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.