From Invoice Automation to Embedded Payments: How Transcepta Completed the AP Lifecycle

Industry

Technology

Challenge

While Transcepta had already automated invoice delivery into ERP systems, the payment acceptance process remained manual and fragmented. Card and ACH payments posed significant challenges, creating friction for both suppliers and buyers. To address these inefficiencies, Transcepta required an integrated payment solution that could embed directly into their existing platform, minimize workflow disruption, and ensure secure, compliant processing across their broad vendor network.

Results

After implementing Fortis embedded payment solutions, Transcepta customers experienced a substantial reduction in manual AP processes, faster vendor onboarding, increased payment accuracy, and seamless card and ACH payment acceptance. These improvements enhanced operational efficiency and elevated the end-user experience, solidifying Transcepta's position as a trusted automation partner.

Key Product

Product one

$5.4M+

Manage Spend

100+

Deals Completed

7.6x

ROI

$2M

Cost Savings

Partnering with Fortis has transformed our business. Their cutting-edge strategies and AI-powered targeting have significantly boosted our online presence and revenue.

Sarah Johnson

Chief Marketing Officer @ StellarForge

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About your Customer

Transcepta is an AI-driven AP automation provider that connects hundreds of thousands of vendors to enterprise buyers, automating invoice delivery and optimizing finance workflows.

The Challenge

Transcepta recognized that although its AI-driven AP automation platform had successfully automated invoice delivery into ERP systems, payment acceptance—particularly for card and ACH transactions—remained a significant challenge. Manual intervention was required, leading to delays, errors, and inefficiencies for both buyers and suppliers. The lack of seamless payment integration created friction in the invoice-to-pay process, limiting the platform's ability to deliver full automation and optimal efficiency.

The Solution

To address the persistent bottleneck in payment acceptance, Transcepta explored solutions that would integrate payments natively within their platform. The team sought a partner with robust ERP integration capabilities, scalable infrastructure, and a commitment to customer-centric innovation. After careful evaluation, Transcepta selected Fortis for its embedded payment solutions, deep ERP expertise, and comprehensive onboarding support. As Mitch Baxter, VP of Solutions at Transcepta, stated: "We wanted somebody who shared our corporate values, someone who put customers first, a lot of technology innovation—and that’s what we’re doing with Fortis." The implementation process emphasized rapid adoption and workflow continuity, ensuring that vendors could be onboarded quickly and payment acceptance would be seamless and secure.

The Results

Following the deployment of Fortis embedded payment solutions, Transcepta achieved significant operational gains. Manual AP processes were substantially reduced, vendor onboarding accelerated, and the accuracy of payments improved. Card and ACH acceptance became seamless for users, eliminating previous friction points. Shan Haq, Chief Strategy Officer at Transcepta, highlighted the transformation: "What we want to do is deliver as many invoices from your vendor into your ERP system, ready to pay, with no human touchpoints." Key metrics include significant reduction in manual AP, accelerated vendor onboarding speed, improved payment accuracy rate, and seamless card and ACH acceptance—all contributing to enhanced efficiency and a superior customer experience.