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.
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!