All MineralTree Invoice-to-Pay Reviews

1-25 of 77 Reviews

Sort by

Reviews are by default sorted by Recommended to software buyers, driven by our proprietary algorithm reflecting the depth and quality of the review, recency of experience, and other factors. As a neutral reviews platform, the star rating of the review is not considered in the "Recommended" ranking, and there is currently no voting mechanism that would allow site visitors to influence the ranking.

Dustin

Unspecified

Used less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

Reviewed May 2021

Best valued software we have added to our organization in a long time! it's so effecient

Darcy

Government Administration, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed June 2018

I have used many features of the mineraltree system and found each one user friendly.

Ease of tracking, reconciling and vendor payments

PROS

The mineraltree system seems to be ahead of most. The sync capabilities with various accounting software has made invoice paying less cumbersome. The ability to scan invoices and able to search and retrieve for verification has been eased. Our approval process is a two part and being able to simply scan, submit, verify and pay has cut down on wasted time as well as wasted money. We currently use QuickBooks and have found the sync process is easy and fast. We are able to get vendors paid and payments posted quickly. The ACH payment process in the beginning took some getting use to but now that I am use to the process, it is my preference however not all vendors we deal with utilize ACH yet. Overall, we have been very happy with all mineraltree has to offer and all their improvements over the years.

CONS

It took some getting use to but as with any software there is a learning curve. ACH payments are the most difficult if you are syncing with Quickbooks and your bank. When a ACH payment is paid its not broken out in your banking reconciliation as to who was paid it is just an amount so if you have multiple ACH payments on the same day it is not clear who is paid what. I have learned to date my payments days apart as to not have this lump sum amount. I find it very simple now and just requires a payment date to be entered in mineraltree that separates ACH payments.

Brooke

Consumer Goods, 51-200 employees

Used daily for less than 12 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed June 2016

Great Tool To Streamline AP Invoice Entry and Payments

MineralTree has been great to work with-especially in terms of feedback. When we originally started using the software, some features were missing that we really wanted to see added, so we shared our feedback with the CS Team and our requests were answered in the next two releases. That is immensely valuable as we know that if our needs ever changed and we required the software to function in a different capacity, we could work with the MineralTree team to devise a solution to fit our needs. There have been very few issues thus far, the only one worth mentioning being a glitch that caused a delay in invoice processing for a day or two; upon reporting the issue the team immediately responded and kept us informed of the status of the fix so we were never left wondering. The amount of time spent capturing vendor invoices has been greatly reduced, and errors minimized since entry is automated. Now, instead of spending time on data entry we can automate that portion and better utilize our staff for approval and review, and other more meaningful tasks that can add value to the business versus simply keying in invoices. While we don't utilize the system for Payments currently, I've personally used the software for another business and leveraged Payments. The Payments made check issue incredibly easy, especially when the check-signer was busy or out-of-town. Overall, highly recommend and very pleased.

PROS

Easy to use, streamlined AP processes well, highly responsive customer service team, very collaborative and user-focused. Not a sign-up and never hear from them again kind of company - very engaged and a rarity in today's marketplace.

CONS

Would like the window pop-up for invoice entry to be larger so it fills more of the screen overall like the homepage does. Other than that, really no complaints to date.

Vendor Response

Thanks for the review, Brooke. You'll be excited to hear that we will be enhancing the invoice screen in an upcoming feature release. Stay tuned!

Replied July 2016

Lynn

501-1,000 employees

Used daily for less than 12 months

Review Source: Capterra

OVERALL RATING:

3

EASE OF USE

4

VALUE FOR MONEY

3

CUSTOMER SUPPORT

4

FUNCTIONALITY

3

Reviewed July 2016

Timesaving

Mineral Tree is a huge time saver and really cuts down on the need for filing paperwork, having to get checks signed and having to mail out checks.

PROS

Not having to file invoices and mail out checks.

CONS

The inability to make certain changes once an invoice has been posted.

Vendor Response

Lynn, thanks so much for your review! For Intacct users, the only invoice field that cannot be modified after posting to Intacct is the GL posting date. In the coming weeks we will be updating our sync capabilities, at which point we will be able to support changes to that field as well. Should you have any questions about field updates, please contact MineralTree support at 855-672-9669.

