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
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
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
Ensure that administrators have all gift and invoice records stored digitally, from faxes and emails to scanned files.
Reclaim up to 30% of the time your team spends searching, filing, and retrieving documents manually
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
User-based permissions ensure that only authorized employees and departments have access to certain records and data.
Bills are managed throughout their complete lifecycle, from acquisition to approval to storage, so they won’t get lost.
With out-of-the-box capabilities and easy-to-use interfaces, you won’t need to spend time manually integrating systems or coding APIs.
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
Complement your financial and accounts payable solutions with a fully centralized document management solution.
Streamline and build out your AP Automation capabilities as your business grows.
Effectively validate purchase details before making a payment to reduce the risk of fraud and financial loss.
