Wednesday, 4 November 2015

Numerii Speeds Up Auditing Processes with PaperLess Document Management for Sage

Numerii is a Bookkeeping & Payroll Services provider that was looking for a way to manage the vast amounts of clients’ data that would allow the company to reduce the number of physical files it had to deal with and to significantly reduce the time spent doing so. 
“The PaperLess Accounting Archive is superb! Best feature is the accounting archive, so easy to use and saves loads of time.”
The seamless integration between PaperLess and Sage 50 Accounts, enabling Numerii to post all transactions and link all documents directly to the transactions in Sage, together with the powerful Automatic Invoice Recognition feature, allowing a significant reduction of the time spent on manual data input, were some of the most distinctive features that led to the choice of PaperLess software.
For Lisa Davis, Numerii’s Director, one of the factors that really differentiated PaperLess from all other offers on the market was the fact that “…with PaperLess documents are directly linked to Sage something important as we only work in Sage.” With the look-up of documents directly from Sage PaperLess ensures that the storage and retrieval of all documents is fast and easy, something essential for Numerii’s daily work and even more important during the company auditing processes. 

Seamless integration with Sage allowing Numerii to have all accounting documents directly linked and acessible through Sage
Increased speed in auditing processes due to the easy retrieval of all documents needed
Powerful search features in PaperLess Accounting archive saving time whenever looking for documents and/or transactions
Working side by side with clients with PaperLess ClientAccess allowing clients to view, exchange and approve documents in real time

“The PaperLess Accounting Archive is superb!” says Lisa Davis, considering it as “the best feature of PaperLess software, so easy to use and saves loads of time”. In fact and although many of PaperLess clients tends to focus on Automatic Invoice Recognition as one of the features that brings more time savings, Numerii considers the ease of access to all documents as one of the main strengths of PaperLess with their accountants spending less and less time looking for invoices and other transaction related documents when preparing final accounts, since all documents are now accessible directly through Sage.
Having started with a single installation of PaperLess software, shortly after Numerii decided to move ahead with a second installation, increasing the total number of users which shows the overall satisfaction with the results achieved. The company is also planning to start working more closely with its clients via PaperLess ClientAccess, a powerful feature only available for PaperLess Accountants and Bookkeepers that will allow Numerii to exchange documents with its clients in real time directly through PaperLess. Numerii’s clients will also be able to view and approve documents as well as to access PaperLess Accounting Archive, which Lisa Davis considers to be “the best feature of PaperLess software.”
What our clients say about PaperLess
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