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Document management & workflow automation

Document management solutions to transform your organization

Businesses rely on workflow processes operating seamlessly, with each employee completing their tasks productively and with ease – even the most time-consuming and manually-driven jobs.

So how can we help? New technologies have been made available to businesses to help automate manual tasks, consolidate and manage data and information, streamlines processes and more! This is known as Digital Transformation.

Digital transformation is taking the business world by storm, making your employee’s work lives easier, and helping your business stay ahead of the curve. With our solutions, you can access analytics that help save time and money, and our automation software can turn a 5-hour job into a 20-minute job.

Did you know 56% of CEOs said digital improvements have led to revenue growth? (Gartner)

Take the first steps on your digital transformation journey with us as your digital guides.

Digital Transformation: How?

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Automation Tool
Automation Tool

Automate routine tasks

Distribute files based on pre-defined characteristics

Automated reminders

Escalations based on date

Analytics


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Integrate business systems
Integrate business systems

Eliminate manual data entry and errors

Achieve a greater amount of automation

Allowing systems to talk to one another

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Streamline your workflows
Streamline your workflows

Files being sent to the next person at the click of a button

Pop-up or email notifications when a file arrives to you

Save paper and money with our efficient analytics


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Multi-device options
Multi-device options

View all files from any device

Digitally sign files

Route, scan and upload captured files to a digital repository of your choice

Our Preferred Partner

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Filebound is secure, cloud-based document management system automates enterprise work, so you can harness the full power of workflow automation.

Filebound eliminates tedious and costly paper-based processes. This increases your efficiency while adhering to your industry’s compliance standards.

Simplifying Accounts Payable

Streamline your accounts payable processes, including the way you pay vendors, service providers and handle employee expenses, amongst other tasks.

Our solutions can create efficient accounts payable automation processes via document management technology.

Documents that you can electronically manage include:
✔ Invoices
✔ Packing Slips
✔ Purchase orders
✔ EDI Invoices
✔ Paper Invoices
✔ Receiving Documents
✔ Warranty Claims
✔ PEPPOL Documents
✔ EFT/Direct Deposits
✔ Purchasing Card
Processes that you can electronically manage include:
✔ Cash Advance Agreement
✔ Cash Advance Reconcilliation
✔ Employee Voucher
✔ Employee Voucher instructions
✔ Policy Exception Request
✔ Stop Payment
✔ Travel Authorisation
✔ Travel Advance Agreement
✔ Voucher/Disbursement
✔ Payment Approvals

Key Benefits

Less manual data entry

Reduction of errors

Time saved through automation

Upload files from mobile devices, multi-function printers

Batch scanning

Capture & distribution 

Import files from scanners, email addresses, fax machines

Capture information on a document and send to a repository of your choice automatically

Audit trails

See file status

Manage flow of files

Cloud based service to access documents

Version control

Records management

Compliance

Cost-effective

Eliminate paper waste

Analytics allows you to make well-informed business decisions

Analytics show staff productivity

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Start building the right infrastructure for your business now.

And let us help you make your business more effective