Paperless Document Management for Finance Teams
Automate invoice processing, compliance filing, and client records with direct-to-DMS scanning.
The Paper Problem in Finance
Finance and accountancy practices generate enormous paper trails — invoices, tax records, client files. Manual handling creates errors, delays, and compliance exposure.
Direct scanning to cloud DMS eliminates the bottleneck, ensuring every document is correctly filed and instantly retrievable.
Key Benefits
Audit-Ready Records
Every document scanned, indexed, and timestamped automatically.
Faster Invoice Processing
Cut invoice handling time by scanning direct to your AP workflow.
GDPR Compliant
Controlled access and automated retention policies protect client data.
30%
of time wasted searching for documents — AIIM
- • Eliminate manual data entry
- • Accelerate month-end close
- • Reduce compliance risk
Common Use Cases
Invoice and receipt capture for accounts payable processing.
Client onboarding documents scanned and filed instantly.
Tax return filing with automatic indexing by client and year.
Year-end audit preparation with complete, searchable records.
Regulatory compliance archiving with automated retention policies.
Need a scanner that works with your DMS?
The Plustek eScan integrates with Sage, Xero, and SharePoint out of the box.