Our solution supports all browsers, making it easily accessible for your team without requiring clunky software.
Access documents at any time, anywhere, from any device. Help your employees, clients, and partners work on the go.
Manage documents and automate processes across multiple locations, departments and employees, without the frustration of a confusing system.
With a central content repository with features including version control and user-based access, you’ll feel confident that your data is protected.
Our solution integrates with any ODBC compliant application, creating the perfect recipe for your success.
You don’t have to compromise having top-of-the-line technology with an easy-to-use platform. Our solution is simple enough for everyone in your organization to use, and smart enough to handle complex workflows and manage all of your documents.
Document Management at its most basic level scans, captures, retrieves, and stores documents digitally in a central location.
Having content stored and accessed electronically allows your entire organization to improve collaboration, increase efficiency, and enhance security.
Enterprise Document Management (EDM) is the solution when your organization needs granular document and content type security with specific feature access permissions (such as who can email, print, view, approve, annotate).
Our entry level solution, we provide you with the entry point to digital storage and retrieval, the Document Management software system and a database connection to your Financial ERP.
What you get:
This is for organizations that want to truly get moving with automation. It automates your routing and matching with workflows. Professional also supports line item GL coding and distributions.
What you get:
Everything in Starter, plus:
With our top-of-the-line solution, we automate just about everything. SMART Optical Character Recognition (OCR) does 90% of the data entry for you by classifying, separating, and extracting data. You just verify it. Once approved, it automatically pushes the data to your Financial ERP. No manual entry required!
What you get:
Everything in Professional, plus:
It’s a simple first step towards digital storage and retrieval for all departments in your organization; AP/Finance, HR, Service Coordination, Client Intake, Customer Service, Quality, and Manufacturing.
Most importantly, your process is reduced to a single point of data entry, meaning you no longer have to enter redundant information. You get upgraded to electronic approvals to further reduce time and labor costs compared to paper based processes.
Here we front end your capture process and more importantly, NO data entry! Enterprise automates the separation and batching of AP invoices. This approach also employs 3-way matching, multi-step approvals, and smart validation.
Click the button below to view your download. You will receive your download link by email as well.