ERP Integration
Have you ever stopped to think about the time it takes to manually enter all the relevant data from significant accounting and financial documents into the system? And how many times did you detect errors or data inconsistency?
With ERP integrators you get rid of errors and save the time spent on tasks that do not generate any value for your business.
This system interconnects the Filedoc document management solution with the Administrative and Financial back office of any ERP.
By integrating the Filedoc application with the ERP, you will experience significant reductions in administrative work and achieve greater operational efficiency.
Advantages of Integration
- Reliability and speed in recording information
- Intuitive access to information recorded on any platform
- Get rid of all manual information integration work
- Bring down administrative and operating costs
Sales documents generated in your ERP are automatically integrated into Filedoc for filing.
With this integrator, it is now possible to quickly consult any and all types of documents filed in Filedoc from the ERP.
Any purchase document filed in Filedoc is automatically integrated into the ERP’s “Procurement Editor” and posted to accounting.
Expenses filed or recorded in Filedoc are automatically integrated into the employee’s current account module.
If you want to optimize information traceability, you can manually associate all documents filed with Filedoc to the ERP’s logistics and treasury modules.
Frequently asked questions about document management integrations
Answers to questions about integration with ERP systems, email, business systems and the exchange of information between platforms.
Yes. A document management system can integrate with ERP to link documents to invoices, purchases, customers, suppliers, purchase orders, or accounting movements. This integration reduces data duplication, improves information consistency, and allows statuses, approvals, and documents to follow the company’s real operation. This connection is especially valuable for invoices, purchasing, contracts, and financial processes.
Connecting document management to other systems reduces duplicate records, eliminates manual tasks, improves traceability, and prevents documents from being isolated from the operation. Integrations with ERP, CRM, email, portals, or forms allow documents, data, and processes to stay synchronized across departments. Integration reduces rework and improves confidence in the data used by teams.
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