How to implement and efficient document management system using Sage?

Finance Directors, CFO's, Accountants, Bookkeepers and Company owners are just a few among the thousands of Sage users that are constantly looking for ways to improve the efficiency of their Sage accounting package. 

For them the answer has been the Sage Developer’s Solution - PaperLess Document Management for Sage - which improves bookkeeping experience by effectively reducing manual data entry work and posting all types of transaction directly into Sage from the PaperLess workspace.

Take a look at the video to find out how PaperLess works with Sage

Many accountants use Sage for bookkeeping managements. PaperLess is good for accountants and their clients, and over 400 accountants in Europe are doing PaperLess bookkeeping with their accounting system, such as Sage, to work securely and efficiently. The biggest concern for accountants is how to exchange documents with their clients and get document approval from them without compromising privacy on accountants end.

PaperLess offers fast integration with Sage so both accountants and their clients can access documents and transactions in the PaperLess workspace. As an accountant, if you work in an accountancy firm, there is no software to install on each workstation so implementation is simple. Your clients only need to run a small light file to use PaperLess Remote Access online to access documents for approval or search for transactions and documents. You can complete all the paperless bookkeeping for Sage in PaperLess so that the document can be viewed with the transaction from within PaperLess for Sage and from within Sage itself.

With PaperLess, your clients can upload documents for you to process online. Vice versa you can also flexibly add documents for clients to approve within the same PaperLess workspace. There is always a clear audit trail of client approvals so all the documents for bookkeeping with Sage stay safe on your server. There is no third party involvement because you control the access to both PaperLess and Sage.

What about Reducing Manual Data Input with OCR Technology - How does it work?

OCR stands for Optical Character Recognition, a powerful technology adopted by an increasing number of companies, especially the ones dealing with large number of documents, to reduce time spent on manual data input. However there are challenges when choosing the best software, since one thing is to get the data from the documents another thing is to know what to do with that data.  

That is precisely why Sage Developer – PaperLess Europe – developed a document management software that also integrates a powerful OCR engine for Sage, enabling businesses to convert PDF to OCR and afterwards automatically post all this data directly into Sage. This way you not only automatically capture the data from the documents but you also have a software that knows what to do with that data, being that this is something that only a solution seamlessly integrated with Sage could offer to Sage users.

What our clients say about PaperLess

“be able to track our invoices more efficiently and with a cost saving to the business...This saves a lot of time trying to find old invoices in the paper archive"

Andrew Barlow, Management Accountant & Acting Financial Controller.

“…the time spent prior to installing PaperLess on processing invoices was lengthy with manually inputting the supplier, description, nominal code and values for each invoice. Invoice recognition does all this for you at a click of a button.”

Kurt Roberts, ACCA MAAT Management Accountant for CPL Training Group Limited

“I personally think it’s great. It allows me to enter invoices without the requirement to manually input all of the data and then refer to archived documents with ease”

Joseph Ryland, UKFast.Net Ltd Finance Director

 “..save £10,000 every year with staff as well as to save employees time spent on processing invoices”

Colin Mayrs, Blair’s Caravans Managing Director

Contact Us

Email: info@paperlesseurope.com

Phone Number: +44 (0) 207 135 2007

www.paperlesseurope.com