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ACCOUNTING & FINANCE

Increase productivity with paperless approval and payment processing.

Increase productivity with paperless approval and payment processing.

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.
 

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.

INTEGRATE WITH
ERP SYSTEMS.

Facilitate information transfer between Doctrix and existing accounting software.
  • Reduce data entry with automatic lookups for vendor or invoice numbers.
  • Access documents stored in Doctrix directly from accounting applications.
  • Transfer files from network directories, fax servers and more.
  • Trigger invoicing review and approval from actions taken in PeopleSoft®, Microsoft® SharePoint® and other popular back-office systems.
CIMB Bank Berhad
The platform allowed us to go from a paper-driven accounts payable department to a nearly paperless department. Documents no longer have to be printed, shuffled around and filed. Instead, they can simply be uploaded to the platform. Documents are no longer ‘lost’ and can easily be accessed by anyone at any given time.
TSH Berhad
Clerks used to run around to different departments to verify the invoice amounts. Now, we’ve linked all those documents up in the background, and they can just click on a link and open it all up.

SOLUTIONS TAILORED TO YOUR INDUSTRY

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*All 3 products are available in mobile apps

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