Document Management Software for
Sage Intacct
Document Management Software (or DMS) is software built to help you keep track of your paperwork. DMS gives your company one place to store all of your files in an electronic format, making it easy to search for and retrieve them later. But DMS is more than just a virtual filing cabinet. DMS helps manage the processes related to the documents it stores, like an approval workflow for an invoice. It can also automate tasks like data entry.
A typical DMS will:
- Store electronic files
- Manage document sharing and editing
- Provide version control and/or an audit trail
- Provide electronic workflows to manage processes
- Automate basic transactions
You might consider DMS when you are exploring options to reduce costs, streamline operations, and boost productivity and efficiency. DMS is typically paired with other solutions like ERP, CRM, or accounting software as part of a company’s business management system.
Top 6 Benefits of Document Management Software
Save time. All the time spent filing, searching for, and retrieving paper documents, as well as making copies, faxing, and mailing files can be reduced or eliminated, while preventing common problems like duplication, misfiling, and lost documents. Electronic workflows and automated transactions can speed up processes like invoice approval and the procurement to pay cycle. DMS usually includes a mobile application for easy access and approvals on the go.
Go green. Managing your documents electronically reduces paper usage and all of its related expenses, like the office and storage space needed for filing cabinets.
Better collaboration and service. With one place for all documents, your team is always on the same page and can work on documents together. Easy access to documents means employees can respond to customer questions quickly, instead of keeping customers waiting while they search through paper files.
Better insight. With version control and audit trail capabilities, you can track the history of every document, including who has accessed it and how it has changed over time.
Easy process management. Electronic workflows ensure each employee follows the same process and no steps are missed.
Increased security. DMS comes with built-in security options, like login authentication and user access controls, plus added protection like backups and disaster recovery. Storing files electronically also keeps sensitive information out of your office building, where you may not have as much control over who has access to it.
PaperSave for Sage Intacct
As a Sage Intacct Premier Partner, Cargas strives to provide the best tools to support your accounting and finance needs. By partnering with other industry-leading software providers, we can offer you a large selection of solutions to build your ideal financial system.
We partner with PaperSave to provide comprehensive document management for our customers. PaperSave is a complete document management, electronic workflow, and transaction automation solution with an integration to Sage Intacct. The integration allows PaperSave and Sage Intacct to work together as one system, allowing you to use PaperSave’s tools to electronically capture, process, and manage financial documents, records, and data directly inside Intacct.
Ready to Learn More?
If you’d like to learn more about document management software, PaperSave’s solutions, or how the integration between PaperSave and Sage Intacct works, we’d love to help. Contact us to connect with our expert consulting team.