Accounts payable
Capture the invoice, match it against the purchase order, route it for approval, and hand it to the finance system, automatically. AP automation is the most common and fastest-payback starting point.
Workflow Automation
Automate The Paperwork.
Most office processes are a document and a series of handoffs: an invoice that needs three approvals, a new hire whose paperwork touches five departments, a claim that has to route, get reviewed, and get signed. Done manually, every handoff is a place to stall. Workflow automation removes the stalls. DEX maps the process, sets the rules, and lets the documents move themselves, with people stepping in only to decide, not to forward.
- #1Largest independent dealer
- 68+Metros served nationwide
- 4,000+Support specialists
- 6OEM lines carried
Automation by process
Invoice and purchase approvals
Route approvals by amount, department, and policy, so the right person signs off and nothing sits in an inbox.
HR onboarding
Move a new hire's documents through IT, facilities, payroll, and management in order, with nothing dropped.
Contracts and approvals
Route documents for review and signature with a clear, auditable trail.
Claims and case processing
Move regulated, multi-step processes through intake, review, and decision on defined rules. Pre-built and configured DEX starts from proven workflow templates for the common processes, then configures them to how your business actually works, rather than asking you to rebuild a process around generic software.
Workflow Automation
The fastest path to value is automating one painful process well, then expanding. The ROI is in the handoffs Automation pays back where manual handoffs cost the most: the days an invoice waits for approval, the late-payment penalties, the rekeying, the chasing. DEX builds the business case from your real process, not a generic chart. DEX does not publish invented time-savings or ROI percentages; the estimate uses your numbers. Why automation sits with capture and ECM A process cannot be automated until the document is captured as data and stored where the workflow can reach it. DEX runs capture, ECM, and automation as one stack: scanning brings the invoice in as data, ECM stores it, and automation routes it for approval. One partner owns the path from paper to processed and paid.
Keep exploring
More from Mailing & Document Workflow.
Mailing & Document Workflow
DEX handles mail, scanning, document management, and workflow automation: get paper in, mail out, and approvals moving, with one accountable partner.
Learn moreMailing Solutions
Mail at scale.
Learn moreDocument Management (ECM)
Documents that find you.
Learn moreScanning & Capture
Turn paper into useful data.
Learn moreFrequently asked
Common questions.
What is workflow automation?
Workflow automation is software that moves documents and tasks through a business process automatically based on rules, so work advances without manual reminders and follow-ups.
What is AP automation?
AP automation captures an invoice, matches it against the purchase order, routes it for approval, and hands it to the finance system automatically, removing the manual steps in accounts payable.
What processes can DEX automate?
Accounts payable, invoice and purchase approvals, HR onboarding, contract routing, and claims or case processing, among others.
Do we have to rebuild our process to automate it?
No. DEX starts from proven workflow templates and configures them to how your business actually works.
How does DEX calculate the ROI of automation?
DEX builds the business case from your real process, measuring where manual handoffs cost time and money, without publishing invented savings percentages.
How does automation connect to scanning and ECM?
Scanning captures the document as data, ECM stores it, and automation routes it; DEX runs all three as one stack so the path from paper to processed is automated end to end.