Esker

Document process automation software

4,6 /5 (35 reviews) Write a Review!

Esker Overview

What is 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.

Esker Overview

Pricing

Starting from
N/A

Pricing options

Free Trial
Value for money

Contact Esker for pricing info


Esker Features

Devices
Business size
S M L
Markets
Canada, United Kingdom, Australia, Germany
Supported Languages
English, French, German, Italian, Spanish

Media

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

Esker Reviews

Esker Reviews

Overall rating
4,6
/
5
Excellent
23

Very good
10

Average
2

Poor
0

Terrible
0

Value for Money
4,5
Features
4,6
Ease of Use
4,5
Customer Support
4,8
94% recommended this app
Chad M.

Esker Sales Order Processing has enabled us to reach big goals

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.


Brett R.

New to Version, Veteran User of Company

Esker and Whirlpool have been partnered together for 13 years. Being involved in the our recent migration from their DeliveryWare platform to Esker On Demand, I can see how that relationship has persisted over the last decade. They are quick to help and are really invested in hearing what problems we might be having or what our dreamspace is because their R&D team seem to be naturally curious to identify ways to improve and expand the tool.


Nancy W.

Difficult Implementation Sketchy Documentation

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.


Nathan R.

Great OCR SOP Option

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.


Verified Reviewer

Order Entry

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.


Chad M.
Industry: Building Materials
Company size: 501-1 000 Employees

Esker Sales Order Processing has enabled us to reach big goals

Used Daily for 2+ years
Reviewed on 2019/09/12
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Brett R.
Industry: Consumer Goods
Company size: 10 000+ Employees

New to Version, Veteran User of Company

Used Daily for 1-5 months
Reviewed on 2019/09/11
Review Source: Capterra

Esker and Whirlpool have been partnered together for 13 years. Being involved in the our recent migration from their DeliveryWare platform to Esker On Demand, I can see how that relationship has persisted over the last decade. They are quick to help and are really invested in hearing what problems we might be having or what our dreamspace is because their R&D team seem to be naturally curious to identify ways to improve and expand the tool.

Pros

Esker has been great about being able to flex to different connections methods to SAP. They are also able to customize the tool to your needs and offer more reporting capabilities than I could ever use.

Cons

New features in the past, at least in my impression, have really focused on the AP side (we use Esker for SOP), however my overall impression is that this is changing with their move to expand SOP into a full Order Management experience.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Nancy W.
Industry: Automotive
Company size: 5 001-10 000 Employees

Difficult Implementation Sketchy Documentation

Used Daily for 1-5 months
Reviewed on 2019/08/22
Review Source: Capterra

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.

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend: 5.0/10

Nathan R.
Industry: Consumer Goods
Company size: 10 000+ Employees

Great OCR SOP Option

Used Daily for 6-12 months
Reviewed on 2019/11/18
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Verified Reviewer
Industry: Outsourcing/Offshoring
Company size: 2-10 Employees

Order Entry

Used Daily for 2+ years
Reviewed on 2018/12/11
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

User recommendation
9,1/10
Based on 35 user ratings
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Esker Pricing

Esker Pricing

Starting from
N/A
Free Trial
Value for money

Contact Esker for pricing info

Contact Esker for pricing info

Value for Money
4,5/5
Based on 35 user ratings
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Esker Features

Esker Features

API
Activity Dashboard
Activity Tracking
Audit Trail
Auditing
Automatic Notifications
Billing & Invoicing
Compliance Management
Customizable Reporting
Data Import/Export
Document Management
Document Storage
Inventory Management
Inventory Tracking
Monitoring
Real Time Data
Real Time Reporting
Reporting & Statistics
Third Party Integration
Workflow Management
Features
4,6/5
Based on 35 user ratings
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Categories

Additional information for Esker

Additional information for Esker

Key features of Esker

  • 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

Benefits

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.

  • Esker FAQs

    Esker FAQs

    Below are some frequently asked questions for Esker.

    Q. What type of pricing plans does Esker offer?

    Esker offers the following pricing plans:

    Free Trial: Not Available

    Contact Esker for pricing info

    Q. What are the main features of Esker?

    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

    Q. Who are the typical users of Esker?

    Esker has the following typical customers:

    Large Enterprises, Mid Size Business

    Q. What languages does Esker support?

    Esker supports the following languages:

    English, French, German, Italian, Spanish

    Q. What type of pricing plans does Esker offer?

    We do not have any information about what Esker pricing plans

    Q. Does Esker support mobile devices?

    Esker supports the following devices:

    Android, iPhone, iPad

    Q. What other apps does Esker integrate with?

    Esker integrates with the following applications:

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

    Q. What level of support does Esker offer?

    Esker offers the following support options:

    Knowledge Base, Online Support, Phone Support