Transform your financial management with payroll and banking document automation
When it comes to finance, many decisive moments depend on agreements where speed of management and the validity of the process play a key role to ensure success.
Our solution simplifies workflows in finance departments with digital agreements, which not only streamlines document management, but also guarantee the authenticity and validity of electronic signatures, boosting efficiency and trust in every transaction. This is crucial for maintaining healthy financial system and avoiding issues with liquidity and funding operations.
Management Control
Approvals
Payroll Signing
Reporting
Efficiency payment management
When you think about the volume of documents managed by finance and treasury teams—supplier invoices, payroll, revenue, budgets, and all types of expenses—you’re looking at hundreds of documents generated every month. These documents need to be stored as required by law but also easily accessible when needed.
Simplify Treasury Operations with Digital Bank Instructions and Collection Letters easily e-signed
Our platform delivers smarter, simpler and more secure workflows by offering modules for both to day-to-day tasks and less frequent but equally important processes, such as reporting or document history tracking.
Approval within minutes
Our approval modules make it easy to manage invoice payments and asset purchases, giving you complete control over these critical processes.
Strengthen your management control
With our data export modules, you can generate detailed reports in Excel or CSV formats, allowing you to customize and analyze important operational data according to your needs.
Optimize resources and effort
Smart templates and conditional fields in forms make it faster to create, submit, approve, and sign documents, reducing your team’s workload and improving efficiency.
Intelligent automation for every step
Explore some of the use cases that show our platform capabilites.
Mass collection document management
The platform allows you to send signed collection letters and generate them in bulk, optimizing the collection process and ensuring smooth cash flows.
Automate Asset Request
Our platform automates asset request forms, automatically sending them to the right person for signing without needing to constantly adjust workflows. This ensures that forms are always properly published and handled in time
