Financial Document Automation
Automate financial and transactional document indexing, storage, design and output management across your organization.
If your organization has an ERP system such as Microsoft Dynamics 365 for Finance and Operations, a cloud-based document management system may be the answer to get your financial documents organized.
Businesses today typically have to manage multiple templates for the same document across different business entities, geographic regions and product lines. Differing business requirements can impact the content and presentation of each document.
PTX Connect for Microsoft Dynamics 365 centralizes and optimizes the creation, distribution, and tracking of all your mission critical financial documents while alleviating the ongoing costs and burdens associated with other solutions.
Read this datasheet to discover how your organization can achieve simple, powerful and flexible document creation to keep pace with modern business requirements.
Bottomline’s PTX Connect solution optimizes the creation, distribution and tracking of all your mission-critical financial documents, while alleviating ongoing costs, upgrades and maintenance.
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