Boost Efficiency and Security With Document Management and P2P Solutions

Deliver peace of mind and provide space for your IT teams to innovate with integrated procure-to-pay software and document management platforms that offer data encryption and robust security.

SHIFT AWAY FROM DATED, PAPER-BASED SYSTEMS AND Move INTO THE CLOUD

While IT professionals trend toward digital solutions, your organization still has deeply entrenched manual systems involving procurement, employee expenses, document management, and even fundraising. Create efficiency and boost your security with our cloud-based platform.

SHIFT AWAY FROM DATED, PAPER-BASED SYSTEMS AND move INTO THE CLOUD

While IT professionals trend toward digital solutions, your organization probably still has deeply entrenched manual systems involving procurement, employee expenses, document management, and even fundraising.

eliminate routine work and spend more time advancing your it strategy

Automate your workflows with our user-friendly paperless platform. PairSoft integrates with popular ERP and CRM platforms, delivering automated procure-to-pay processes, intelligent data capture options, and robust security.

Here’s how your organization can benefit from PairSoft’s dynamic systems:

  • Seamless integration with ERP and CRM solutions
  • On-premises and subscription pricing that fits your needs
  • Get peace of mind with PairSoft cloud storage
Give your staff time to refocus on meaningful work that advances your organizational goals and builds stronger connections with your community.

Out-of-the Box Integrations With ERP and CRM Applications

Your organization needs seamless solutions that are easy to implement. PairSoft offers intuitive, out-of-the-box integrations with some of the most popular CRM and ERP platforms, including Microsoft Dynamics, Microsoft Dynamics 365, Blackbaud, NetSuite, and Sage Intacct.

Automatically enter information into your preferred ERP or CRM, ensuring that your teams always have consistent, accurate information. And we added even more layers of security to protect your organization’s sensitive information.

How We Help

Secure, Automated Document Management

Eliminate manual processes and reduce the risk of human error. Our document management features automate and simplify document capture and create a secure, central repository that is easily searchable.

Features

  • Simplified scanning and data capture options
  • Automated integrations compile documents from applications and email
  • Data encryption and robust security systems protect your sensitive data
  • Add even more levels of protection with annotation and redaction features and customized user and group roles
  • Sophisticated structured and unstructured search tools

The software is highly flexible, with a multitude of configuration options, so it was very helpful to have their expertise in setting up the solution to meet our company’s needs. They helped us establish and implement the various approval routings, and showed us how to leverage the product’s functionality.

How We Help:

Integrated Workflows

When you shift away from paper-based processes, you can create more efficient electronic workflows. PairSoft streamlines auditing, cybersecurity protocols, and reduces backlogs by routing documents where they need to go for sign off and review. Instead of relying on inefficient, manual processes, we can fully automate your workflows and boost visibility.

Then, users can retrieve, review, and approve documents from anywhere using our intuitive, integrated document management features and mobile application.

How We Help:

Intuitive Mobile Application

Whether your employees are processing invoices and purchase orders, submitting expense reports, or ensuring regulatory or policy compliance, PairSoft makes it easy with our mobile app. You can take images of receipts with the device’s camera, route and retrieve documents, and approve requests with the click of a button.

Our native mobile apps are free to download from the Google Play Store and Apple’s App Store.