Uplevl
Cloud-based document management and AP automation for mid-sized businesses
About Uplevl
Uplevl is a cloud-based document management and accounts payable automation platform designed for mid-sized companies. It converts paper-based data into digital formats, automates review and approval workflows, and transmits accounting data directly to ERP systems like Sage Intacct, Acumatica, and NetSuite. Built on AWS with HIPAA compliance, it offers unlimited document storage, version tracking, intelligent data extraction, and flexible API integrations.
Pros & Cons
Pros
- Unlimited document storage removes capacity concerns
- Strong ERP integrations with Sage Intacct, Acumatica, and NetSuite
- HIPAA compliant with enterprise-grade AWS security and redundancy
- ML-powered data extraction reduces manual data entry significantly
- Flexible workflow automation with configurable approval routing rules
- Easy to use interface that delivers enterprise functionality at mid-market pricing
- Open API enables integration with virtually any business system
Cons
- No public pricing — requires contacting sales for quotes
- Primarily targets mid-sized companies, may be overkill for very small teams
- Limited third-party review coverage makes independent evaluation harder
- AI automation features may have a learning curve for simpler use cases
- No free tier or trial publicly listed on the website
Key Features
Unlimited Document Storage
Centralized cloud storage with no caps on the number of documents stored
AP Automation
Automates accounts payable workflows including invoice capture, approval routing, and payment processing
Intelligent Data Extraction
Machine learning-powered OCR that extracts data from documents and integrates with business applications
Workflow Routing
Rules-based document routing for reviews and approvals with configurable multi-step workflows
Version & Revision Tracking
Automatic tracking of all document versions and revisions with full audit trail
ERP Integrations
Native integrations with Sage Intacct, Acumatica, NetSuite, Salesforce, and Microsoft products
Document Search & Tagging
Full-text search with metadata tagging and folder organization for fast document retrieval
API Access
Open API for creating custom integrations with virtually any other business system
HIPAA Compliance
Meets HIPAA requirements with strong security at datacenter, network, data, and application levels
AWS Cloud Hosting
Securely hosted on AWS with multiple backups and redundancies for high availability