Business process automation with PaperSave
PaperSave is a complete document management, electronic workflow, and transaction automation solution. It automates business processes, allowing you to focus on critical tasks and not the mountains of paper. PaperSave’s unique integration provides one-click access to documents related within Microsoft Dynamics GP, CRM and Intacct.
Document Management – Streamline your processes and go paperless with simplified document management for easy storage and even easier retrieval.
Electronic Workflow – Automate workflows and streamline operations by reducing the need to manage redundant, traditional paper-based processes. This ensures that all mission-critical information, documents and transactional data are automatically collected and stored.
Transaction Automation – Automates invoice processing by leveraging Optical Character Recognition (OCR) and Auto Entry to create the AP transaction in Dynamics, eliminating manual data entry.
With PaperSave’s seamless integrations you can:
- Eliminate the need for custom programming, extra training or costly set-up time as PaperSave captures information from the supporting transaction and stores it as metadata with the supporting document, giving you one-click access to supporting documents from the Dynamics GP, CRM or Intacct windows.
- PaperSave leverages the relationships between transactions in Dynamics and Intacct, and carries that relationship over to the documents. For example, to see a check and all the related invoices, you simply navigate to the Payment Transaction to see all of these documents.
- PaperSave’s structured and unstructured search opens the door up to search for documents based upon content, metadata within PaperSave and data from Dynamics or Intacct.
- Reclaim 20-30% of your day spent filing searching and retrieving documents
- Lessen the cost per invoice processed by reducing data entry
- Reduce lost documents, vendor inquiries and late payments
- Decrease costly data entry errors
- Streamline approvals
- On-Premise or Cloud (SaaS) offering
- Integrates with Other ISV Solutions – Solver BI360, Mekorma, WorkPlace, ReQlogic, Binary Stream MEM, Gorilla Expense, Nolan