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  • PRODUCT SHEET Shelby Digital Invoice...achieve the following benefits: • Get fully digitized invoices imported into Coupa within 48 hours or less of invoice receipt for a fraction
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What percentage of your invoice volume is non-digital? Have you calculated the time and expense of processing these invoices? Equally important, have you considered the line-level detail for spend analytics that you are not getting as a result of your current processes for handling non-digital invoices? For companies with a large base of small- and mid-size suppliers, non-digital invoices can represent anywhere from one-half to two-thirds of total volume, and the cost per invoice can range from $7 to $12. Be Fully Digital on Day One DigitalInvoice from Shelby enables Coupa platform users to digitize their entire volume of invoices on day one and achieve the following benefits: • Get fully digitized invoices imported into Coupa within 48 hours or less of invoice receipt for a fraction of the price of converting paper and files internally • Reduce operational costs by 50%-to-70% with intelligent workflow automation • Enable AP personnel to perform higher value functions PRODUCT SHEET Shelby Digital Invoice ™ for Coupa: Intelligent, intuitive processing for non-digital invoices that reduces costs and empowers spend management ©2019 The Shelby Group (North Fork Holdings, Inc.) All Rights Reserved. Page 1 DigitalInvoice automates manual processing with patent-pending AI technology and enables you to reduce internal operating costs by 50%-to-70%.

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Page 1: PRODUCT SHEET Shelby Digital Invoice...achieve the following benefits: • Get fully digitized invoices imported into Coupa within 48 hours or less of invoice receipt for a fraction

What percentage of your invoice volume is non-digital? Have you calculated the time and expense of processing these invoices? Equally important, have you considered the line-level detail for spend analytics that you are not getting as a result of your current processes for handling non-digital invoices?

For companies with a large base of small- and mid-size suppliers, non-digital invoices can represent anywhere from one-half to two-thirds of total volume, and the cost per invoice can range from $7 to $12.

Be Fully Digital on Day OneDigitalInvoice from Shelby enables Coupa platform users to digitize their entire volume of invoices on day one and achieve the following benefits:

• Get fully digitized invoices imported into Coupa within 48hours or less of invoice receipt for a fraction of the priceof converting paper and files internally

• Reduce operational costs by 50%-to-70% with intelligentworkflow automation

• Enable AP personnel to perform higher value functions

PRODUCT SHEET

Shelby DigitalInvoice™ for Coupa:

Intelligent, intuitive processing for non-digital invoices that reduces costs and empowers spend management

©2019 The Shelby Group (North Fork Holdings, Inc.) All Rights Reserved. Page 1

DigitalInvoice automates manual

processing with patent-pending AI

technology and enables you to

reduce internal operating costs

by 50%-to-70%.

Page 2: PRODUCT SHEET Shelby Digital Invoice...achieve the following benefits: • Get fully digitized invoices imported into Coupa within 48 hours or less of invoice receipt for a fraction

DigitalInvoice™ is an end-to-end solution that allows you to go “full-digital” with all of your supplier invoices on day one. Unlike other invoice digitization solutions, DigitalInvoice provides the following market-leading capabilities:

• All invoices are processed within the Coupae-procurement platform. This eliminates the need tohave two systems for remediating invoices and providescomplete transparency into where all invoices are in theapproval workflow.

• Invoices needing remediation are routed to theappropriate group as designated within the Coupasystem. There is no need to determine “who clears whichinvoices.” DigitalInvoice uses your business rules to placeinvoices in appropriate queues.

• DigitalInvoice’s MetaMatch feature allows for automatedapprovals of “close enough” invoices based on custombusiness rules. Approximately 25% of exception invoicesare automatically approved, with no human intervention.

DIGITALINVOICE BENEFITS• Reduce internal processing costs for paper and PDF

invoices by 50%-to-70%

• Free internal AP staff to focus on more value-addedactivities

• Fast turnaround, from invoice receipt to interface withCoupa in 48 hours or less

• Access the line-item detail you need through yourCoupa platform without internal manual data entry

• Increase compliance and visibility into outstandingliabilities

• Significantly accelerate invoice processing turnaroundto eliminate late fees and capture more early paymentdiscounts

©2019 The Shelby Group (North Fork Holdings, Inc.) All Rights Reserved.

FOR MORE INFORMATION CONTACT312.445.8500 [email protected] theshelbygroup.com

Paper or scanned invoices are received via post office box, email or SFTP site.

Invoices are digitized and this data is merged with master and reference data from your Coupa instance to create transactions that your e-procurement platform will understand.

Verified Complete Invoices are routed directly to Coupa for processing,requiring no human intervention

“Close Enough” Invoices are analyzed by our MetaMatch™ AI technology for verification and are then routed directly to Coupa for processing, requiring no human intervention

Incomplete Invoices are annotated by our ChangeMe™ tool and routed to the appropriate group within Coupa for remediation.

Reduce operational costs by 50% to 70% with intelligent workflow automation from DigitalInvoice™

STATUSAPPROVED

DataCapture &Verification

ClientReference

Data

Verified CompleteInvoices

MetaMatch™

No Touch Approval

ChangeMe™

Exception Management

DigitalInvoice™ Processing CenterThe DigitalInvoice Process

Paper or scanned invoices are received via post office box, email or SFTP site

Invoices are digitized and this data is merged with master and reference data from the Coupa e-procurement platform to create transactions that the e-procurement platform will understand

Verified Complete Invoices are routeddirectly to Coupa for processing, requiring no human intervention

“Close Enough” Invoices are analyzed by MetaMatch™ AI technology for verification and are then routed directly to Coupa for processing, requiring no human intervention*

Incomplete Invoices are annotated by our ChangeMe™ tool and routed to the appropriate group within Coupa for remediation*

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*MetaMatch and ChangeMe are Patent Pending technology for North Fork Holdings.


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