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Welcome to EZ Cloud

EZ Cloud is an accounts payable automation platform that eliminates manual invoice data entry. Invoices arrive, AI extracts the data, and you review and approve—that's it.


How It Works

How EZ Cloud Works

StepWhat HappensYour Role
CaptureInvoice enters EZ Cloud via email, upload, or supplier portalMinimal—invoices arrive automatically
ExtractAI reads the invoice and extracts header and line item dataNone—this happens automatically
ReviewYou verify extracted data and make corrections if neededReview and correct as needed
ApproveYou approve the invoice (or route for additional approval)Click Approve

The result: Hours of manual data entry become minutes of review.


Getting Started

New to EZ Cloud? Start here:

  1. Quick Start Guide - Walk through the complete invoice lifecycle
  2. First Login - Set up your account and preferences
  3. System Requirements - Browser compatibility

Product Editions

EZ Cloud is available in two editions:

EditionBest ForKey Features
EZ Cloud EssentialsStandalone AP teamsBuilt-in supplier management, Supplier Portal, document storage
EZ Cloud EnterpriseOrganizations with ERP systemsERP integration, supplier sync, configurable workflows, advanced validation

Throughout this documentation, guides are provided separately where the experiences differ.


Documentation

Daily Work

GuideDescription
Quick StartThe complete invoice lifecycle—start here
Invoice Approvals (Essentials)Reviewing and approving invoices
Invoice Approvals (Enterprise)Workflow-based approvals with ERP integration

Invoice Processing

GuideDescription
Invoice CaptureHow invoices enter the system
Invoice RequirementsFile size limits and supported languages
Invoice Data ExtractionHow AI extraction works

Setup & Configuration

GuideDescription
Your ProfileNotifications, out of office, password
Supplier Management (Essentials)Supplier Portal and document storage
Supplier Management (Enterprise)ERP-synced supplier data
User Management (Essentials)Team members and approval limits
User Management (Enterprise)Permissions and queue assignments
SettingsSystem configuration

Reporting

GuideDescription
DashboardReal-time AP metrics and charts
MetricsDetailed data with filtering and export

Help

GuideDescription
FAQAnswers to frequently asked questions
TroubleshootingSolutions to common issues
GlossaryKey terms and definitions

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