Learn More

ECM and Work Process
Automation

DocRecord is an all-inclusive and affordable ECM (enterprise content management | document management) platform with powerful business process automation. It enables all types of organizations to automate their manual processes for AP, AR, accounting, HR, finance, legal, operations, sales, marketing, and more.

DocRecord includes advanced workflow with review-and-approve capabilities, eForms with conditional logic and data, comprehensive data extraction from documents, eSigning, robotic process automation (RPA), and much more.

Overview Image

Benefits

Seamless Integration with Sage

Easily, automatically & Accurately: Extract essential data from accounting documents, post them into Sage, and file them into DocRecord for instant search and retrieval.

Easily, automatically & Accurately: Extract essential data from accounting documents, post them into Sage, and file them into DocRecord for instant search and retrieval.

Automated Accounting Processing

Eliminate tedious manual accounting processing with automated accounting workflows with data look-ups, data correction, and much more.

Eliminate tedious manual accounting processing with automated accounting workflows with data look-ups, data correction, and much more.

Lower Costs & Eliminate Errors

Lower costs and eliminate manual errors with automated processing of invoices, checks, statements, receivables, and many other data and documents.

Lower costs and eliminate manual errors with automated processing of invoices, checks, statements, receivables, and many other data and documents.

Workflow Automation Efficiencies

Automate manual work processes with review-and-approve conditions, intelligent eForms with conditional data and tests, eSigning, collaboration and commenting, status tracking, timing triggers,... show more

Automate manual work processes with review-and-approve conditions, intelligent eForms with conditional data and tests, eSigning, collaboration and commenting, status tracking, timing triggers, escalations, robotic process automation (RPA) capabilities, and much more. show less

Integrate Your Other Applications

DocRecord can natively integrate with the other software applications you use within your organization. DocRecord can optionally exchange both data and documents with any other application you utilize... show more

DocRecord can natively integrate with the other software applications you use within your organization. DocRecord can optionally exchange both data and documents with any other application you utilize that has a REST API integration. show less

More Productivity for the Entire Organization

DocRecord provides an affordable automation and digital transformation platform for the entire organization. All departments benefit from the elimination of manual processing of data and document.

DocRecord provides an affordable automation and digital transformation platform for the entire organization. All departments benefit from the elimination of manual processing of data and document.

Learn More Take the Tour
Details

Similar Apps

BillBjorn

Lightning fast automated data entry into Sage Accounting

(2)

Starting At $10.00/Mo

BillBjorn

Lightning Fast Automated Data Entry

Starting At $10.00/Mo

(2)

Clarity

Clarity helps Sage accountants, bookkeepers & advisors to introduce and/or scale business advisory services using your client's Sage Accounting data. Clarity is a systemised business strategy & goal setting tool that enables business owners to understand and improve their numbers and create a clear strategic plan to build their ideal business.

(2)

Starting At $347.00/Mo

Clarity

Simplifying business advisory services

Starting At $347.00/Mo

(2)

Credit Hound for Sage 50

Credit Hound is powerful collections management software, designed to help you get paid faster and reduce the amount of admin involved in chasing payments. With the automation of many of your everyday credit control processes it will give you more time to focus on other tasks. PayThem

(9)

Starting At $40.00/Mo

Credit Hound for Sage 50

Advanced Collections Management

Starting At $40.00/Mo

(9)

HireHop Equipment Rental Software

Affordable & powerful equipment rental software for rental companies. Manage inventory, jobs and clients with the world's best rental business software.

(1)

Free

HireHop Equipment Rental Software

Equipment rental company software

Free

(1)

Joiin

Consolidated financial reporting made easy with Joiin - manage your multi-entity and multi-currency group consolidations, creating great looking custom reports and management reporting packs from your Sage financial data.

(3)

Joiin

Consolidations | Consolidated Reporting Made Easy

(3)

Paperless Software

PaperLess is becoming the Top Choice of Sage users to automate Document Management Processes and Invoice Processing routines by bringing together Automatic Invoice Recognition, Automatic Matching and Closing of POs, Online Invoice Approval together with Full Automation of Emailed Invoices.

(2)

Paperless Software

Automatic Invoice Processing & Approval Software

(2)

Realisable IMan

IMan is an integration platform that seamlessly connects almost any application to your Sage system, whether in e-commerce, logistics, distribution or payment processing. <p>IMan's smart connectors include Magento, Shopify, WooCommerce, Concur, Salesforce, BigCommerce, VisualSoft, ShipHero, ShipEngine, ShipStation, Sage Pay, Opayo, PayPal, CyberSource, Amazon, cDiscount, Ebay, Jet, Lazada, Shopee, Walmart, Microsoft Office, Excel, CSV, XML, JSON and more. Ideal for industries of e-commerce, marketplace, logistics, distribution, shipping, payment processors.</p>

(2)

Realisable IMan

Seamless integration with any application

(2)

Spindle Document Distribution

With just one click, Spindle Document Distribution sends documents to multiple locations by email, fax and print. It stores them for easy access, freeing up your time and saving your business money. PayThem

(1)

Spindle Document Distribution

Electronic Document Distribution and Archiving

(1)

Swoop Funding for Advisors

As accountants and advisors are called on to help their clients grow - Swoop will work with you to discover the right funding solutions across debt, equity and grants, identify and easily make savings, making you indispensable to your clients.

(1)

Starting At $335.00/Mo

Swoop Funding for Advisors

Funding and savings made easy.

Starting At $335.00/Mo

(1)

X3CloudDocs

Automate the Accounts Payable invoice process with X3CloudDocs. Designed specifically for Sage X3 by expert Sage X3 developers.

(8)

X3CloudDocs

Intelligent Invoice Automation for Sage X3

(8)