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.
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 e-signing without needing to constantly adjust workflows. This ensures that forms are always properly published and handled in time
Intelligent automation for your use cases
Learn about the potential that the functionalities have in optimizing your document management in risk prevention.
Avoid fines and low grades in audits for not having the required documentation
The system has the capacity to configure, generate and control all the documents required to comply with occupational health and safety regulations, according to the particular characteristics of the position and renewals or updates of the legality of the documents.
- Smart templates
- Integration with software through API or SFTP
- Alarms and notifications associated with documents
- Automation with CSV
Experiences
Before: clients suffered from high turnover rates in their prevention area, due to the pressure that the area was experiencing due to the number of fines and poor evaluations in internal audits, due to administrative disorder. Now: with the digital management and reengineering of the area’s procedures thanks to our platform, audit grades have improved, fines have been reduced to 0 and the work environment has positively transformed.
Monitoring of the evaluation and implementation of corrective measures
Our platform allows you to create and manage an improvement request module, safeguarding the traceability of the progress and development of each requirement.
- Smart forms
- Document version control
- Alarms and notifications
- Folders with percentage of compliance
Experiences
Before: A PRL client faced difficulties in managing requests and corrective measures in poorly evaluated critical procedures, due to the high workload, complicating the traceability of improvements and making it difficult to evaluate the team’s performance. Now: With Legale he was able to optimize requirements management and support the traceability of requests and corrective progress, ensuring an orderly, supported record and improving the quality of work life in the area.
Management and custody of large volumes of documentation without disorder or difficulty in quick access to information
With different functionalities, our solutions promote and facilitate online management, reducing time through advanced document search with filters and data selected by the user.
- Incorporation of up to 4 metadata in the document name
- Advanced search filters by name, email, work, etc.
Experiences
Before: Clients managed more than 20 risk talks a day and faced difficulties in quickly accessing the supporting documentation for required training and/or risk reports in the event of incidents, which generated stress and loss of efficiency in the team. Now, by implementing our platform, it optimized document management with electronic folders per collaborator and advanced filters, ensuring immediate access and improving the team’s response.
Protection against identity theft or ignorance of signing documents
Our platform allows you to carry out in-person signing procedures supervised by accredited personnel and incorporate additional validation elements such as selfies, identity documents or video, which can also be included in remote electronic signature processes.
- In-person signature on device
- Identity validations with ID document, selfie or video type
- Legal evidence that is easy to share and accessible via QR
Experiences
Before: A PRL supervisor discovered that some workers did not attend safety talks, but their attendance was signed by their colleagues, compromising control of the area and increasing operational risks, reflected in constant work incidents. Now: With Legale, they implemented a procedure that requires a selfie before signing, ensuring that only real participants record their attendance. This measure eliminated impersonation, improved document traceability and significantly reduced errors in training management.
Lack of internet connection for field operation management
The offline electronic signature model allows you to sign in person on mobile devices without the need for an internet connection, where the documents are previously synchronized and managed from the headquarters.
- In-person signature on a device without an internet connection
- Synchronization of documents in the cloud when connecting to the internet
Experiences
Previously, clients could not digitally manage documents relating to HR and ORP in areas with critical or non-existent internet connection, which prevented the digitization of processes because the field operation did not allow the use of paper to be eliminated. Now, by implementing offline in-person signing on devices, clients are able to sign and manage 100% of their area documentation digitally, streamlining communication between works and headquarters, thanks to the automatic loading of documents from the device when a network is detected.
Comprehensive digital management for all your risk prevention documents
Normative documents and regulations
- Internal regulations, hygiene and safety
- Affidavits of regulatory compliance
- Regulatory compliance reports for mutual societies and supervisory bodies
Risk and Security Management
- Hazard Identification and Risk Assessment Matrix
- Safe work procedures
- Work permits (height, confined spaces, etc.)
- Safety inspections and internal audits
Training and competencies
- Induction and safety training records
- Attendance at security training
- Evaluation of competencies in risk prevention
- Emergency Management Training Certificates
Control and Prevention
- Worker safety commitments
- PPE delivery records and use commitments
- Personal protective equipment control checklists
- Record of incidents and accidents at work
- Corrective and preventive action plans