Streamline document-heavy workflows
Extract and classify data from loan packets, KYC forms, and invoices with high-accuracy OCR. AI Agents autofill entries, flag missing signatures, and move files through secure review stages.
Transform Financial Services Ops with Intelligent Automation + AI
From banks to credit unions, PairSoft helps finance teams reduce risk and cost by automating core functions – with new AI Agents for precision and agility.
Join 2,000+ accounting and procurement
teams who rely on PairSoft.
Gain the AI edge in finance operations.
Strengthen financial data governance
Search across systems to verify data accuracy and completeness. AI Agents surface missing documents, outdated client records, and exceptions- helping you maintain audit trails and reduce regulatory risk.
Eliminate reconciliation delays
Search transactions by keyword or field – across GL entries, client accounts, and supporting docs. Use AI Agents to automatically classify expenses, flag anomalies, and reduce close-cycle lag with intelligent automation.
What customers are saying.
“It’s effective, it’s efficient and it saves time and money. I think it works perfectly.”
Spend your people power where it matters most.
AP Automation
PairSoft’s extensive AP automation software drastically reduces the time and money your accounts payable and administrative teams spend on routine, transactional tasks.
Document Management
Automatically extract metadata from paper and PDF documents directly into your CRM system using PairSoft’s data capture, validation, and electronic stapling tools.
Procurement
Easily navigate inventory management, supplier communications, and purchase order generation so you can focus more on your mission. Automate the entire procure-to-pay process and gain real-time spend insight along the way.
Onboarding & Support
With award-winning user adoption, PairSoft is easy to learn and quick to deploy. If you have questions at any point, our dedicated team of experts is always ready to help.
Integrate PairSoft into your CRM or ERP.
Case Study
PairSoft Helps Answer Financial Streamline Approval Processes
Answer Financial works with PairSoft to create a streamlined and efficient workflow that makes audits easy, eliminates file cabinets and storage space, and decreased approval time by 70 percent.
Make giving
easier for
your donors and
employees.
