Resources & Learning Center

Everything you need to know about B2B payables automation and how to maximize your SnapB2B experience.

Frequently Asked Questions

Find answers to common questions about SnapB2B

Getting Started

How long does it take to implement SnapB2B?

Most organizations are up and running within 3-5 business days. The process includes setting up your AP Inbox, configuring approval workflows, and onboarding your team. For ERP integrations, implementation may take 2-3 weeks.

Can my instance be branded to match my company?

Yes. We can customize your instance with your corporate colours and logo.

Do I need to install any software?

No! SnapB2B is a fully cloud-based platform accessible through any web browser. There's no software to install or maintain on your end.

Can I try SnapB2B before committing?

Yes! We offer a personalized demo and can set up a trial account so you can experience the platform with your own data. Contact us to schedule your demo.

Features & Functionality

Which modules are included in the platform?

SnaB2B supports the entire Accounts Payable (AP) lifecycle, including: Invoice Capture and Digitalization, Intelligent Matching, Approval Workflows, Paymnet Orchestration, Vendor Portal.

What types of invoices can SnapB2B process?

SnapB2B can process invoices in any format - PDF, images (JPG, PNG), emails, and even paper invoices. Our AI OCR technology extracts data with over 96% accuracy regardless of format or layout.

Does SnapB2B integrate with my ERP?

SnapB2B integrates with all major ERP systems including SAP, Oracle, NetSuite, QuickBooks, Microsoft Dynamics, and many others through our universal no-code connector.

Can I customize approval workflows?

Absolutely! SnapB2B offers unlimited customizable workflows with support for complex hierarchies, delegations, and exception rules to match your organization's structure.

Does the system support subtenants?

Yes. Subtenants can be provisioned upon request to help you manage different business units or subsidiaries within a single ecosystem.

What payment methods are supported?

We support ACH, wire transfers, virtual cards, checks, and international payments. Your vendors can choose their preferred payment method through the vendor portal.

Security & Compliance

Is my data secure with SnapB2B?

Yes. We use bank-level encryption, our platform maintains SOC 2 Type II certification, and follow industry best practices for data security. All data is encrypted in transit and at rest.

Where is my data stored?

Your data is stored in secure, redundant data centers with 99.9% uptime guarantee. We maintain ongoing backups and have comprehensive disaster recovery procedures.

Does SnapB2B comply with financial regulations?

Yes. SnapB2B is compliant with all relevant financial regulations. We maintain detailed audit trails for all transactions.

Support & Training

What kind of support do you offer?

We provide customer support via email and phone. Enterprise clients receive dedicated account managers and priority support.

Do you provide training for my team?

Yes! We offer comprehensive onboarding training, video tutorials, documentation, and ongoing training sessions to ensure your team maximizes the platform.

Can I request new features?

We actively listen to customer feedback and regularly update our platform. Contact your account manager or our support team with feature requests.

Still Have Questions?

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