PaperLess Document Management for Sage: Case Study - How to get a PaperLess Accounting Archive for Sage and what benefits will you experience?

Wednesday 24 February 2016

Case Study - How to get a PaperLess Accounting Archive for Sage and what benefits will you experience?

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 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.

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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.

With the implementation of PaperLess software Numerii aimed to reduce the time spent on entering invoices and on retrieving data during audits. For that the company relies on PaperLess Automatic Invoice Recognition feature, which allowed reductions of 20% in this process and is improving every day, as well as the ease of access to all data either directly through Sage or via PaperLess Accounting Archive, turning audits into a much simpler and faster process than before.

“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.

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