Document Management and Process Automation for the Business Office

Streamline every facet of the finance department with unlimited electronic forms and signatures and a secure, unified document archive.

Softdocs digitizes and automates expense reporting with auto calculations for rapid validation and approval.

Manage a Streamlined Finance Department

Softdocs provides the ideal toolset for finance departments, from comprehensive forms to workflow automation with electronic signatures to a unified document repository.

  • Process incoming invoices with surprising speed and accuracy
  • Cut approval cycles with instant digital workflow and electronic signatures
  • Automate AP processes to electronically print and distribute checks
  • Lock in document security and reinforce records retention rules

Digitize Any Finance Document

  • Checks
  • Expense Reports
  • Invoices
  • Monthly Financial Statements
  • Packing Slips
  • Purchase Orders
  • Supporting Documents

Automate Key Finance Processes

  • AP Approval Form
  • New GL Account Request
  • Petty Cash Voucher
  • Purchase Request
  • Travel Reimbursement Request

After 10+ years with a legacy document management system, we chose Softdocs. Their system offers unlimited eForms and eSignatures, which is a significant advantage over using multiple solutions and paying for each envelope or document. We migrated over 8 million documents from our legacy system, redesigned workflows, and consolidated 10+ separate forms into a single super form.

Khalid Tariq, Associate Vice Chancellor, Information Systems UMass Global

Critical Features for Modern Finance Organizations

security

Security

Data is protected using Microsoft Azure, with NIST 800-53 and SOC 2 Type I & II compliance.

accessibility

Accessibility

The platform is WCAG 2.2 AA compliant, web/mobile-friendly, and built with accessibility in mind.

ux

User Experience

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

cloud

Cloud-Native

End the burden of on-prem software with low-code/no-code process automation tools.

Featured Webinar: Higher Education

Milwaukee Area Technical College Paves the Way for Wisconsin Schools and Government Entities to Modernize with Softdocs

Milwaukee Area Technical College (MATC), one of the largest technical colleges in Wisconsin, has selected Softdocs’ integrated platform to enhance both student-facing and back-office operations. Discover how you and other Wisconsin organizations can implement document management and workflow automation without needing a lengthy RFP process.

Duration: 30 minutes

Watch the Webinar

Kathy Moore
Kathy Moore Higher Education Account Executive Softdocs

Vince Silvestri
Vince Silvestri VP, Sales Engineering Softdocs

Platform Capabilities Powering the Business Office

Intelligent Document Processing

Automate data extraction, classification, and validation for every captured document.
User-Friendly eForms

Build user-friendly eForms to securely and reliably capture precise key data.
Unlimited eSignatures

Expedite approval processes with unlimited electronic signatures.

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