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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"The electronic forms solution allows us to access our forms from anywhere. This has helped workflow to be continuous with our professional development, leave, purchase orders, etc. This is especially beneficial for those forms that would have normally been left on a desk or piled up on a desk from an absence causing a bottleneck for employees."

Christy Mead | Chief Financial Officer | Albertville City Schools

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"What used to take our AP clerk two hours is now complete in about 15 minutes."

Nathalie Brunell | Director of Accounting and Finance | Bentonville Public Schools

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"When the auditors came before, we used to have to pull tons and tons of check copies, POs and receipts, and then go back and re-file afterward. Now we don’t have to do that. They just get on the computer and look at it."

Sharon Haddix Hinkle | Chief Business Officer | Harrison County Board of Education

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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.

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

  • Etrieve Overview for K-12

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

    Download Brochure

  • Etrieve in 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.

    Download K12 Finance Brochure