About Esker

Esker is a document process automation software that automates manual tasks and transforms paper-based methods into electronic workflows. The software has specific solutions to manage the purchasing, accounts payable, sales order processing, and accounts receivable processes. Esker tracks all document-related transactions, validates and extracts data, automates approval workflows, and monitors activity through real-time dashboards. It also handles online document delivery.

Esker can be used to manage the entire procure-to-pay process, from browsing a catalog of approved supplier items, to creating and approving purchase orders. The software then automates accounts payable procedures such as receiving, verifying, and archiving supplier invoices.

Esker can also be used to automate sales order processing, from receiving and routing orders, to extracting data, verifying orders, archiving them, and sending them to your ERP for processing. The accounts receivable features of Esker automate invoice delivery, customize invoices, and process online customer payments.

Key benefits of Esker

Solutions:

  • Purchasing: Automate the creation, tracking and approval of online purchase requisition and order forms and streamline supplier invoice processing.

  • Accounts Payable: Capture, track and process supplier invoices, verify and approve invoices ready for payment, and record invoice data in your ERP.

  • Sales Order Processing: Automate the entire order entry process from when you receive the customer order, to verifying it, routing it for approval, and sending it to your ERP.

  • Accounts Receivable: Automate the sending and archiving of customer invoices and enable your customers to pay invoices online.

  • Document Delivery: Use Esker to send business documents via cloud fax and mail services directly from your desktop.

  • Devices

    Business size

    S M L

    Markets

    Canada, United Kingdom, Australia, Germany

    Supported Languages

    English, French, German, Italian, Spanish

    Images

    Manage your invoices in Esker
    Esker sales order processing dashboard
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    Esker video
    Esker screenshot: Manage your invoices in Esker Esker screenshot: Esker sales order processing dashboard

    Features

    Total features of Esker: 4

    • Invoice Processing
    • Order Processing
    • Receiving
    • Sales Orders

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    Reviews

    Overall rating

    4,6 /5
    (33)
    Value for Money
    4,5/5
    Features
    4,5/5
    Ease of Use
    4,5/5
    Customer Support
    4,7/5

    Already have Esker?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Write a Review!
    Showing 5 reviews of 33
    Chad M.
    Overall rating
    • Industry: Building Materials
    • Company size: 501-1 000 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Esker Sales Order Processing has enabled us to reach big goals

    Reviewed on 2019/09/12

    Esker allowed us to move from 64% of orders submitted electronically to 77%. The most impressive...

    Esker allowed us to move from 64% of orders submitted electronically to 77%. The most impressive part to me is the implementation process and relationships you build with the team. Esker is special because they care about our organization and are always wanting feedback and willing to help us use the tool as effectively as possible.

    Pros

    Very easy to use and many features out of the box. The reporting and dashboard are great to create transparency of your current status and gives employees a way to see how they are doing. Lastly, Esker is always adding value to the product. They have 3-4 significant improvements in their release each year.

    Cons

    We had to implement in the disconnected mode because of internal issues. This creates problems with not being able to make real-time calls to SAP. You also need to be mindful of how your employees are using the software and allow the AI and machine learning to do it's job.

    Nathan R.
    Overall rating
    • Industry: Consumer Goods
    • Company size: 10 000+ Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Great OCR SOP Option

    Reviewed on 2019/11/18

    Our hardware was aging and we needed to implement a loss reduction strategy. By moving to the cloud...

    Our hardware was aging and we needed to implement a loss reduction strategy. By moving to the cloud we have nearly cut our MOB costs in half.

    Pros

    reporting down to the individual field level helps gauge cost to serve

    Cons

    Needed lots of customization to fit our equally heavily customized ERP. Not really esker’s fault but something to keep in mind if your ERP is not out of the box.

    Nancy W.
    Overall rating
    • Industry: Automotive
    • Company size: 5 001-10 000 Employees
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Ease of Use
    • Customer Support
    • Likelihood to recommend 5.0 /10

    Difficult Implementation Sketchy Documentation

    Reviewed on 2019/08/22

    If it works, it will be nice for our no brainer accounts - utilities, leases, services, etc., but...

