PaperSave

PaperSave is a complete document management, electronic workflow and transaction (invoice and gift) automation solution for Blackbaud, Intacct, and Microsoft Dynamics GP, CRM and D365 Business Central.

Languages supported: English

Platforms: Mac, Win, Linux

Price: $$$$$

Business Size: 1

9.0/10 (Expert Score) ★★★★★
Product is rated as #45 in category AP Automation Software
Ease of use
8.8
Support
9.0
Ease of Setup
9.0

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PaperSave simplifies document capture, approvals and automates transaction creation by offering an out of the box, seamless integration with many host solutions including: Blackbaud solutions (RENXT, FENXT and BBCRM), Microsoft Dynamics (GP, SL, D365 CRM and D365 Business Central) and Sage Intacct. Our native OCR captures data off of documents and validates it against the host application database, and then leverages the APIs to automate transaction creation in real-time. PaperSave doesn’t just push data into a system to create a record because it streamlines ‘filing’ of documents so that they can be retrieved directly from the host system user interface from the respective record.

Leverage the PaperSave workflow engine to streamline any process, not just Gift Entry or AP! Leverage PaperSave SmartForms to create web based forms to streamline additional processes. PaperSave allows you to better manage your Documents through tight security, audit trails and record retention rules.

PaperSave
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Customer Reviews

PaperSave Reviews

Robert M.

Advanced user of PaperSave
★★★★★
Going Paperless

What do you like best?

We have been using PaperSave on a very limited bases to just scan documents for the last several years. I have recently expanded our use of PaperSave to utilize the built-in capabilities of Workflow and have expanded Workflow with the added module of Auto-Entry. It has significantly reduced the amount of photo coping and manual routing of documents throughout our organization. I have implemented the use of Auto-Entry for Accounts Payable which has reduced the duplication of data entry and has assisted with the tracking of invoices.

What do you dislike?

Now that we have expanded the use of PaperSave into other areas of our organizations processes with the utilizing of Workflows, the application tends to be a bit of a glitch at times with no explainable reason. The workflows do not seem to move items through the system as smooth as I would expect all the time.

Recommendations to others considering the product:

1) Ensure to have current paper flow processes documented 2) Vision as to how you want paper processes to flow 3) Utilize resources of existing PaperSave clients to recommendation of best practices

What problems are you solving with the product? What benefits have you realized?

Documentation retrieval is quicker, reduction in storing paper documents, electronically routing documents for approval and auto entry into financial accounting system. Reduction in duplication of data entry and saved the need to hire additional staff. Electronic tracking of documents, no longer a scavenger hunt to find who has what.

Review source: G2.com

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