Document Management Accounting & Finance

Made for Finance . Built for Efficiency

Information access and control are critical for finance professionals to make timely payments, answer vendor queries, and provide employees with critical information and insights. However, outdated paper and fragmented file management systems slow down accounting and finance teams. Solix ECS offers accounting and finance with an all-in-one content services platform on the cloud for centralized content storage, management, collaboration, security, automation, and compliance.

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Why Solix ECS for Finance Teams

Enhance Control, Compliance, & Productivity

Centralize Document Management

Store and manage all finance documents in a single secure cloud platform providing finance teams with reliable and secure 24/7 access to data.
Streamline Document Collection

Automate the collection of documents from employees, clients, vendors, partners, applications, email systems, and file repositories for increased efficiency.
Digitize Document Workflows

Automate repeatable document-centric processes through smart workflows, incorporating multi-tiered reviews, approvals, notifications, and audit trails.
Secure Sharing & Collaboration

Share and collaborate digitally on fiscal planning, budgets, contract reviews, invoice approvals, and financial audits securely with teams within and beyond the organization.
Faster Search and Viewing

Effortlessly find and view documents and files with AI-powered full-content and metadata search, further bolstered by intuitive filters and online file viewing.
Automate Record Policies

AI-powered automation helps classify and administer documents, emails, and reports in accordance with established data retention and privacy policies.
Accelerate AR/AP Transformation

Automatically process financial documents with accuracy and speed using AI. Eliminate manual data entry, trigger reviews/approval workflows, route documents, and do much more.
Automate Information Archiving

Streamline the archiving of reports, invoices, financial documents, emails, and legacy file repositories to ensure secure storage, effortless retrieval, and compliance readiness.
Ensure Security & Compliance

Manage financial documents and email records in compliance with Sarbanes-oxley (SOX), FRCP, SEC, IRS, Graham-Leach-Bliley, GDPR, HIPAA, PCI-DSS, and other laws and regulations.

Platform Overview

Centralized Content Management

Secure cloud content repository for centralized file storage, management, discovery, processing, and governance.
Secure File Sharing & Collaboration

Securely share files with internal and external stakeholders using permissions, secure links, and guest accounts.
Cloud Archiving

Automate archiving of documents, emails, images, videos, audio, and web content, from active and legacy repositories.
Automation Powered by AI

Improve productivity and deliver digital experiences for employees and customers with at-scale automation and workflows powered by Cloud and AI.
Regulatory Data Compliance

Comprehensive audit reports, encryption, retention management, classification, and legal hold help ensure compliance.