Stay competitive in a new digital landscape
Eliminate the need for complex programming skills through simple formatting and automation of common manual tasks
Fast and efficient
Use automation and personalisation to increase efficiency, reduce costs and enrich the customer experience
Magnify insight into document delivery, interaction and value to drive prioritisation and response
Secure and compliant
Automate document compliance and auditability to meet compliance and legal requirements
Explore Bottomline's document output management solutions
Tightly integrate with this powerful enhancement to Microsoft Dynamics, delivering specialist document creation and distribution tools.
Automate, digitise and transform financial processes, to maximise the value from your financial documents and extend the capabilities of your Microsoft ERP.
Create accurate and professional branded business documents.
Make your invoices, shipping documents and remittance advices instantly recognisable, presenting information in a clear, logical format.
The intuitive interface empowers even non-technical staff to design forms and create accurate and professional branded business documents.
Substitute native SSRS coding and apply external data and eSignatures for more complete communications.
Enable greater collaboration and better relationships between internal and external senders and recipients of documents via the cloud.
A secure self-service document repository enables easy access and fast document retrieval.
Collaborative interaction capabilities help bring a faster resolution to document queries delivering significant savings compared to managing issues over the telephone.
Implement online approvals and electronic signatures workflow with email notifications to speed up processing.
Delivery preferences increase the consumption and processing of financial documents.
Automatic distribution with a choice of format and delivery options such as postal, email, fax, PDF and phone, based on individual preference.
Enables users to print directly to any physical printer in any location and monitor and control all print jobs as they are processed.
Segregates administrator, designer and producer roles and controls information access and delivery.
Automated storage and archiving
Secure, compliant storage of processed documents with easy retrieval.
- Enterprise-grade security and control delivers automated storage, eliminates manual effort and helps you comply with regulations governing document retention and archiving of electronic documents.
- Safeguard the integrity of your documentation.
- Supports compliance with Microsoft Lifecycle Services.
A powerful dashboard provides visibility and insight to help accelerate your cash collection or procurement processes and differentiate your service levels.
Intelligent analytics offer real-time insights into the consolidated value and volume of financial documents awaiting processing with external parties, helping to reduce key metrics such as aged debt and DSO.
Track and trace capabilities deliver visibility on how recipients interact with your transactional documents and highlight items at risk, enabling you to act swiftly on delivery failures and unopened emails.
Flexible deployment options and integration into Microsoft AX or D365 to deliver seamless communication and workflows of financial documents. Many clients implement document management as part of an ERP upgrade
Learn more with these helpful resources
James M. Pleasants Fights Non-Payment of Invoices with PTX
As a top supplier of energy-efficient water and steam related products in the southeast United States, James M. Pleasants has experienced rapid growth in recent years. As JMP’s customer base increased exponentially, so did the number of invoices that needed to be generated, sent, processed and received.
International Business Payments: the obstacles and the options
You’d think that paying a company in another country would be routine by now, but it's not. So we've put together this guide to help you navigate the obstacles around making business payments internationally and provide you with the best options available.
The primary benefit is major time savings because we no longer have to manually create individual letters. By applying more automation to the request-to-fulfillment cycle for cards and documents, we have accelerated the production process enormously. Christian Weiler | Application Development | Raiffeisendruckerei
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