Quick Answer

SoftCo AP Automation is an AI-native accounts payable platform that processes PO and non-PO invoices from capture through approval and query management. It holds a strong average rating of around 4.3 out of 5 on G2 and 4.6 out of 5 on Capterra.

However, SoftCo is not built on Salesforce, and it has a smaller review base than larger, more established competitors. Companies running their finance operations inside Salesforce typically need a separate integration layer to connect SoftCo data back to their CRM.

SoftCo is a global SaaS provider with offices in the USA, Ireland, the UK, and the Nordics, focused on AI-driven accounts payable and procure-to-pay automation. Its AI Capture, AI Match, AI Coding, and AI Routing technology aims to minimize manual intervention across the invoice lifecycle, with a built-in AI Assistant that explains exceptions directly in the workflow.

For mid-to-large enterprises processing high volumes of PO and non-PO invoices, SoftCo is a well-reviewed, security-certified option. Companies that run entirely on Salesforce, or that want a platform with a larger, more established user base, often look for accounts payable automation built directly inside their CRM instead.

This review looks at what SoftCo does well, where users report friction, its overall rating, and how it compares to a Salesforce-native accounts payable automation option.

What is SoftCo?

SoftCo AP Automation is an AI-native accounts payable platform designed to process all PO and non-PO supplier invoices electronically. It combines AI-powered capture, matching, coding, and routing with query management to reduce manual work across the invoice lifecycle.

SoftCo also offers a Procure-to-Pay product aimed at enterprises processing more than 50,000 invoices annually, and the company is SOC 1 and SOC 2 audited, with ISO 27001 and SÄHKE2 certification.

It is commonly used by organizations that:

  • • Are mid-to-large enterprises with 200 or more employees
  • • Process a high volume of both PO and non-PO invoices
  • • Need integration across a complex, multi-ERP environment

SoftCo Overall Rating

SoftCo AP Automation is well reviewed, though with a smaller volume of reviews than more widely adopted AP platforms.

  • • G2: around 4.3 out of 5, based on around 30 verified reviews
  • • Capterra: around 4.6 out of 5, based on 20 verified reviews
  • • Gartner Peer Insights: reviewers cite meaningful reductions in query resolution time and processing costs

Positive sentiment centers on ease of use, smooth ERP integration, and responsive customer support. Lower scores are more often tied to a tougher initial implementation period and lower brand awareness compared to bigger competitors.

How SoftCo Works

SoftCo follows a structured, AI-driven invoice-to-pay workflow:

1. AI Capture

Invoices are captured from any source or format using AI, regardless of whether they are PO or non-PO invoices.

2. AI Match and Coding

Invoices are automatically matched against purchase orders and goods receipt data, and coded to the correct general ledger accounts based on learned patterns.

3. AI Routing and Approval

Invoices route to the correct approver based on confidence thresholds and controls, with exceptions flagged for review.

4. Query Management and Payment

The AI Assistant helps resolve supplier queries directly in the workflow before invoices move to payment.

This workflow is built around touchless processing, aiming for high straight-through processing rates on PO invoices in particular.

Key Features of SoftCo

1. AI-Powered Invoice Capture

SoftCo captures and processes invoices from any source or format with high accuracy, covering both PO and non-PO invoices.

2. AI Matching

Invoices are automatically matched against purchase orders, goods receipt data, and reference information, including complex matching scenarios.

3. AI Coding and Routing

Learned invoice patterns drive automatic general ledger coding, while AI routing sends invoices to the correct approver based on confidence thresholds.

4. Context-Aware AI Assistant

A built-in assistant explains exceptions, answers questions, and guides AP staff through next steps directly in the workflow.

5. Supplier Management

SoftCo maintains visibility and communication across supplier interactions and invoice queries.

6. Broad ERP Integration

The platform integrates with more than 200 ERP systems, supporting complex, multi-system finance environments.

Benefits of Using SoftCo

✔ Smooth ERP Integration

Reviewers frequently describe integration as flawless from start to end, which reduces implementation risk for complex environments.

