A net win for your finance department.

Fully cloud-based, our finance solutions are a scalable, process-oriented approach leveraging document management, as well as pre-built electronic forms and workflow features. With the ability to integrate with various SIS and accounting systems, our next-generation platform streamlines workflow and reduces required resources and costs of finance operations.

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Expense Reports & Travel Requests

Easily manage your money and expenses.

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Provide employees with an online solution for expense reporting and travel requests. With integration to your finance and payroll systems, rekeying of data is eliminated, and requests are approved and processed in a fraction of the time.

Purchasing

Avoid paper-heavy purchasing processes.

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Eliminate handwritten purchase orders with our online solution for paperless purchase requests,
which can automatically pass data from your finance system once the purchase order is authorized and created.

AP Approval

Automate manual approval processes.

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Drastically reduce the turn-around time for orders, requests and more through a completely paperless AP approval process. What may take hours in a manual environment, can be reduced to a matter of minutes when automated.

Records

Store vendor records virtually.

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Electronically store requisitions, purchase orders and all corresponding documents in a secure,
cloud-based repository where content is matched, organized and stored for future use and reference.

Get a personalized demo today

Softdocs can help you reimagine your office-space. A new, paperless office with simpler, streamlined business processes.

  • Etrieve K12 Overview

    Etrieve K12 is a cloud-based document management platform built to eliminate paper district-wide from human resources to finance and student records.

  • Etrieve K12 Finance

    Fully cloud-based, our finance solutions are a scalable, process- oriented approach leveraging document management, as well as pre-built electronic forms and workflow features.