us US & Canada
us US & Canada
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Form creation, delivery, and output management

Automate the design, distribution, and storage of transactional documents and data—all tightly integrated to your ERP and SharePoint applications.

Anchor: Overview

The Challenge

Working with pre-printed forms and checks is costly and inefficient. Using IT and custom coding to modify and create forms and reports is expensive and time-consuming.

Our Solution

Bottomline's document output management solutions enable you to simplify the design, distribution, and customization of your reports at a fraction of the cost of typical custom report design. Our solutions help you get up and running fast. With minimal training and technical skills, users are empowered to create, edit, enhance, and distribute branded documents that can be shared from virtually any device anywhere.

Anchor: Resources

Research Report

How Cloud Technologies are Transforming Financial Document Automation

Customer Success Story

James M. Pleasants Increases Cash Flow with Cloud-Based Platform


Cloud Based Financial Document Automation - PTX Connect

Anchor: Benefits


  • Reduce time and costs associated with going-live. Many customers reduce implementation time by over 50%, as well as reduce the time to customize and modify internal reports and forms from days to hours.
  • Empower users with powerful and intuitive report design tools. Previews with real data make design simple.
  • Save, distribute, and output reports to SharePoint in real time to more seamlessly exchange information and drive better business processes.
  • Enhance your reports with branding and eliminate the need for costly pre-printed forms.
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Anchor: Functionality
Powerful and intuitive report design tools with live data previews


Whether you need a straightforward solution to bring reports to life, or a fully distributed report management system; our solutions have you covered. They can scale from basic check printing and forms design to addressing complex requirements with multi-server collaboration, broader international support, and advanced workflow controls. All have the ability to separate report administration, design, and production rights.


  • Powerful and intuitive report design tools with live data previews
  • Output sharing to virtually any device
  • Rules-based output driven from customer/vendor/supplier requirements
  • Power to save, distribute, and output reports to SharePoint in real time
  • Ability to format and incorporate branded content into reports

Anchor: Testimonial

Customer Testimonials

"At first, the biggest benefit was not having to commit programming resources to coding. But the more we used Bottomline’s solution, the more we realized there wasn’t a business process in the company we couldn’t affect by transforming the associated document output."
Allan Stiles, IT Systems Manager, CMC Group

Other Bottomline Solutions Within Financial Document Automation

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