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Accounting and Financial Documents

imagize™ cloud document imaging solutions capture and protect your accounting and financial documents in a simple 1-2-3 step task. Hosted in HIPAA compliant and SSAE 18 certified environments, your digital records are secure and available 24/7 for viewing, printing or digital outbound fax. imagize handles and manages all type of financial and transaction-based documents such as: A/P Invoices, A/R Invoices, Purchase Orders, Delivery Tickets, Financial Reports and a variety of other documents. Avoid costly misfiles and awkward PDF file naming schemes with our imagize Document Retrieval Templates. Use key fields within each template to quickly tag and identify documents to keep them consistent and organized. Key fields also provide flexibility for broad document search and instantaneous retrieval of specific documents saving your staff time and money.

Invoice Retrieval Template Avoids Costly Misfiles!

imagize Features:

  • Paper or Electronic Invoices
  • Data Feed for Key Field Retrieval
  • Auto-Match Data w/ Images
  • Broad or Specific Document Search
  • Saves Time which Saves Money!

imagize Components:

  • imagize Document Imaging Portal
  • Invoice Template and Module
  • Data Feed and Match Feature
  • imagize Scan>Index>Upload Utility

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