Document Management for Government Finance and Procurement

Digitize and expedite your finance and procurement processes while maximizing security, transparency, and compliance.

Say Goodbye to Manual, Paper-based Processes

If slow, paper-intensive processes with too much data entry is slowing your finance and procurement department, Softdocs solutions can digitize and expedite your processes while maximizing security and compliance.

  1. Digitize data collection for consistency and transparency
  2. Expedite approvals and vendor selection
  3. Maintain a searchable archive
  4. Rein in wasted expenses for smarter budgeting

With a no-code forms designer, drag-and-drop workflow, and an archive organized how you need it, you can run finance and procurement with the productivity necessary for world-class citizen service.

Softdocs for Finance and Procurement in State and Local Government 

Better manage government finances like revenue collection, expenditures, and budgeting with the Softdocs Platform while controlling processes like incoming invoices, purchase orders, financial reporting, and expense reports. 

Expense Reports

Track and control staff expenses.

Provide government staff an online solution for simple expense reporting and travel request submissions. 100% digital forms and workflow get reports routed and approved in a fraction of the time required for paper-based processes requiring wet ink signatures.

Purchasing

Say hello to paperless processes.

Eliminate handwritten purchase orders with our online solution for paperless purchase requests that automatically passes data to your finance system once the purchase order is authorized and created.

Invoice Processing

Complete approval cycles in minutes.

Import and read invoices automatically and route for approval with near-zero manual touch. Reduce the turn-around time for orders, requests, and more via a paperless approval process — from hours (or days!) into minutes.

Vendor Records

Store vendor records virtually.

Electronically store requisitions, purchase orders and all corresponding documents for approved government vendors within a secure repository where your content is matched, organized, and findable for simplified vendor management.

Essential Features for Finance and Procurement Teams

security

Security

Government records are protected with a platform adhering to NIST 800-53 and SOC 2 Type I & II standards.

accessibility

Accessibility

The platform is WCAG 2.2 AA compliant, mobile-friendly, and built with accessibility for all staff and citizens.

ux

User Experience

Our software is purpose-built to provide an intuitive, simple, and powerful user experience for every colleaguex.

workflow

Workflow Automation

Dictate processes with drag-and-drop tools that empower your finance team to control approvals and workflows.

Solution Focus: Procurement

Softdocs supports your IT and procurement teams by smoothing the complex processes of evaluating and selecting solutions.

With a centralized document management system, your team can securely store and manage RFPs, vendor proposals, evaluation criteria, and contract drafts — all in one easily accessible location. Improves collaboration and keep documentation organized throughout the entire procurement lifecycle.

Additionally, Softdocs' process automation tools help IT teams manage procurement workflows. From routing RFPs for internal approvals to automating contract review and vendor onboarding, Softdocs reduces manual tasks and speeds up decision-making. Plus, use eForms to capture and standardize data during evaluations to enforce well-documented, and transparent decisions for compliance with agency policies and procurement regulations.

Platform Capabilities Powering Finance and Procurement

Workflow Automation

Design digital, no-code workflows to transform, simplify, and enforce key business processes.
Unlimited eSignatures

Expedite approval processes with unlimited electronic signatures.
Document Management

Secure student records, HR, finance, and other documents within an integrated repository.

Ready to learn more?

Softdocs supports city, county, and state departments and agencies across the United States, from boards of nursing to city police to departments of public safety.

No document management and process automation system can better support your finance and procurement teams, and no company can equal our level of customer service and dedication to the public sector.

Contact us today. We'd love to show you what's possible.