Replied July 2016

Kristi

Retail, 1,001-5,000 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed June 2016

Slashing Time

We started using MineralTree hard and fast. We utilized the multiple review & approval process, the document capture and nearly every payment method possible. We saved time being able to pull documents for audit with the great search feature. This used to be time consuming searching in filing cabinets. The payment process saves time where we used to print manual checks, stuff the envelopes and then attach the bill stub to be filed. Now it is at the push of the button. So many of my vendors have commented how they appreciate the email remittance that is sent out with each payment. Then things amped-up when Invoice Automation rolled out. This cut processing time in half.

PROS

The ability to capture and retain documents for review and recovery has been a wonderful resource. Being able to streamline the review, approval, and payment process with such ease has made the accounts payable process mobile which works great with our company. Most of all the continued improvement of the software impresses me. MineralTree continues to strive to fill gaps and provided services that directly benefit the A/P process .

CONS

There is still an opportunity to solve the issue of vendors that require an additional document be included with a payment. These payments are currently still done manually outside of MineralTree.

Vendor Response

Thanks for taking the time to review MineralTree, Kristi! Later this year you will see enhancements to our vendor remittance emails allowing you to attach additional documentation.

Replied July 2016

Patrick

Internet, 51-200 employees

Used weekly for less than 12 months

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed November 2016

Very effective and highly functional platform

I think the MineralTree product configuration is very logical, with sound separation of the different fiscal management responsibilities, vendor and invoice processing controls, and payment disciplines. In that much of our staff works remotely, MineralTree offers our multiple users an easy to navigate platform that readily allows them to focus on their part in the process for entering, approving, and paying vendor invoicing activity. The process workflow is very straightforward, offering a range of (invoice) in-process management tools and reporting options to keep each of the individual users well informed throughout the transaction cycle. While I have only interacted with their customer support staff on a few occasions, they were very prompt and thorough in responding back to my requests. Transactional history is readily accessible through a variety of different reporting and visualization options, offering a full range of accounting and financial management alternatives for tracking our Company's activity. I would recommend the MineralTree platform to other organizations looking to simplify the cash disbursements cycle in their Company, particularly those working in decentralized approval environments.

PROS

Configuration is very logical, with sound separation of the different fiscal management responsibilities, vendor and invoice processing controls, and payment disciplines. Great for remote or decentralized staffing environment Process workflow is very straightforward Thoughtfully designed in-process management tools and reporting options Customer support staff have been very prompt and thorough

CONS

May create some process flow challenges for smaller staffed organizations that may lack the staff leveling opportunity for the different authorization and approval levels built into the platform. I think this can be readily addressed in the approach you take to defining how the process flow will work within your unique operating group.

Vendor Response

Patrick, we appreciate your review and are so happy to hear you would recommend MineralTree!

Replied December 2016

Laura

Investment Management, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2020

Best paperless processing

During the recent pandemic, it was a huge plus that I could still pay anyone virtually, even if the vendor required a paper check. With everyone working remotely I am able to move everything through in a timely manner without seeing a single soul.

PROS

The software was a snap to set up and use with QBO. Approvals are tracked, many less emails, and best of all there is no longer a need to file any paper records. Not seeing the stacks of filing to be done is the best feeling in the world.

CONS

There were many glitches in the beginning as the Mineral Tree team learned what was needed from our end. I still have some open issues from 2 years ago that they cannot solve, so it has become a work around on my side. Not a deal breaker. Credit memo application cannot be done within this software so that is an extra step. If we were a larger company, I would be hesitant about how much time I would have to babysit the process as there are many places where invoices could become trapped and not paid in a timely manner.

Peter

201-500 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed June 2016

MineralTree is the go to for AP Automation

I have been using MineralTree for 2+ years and can't give them enough praise. They have been a lifesaver when it comes to Accounts Payable and have contributed to countless hours saved in automating the AP process. No company should be cutting physical checks, worry about signatures, paper documents, chasing people for approvals etc. MineralTree can handle everything from invoice capture to payment and automating everything in between.

PROS

The best part of the software is its ease of use. Setup was a breeze, and syncing is always on point. Invoice Capture is also a nice feature of the software helping assist with recurring bills that are easy to enter so we can focus on more complicated bill entry. Customer Service is incredible on the off chance there is a problem.

CONS

The biggest con I would say is its US only. If there was some way to have the software sync with our UK account as well it would be great.

Vendor Response

Thanks, Peter! We appreciate you taking some time to review MineralTree. You'll be happy to hear that we are planning to expand support to international entities as well as support international payments.

