Truliant Federal Credit Union Automates AP Process with Epicor ERP

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Truliant Federal Credit Union Automates AP Process with Epicor ERP

Case study showing how Truliant Federal Credit Union used Epicor ERP and doc-link to automate accounts payable and reach 99.9% on-time vendor payments.

Published

June 4, 2026

Read time

3 min read

Source

Truliant Federal Credit Union faced delays processing vendor invoices across 24 branch offices, resulting in late payments and limited visibility. By implementing Epicor ERP integrated with doc-link, the credit union centralized invoice capture, automated workflows, and gave branch staff direct access to documents. The result was a jump from 70% to 99.9% on-time payments while handling 900 invoices monthly with one AP staff member.

Key takeaways

On-time payment rate improved from 70% to 99.9% after automation

900 invoices processed monthly by a single AP staff member

Branch offices gained self-service access to invoice images and status

No additional AP headcount required despite organizational growth

Employee expense reimbursements processed in half the previous time

Market overview

SCR methodology note

Vendor landscape

Leaders

Implementation considerations

Important consideration

Original Source

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