Best Document Management Software for Sage Business Cloud Accounting

Rossum is an AI-based cloud document gateway for automated business communication. Rossum solves four key steps in document-based processes at once: receiving documents across multiple channels, automated understanding, two-way communication to resolve exceptions, and acting on the data using in-depth integrations. Trusted by: Pepsico, Veolia, Siemens, Cushman & Wakefield, and other companies that prefer to build rather than type. What does Rossum bring to the table? Zero-friction deployment: See high AI accuracy right out of the box in Rossum’s free trial and cut down on most maintenance effort thanks to cloud hosting and automated self-learning.
 Highly customizable: Implement powerful configuration APIs while enterprise users can engage Rossum’s dedicated Global Services team. Unified document gateway: Solve everything from security and compliance to IT and user training in one place by adopting a universally capable document solution.
 End-to-end solution: Rossum’s cloud platform takes care of the entire document lifecycle from receiving to internal IT systems posting.

PaperLess Invoice Scanning, a Sage Certified Software, allows businesses to scan and attach invoices directly to Sage. This reduces the need to input data with PaperLess Automatic Invoice Recognition. The Sage accounting software allows for easy invoice retrieval via a live lookup. PaperLess Document Management is a Sage-based software that allows companies to fully exploit their Sage accounting software. It includes Automatic Invoice Recognition, Automatic Matching, Closing of Purchase Order, Online invoice Approval, and Full Automation of Emailed invoices. Online Invoice Approval Software is fully compatible with Sage 50 and Sage 200. With the best Sage Invoice Authorization Software, automate invoice approval processes based upon supplier, department, and/or cost center. You can also gain control over the amounts that are approved.

DOKKA is a platform that streamlines bookkeeping for accounting firms and businesses. We don't provide accounting software. We integrate with different packages such as Xero QBO & Sage and streamline all areas around it, such as document collection, messaging collaboration, AI powered Bookkeeping Entry Creation, Bookkeeping Entry, and document push into the Accounting Software.

Take important data out of any scanned or digitally printed PDF document. It can be sent to Excel, QuickBooks, or other apps. DocuClipper can extract data from any digital or scannable document using OCR technology. DocuClipper can be used with both bank and credit card statements. DocuClipper passed an Intuit security review and follows security best practices. DocuClipper automatically pulls transactions, dates and other relevant data from any digital PDF or scanned bank statement. There are hundreds of banks supported, from large national banks to small credit cooperatives. You can either import the transactions automatically into an Excel spreadsheet, or download a file that you can import into your accounting software. DocuClipper is compatible with QuickBooks, Xero and Sage as well as other popular accounting software. Automatic reconciliation ensures conversion accuracy by comparing transaction totals with summary information on the statement.

Automated planning of individual or recurring training actions and evaluation of their effectiveness without any administrative effort. You can digitally record vacation requests, assess absences, and approve or deny vacation requests as a department manager with just a few mouse clicks. Compare the job and role-related requirements of the department head with the qualifications of the employee. All digital data that an employee has stored in one place can be centrally managed. The department heads assess their departments statistically. You have a lot to do as an HR manager. Excel is still the most popular tool for managing daily, monthly and annual training and qualification measures. Excel quickly reaches its limits, so you will search the market for HR solutions. You will also be responsible for determining the effort required to train employees and ensuring the company's interest.

The flexible Collaboration Suite is designed to help you create efficient teams. SmartShare provides all the information you need about what's happening in one central system. The famous Company Overview feature displays all information about a customer on one screen. It includes ongoing projects, contracts, offers, and other details. SmartShare creates structure in the way people work together and share information. The centralization of information in the shared environment makes it easier to collaborate between teams and colleagues. Customers report a time saving of approximately 1 hour per employee. A sophisticated integrated access rights management system ensures that information is only available to those with sufficient access rights. Access rights can be managed at multiple levels: individual, team and binder. Projects, documents, and so on. Emails can be managed in a shared environment which results in a significant productivity boost and efficient collaboration.