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CoreIntegrator Workflow Reviews & Insights

Score10 out of 10

3 Reviews and Ratings

Community insights

TrustRadius Insights for CoreIntegrator Workflow are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Business Problems Solved

CoreIntegrator is a versatile tool that has proven to be invaluable for remote approvers, simplifying their tasks and reducing their reliance on paper-based processes. Users have found it to be user-friendly, allowing new users to quickly adapt to the system. With its seamless integration with Great Plains Dynamics, CoreIntegrator streamlines the workflow by enabling a tight integration between the two systems. The drag and drop feature for invoices is a time-saving functionality that further enhances the efficiency of the approval process.

One of the main advantages of CoreIntegrator is its ability to centralize all documents in one place, eliminating the need for manual file searches. This feature has been highly appreciated by users who no longer have to waste time sifting through physical files or various software platforms. By consolidating information into one file, CoreIntegrator not only reduces errors but also provides a more efficient and organized document management system.

The flexibility of CoreIntegrator makes it suitable for a wide range of use cases across different departments and industries. It is commonly used company-wide for processing new job requests, employee status changes, admissions observations, new vendor requests, and contract management workflows. By managing all documents within the system, CoreIntegrator eliminates the need for traditional communication methods like USPS, email, or faxes. Instead, it automatically routes forms to the next supervisor using data from Great Plains Dynamics.

In terms of accounts payable processes specifically, CoreIntegrator excels in handling invoices. Invoices can be easily loaded into the system and efficiently routed for approval. Furthermore, CoreIntegrator allows users to code invoices for the general ledger and create files for payment issuance. This end-to-end automation streamlines the entire accounts payable workflow.

Another notable advantage of CoreIntegrator is its seamless integration with payment systems. Users can pass payment information back into the system, allowing them to easily look up paid invoices with corresponding payment information.

The customer support provided by the CoreIntegrator team has been highly praised. They are dedicated to ensuring customer satisfaction and promptly addressing any requested changes or issues that may arise.

Overall, CoreIntegrator is a robust solution that streamlines workflow processes, reduces errors, and centralizes document management. Its seamless integration with Great Plains Dynamics, user-friendly interface, and versatile functionality make it an indispensable tool for enhancing efficiency and productivity in various industries and departments.

CoreIntegrator Workflow Reviews

3 Reviews

Best AP workflow software

Rating: 10 out of 10
Incentivized

Use Cases and Deployment Scope

Core Integrator workflow has been instrumental in streamlining our accounts payable workflow. We went from 3 different spreadsheets and lots of errors to one file and minimal errors. We were also able to isolate the source of errors and address those errors. They are also some of the best people you will have the honor and pleasure with whom to work.

Pros

  • Easy to use
  • Very flexible
  • The team is uber responsive.
  • Cost effective

Likelihood to Recommend

Accounts payable has been the area where it's been most beneficial.

Getting the bills paid with CoreIntegrator

Rating: 9 out of 10

Use Cases and Deployment Scope

All invoices are loaded into CoreIntegrator and routed for approval, coded for the general ledger, and files are created to import into our accounts payable system for payment issuance. We pass payment information back into CoreIntegrator form the accounts payable system to be able to look up paid invoices with corresponding payment information.

Pros

  • Getting information into the system is easy.
  • The user interfaces are very intuitive.

Cons

  • The system administration is somewhat difficult for someone that is not highly technical.
  • Deleted or removed items appear in search results.

Likelihood to Recommend

I have found CoreIntegrator to work well for our needs as an Accounts Payable workflow solution. The system was implemented with very little internal technical assistance. It can be administered by a business user without a great deal of technical knowledge because the CI support staff is knowledgeable and helpful.
Vetted Review
CoreIntegrator Workflow
3 years of experience

Versatile software

Rating: 8 out of 10

Use Cases and Deployment Scope

We currently use CoreIntegrator company-wide for processing new job requests, employee status changes and admissions observations. We also implemented new vendor requests and the contract management workflow and we are currently working on implementing A/P processing that includes, purchase requests, miscellaneous invoices and PO matching.

These applications solve our paperwork flow issues since we are a chain of 80+ cosmetology schools located in 21 states. All documents are managed by the workflow not USPS, email or faxes.

The forms are completed by the school personnel and they are automatically routed to the next supervisor using data from Great Plains.

Pros

  • Integration to Great Plains
  • Simple to use

Cons

  • Ability to clean up deleted requests
  • Simplify so users can create forms and workflows

Likelihood to Recommend

If you prefer a turn key solution and don't have technical support CI is great.

If you have technical personnel and want to create your own forms and workflow, CI is not set up for this environment.

Vetted Review
CoreIntegrator Workflow
4 years of experience