Replied July 2016

Michael

Information Services, 51-200 employees

Used daily for less than 6 months

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed March 2017

Initial Experience with MineralTree AP

I have found the MineralTree application to be very functional in providing us an automated process to capture, approve and pay our vendor invoices. It is easy to learn, setup and begin using. As with any application, there are a few user interface and feature changes we'd like to see... but it is light years ahead of our prior process. I think MineralTree will be a very efficient and cost effective solution for us.

PROS

The combination of easy capture with the approval process. Paying the invoices in addition is just a great plus. Getting all three in one solution is going to be a big help.

CONS

I think the user interface is very plain in a few areas. The "Search" screen is very crude by today's standards though it is adequate. And while I understand the need for security, for anyone who works with the application all day the 5 minute timeout is a significant inconvenience. Complex passwords, two factor authentication are all reasonable to get logged in. However, once logged in there has to be some latitude for the customer to determine that their workstation is in a secure location and that the timeout can be increased.

Darla

Online Media, 51-200 employees

Used daily for less than 12 months

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed October 2016

Mineral Tree helps streamline AP Processing for SMB

I've used Mineral Tree with two different software integrations for about 2 years now. I'm impressed with the stability and speed at which improvements and new functionality is introduced. The application provides separate approval workflows for the invoice as well as the payments. This is very valuable in the organizations that I work with as invoices are approved by the various department heads, but the payments are approved by the CFO. No other bill pay solution I've found provides this separation.

PROS

Solid internal control and separation of duties. Also speed at which new features and functionality are delivered.

CONS

Too many clicks to review the history and detail on a paid invoice.

Vendor Response

Darla, thanks so much for your review! We're glad you love our segregation of duties functionality.

Replied December 2016

Anonymous

11-50 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed April 2018

MineralTree is extremely intuitive, and an effective AP tool

PROS

The product is great for a small business who uses quickbooks. You can assign approvers, and manage AP efficiently.

CONS

This software can be glitchy. I would like reports which tell me which invoices are stuck with certain approvers.

Chelsea

Marketing and Advertising, 51-200 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2020

Great Software

it is all good so far.

PROS

It is definitely helps a lot for our payable function.

CONS

credit memo sometime can be misaligned and will cause problems in outstanding amount in bills.

Thomas

Information Technology and Services, 51-200 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

FUNCTIONALITY

5

Reviewed March 2020

Revolutionizes the AP function

Great implementation process and great product.

PROS

Makes managing the A/P function infinitely easier. Electronic approvals for invoices and payments are a must today. Goodbye email approvals, printing invoices, filing paper, so on. I started a new job and wanted to implement this quickly and MineralTree delivered. Intuitive to use once you get used to it. We spend so much less time and effort doing A/P because we have this tool.

CONS

Customization of layout would be nice to have, such as our company logo. I believe this is available for the larger tier customers but not for smaller companies.

Zachariah

Accounting, 2-10 employees

Used daily for less than 6 months

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed July 2016

MT Enhances Control of AP

MineralTree is a great software for automating your AP workflow. It allows for multiple levels of control throughout the invoice to pay process. I can easily code and confirm invoices for company owners to review for payment. Additionally, invoice approvals can be required for invoices that meet certain criteria (e.g., amounts, vendors).

PROS

Mineral Tree automatically syncs to my clients' Intacct accounts and the customer service is exceptional.

CONS

I wish the invoice viewing portal was better designed and that the inbox email capture system was more reliable.

Vendor Response

Thanks for the review, Zachariah! You'll be happy to hear that in the next few weeks we will be releasing a redesigned invoice detail screen that is much easier to use.

Replied July 2016

Jason

Information Technology and Services, 51-200 employees

Used weekly for less than 12 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2016

MineralTree is a must have to scale your Finance Team!

MineralTree has saved a tremendous amount of time across our entire company. The entire accounts payable cycle is virtually automated through MineralTree. Invoices are captured and read via OCR when received via email from vendors, automatically routed to the appropriate team member for approval, and coded and posted to our ERP system by our Senior Accountant. Payments are submitted for review to the proper approvers and sent to vendors via the selected method (ACH, check, etc.). MineralTree has transformed our team and allowed us to focus our time on more value-add initiatives.

Vendor Response

Thanks for the review, Jason! I'm glad to hear MineralTree is improving the AP process at your company.

Replied August 2016

Fahima

Biotechnology, 11-50 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT