Document Management and Process Automation for K-12 Business Office

Boost the speed and accuracy of key district processes like invoice capture, expense approvals, new vendor setup, and more with fast, customizable process automation.

Say Goodbye to Manual, Paper-based Processes

Drop the slow, paper-intensive processes and graduate to a business office that's better positioned to keep staff happy and leadership informed.

Softdocs solutions for your business office and finance operations are based on a simple formula:

  1. Processes designed to expedite approvals
  2. Secure, searchable archive for all business documents
  3. Unlimited forms and signatures to keep cost low
  4. Thoughtful integrations to your SIS and ERP

With a no-code forms designer, drag-and-drop workflow, and an archive organized how you need it, you can run your operations with a "we can do that" attitude.

Softdocs for Your District's Finance and Business Operation

K-12 districts using the Softdocs platform  discover efficiencies across every aspect of student services, from first enrollment to final transcripts.

Expense Reports and Travel Requests

Track and control your staff's expenses.

Provide employees an online solution for expense reporting and travel requests. Digital workflow helps requests get approved and processed in a fraction of the time and integration with your finance and payroll systems eliminates rekeying of data.

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.

AP Approval and 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 100% paperless AP approval process — from hours (or days!) into minutes.

Vendor Records

Store vendor records virtually.

Electronically store requisitions, purchase orders and all corresponding documents in a secure, cloud-based repository where your content is matched, organized, and findable.

Being able to have an electronic routing and storage system that imports to our existing finance and payroll system saves us from having to manually type all the data into purchase orders. It is absolutely amazing!

Aaron Jones, Purchasing Agent Enterprise City Schools

Critical Features for a World-Class Business Office

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.

Solution Focus: Automated Invoice Processing

Your district’s AP team handles hundreds (even thousands) of invoices every month. Arriving via paper and email, untold days are spent reviewing, approving, paying, and filing — a process ideal for digitization and automation.

The Softdocs Platform features Intelligent Document Processing to automatically recognize a document as an invoice, understand its key data, and route that invoice to the correct approval workflow based on its content. Grab ad hoc invoices from email attachments, collect via a submitted Softdocs Form, upload a scanned document, or point to a network drive of PDFs. The platform handles the rest, minimizing — even eliminating — manual data entry.

Once the invoice is in the system, your workflow rules dictate the approval path to expedite sign-off with unlimited electronic signatures. This cuts approval times from days to minutes. Plus, within the Softdocs Platform, you can see exactly where an invoice sits within the process, helping close gaps and bottlenecks.

Featured Webinar: K-12 Education

How Aiken County Public School District Improved Accessibility and Efficiency with Document Management

Listen in as Karen Hamm, Supervisor of Accounting Systems with Aiken County Public Schools, shares the district’s journey of streamlining workflows, implementing electronic forms, and storing documents with a secure, user-friendly solution.

Duration: 45 minutes

Watch the Webinar

Karen Hamm
Karen Hamm Supervisor of Accounting Systems Aiken County Public School District

Corey Davis
Corey Davis Client Success Consultant Softdocs

Platform Capabilities Powering Student Services

Intelligent Document Processing

Automate data extraction, classification, and validation for every captured document.
Unlimited eSignatures

Expedite approval processes with unlimited electronic signatures.
Workflow Automation

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

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