Connect Your Organization with True Integration
Unleash Your Organization’s Potential
Automated processes
Enhanced collaboration
Improved visibility and control
Strong ROI across organization
You’ll be able to create an environment that ensures all documents are stored and instantly accessible for future use with our integration to Microsoft Dynamics CRM, GP, SL, NAV, and AX.
Benefits
Reclaim Lost Time
Improve your customer management, make more efficient use of data, and simplify document sharing.
Eliminate Lost or Misfiled Documents
Prevent human error, missing documents, and manual transaction and voucher filing.
Reduce Implementation and Training Costs
Mitigate the need to train employees on new technologies by connecting systems you’re already familiar wit
Features
- OCR Document Capture
- Invoice Processing
- Employee Expense Management
- Vendor Management
With Microsoft Dynamics 365 Business Central and Microsoft Dynamics 365 for Finance and Operations, you can give yourself an end-to-end view of your business with a wealth of easy-to-understand data that will help you make informed decisions to increase profitability and the customer experience.
Capture data from your purchase invoices and other documents and create Dynamics 365 BC and FO records seamlessly. Our workflows ensure that you get the right sign-off prior to payment, match purchase invoices with the associated PO to ensure payments are accurate, distribute line items on invoices into the right GL accounts, and attach all relevant documents to the Dynamics 365 record.
Benefits
Eliminate Bottlenecks
Create efficiencies with our robust end-to-end process that automates your procure-to-pay, document management, vendor management, and receiving operations.
Complete Workflow Capabilities
You won’t need to purchase a separate workflow solution for document acquisition, approval, and storage.
Advanced Search Functionality
Quickly search for documents by keyword, transaction information, user defined metadata, or dates.
Features
- Purchase Order Management
- Electronic Workflow Automation
- Effortless Document Management
- Auditing and Compliance
- And more!
Want to see an integration in action?
With its intuitive and highly configurable interface, you can effectively reduce piles of paperwork and streamline your gift processing operations with Blackbaud Financial Edge NXT, Blackbaud Raiser’s Edge NXT, and Blackbaud CRM.
Benefits
Process Donations Quickly and Safely
Automate your gift processing tasks on our secure cloud and give your donors peace of mind.
Reduce Physical Document Storage
Stop storing gifts and donor records in file cabinets and replace them with smaller and more cost-effective digital solutions.
Lose Fewer Documents
Ensure that administrators have all gift and invoice records stored digitally, from faxes and emails to scanned files.
Increase Employee Efficiency
Reclaim up to 30% of the time your team spends searching, filing, and retrieving documents manually
Features
- OCR Document Capture
- Automated Gift Processing
- Electronic Workflow Automation
- One-Click Document Retrieval
- Auditing and Compliance
Take your procurement, requisition, purchasing, and expense management work to the next level. Our integration boosts Sage Intacct’s functionality with automation, OCR, AI, and machine learning capabilities.
Benefits
Secure Financial Data
User-based permissions ensure that only authorized employees and departments have access to certain records and data.
Centralized Document Solution
Bills are managed throughout their complete lifecycle, from acquisition to approval to storage, so they won’t get lost.
Easy, Cost-Effective Implementation
With out-of-the-box capabilities and easy-to-use interfaces, you won’t need to spend time manually integrating systems or coding APIs.
Features
- Document Management
- Electronic Workflows
- Transaction Automation
- Single-Click Document Retrieval
- Unlimited Routing and Approvals
When we have a question about an expense, we don't have to go looking for paper. We can spend more time understanding how we're spending our money and thinking about how we can spend it more effectively.
Benefits
Centralized Solution
Complement your financial and accounts payable solutions with a fully centralized document management solution.
Scalable Solutions
Streamline and build out your AP Automation capabilities as your business grows.
3-Way Invoice Matching
Effectively validate purchase details before making a payment to reduce the risk of fraud and financial loss.
Features
- Unlimited Approval and Routing Rules
- Effortless Document Management
- Robust AP Automation
- OCR Smart Invoice Capture
