How our solution helps you

BT data representation 31

Faster indexing

Index and store any paper or electronic document easily

BT documentation & messaging 60

Leverage your technology

Works with your existing scanners and systems 

BT legal 104

Enhance documents

Streamline report design, production and branding

BT process & representation 123

Simplify output

Output to any device with rules-based systems


Output: Pre-printed forms and checks are costly and inefficient. Using IT and custom coding to modify and create forms and reports is expensive and time-consuming.

Storage: How does your organization manage the growing stream of business documents that need to be filed, securely stored and later recalled? For many organizations, a single solution is hard to come by. 

The Power of Financial Document Automation: Why it Matters and What You Need to Know

VIEW THE Research report

What are the benefits of financial document automation?

Save countless hours searching for documents and requesting copies and avoid the costs and inefficiencies associated with pre-printed checks and forms. 

With easy installation and training, one-touch features, enhanced search capabilities and rapid retrieval you can reap the benefits of effective document management, including lower document scanning and management costs and increased staff productivity.


  • With Bottomline's document automation solutions your business can:
  • Reduce the time and costs associated with going live
  • Empower users with powerful and intuitive report design tools
  • Save, distribute and output reports to SharePoint in real-time
  • Enhance your reports with branding and eliminate the need for costly pre-printed forms
  • Improve search capabilities and enable rapid retrieval
  • Boost staff productivity and lower costs



Learn more with these helpful resources

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