Document Management for Accounts Departments – AP, AR and workflow

Document Management for Finance Departments, Accounts Payable and Accounts Receivable

Create, capture, index, distribute, store and retrieve all your documents automatically and electronically.

Document Logistix’s Document Manager Finance provides comprehensive accounting functions yet is simple for the user to operate and effective for Department Heads, Finance Controllers, Financial Directors and CFOs who require up-to-date, accurate reporting.

In many companies the back office is moving closer to the front office. While efficient accounts processing has always been important to the financial wellbeing of an organisation, today speed and accuracy are frequently required to collaborate with customer facing departments and support efforts to improve operations, supplier relations and customer service.

Effective document management allows finance staff to concentrate on higher value tasks as powerful search and productivity tools save time and put an end to effort wasted on document retrieval and protracted enquiries.

Document Logistix helps companies with effective standalone solutions such as document scanning and indexing to achieve better storage and retrieval processes, all the way through to strategic workflow solutions that integrate with your current in-house systems. Workflow ensures that procedures are followed correctly every time and that process reviews and approvals take place in a timely manner that prevents bottlenecks. Add a business intelligence dashboard to share real-time information.

We’d love to help your finance staff make the most of their abilities and help them to support the business in the most effective way using Document Manager Finance. Please get in touch to learn more or ask questions about your current systems.

Managing invoices with Document Manager Finance

Accelerating payment processes
DM Finance is a flexible system that enables users to optimise their workflow, from receiving an invoice, through the approval and payment processes, to archiving and automated records retention and data purging in order to comply with the regulations of your industry sector.

Streamlining business processes
Document Manager provides a more efficient system for managing transaction-related paper and digital documents.

• High volume, low effort document data capture
• Handle multiple paper and digital document types and sizes
• User definable indexing and folder set up
• Manual or fully automated indexing powered by AI
• Cross referencing invoices with GRN / PO details
• Workflow capabilities to standardise processes
• Web interface for internal and external users
• Missing document tracking
• Reduced debtor days through improved tracking
• Seamless integration with core finance, HR, logistics, procurement and other back office solutions
• Improved ability to meet strategic KPIs
• Improved ability to meet customer SLAs
• Admissible in courts through compliance with legal document management standards
• Vast storage capacity through data compression
• Option to add business intelligence dashboard for real-time data visualisation

Read recent case study on how quickly AP digital document management can implemented even in complex operations.