Seamlessly connect Alii to your Microsoft SharePoint to back up your financial data with a single click.
Invoices are captured in Alii, whether uploaded manually or ingested automatically from connected sources, creating a single secure entry point.
Alii streamlines the finance workflow by extracting data, validating details, routing for approvals, and tracking progress. Once payment is finalised, the invoice is closed and ready for record-keeping.
Finalised invoices, along with their metadata, are automatically pushed to SharePoint, ensuring secure storage, easy access, and full compliance.
Flexible data rules let you define how information is tagged, routed, and stored in SharePoint, so the workflow aligns perfectly with your business needs.
With Alii, you don’t have to think twice about where your files live. The moment an invoice is posted in Alii, it’s instantly saved to SharePoint too. No extra steps, no manual exports — just peace of mind knowing your files are right where you need them.
Your invoice details don’t get left behind when you export to SharePoint. Alii carries over all the metadata and lines it up with your SharePoint columns, one-to-one. The result? Consistency across systems, easier reporting, and a faster way to track down the files you need.
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The Alii and SharePoint integration only requires a one-time setup, so users can eliminate repetitive configuration. Alii will smartly match all exact pairing fields, with no manual intervention needed. Need to rename a field? Simply delete the corresponding column in SharePoint and create another with a matching name.
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