Optimize Financial Workflows and Boost Efficiency with Document Approval Automation

• Automated invoice capture: Seamlessly capture invoices from email or upload them directly into the platform, eliminating manual data entry.
• Intelligent data extraction: Utilize OCR technology to automatically extract invoice data, reducing errors and saving data entry time.
• Automated workflow routing: Set up automated workflows to route invoices for approvals based on pre-defined criteria, expediting the payment process.

• Automated invoice generation and delivery: Generate and send invoices to customers electronically within the platform, ensuring timely delivery and improved cash flow.
• Automated payment reminders: Set up automated reminders for overdue invoices, ensuring timely customer payments and improved cash flow management.

• Streamlined approval processes: Create and customize workflows for various financial documents, including invoices, purchase orders, and expense reports.
• Automated task routing: Automate the routing of documents for approvals to designated personnel within the workflow, ensuring clarity and accountability.
• Real-time status tracking: Track the status of documents in real-time within the platform, allowing for proactive follow-up and timely approvals.

• Encryption at rest and in transit: Your data is encrypted both when stored in the cloud and while being transferred, protecting it from unauthorized access.
• Role-based access control: Only authorized personnel are granted access to specific documents and workflows based on their roles within the Accounts and Finance department.
• Regular security audits: Our system undergoes continuous monitoring and penetration testing to identify and address potential security threats, ensuring ongoing data protection.

Yes, ShareDocs Enterpriser offers open APIs that enable seamless integration with most popular accounting software solutions. This eliminates manual data entry between systems and streamlines your overall financial processes, encompassing accounts payable automation and accounts receivable automation. By integrating ShareDocs Enterpriser, you can achieve a more efficient and secure Accounts and Finance department.

• High-speed data processing: Process a large number of invoices quickly and efficiently with minimal wait time.
• Batch processing capabilities: Upload and process multiple invoices simultaneously to streamline data entry and approval processes.
• Scalable storage options: Choose from various cloud storage options based on your specific invoice volume requirements.

• Secure communication channels: Communicate directly with customers regarding invoice discrepancies within the platform, fostering efficient resolution processes.
• Document attachment capabilities: Attach relevant documentation to invoices within the platform, providing clear explanations for potential invoice disputes.
• Real-time audit trails: Maintain a clear audit trail of all communication and document revisions related to invoices, aiding in dispute resolution and ensuring accountability.

• Multi-level approvals: Establish multi-level approval processes for invoices exceeding specific spending thresholds, ensuring proper oversight within accounts payable.
• Mandatory fields and validation rules: Define mandatory fields and implement validation rules within workflows to ensure all necessary information is present before invoice approval.
• Automated audit reports: Generate automated reports on invoice approval activity within workflows, simplifying demonstrations of adherence to internal controls during audits.

• Online vendor portals: Provide vendors with secure online portals to submit invoices electronically, reducing manual data entry on both ends.
• Automated vendor setup: Set up new vendors within the platform quickly and efficiently, minimizing onboarding delays.
• Pre-defined invoice formats: Establish pre-defined invoice formats for vendors to ensure consistent data structure for automated processing.

• Real-time receivable tracking: Monitor outstanding invoices, customer payment statuses, and overall receivables performance in real-time.
• Customizable reports: Generate reports tailored to your specific needs, providing insights into customer payment patterns, overdue invoices, and collection trends.
• Data-driven decision making: Utilize real-time data and reports to make informed decisions regarding credit limits, collection strategies, and overall accounts receivable management.