Automated finance document filing with Alii and Microsoft SharePoint
Connect Alii with Microsoft SharePoint and automatically send posted invoices, purchase orders, credit card statements and receipts into your existing document environment.
Less manual filing for finance, better record keeping for audit and more control over where copies of your documents are stored.
More choice over where your financial records live
Extend Alii’s native document management into your organisation’s Microsoft SharePoint environment, giving you greater flexibility over data location, access and governance.
Support data sovereignty requirements
Send financial documents and metadata to your organisation’s SharePoint environment, supporting internal requirements around where information is stored and managed.
Keep records within your Microsoft environment
Make Alii documents available alongside the other organisational records your team manages through Microsoft SharePoint.
Align with your governance framework
Apply your organisation’s existing SharePoint permissions, retention settings and information management policies to financial records posted from Alii.
Give auditors flexible access
Provide controlled access to relevant records through SharePoint while retaining the complete documents and audit history available within Alii.
Reduce manual document transfers
Automatically post documents and metadata from Alii to SharePoint without downloading, renaming or uploading files individually.
Create consistency across your organisation
Support a connected approach to document management across finance, departments, entities and locations using systems your people already know.
Process it once. Store it where you need it.
Configure the connector, select the appropriate SharePoint destination and map the fields your organisation needs.
Finance continues to complete its usual workflows in Alii. Once a supported record is posted, the connector automatically exports it to SharePoint without a separate download and upload process.
The connector supports posted invoices, purchase orders, credit card reconciliation records and expense claims.
Alii can also map invoice metadata into corresponding SharePoint columns, helping your team categorise, search and retrieve records more easily.
Configure → Process → Post → Export
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Support audit, governance and data sovereignty
Alii manages the finance workflow, approvals and native audit history. The SharePoint Connector extends the resulting records into the Microsoft environment your organisation already uses.
This supports data residency, sovereignty, retention and governance requirements by keeping copies of finance documents within a document environment your organisation controls.
Existing SharePoint permissions can also give auditors and internal teams appropriate access to the records they need without finance retrieving each document individually.
Supercharge your Accounts Payable Operations
Purchase Orders
Check budgets, guide staff towards preferred suppliers and send purchase requests through the right approval process before money is spent.
Accounts Payable
Check, match, code and approve invoices with stronger controls and less manual handling.
Credit Card Reconciliation
Bring transactions, receipts, coding and statement approvals together throughout the month.
Expense Claims
Give staff a quick way to submit an expense, add their receipt and send it for approval.
Built for the way your team works.
Education
Simpler finance workflows for schools, colleges and education groups.
Childcare
Less finance admin across centres, teams and growing childcare groups.
Care
Stronger financial oversight for teams delivering quality aged and community care.
Not-for-Profit
More time and control for teams making a real difference.
Sport
Simpler spending across clubs, teams, venues, departments and events.
Legal
Smarter finance workflows across matters, offices, teams and entities.
Enterprise
Connected finance operations for complex, multi-entity organisations and teams.
Everything Else
Not seeing your industry? Let’s explore how Alii could help.