Uplevl
Cloud-based document management and AP automation for mid-sized businesses
Founded
N/A
Starting Price
Contact
Category
Finance & Accounting
Last updated March 24, 2026
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
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