document management software for accountants

Document Management Solutions for Accounts and Purchase Teams

Digitise your Accounts and Purchase Document Management Processes and Workflows with EisenVault. Trusted by the accounting and purchase departments of more than 50 companies, EisenVault makes sure that you never waste time searching for documents again.

Our Accounting Document Management Software includes SaaS features that are custom built for Finance teams.
It also includes a high quality document digitization service.

employee document management system

Need Of Electronic Document Management Systems For Accountants

A client's financial data is at the core of its operations for a financial services company. Therefore, it becomes critical for them to invest in a secured document management system for accountants. Having a paperless office with an online document management system in place can remarkably improve the workflow for accounting firms. 

 

A Document management system software for accountants must be easy enough to share accounting documents with someone. Therefore, the system should have all the simplicity built in so that you can share account-related documents securely with multiple permissions to different users or user groups. ​

 

One thing that stands out about EisenVault's accounting document management software is that users can effortlessly tag each accounting document for incredibly effortless searchability, along with a complete secured archive that assists you in de-cluttering your document storage and helps you focus on what matters.

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Accounts & Purchase Document Management Case Study – Snapdeal

Situation

Snapdeal had two separate systems for storing legal contracts and purchase orders. They wanted an integrated system where purchase orders could be issued after verifying the presence of a valid legal contract with supplier.

Action

EisenVault had all legal contracts scanned, categorised and tagged. Files were uploaded into supplier folders in the EisenVault Cloud DMS. The EisenVault Cloud DMS was integrated with Snapdeal’s Oracle based purchase system, using our robust Rest APIs. Now when a purchase officer is about to issue a purchase order, she can just press a button to check for a valid contract from within Oracle.

EisenVault has custom solutions for Accounts professionals, including reports, management dashboards, integrations with third party ERP software and scanning solutions. 

document management system for accountants
Document Management Solutions

Full Text Search and Metadata Search

EisenVault makes scanned documents full text searchable, using Optical Character Recognition (available in English, Hindi, Gujarati, Chinese, Arabic, Bahasa Indonesia and Thai). Apply custom metadata fields to documents to enable advanced search and filtering.

cloud based dms for accounting
Accountants Document Management Solutions

Cloud Based AI Tool for Sorting Documents

After scanning, your documents are uploaded into our cloud based data entry tool. This uses machine learning to automatically categorise documents, thus saving 50% on labour costs and improving accuracy by 75%.

Safely Access from Anywhere via Browsers or Mobile Apps

document management system for accountants
Accountants Document Management Solutions

EisenVault’s Cloud Based Document Management Software can be accessed via any modern web browser or our smartphone apps, over an internet connection. It is completely secure from snooping hackers and your connection is always SSL encrypted.

Multi Level Approval Workflows

accounting document management
Accountants Document Management Solutions

EisenVault's Cloud and On-Premises Document Management Software has customisable multi level workflows. You can have multiple groups of managers approve invoices, purchase orders, contracts etc., before these documents are published internally or before payment is made. These workflows can be made as complex as required, with multiple decision points.