+
+
Visit Website

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.

About

Traild is an accounts payable automation platform designed to streamline, secure, and modernize AP processes. It integrates seamlessly with leading ERP and accounting systems to automate invoice processing, approvals, and payments. Traild intelligently triages AP workloads by auto-approving low-risk invoices while routing high-risk invoices to relevant approvers for digital review. The platform is built with fraud prevention at its core, using AI-driven risk detection to identify errors, duplicates, and suspicious activity before payments are made. Real-time visibility gives finance leaders complete control over invoices, approvals and payments. Traild supports complex, industry-specific workflows across sectors like manufacturing, construction, distribution, healthcare, and energy. By reducing manual AP effort and improving accuracy, Traild enables finance teams to focus on strategic decision-making instead of paperwork.

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

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

Audience

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

Audience

Traild is ideal for finance leaders, CFOs, and AP teams at mid-sized to enterprise businesses around the world seeking secure, automated accounts payable in a solution that can handle complex AP (multi-entity, multi currency etc) and has a deep ERP integration with swift implementation.

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

Monthly subscription
Free Version Not Supported
Free Trial Not Supported

Pricing

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

Reviews/Ratings

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

Reviews/Ratings

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 Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

PairSoft
United States
www.pairsoft.com

Company Information

Traild
Founded: 2017
United States
traildsoftware.com

Alternatives

Alternatives

BillyBox

BillyBox

Hormesis Labs

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.

Categories

Accounts Payable Supported

Traild is an accounts payable platform that automates the full AP process inside your ERP, from invoice capture and coding to PO matching, approvals and payment. Built as accounts payable software solutions for finance teams, it connects directly to your accounts payable ERP - Acumatica, SYSPRO, IFS, NetSuite, SAP Business One, MYOB and Xero - for real-time, two-way data flow. Always-on AI catches accounts payable errors before they cost you, while continuous risk scoring, anomaly detection and supplier verification cut accounts payable fraud risk and block accounts payable fraud schemes such as duplicate or doctored invoices. With accounts payable workflow solutions and management software in one platform, finance executives gain full visibility, a clear audit trail and accounts payable insights at the point of payment. Many customers cut AP workload by around 85%.

AP Automation Supported

Traild is accounts payable automation software for businesses running leading ERPs: Acumatica, SYSPRO, IFS, NetSuite, SAP Business One, MYOB and Xero. As an established AP automation provider, it delivers an automated accounts payable process from invoice capture and coding to PO matching, approvals and payment, so AP teams stop keying data by hand. Unlike point AP automation systems, this single AP automation platform captures invoice data accurately with AI, matches invoices to purchase orders and receipts, routes approvals to the right people, and verifies suppliers to guard against errors and invoice fraud. Built-in risk scoring and anomaly detection give finance executives full visibility and a clear audit trail at the point of payment. Among accounts payable automation solutions, Traild is the AP automation solution endorsed on the Acumatica and SYSPRO price lists, and helps many customers cut AP workload by around 85%.

Traild Automated Invoice Processing is AI invoice processing automation for finance and accounts payable teams. It captures and codes invoices fast and accurately, with high-accuracy invoice scanning that goes beyond standard invoice OCR using NLP and machine learning trained on millions of invoices. As complete invoicing automation software, Traild reads PDFs, scanned documents, email and handwritten invoices, then adds the vendor, GL code, project and cost centre for you at header and line level. Invoice matching runs in real time against purchase orders, subcontracts and receipts, while built-in invoice approval software auto-approves low-risk invoices and routes the rest to the right people. Used as an invoice automation platform across leading ERPs, Traild helps many customers cut AP workload by around 85%, with fewer errors and built-in fraud protection.

B2B Payment Supported

Traild Pay is automated payment software that connects to your ERP or accounting system to pay suppliers across EFT/ACH, cheque, wire, virtual card, FX and SWIFT from one place. As a single payment automation platform, it turns approved invoices into one-click payments, so AP teams stop cutting cheques and keying remittances by hand. Built for B2B and invoice payment automation, Traild Pay pairs accounts payable payment automation with always-on AI that scans every batch for anomalies, verifies supplier details and flags risk before money moves. Pay global suppliers in 60+ currencies across 150+ countries at market-leading FX rates. Unlike flat-file payment automation solutions, Traild Pay connects directly to your ERP, closing the security gaps that expose businesses to fraud. One platform for AP and payment automation, from invoice to execution.

E-Invoicing Supported

E-invoicing, or electronic invoicing, is the structured digital exchange of invoice data between a buyer and a supplier, processed through standardised networks like Peppol rather than emailed PDFs or paper. Traild's e-invoicing solution lets finance teams send and receive compliant e-invoices across AP and AR, alongside traditional formats, inside one platform connected to your ERP. Structured invoices are captured, coded and matched to POs and receipts automatically, then stored with a full audit trail. Built for multi-entity, multi-country businesses, our e-invoicing solutions connect to local government platforms (KSeF, SDI, Chorus Pro, InvoiceNow) and global networks to keep you compliant as mandates expand. Among electronic invoicing solutions, Traild brings AP workflow and e-invoicing together, with SOC 2 and ISO 27001 certification and built-in fraud prevention.

Finance Supported

Traild is finance automation software that protects and automates the full accounts payable process for businesses on leading ERPs. As finance process automation built around always-on AI, it captures and codes invoices, matches them to POs and receipts, routes approvals and pays suppliers, all inside one platform connected to your ERP. Traild puts AI in accounting and finance to work: machine learning in finance predicts invoice coding, natural language processing in finance reads even complex documents, and continuous risk scoring drives AI in finance risk assessment to flag fraud before money moves. With finance workflow automation across capture, matching, approval and payment, teams cut manual data entry, reduce errors and gain clear visibility. Many customers cut AP workload by around 85% with Traild's finance automation solutions.

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

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

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

Accounts Payable Features

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

Integrations

Acumatica Cloud ERP Supported
NetSuite Supported
Blackbaud CRM Supported
Blackbaud Financial Edge NXT Supported
Blackbaud Raiser's Edge NXT Supported
Epicor Kinetic Supported
IFS Not Supported
MYOB Not 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
SAP ERP Supported
SYSPRO ERP Not Supported
Sage 300 Supported
Sage Intacct Supported
Xero Not Supported
Yardi Breeze Supported

Integrations

Acumatica Cloud ERP Supported
NetSuite Supported
Blackbaud CRM Not Supported
Blackbaud Financial Edge NXT Not Supported
Blackbaud Raiser's Edge NXT Not Supported
Epicor Kinetic Not Supported
IFS Supported
MYOB 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
SAP ERP Not Supported
SYSPRO ERP Supported
Sage 300 Not Supported
Sage Intacct Not Supported
Xero Supported
Yardi Breeze Not Supported
Claim PairSoft and update features and information
Claim PairSoft and update features and information