Why are CFOs Choosing PaperLess Document Management Automation for Sage?

6th Jul 2021
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Document Management Automation for Sage is powered by Sage Certified PaperLess Document Management Software. The top choice of CFOs to automate invoice scanning, invoice processing and invoice approvals with Sage.With an increasing number of invoices needing to be scanned, processed, managed and approved on a daily basis more and more Finance Directors, CFOs, Accountants and Bookkeepers are looking at document management automation systems that would allow them to cope with the high volume of invoices received on a daily basis.

For thousands of Sage users the preferred choice has been the Sage Approved Solution, PaperLess Document Management for Sage.

Automatic Invoice Data Capture, Automatic Invoice Scanning, Automatic Matching and Closing of Purchase Orders, Online Invoice Approval together with Automatic Upload of Invoices into Sage are just some of the reasons why CFOs using Sage are choosing PaperLess Document Management Software to automate invoice scanning, invoice processing and invoice approval processes.

Sage Invoice Scanning Software free demo. Scan invoices into Sage with PaperLess Software.

  • Automate Invoice Scanning Processes
  • Automate Invoice Processing Routines
  • Gain control over invoice approval processes
  • Automatically Upload and Archive Invoices on Sage
  • Live Lookup of Invoices directly from within Sage

With what Sage versions does PaperLess Document Management work with?

PaperLess Document Management for Sage is a Sage Approved Software fully compatible with Sage 50cloud, Sage 200cloud Professional, Sage 200cloud Standard, Sage for Education and Sage 200 Extra Online.

How does PaperLess Document Management automate invoice processing and invoice approval processes?

Fully and seamlessly integrated with Sage, all Accounts Teams using PaperLess need to do is to bring the invoices into PaperLess, then PaperLess Invoice Recognition for Sage will automatically capture all invoice data so that no more time is spent on inputting data manually into Sage.

After a quick check to the accounting data retrieved by PaperLess, invoices can be automatically posted to Sage directly from within PaperLess.

With a built-in Online Invoice Approval System for Sage, Invoices needing approval are can be automatically sent for authorisation across the company. Accounts Teams are in full control of the invoice authorisation process and have real-time information on the status of the approval process of each invoice.

What happens to the invoices once the transactions are posted to Sage?

Well, that is where things get even more interesting. Since PaperLess is fully compatible with Sage, whenever a transaction is posted from PaperLess into Sage, PaperLess automatically attaches the invoices to Sage.

Attaching invoices to Sage is done is a fully automatic manner so that Accounts Teams do not need to spend any time on manually archiving and filing invoices. With PaperLess Accounts Teams can have all invoices attached to Sage transactions lines.

To retrieve invoices, all Sage users need to do is to go into Sage and do a live invoice lookup of the attached invoice directly from within Sage accounting lines. Again, no more time spent on looking for invoices, simply go into Sage and by clicking on a button you can view the invoice that was automatically attached to Sage.

With PaperLess for Sage, once transactions are posted into Sage not only invoices are attached to Sage. Invoices that went through the invoice approval process in PaperLess will also have the audit trail of the approval process directly attached to the invoices in Sage.

Full Invoice Processing Automation for Sage, how does that work?

PaperLess for Sage gives Sage users the possibility to speed-up and automate invoice scanning, invoice processing and invoice approval routines. However, it is possible to take this automation even further with PaperLess Company Inbox.

This powerful invoice processing automation software enables Sage 50 and Sage 200 users to automatically process all invoices received on email by setting automation rules that are applied as soon as documents are received in Company Inbox email, turning document management into a fully automatic, faster and more reliable process.

Full Document Management Automation for Sage with PaperLess Company Inbox. Automate invoice processing from the moment suppliers send invoices via email until invoices are automatically attached to Sage.

Book Your Free Demo of PaperLess Document Management for Sage to learn why is PaperLess the top choice of CFO to automate document management processes and invoice processing routines in Sage.

What are Sage users saying about PaperLess Document Management for Sage?

“The seamless links to Sage 50 was what impressed me the most about the software.”

 “… as the company further expanded the way that things were done was not sustainable… we could not keep increasing the headcount indefinitely so PaperLess Invoice Processing automation levels were definitely the right choice for us.”

“PaperLess is a great system to use as it is a lot faster than approving the pile of paper”

“The approvers in our business enjoy the ease of use of the system as well as having instant online access to all invoices relevant to them. The approval process for approvers is simply a click of a mouse!”

“I personally think it’s great. It allows me to enter invoices without the requirement to manually input all of the data and then refer to archived documents with ease”

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