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Document Management for Financial Services

Accounting Document Management

Dont let anything slip through the cracks. Document management software enables your In-house accounting department to effectively identify outstanding accounts receivable and keep you in the green.

December 10, 2018

woman working on laptop

DocuXplorer's industry-leading accounting document management software providers employees working in Accounts Payable and Accounts Receivable departments with a robust and highly functional solution to managing the numerous invoices, bills, purchase orders and other accounting documents processed on a daily basis. With DocuXplorer, accounts payable and accounts receivable departments have the functionality of accounting document management systems used by large institutions, without the need of technical expertise or the expense of a costly IT consultant. DocuXplorer also offers countless other benefits, including QuickBooks document management and integrations with other third-party software.

Accounting document management features for AR/AP departments include:

  • Utilize the built-in OCR (optical character recognition) for faster organization
  • Perform Boolean searches for precise retrieval of invoices or other documents
  • Scan paper documents directly into a DocuXplorer folder
  • Email, fax and print documents from DocuXplorer
  • Create workflows to automate approval processes and reminders