynamics, Sage Intacct), AI-powered invoice capture, configurable approval workflows, and full audit trails, it improves accuracy, reduces costs, and accelerates the entire financial cycle. Trusted by finance, procurement, and AP leaders, PairSoft brings visibility, efficiency, and compliance to every stage of the P2P lifecycle.

Procurement Supported

PairSoft offers a robust Procurement Automation solution that empowers finance and procurement teams to control spend, enforce policy, and streamline the full procurement lifecycle. Integrated with ERPs like NetSuite, Dynamics, and Sage Intacct, PairSoft automates requisitions, approvals, and purchase orders while ensuring compliance with contract terms and budget limits. With features like guided buying, real-time budget tracking, and vendor catalog integration, it eliminates maverick spend and manual processes. Finance-led organizations rely on PairSoft to increase purchasing efficiency, improve auditability, and gain visibility into enterprise-wide procurement—all within a secure, cloud-based platform.

Purchasing Supported

PairSoft offers a powerful Purchasing Automation solution that streamlines the procure-to-pay process for finance, procurement, and operations teams. It helps organizations reduce maverick spend, enforce budget compliance, and control purchase requisitions, approvals, and vendor management. Fully integrated with ERPs like NetSuite, Dynamics, and Sage Intacct, PairSoft enables automated PO generation, policy-driven approvals, and ERP-synced purchasing workflows. With real-time budget tracking, vendor catalog validation, and full audit trails, teams can accelerate purchasing cycles, improve supplier accountability, and gain visibility into company-wide spend. Designed for scalability, PairSoft transforms purchasing into a strategic, compliant, and paperless operation.

Accounts Payable Features

Approval Process Control Supported
Bank Reconciliation Not Supported
Cash Management Not Supported
Check Writing Supported
Duplicate Payment Alert Supported
Fraud Detection Supported
General Ledger Entry Supported
Vendor Management Supported

Document Management Features

Access Controls Supported
Archiving & Retention Supported
Collaboration Tools Supported
Compliance Tracking Supported
Document Archiving Supported
Document Assembly Not Supported
Document Capture Supported
Document Conversion Supported
Document Delivery Supported
Document Indexing Supported
Document Retention Supported
Electronic Signature Supported
Email Management Supported
File Recovery Supported
File Type Conversion Supported
Forms Management Supported
Full Text Search Supported
Offline Access Supported
Optical Character Recognition Supported
Print Management Supported
Version Control Supported

Procurement Features

Asset Management Not Supported
Auction Management Not Supported
Bid Management Supported
Budget Management Supported
Catalog Management Supported
Contract Management Supported
Inventory Management Not Supported
Invoice Processing Supported
PunchOut Supported
Purchase Order Management Supported
Receiving Supported
Requisitions & Approvals Supported
Sourcing Management Supported
Spend Management Supported
Supplier Management Supported

Business Process Management Features

Access Controls / Permissions Supported
Alerts / Notifications Supported
Business Process Automation Supported
Business Rules Management Supported
Collaboration Supported
Process Change Tracking Supported
Process Mapping Supported
Process Modeling & Design Not Supported
Visual Workflow Management Not Supported

Expense Report Features

Approval Process Control Supported
Invoice Management Supported
Multi-Currency Supported
Receipt Management Supported
Reimbursement Management Supported
Spend Control Supported
Time Tracking Not Supported
Workflow Management Supported

Accounts Payable Features

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

Document Management Features

Access Controls Supported
Archiving & Retention Supported
Collaboration Tools Supported
Compliance Tracking Supported
Document Archiving Supported
Document Assembly Supported
Document Capture Supported
Document Conversion Not Supported
Document Delivery Not Supported
Document Indexing Supported
Document Retention Supported
Electronic Signature Supported
Email Management Supported
File Recovery Supported
File Type Conversion Not Supported
Forms Management Supported
Full Text Search Supported
Offline Access Supported
Optical Character Recognition Supported
Print Management Supported
Version Control Supported

Procurement Features

Asset Management Not Supported
Auction Management Not Supported
Bid Management Not Supported
Budget Management Supported
Catalog Management Supported
Contract Management Supported
Inventory Management Supported
Invoice Processing Supported
PunchOut Supported
Purchase Order Management Supported
Receiving Supported
Requisitions & Approvals Supported
Sourcing Management Supported
Spend Management Supported
Supplier Management Supported

Fundraising Features

Alumni Management Not Supported
Auction Management Not Supported
Campaign Management Not Supported
Contribution Tracking Not Supported
CRM Supported
Donor Management Supported
Event Management Not Supported
Gift Matching Management Supported
Grant Management Not Supported
Membership Management Not Supported
Mobile Giving Not Supported
Payment Processing Not Supported
Pledge Management Not Supported
Prospect Management Not Supported
Raffles / Lotteries Not Supported
Recurring Giving Not Supported
Volunteer Management Not Supported

Procure to Pay Features

Billing & Invoicing Supported
Budgeting / Forecasting Supported
Compliance Management Supported
Contract Lifecycle Management Supported
Financial Reporting Supported
Integration Management Supported
Inventory Management Supported
Order Management Supported
Vendor Management Supported

Integrations

Epicor Kinetic Supported
NetSuite Supported
Acumatica Cloud ERP Not Supported
Blackbaud CRM Not Supported
Blackbaud Financial Edge NXT Not Supported
Blackbaud Raiser's Edge NXT Not Supported
Microsoft Dynamics 365 Not Supported
Microsoft Dynamics 365 Business Central Not Supported
Microsoft Dynamics 365 Finance Not Supported
Microsoft Dynamics GP Not Supported
Oracle E-Business Suite Not Supported
Oracle Fusion Cloud Financials Not Supported
Plex Smart Manufacturing Platform Supported
SAP Business One Supported
SAP ERP Not Supported
Sage 100 Not Supported
Sage 300 Not Supported
Sage 500 Supported
Sage Intacct Not Supported
Yardi Breeze Not Supported

Integrations

Epicor Kinetic Supported
NetSuite Supported
Acumatica Cloud ERP Supported
Blackbaud CRM Supported
Blackbaud Financial Edge NXT Supported
Blackbaud Raiser's Edge NXT Supported
Microsoft Dynamics 365 Supported
Microsoft Dynamics 365 Business Central Supported
Microsoft Dynamics 365 Finance Supported
Microsoft Dynamics GP Supported
Oracle E-Business Suite Supported
Oracle Fusion Cloud Financials Supported
Plex Smart Manufacturing Platform Not Supported
SAP Business One Not Supported
SAP ERP Supported
Sage 100 Supported
Sage 300 Supported
Sage 500 Not Supported
Sage Intacct Supported
Yardi Breeze Supported
Claim NextProcess and update features and information
Claim NextProcess and update features and information
Claim PairSoft and update features and information
Claim PairSoft and update features and information