INCREASE PRODUCTIVITY AND REDUCE COSTS.

Implementing Laserfiche has helped banks, credit unions, wealth managers, insurance and any one that has accounts payable and receivable departments. We can help you automate, reduce errors and cut costs.

Accelerate AP and AR processing

Enable more timely payments and lower collection costs.

  • Scan and capture information from multiple invoices at once
  • Automatically route invoices to multiple employees for review, approval and check processing
  • Audit activity throughout the A/P process to maximize productivity
  • Securely store invoices and related financial documentation for easy retrieval
  • Enhance efficiency, visibility and compliance with AP automation

Demonstrate regulatory compliance

Manage information access through a web-based administrative console.

  • Limit access by user, role, folder, document and/or data field.
  • Maintain round-the-clock visibility of who is accessing, printing or emailing financial records.
  • Grant contractors and others read-only access to content, minimizing the need for A/P staff to pull files and provide status updates.
  • Help ensure compliance with DoD 5015.2-certified records management tools.

Quickly capture invoice data with machine learning

Eliminate manual data entry to focus on higher-value projects and strategic initiatives.

  • Accurately identify and classify invoice data using machine learning technology.
  • Instantly validate invoice information to help prevent fraud.
  • Minimize set-up time with a pre-trained system that automatically pulls relevant invoice information.
  • Map invoice data directly to your ERP system.

Wealth Management

Improve client service, attract top advisors and satisfy audit requirements.

  • Make FINRA compliance a breeze with Laserfiche Vault

  • Open new accounts in under 30 minutes with Forms Magic

  • Reduce the costs of managing paperwork

  • Simplify audits and control compliance costs

  • Streamline client review and approvals

  • Integrate with CRM and wealth management systems

PRE-BUILT TURNKEY PACKAGES.

Combine the security and power of Laserfiche with the proven automation and design experience of DocuNav to jump start your next project!

Financial Records

  • Financial Records
  • Accounts Payable
  • Vendor Portal
Find out more

Employee Records

  • Employee records
  • HR Onboarding
  • Employee Contracts
FIND OUT MORE

Other Packages

  • DocuNav Shield
  • ApplicantHQ
  • GeoDocs
  • Laserfiche Upgrades
Find out more
SCHEDULE A DEMO

Community Banks and Credit Unions

Transform back office operations to reduce costs and improve customer service

  • Eliminate loan processing bottlenecks

  • Improve back-office productivity

  • Reduce the cost and complexity of compliance

  • Provide rapid response client service

RECOGNIZED INDUSTRY LEADER.

Laserfiche has been recognized as an industry leader by analyst and research organizations.

Positioned as a Leader in the Nucleus Research ECM Technology Value Matrix

Named a Visionary in the 2021 Gartner Magic Quadrant for Content Services Platforms

Received an average overall Gartner Peer Insights rating of 4.8 (out of 5) in the last year by customers. Also named Customers’ Choice for Content Services Platforms