    If it works, it will be nice for our no brainer accounts - utilities, leases, services, etc., but some of the trickier stuff may prove to be more work than our AP folks have in mind.

    Pros

    EskerAP appears to have a great deal of functionality, particularly with 3-way match and setting up autopay. The entire suite most likely gels quite well together.

    The Esker implementation team are helpful and well organized and keep us on task.

    Cons

    The mapping documentation is horrific at best. The FFD documents rarely list or match required elements, which are in other "sample" worksheets sheets that contain CSV fields that are incredibly difficult to read and parse. If we use the sample sheets, we receive missing element errors, use the FFD and receive more/different missing element errors. Use all fields from both documents and receive errors that we are sending fields that do not exist. Incredibly frustrating!

    The technology is somewhat outdated. They do not accept direct XML or JSON formatted files, so all data must be converted to CSV, which requires heavy manipulation to strip commas, etc..

    Then jobs and programs must be written to extract, insert a CSV string for the header fields, convert the extracted data to CSV , move to a queue and send all files once per hour. Tables such as Vendor data, GL Accounts, Tax Rates, Payment Terms, etc., should not need refreshed 10-12 times per day.

    There is also no option to set exchange rates by vendor. In our case one division orders and pays foreign vendors in their currency, and our other division orders in foreign currency, but pays in USD.

    Linda F.
    Overall rating
    • Industry: Automotive
    • Company size: 10 000+ Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    Esker cuts order entry time drastically!!!!!

    Reviewed on 2019/11/28

    With Esker, all orders get in on time and accurately which allows CSRs to have time to spend on...

    With Esker, all orders get in on time and accurately which allows CSRs to have time to spend on other tasks.

    Pros

    I like that the system can be taught to recognize the fields you need. The reporting function is a breeze to set up.

    Cons

    The only drawback is that it can't read handwritten orders, we don't get that many so it is not a big issue.

    Verified Reviewer
    Overall rating
    • Industry: Outsourcing/Offshoring
    • Company size: 2-10 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    Order Entry

    Reviewed on 2018/12/11

    It is a very functional and necessary tool, we placed the orders in a timely manner.
    We satisfied...

    It is a very functional and necessary tool, we placed the orders in a timely manner.
    We satisfied our customer expectations.
    As an employee, i think its very appropiate for us, since that tool gave us the power of success in our order entry experience.

    Pros

    What i’d like the most is the way i used to get out the orders from the queue in an easier way, the tools are very appropiate, you can take the time that you want to processed an order properly.
    It is a very functional tool that we can get used to, in order to help out our customers and get the order processed in the time they are requesting.

    Cons

    Sometimes it has some technical problems or it was on maintenance and we delayed our daily work.

    Showing 5 reviews of 33 Read all reviews

    Esker FAQs

    Below are some frequently asked questions for Esker.

    Esker offers the following pricing plans:

    • Free Trial: Not Available

    Contact Esker for pricing info

    Esker offers the following features:

    • Analytics & audit trails
    • Automated approval workflows
    • Automated sales order processing
    • Automatic customer notifications
    • Automatic transaction verifications
    • ERP system integration
    • Fax/ mail document delivery options
    • Integrated character recognition technology
    • Invoice archiving
    • Invoice delivery
    • KPI dashboards
    • Online invoice payments
    • Online purchase requisition/order forms
    • Procure-to-pay transaction tracking
    • Receive & scan PO invoices
    • Supplier invoice processing
    • Transaction reporting
    • Validate & transmit invoices

    Esker has the following typical customers:

    Large Enterprises, Mid Size Business

    Esker supports the following languages:

    English, French, German, Italian, Spanish

    Esker supports the following devices:

    Android, iPhone, iPad

    Esker integrates with the following applications:

    Epicor Financial Management, Infor CRM, NetSuite, Oracle Service Cloud, SAP CRM, Sage CRM

    Esker offers the following support options:

    Knowledge Base, Online Support, Phone Support

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