#1 most frequent
United States of America
98.0%48 installations of 49
What is Glean AI?
Glean provides an Intelligent AP platform. Glean Analytics leverages untapped invoice data to surface relevant context, actionable insights, and savings recommendations.
Categories & Use Cases
Media
1 / 6
Top Performing Features
Electronic Funds Transfer
Funds can be transferred via EFT as opposed to paper checks.
Category average: 8.4
Financial Document Management
Invoices, expense reports, and associated documents are stored within the platform for any future needs.
Category average: 7.9
Automated Accounts Payable Processes
Accounts payable processes are automated based on pre-determined workflows.
Category average: 8.3
Areas for Improvement
Customizable Approval Policies
Policies for different types of approvals can be customized, sent to multiple approvers, automatically approved, etc.
Category average: 8.7
Payment Audit Trail
Allows admin users visibility into the entire payment process, from receiving the expense claim or invoice to the payee receiving payment.
Category average: 8.8
Duplicate Bill Detection
Detects duplicate invoices or expense reports to prevent double payments.
Category average: 9
Who Buys & Uses Glean AI
#2 most frequent
India
2.0%1 installation of 49
Glean - Great product to do more with less and provide greater visibility to vendor spend
Use Cases and Deployment Scope
We use Glean to manage, approve and track all vendor invoices and submit payments to our vendors. It solves multiple problems such as vendor invoice approval controls, spend tracking and management, general ledger entry, invoice payments, accrual and prepaid amortization schedules and entries, and so much much more. It's automated and its easy to use features enable us to save time and money on personnel for vendor management and AP as well as provide greater visibility on vendor spend across the entire organization.
Pros
- Efficiency: The tool automatically brings in and codes our invoices and pulls out relevant data, saving both time and personnel costs and allowing us to focus on higher-value initiatives to benefit our organization
- Cost: Much cheaper than adding a dedicated AP clerk and/or using other AP platforms that don't provide half as much benefit
- Automation: The prepaid amortization functionality and automated accruals help cut down on otherwise cumbersome manual workflows and make sure we don't miss anything in our close
- Visibility: Allowing each department and vendor approval to see historical trends and overall spend is so helpful in allowing them to build their budgets, better understand the source of increases/decreases, and overall monitor their vendors.
Cons
- Current limitation is that they don't (yet) support credit card programs. Once they are able to import/integrate with card programs to truly have all vendor spending in one place, they will be a must-have software for all accounting/finance teams.
Most Important Features
- Automated invoice entry
- Approval workflows
- Spend tracking
Return on Investment
- Has saved at least one fractional headcount from being needed to run AP for a fraction of the cost as well as freeing up additional time from having to do compilation of spend tracking and department sharing.
Responsive & High Touch Team. Great product w/bright future
Use Cases and Deployment Scope
Glean helps us centralize key documents (i.e. invoices) for key reviews such as audit & internal controls & allows for a collaborative approval workflow (and the ability for cross functional partners to track their team's spend). Also, Glean helps us make our month end close processes more efficient by directly booking entries such as prepaids.
Pros
- The Glean team is very receptive to product feedback and is quick to act on the input.
- The ability to set reminders for contract renewal dates helps us keep tabs on vendor agreements and ensure we act in a timely manner w/r/t negotiations.
Cons
- Lack of SSO for logging prevents us from centralizing logins
Most Important Features
- Collaborative approval flow
- document rentention
- Reporting
Return on Investment
- More efficient year-end audit process
- Saves time on month-end close
- Push certain accounting entries straight from Glean to QBO
Glean allowed me to expand my role at my company because it freed up so much of my time!
Use Cases and Deployment Scope
Our team needs to process a high number of invoices, all from different clients, which all need to be paid from different accounts. The automation has made this process SO much faster and more efficient: it used to take around 20 hours per week and a team of about 5 people to do the work Glean now helps me do alone! Glean has single-handedly made my life easier and allowed me to expand my role at my company because it freed up so much of my time!
Pros
- Gleans update us on particular spending patterns we should be more cognizant of
- Spend tracking and automatic graphs that allow data to be reviewed quite easily
- Customer service is always available
Cons
- N/A
Most Important Features
- Automatic data entry
- Separation of accounts/matters that sync to different bank accounts
- Spending history
Return on Investment
- Freed up so much time my role was able to expand
- Parallel accounting by team that has access to our Glean account
Alternatives Considered
BILL
Other Software Used
Adobe Acrobat
