MineralTree TotalAP reviews

Great Tool To Streamline AP Invoice Entry and Payments

Opmerkingen: MineralTree has been great to work with-especially in terms of feedback. When we originally started using the software, some features were missing that we really wanted to see added, so we shared our feedback with the CS Team and our requests were answered in the next two releases. That is immensely valuable as we know that if our needs ever changed and we required the software to function in a different capacity, we could work with the MineralTree team to devise a solution to fit our needs. There have been very few issues thus far, the only one worth mentioning being a glitch that caused a delay in invoice processing for a day or two; upon reporting the issue the team immediately responded and kept us informed of the status of the fix so we were never left wondering. The amount of time spent capturing vendor invoices has been greatly reduced, and errors minimized since entry is automated. Now, instead of spending time on data entry we can automate that portion and better utilize our staff for approval and review, and other more meaningful tasks that can add value to the business versus simply keying in invoices. While we don't utilize the system for Payments currently, I've personally used the software for another business and leveraged Payments. The Payments made check issue incredibly easy, especially when the check-signer was busy or out-of-town. Overall, highly recommend and very pleased.

Pluspunten:

Easy to use, streamlined AP processes well, highly responsive customer service team, very collaborative and user-focused. Not a sign-up and never hear from them again kind of company - very engaged and a rarity in today's marketplace.

Minpunten:

Would like the window pop-up for invoice entry to be larger so it fills more of the screen overall like the homepage does. Other than that, really no complaints to date.

Slashing Time

Opmerkingen: We started using MineralTree hard and fast. We utilized the multiple review & approval process, the document capture and nearly every payment method possible. We saved time being able to pull documents for audit with the great search feature. This used to be time consuming searching in filing cabinets. The payment process saves time where we used to print manual checks, stuff the envelopes and then attach the bill stub to be filed. Now it is at the push of the button. So many of my vendors have commented how they appreciate the email remittance that is sent out with each payment. Then things amped-up when Invoice Automation rolled out. This cut processing time in half.

Pluspunten:

The ability to capture and retain documents for review and recovery has been a wonderful resource. Being able to streamline the review, approval, and payment process with such ease has made the accounts payable process mobile which works great with our company. Most of all the continued improvement of the software impresses me. MineralTree continues to strive to fill gaps and provided services that directly benefit the A/P process .

Minpunten:

There is still an opportunity to solve the issue of vendors that require an additional document be included with a payment. These payments are currently still done manually outside of MineralTree.

Timesaving

Opmerkingen: Mineral Tree is a huge time saver and really cuts down on the need for filing paperwork, having to get checks signed and having to mail out checks.

Pluspunten:

Not having to file invoices and mail out checks.

Minpunten:

The inability to make certain changes once an invoice has been posted.

Very effective and highly functional platform

Opmerkingen: I think the MineralTree product configuration is very logical, with sound separation of the different fiscal management responsibilities, vendor and invoice processing controls, and payment disciplines. In that much of our staff works remotely, MineralTree offers our multiple users an easy to navigate platform that readily allows them to focus on their part in the process for entering, approving, and paying vendor invoicing activity. The process workflow is very straightforward, offering a range of (invoice) in-process management tools and reporting options to keep each of the individual users well informed throughout the transaction cycle. While I have only interacted with their customer support staff on a few occasions, they were very prompt and thorough in responding back to my requests. Transactional history is readily accessible through a variety of different reporting and visualization options, offering a full range of accounting and financial management alternatives for tracking our Company's activity. I would recommend the MineralTree platform to other organizations looking to simplify the cash disbursements cycle in their Company, particularly those working in decentralized approval environments.

Pluspunten:

Configuration is very logical, with sound separation of the different fiscal management responsibilities, vendor and invoice processing controls, and payment disciplines. Great for remote or decentralized staffing environment Process workflow is very straightforward Thoughtfully designed in-process management tools and reporting options Customer support staff have been very prompt and thorough

Minpunten:

May create some process flow challenges for smaller staffed organizations that may lack the staff leveling opportunity for the different authorization and approval levels built into the platform. I think this can be readily addressed in the approach you take to defining how the process flow will work within your unique operating group.

Best paperless processing

Opmerkingen: During the recent pandemic, it was a huge plus that I could still pay anyone virtually, even if the vendor required a paper check. With everyone working remotely I am able to move everything through in a timely manner without seeing a single soul.

