Apps

Accounting

AvidXchange Lite


AvidXchange Lite


With the AvidXchange Lite integration you can:


Easily send approved invoices from Portfolio Financials to AvidXchange


Include optional routing cover sheets along with approved invoice


Allows for a more connected experience between project teams and accounts payable



Integration Summary

The AvidXchange Lite integration allows for Portfolio Financials Pro customers to automatically forward all approved invoices to a pre-determined AvidXchange email address. The integration also allows for the inclusion of an optional cover sheet which will include a record of all approvers in the workflow as well as critical project data necessary for the processing of the invoice via accounts payable.

How it works

Once enabled in the integrations settings of Portfolio FInancials the AvidXchange Lite integration automatically sends copies of all fully approved invoices to a pre-determined AvidXchange email address. The e-mail address provided by AvidXchange will be standard for all projects and buildings. The integration also allows for the inclusion of an optional cover sheet which will include a record of all approvers in the workflow as well as critical project data necessary for the processing of the invoice via accounts payable.

Integration Requirements
  • Procore Portfolio Financials Pro
  • AvidXchange Email Address
Required Procore Tools
  • Portfolio Financials
Helpful Links

AvidXchange for Construction

About AvidXchange™

AvidXchange™ revolutionizes the way companies pay their bills. Serving more than 6,000 clients throughout North America, AvidXchange is an industry leader in automating invoice and payment processes for midmarket companies spanning multiple industries including Real Estate, Financial Services, Energy, and Construction.

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