About CoreIntegrator Workflow

CoreIntegrator Workflow is a web-based and on-premise business process management solution, which helps large businesses in industries such as finance, banking, construction, healthcare, & information technology manage invoice processing. Key features include data capture, data search, analytics, and customizable reporting.

The application comes with a form designer tool, which lets users design electronic forms, add multiple fields, and link them to data sources. Accountants can use CoreIntegrator Workflow platform to capture information through optical character recognition (OCR) and automate entries into data fields. The solution allows staff members to route invoices to specific departments for approvals and manage GL distributions. Using the drag-and-drop interface, professionals can create configurable workflows, and generate a visual representation of ongoing processes to monitor activities associated with them.

CoreIntegrator Workflow offers API-based integrations, which allow team members to access information and design custom interfaces as per requirements. Employees can use the content management functionality to archive documents, perform keyword indexing, and connect data to existing workflows for quick reference. The CoreIntegrator Workflow Travel and Expense mobile app for iOS allows users to submit expense claims from anywhere.

Devices

Business size

S M L

Markets

United States

Supported Languages

English

Images

CoreIntegrator Workflow approval process
CoreIntegrator Workflow data field entry
CoreIntegrator Workflow document attachment
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CoreIntegrator Workflow video CoreIntegrator Workflow screenshot: CoreIntegrator Workflow approval process CoreIntegrator Workflow screenshot: CoreIntegrator Workflow data field entry CoreIntegrator Workflow screenshot: CoreIntegrator Workflow document attachment

Features

Total features of CoreIntegrator Workflow: 52

  • AI/Machine Learning
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Alerts/Notifications
  • Approval Process Control
  • Archiving & Retention
  • Attended Automation
  • Audit Trail
  • Business Process Automation
  • Business Process Control
  • Code-free Development
  • Collaboration Tools
  • Compliance Management
  • Compliance Tracking
  • Configurable Workflow
  • Content Management
  • Customizable Dashboard
  • Customizable Forms
  • Customizable Reports
  • Data Capture and Transfer
  • Data Extraction
  • Data Import/Export
  • Document Management
  • Document Storage
  • Drag & Drop
  • Duplicate Payment Alert
  • Electronic Signature
  • Email Address Extraction
  • Forms Management
  • Fraud Detection
  • Graphical Workflow Editor
  • Image Recognition
  • Indexing
  • Integration into Third Party Applications
  • Invoice Management
  • Invoice Processing
  • Lifecycle Management
  • Mobile Access
  • Multiple Data Sources
  • Optical Character Recognition
  • Performance Metrics
  • Process Change Tracking
  • Reporting/Analytics
  • Request Assignment
  • Rules-Based Workflow
  • Search/Filter
  • Task Management
  • Third Party Integrations
  • Vendor Management
  • Workflow Configuration
  • Workflow Management

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Reviews

Overall rating

4,6 /5
(5)
Value for Money
5/5
Features
4,2/5
Ease of Use
4,4/5
Customer Support
5/5

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Showing 5 reviews of 5
Marty M.
Overall rating
  • Industry: Restaurants
  • Company size: 1 001-5 000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

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

Well Integrated

Reviewed on 2019/12/23

Perfect for all of our remote approvers. Very easy for new users to pick up - only need a few...

Perfect for all of our remote approvers. Very easy for new users to pick up - only need a few minutes to explain. The seamless integration with Great Plains Dynamics is tight, and the application very much reduces the need for paper. Nice drag & drop feature for invoices - saves a ton of time. Definitely leveraging technology to do more with needing less.

Pros

The application performs a complicated general ledger integration over multiple companies quite seamlessly and reliably. To do such integration manually would take a ton of man-hours. The search function is also so very quick & easy.

Cons

While search capability is quick and easy, it could be more robust and flexible, i.e. to be able to search on general ledger accounts or segments, perhaps.

Jamie P.
Overall rating
  • Industry: Warehousing
  • Company size: 501-1 000 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 10.0 /10

CoreIntegrator eliminates a lot of manual processing.

Reviewed on 2019/04/02

Our reps and his team are very customer focused and very personable. He has taken a lot of time to...

Our reps and his team are very customer focused and very personable. He has taken a lot of time to go through the process and as changes, we requested they have work with us to provide a solution. I believe that CoreIntegrator is a true partner of ours and we look forward to the future and develop more process improvements by using their application.

Pros

This software has moved us from a complicated and very manual purchasing system to an automated process with many levels of approvals including document capturing. This application allows us to handle document imaging and building custom workflows as we need.

Cons

Workflows are complex and rely on development by vendor. This doesn't mean that you can't develop them on your own, however to do so you will need to have knowledge of the underlining application to build your own.

Evarose O.
Overall rating
  • Industry: Hospital & Health Care
  • Company size: 501-1 000 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

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

Makes Accounts Payable Processing a breeze!

Reviewed on 2019/12/23

Overall I am very happy with my experience with CoreIntegrator and would definitely recommend it to...

Overall I am very happy with my experience with CoreIntegrator and would definitely recommend it to a friend.

Pros

CoreIntegrator is very user friendly, and makes our invoice approval process so much easier. With comments, conversations and being able to attach files to the invoices, you can really have an all in one view of each document. I also like the Search tab, it's very easy to customize a report to return the data you're looking for. The support team is very responsive and usually can resolve any issues very quickly. They also are helpful in customizing the functionality to suit your needs.

Cons

I do wish there were more tools for metrics reporting.

Theresa R.
Overall rating
  • Industry: Insurance
  • Company size: 1 001-5 000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

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

GREAT DOCUMENT MANAGEMENT SYSTEM

Reviewed on 2019/04/09

We can now have all documents in one place rather than trying to find something in a manual file. ...

We can now have all documents in one place rather than trying to find something in a manual file.
This is not only true for vendor invoices but for creation of new vendors, which includes w9s and OFAC checks and new gl account numbers. Approvals are in the system so there's no hunting down the paper.

Pros

The ease of use is the most important feature of this system. it makes training the users very easy.

Cons

Security for me is confusing since each line is ANDed together so it can be tricky.

Jim P.
Overall rating
  • Industry: Insurance
  • Company size: 501-1 000 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

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

AP Workflow

Reviewed on 2019/03/29

We have been using CoreIntegrator for almost two years now as a solution for AP workflow. Our AP...

We have been using CoreIntegrator for almost two years now as a solution for AP workflow. Our AP approval process has been greatly improved. The system has performed even better than anticipated. The customer support provided by the CI team has been great

Pros

CoreIntegrator is reliable and user friendly. The interaction of the software with our AP system works great.

Cons

I would like some more flexibility in the user roles.

Showing 5 reviews of 5 Read all reviews

CoreIntegrator Workflow FAQs

Below are some frequently asked questions for CoreIntegrator Workflow.

CoreIntegrator Workflow offers the following pricing plans:

  • Starting from:
  • Free Trial: Not Available

Contact CoreIntegrator for pricing details

We do not have any information about CoreIntegrator Workflow features

CoreIntegrator Workflow has the following typical customers:

51-200, 201-500, 501-1 000, 1 001+

CoreIntegrator Workflow supports the following languages:

English

CoreIntegrator Workflow supports the following devices:

iPhone (Mobile)

CoreIntegrator Workflow integrates with the following applications:

Microsoft Dynamics GP, Microsoft Excel

CoreIntegrator Workflow offers the following support options:

Email/Help Desk, Knowledge Base, Phone Support, Chat

Related categories

See all software categories found for CoreIntegrator Workflow.