Pluspunten:

The software was a snap to set up and use with QBO. Approvals are tracked, many less emails, and best of all there is no longer a need to file any paper records. Not seeing the stacks of filing to be done is the best feeling in the world.

Minpunten:

There were many glitches in the beginning as the Mineral Tree team learned what was needed from our end. I still have some open issues from 2 years ago that they cannot solve, so it has become a work around on my side. Not a deal breaker. Credit memo application cannot be done within this software so that is an extra step. If we were a larger company, I would be hesitant about how much time I would have to babysit the process as there are many places where invoices could become trapped and not paid in a timely manner.

MineralTree is the go to for AP Automation

Opmerkingen: I have been using MineralTree for 2+ years and can't give them enough praise. They have been a lifesaver when it comes to Accounts Payable and have contributed to countless hours saved in automating the AP process. No company should be cutting physical checks, worry about signatures, paper documents, chasing people for approvals etc. MineralTree can handle everything from invoice capture to payment and automating everything in between.

Pluspunten:

The best part of the software is its ease of use. Setup was a breeze, and syncing is always on point. Invoice Capture is also a nice feature of the software helping assist with recurring bills that are easy to enter so we can focus on more complicated bill entry. Customer Service is incredible on the off chance there is a problem.

Minpunten:

The biggest con I would say is its US only. If there was some way to have the software sync with our UK account as well it would be great.

Great product! Amazing ROI

Opmerkingen: This product has changed AP for me personally. It's such a relief to not have to manually be cutting checks or initiating ACH payments. This makes remote AP possible and saves me and my entire team a ton of time. There are also great internal controls built in to decrease accidental mistakes and block fraud.

Pluspunten:

I think the very best part of this product is the support team. They have resolved absolutely every issue I've ever had quickly, if not immediately. They are patient, friendly, smart, and fast acting! They improvise and are able to deliver quickly on big requests. 10 out of 10 stars for them!

Minpunten:

The bill credit process needs help. I also cannot get POs in Netsuite to close after I've entered a bill in MT.

Initial Experience with MineralTree AP

Opmerkingen: I have found the MineralTree application to be very functional in providing us an automated process to capture, approve and pay our vendor invoices. It is easy to learn, setup and begin using. As with any application, there are a few user interface and feature changes we'd like to see... but it is light years ahead of our prior process. I think MineralTree will be a very efficient and cost effective solution for us.

Pluspunten:

The combination of easy capture with the approval process. Paying the invoices in addition is just a great plus. Getting all three in one solution is going to be a big help.

Minpunten:

I think the user interface is very plain in a few areas. The "Search" screen is very crude by today's standards though it is adequate. And while I understand the need for security, for anyone who works with the application all day the 5 minute timeout is a significant inconvenience. Complex passwords, two factor authentication are all reasonable to get logged in. However, once logged in there has to be some latitude for the customer to determine that their workstation is in a secure location and that the timeout can be increased.

Mineral Tree helps streamline AP Processing for SMB

Opmerkingen: I've used Mineral Tree with two different software integrations for about 2 years now. I'm impressed with the stability and speed at which improvements and new functionality is introduced. The application provides separate approval workflows for the invoice as well as the payments. This is very valuable in the organizations that I work with as invoices are approved by the various department heads, but the payments are approved by the CFO. No other bill pay solution I've found provides this separation.

Pluspunten:

Solid internal control and separation of duties. Also speed at which new features and functionality are delivered.

Minpunten:

Too many clicks to review the history and detail on a paid invoice.

MineralTree is extremely intuitive, and an effective AP tool

Pluspunten:

The product is great for a small business who uses quickbooks. You can assign approvers, and manage AP efficiently.

Minpunten:

This software can be glitchy. I would like reports which tell me which invoices are stuck with certain approvers.

What a relief!

Pluspunten:

This software is easy to set up and easy to use. PDF'ing and creating bills in Netsuite is super convenient and the approval trails work as intended.

Minpunten:

My only complaint is the less than real time sync with Netsuite. It's minor, but after you create bills in the platform you have to wait several minutes before they sync to Netsuite and can be submitted.

Time Saving!

Opmerkingen: Mineraltree has saved our company an abundance of time! Eliminating data entry and the auto approval process has been a huge benefit!

Pluspunten:

Approval routing and auto data entry

Minpunten:

There have been some bugs but support team is always quick to address!