✔ Responsive Customer Support

Users highlight fast response times and helpful support staff dedicated to resolving issues.

✔ Strong Payment Processing

SoftCo scores particularly well on payment processing efficiency compared to some competitors.

✔ Faster Query Resolution

Customers report significant reductions in query resolution time, freeing AP staff for higher-value work.

Limitations of SoftCo

SoftCo is a capable AI-native AP platform, but reviewers point to a few recurring issues:

1. Difficult Early Implementation

Some customers report a challenging initial rollout before settling into a smoother, more productive routine.

2. Smaller Market Presence

With a smaller review base than larger competitors, SoftCo has less third-party validation and can face more user adoption friction.

3. Limited Billing Template Flexibility

Reviewers note that digital and recurring billing template options could be more flexible.

4. No Public Pricing

Pricing is custom and quote-based, which can make upfront budgeting harder compared to transparent per-user plans.

5. Not Salesforce-Native

SoftCo runs as a standalone platform, so Salesforce-centric organizations need additional integration work to connect it to their CRM.

Who Should Use SoftCo?

SoftCo is a good fit for organizations that:

  • ✔ Process a high volume of both PO and non-PO invoices
  • ✔ Need integration with a complex, multi-ERP environment
  • ✔ Want AI-driven coding and routing to reduce manual touches
  • ✔ Value strong, responsive customer support during rollout

Who Should Consider Alternatives?

Businesses that run their finance operations mainly in Salesforce can also review SoftCo alternatives to compare tools that offer full AP automation natively inside their CRM.

  • • Want AP automation to live directly inside Salesforce
  • • Prefer a platform with a larger, more established review base
  • • Want transparent, published pricing rather than a custom quote
  • • Need more flexible recurring billing and invoice templates
  • • Want a faster, simpler implementation timeline

Real-World Use Case Insight

Mid-to-large enterprises with complex, multi-ERP environments often choose SoftCo for its AI-driven matching and coding, along with its ability to connect to a wide range of ERP systems without heavy custom integration work.

Salesforce-first organizations, or teams that want a more established, widely reviewed platform, frequently look for accounts payable automation that runs directly inside Salesforce instead of adopting a smaller, standalone AP vendor.

Conclusion

SoftCo AP Automation is a well-regarded, AI-native accounts payable platform, with an overall rating of around 4.3 out of 5 on G2 and 4.6 out of 5 on Capterra. It offers strong AI-driven capture, matching, and routing, along with broad ERP connectivity and responsive support.

It is not Salesforce-native, and reviewers point to a tougher initial implementation for some customers, a smaller market presence, and limited billing template flexibility as trade-offs.

The right choice depends on whether your business fits SoftCo's mid-to-large enterprise, multi-ERP feature set, or whether you need accounts payable automation built directly inside Salesforce.

If you are evaluating SoftCo and want to see the numbers for a Salesforce-native alternative:

See how much you can save by moving accounts payable automation directly inside Salesforce with Quick Payable.

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SoftCo FAQs

What is SoftCo?

SoftCo AP Automation is an AI-native accounts payable platform that processes PO and non-PO supplier invoices electronically, from AI-powered capture and matching through approval and query management.

What is SoftCo's average rating on G2 and Capterra?

SoftCo AP Automation holds an average rating of around 4.3 out of 5 on G2, based on around 30 reviews, and around 4.6 out of 5 on Capterra, based on 20 reviews.

Is SoftCo Salesforce-native?

No. SoftCo is a standalone AP automation platform that integrates with more than 200 ERP systems. It does not run natively inside Salesforce.

What are the main limitations of SoftCo?

Reviewers commonly point to a difficult initial implementation period for some customers, less market presence and user adoption compared to larger competitors, and limited flexibility in invoice generation templates.

What is a good alternative to SoftCo for Salesforce users?

Quick Payable is a strong alternative for organizations already running on Salesforce. It provides full accounts payable automation, including invoice capture, approvals, vendor management, and payments, natively inside Salesforce.