AP made easy

Opmerkingen: MT has been a great asset to our community! Overall, I would recommend this product to any company for their AP.

Pluspunten:

Easy to navigate. Friendly customer service.

Minpunten:

Program can be glitchy at times. A few tweaks could make the program even more user friendly. Default itemization of all invoices

MineralTree is a must have to scale your Finance Team!

Opmerkingen: MineralTree has saved a tremendous amount of time across our entire company. The entire accounts payable cycle is virtually automated through MineralTree. Invoices are captured and read via OCR when received via email from vendors, automatically routed to the appropriate team member for approval, and coded and posted to our ERP system by our Senior Accountant. Payments are submitted for review to the proper approvers and sent to vendors via the selected method (ACH, check, etc.). MineralTree has transformed our team and allowed us to focus our time on more value-add initiatives.

Works Well, Easily Integrates To NetSuite

Opmerkingen: I am an ERP deployment and systems manager with many years (10+) of experience in SMB and large company platforms.

Pluspunten:

Mineraltree Invoice to Pay greatly reduces the workload on accounting departments by automating much of their AP functionality. It provides a solid platform for documentation, and greatly reduces paper consumption while all but eliminating checks. It also integrates easily with NetSuite, and has good pre-deployment support from their support team(s).

Minpunten:

Like most cloud-based solutions, it can and does slow down from time to time. If your organization is moving from on-premise software into the cloud, this is a fact of life that you will learn. In fairness, MineralTree is no worse than any other cloud platform, be it NetSuite or any other. I state this simply to help set expectations and to help others avoid disappointment.

Easy to use, missing some features

Opmerkingen: Mineral Tree was easy to connect to Netsuite and I like the real time sync. Their reporting is a little limited, ie can't run a report on your own to see all invoices pending review by a certain employee. There have been a few bugs that need fixing, but Customer Service is always available to help.

Pluspunten:

Easy connection to Netsuite, bills sync in 10 min.

Minpunten:

Still making improvements to the software, limited reporting.

MineralTree Review

Opmerkingen: MineralTree is a cost effective solution for automating your AP process. We are able to send invoice approvals to managers directly through the system and it is a pretty straightforward application. We have MineralTree integrated with our quickbooks software.

Pluspunten:

I like the ease of use and without very little training it is pretty easy to get up an running and use the system. I like the approval routing features as well as the ability to upload PDF's of the invoices for review as well as having them stored electronically for our records.

Minpunten:

We do occasionally have some issues/bugs with getting MineralTree and Quickbooks to sync regularly as they should. We typically are able to troubleshoot the problem on our own and get it resolved quickly, but it would be nice if this was a smoother integration.

They send check so we don't have to

Pluspunten:

That it syncs to our financial systems and updates customer records.

Minpunten:

Sometimes it isn't timely with the syncing between systems.

My experience using MineralTree has been great. I wish I knew about it earlier in my career.

Pluspunten:

-The two way communication between our accounting software and MineralTree -Real time updates -User friendly -no need to print checks on our end our log into the bank to set up ach batches -minimizes the risk of duplicate payments as it automatically marks things paid in the accounting software

Great for a growing company

Pluspunten:

We used this product to automate the AP process in my previous company. It really simplified the approvals process. Great workflow functionality.

Minpunten:

Not needed at all companies. This software is really for a company with high transaction volume and many approval levels.

Maria Hernandez

Opmerkingen: I find MineralTree to be easy. Very complex, very easy to get around, helpful tips. Customer service is always on point when being called. The features are very helpful as well.

Minpunten:

i like that its easy, good features

The most difficult system

Opmerkingen: Always difficult and a challenge to use. There is little or no customer support. They force frequent changes of my password

Best Financial Program!

Pluspunten:

This program makes it easy to draw up invoices!

Minpunten:

No issues thus far, but will update when and if i do

Seamless process for invoice processing

Pluspunten:

Mineral tree's alert system makes sure that all parties who need to submit expense reports or freelancer invoices are able to do so quickly, and can update those involved on the status of their claims/payments without bothering our finance team constantly to check status.

Minpunten:

The user interface isn't great, but that is more about personal preference than any functionality issues.

Extremely easy to use

Opmerkingen: I would definitely recommend this to my friends. It gave me a lot of time to do my other things.

Pluspunten:

It's user friendly. You can store a lot of documents. It eliminates a lot of paper work for me.

Minpunten:

The installation is not as easy as I thought.