Finance Document Scanning

With an UpFlow automated solution, very minimal end-user involvement is needed for finance document scanning. Simply scan the document or email it to a specified scanning email address, and we take care of the rest.

From here, the document will be indexed and ready to process, creating an easy way to process your documents efficiently. All company documents can be digitised, classified and stored for compliance needs.

No matter your industry, we can also assist with:

Why consider our finance document scanning solutions?

If you are looking for the ability to scale your business processes, finance document scanning is one task that can help.

Is paper stacking up? The skilled UpFlow team can help to refine your operations while reducing costs via automation. Through cloud services, we can tailor a solution, no matter the size of your organisation. We know that document visibility is a key element of success, and by digitising your finance documents and using a single view application, you can locate and view documents with any connected device.

This can include:
ASIC
ACN Advice
Company Minutes
Constitution
Share Holder
Corporate Key
Super Fund Trust Deed
Holding Statement Other
Holding Statement CHESS
Term Deposit Other
Term Deposit Macquarie
ABN Confirmation
And more

How UpFlow can help ensure the success of your business

With the UpFlow dedicated Customer Success Program (CSP) we ensure your chosen solution provides the benefits it should. In terms of finance document scanning, we can help you create more efficient processes that reduce human error and safeguard your data and documents with digital backups.

Our specialised Solutions Success Program (SSP) and our Partner Success Program (PSP) are more ways that our team go the extra mile to ensure your success. No matter which area of your business you are hoping to refine and improve, we offer a tailored solution and targeted training to ensure it happens.

Has Covid-19 changed the way businesses manage data?

Steven, UpFlow’s CEO published an article on LinkedIn around how business data is now potentially more at risk since the rapid WFH deployment for so many organisations.

We would love to hear your thoughts!

PSIcapture – Foodfirst New Zealand case study

Foodfirst has over 4500 invoices per month coming into their business via email and hard copy. This required 4 full-time employees and 1 part-time to ensure all the data was entered into the Accredo accounting software in a timely fashion.

PSIcapture – Microsoft case study

Microsoft’s Legal and Corporate Affairs (LCA) division had a paper problem that needed a resolution. For example, the Legal Team was buried in paper records, and with strict requirements on their record-keeping process, paper was creating business bottlenecks due to the inefficiencies of physical records. The records facility was growing at a rate of 3,000 files per month, adding to the already 35,000 files in storage. Many of the files, up to two reams in length, were difficult to manage, and retrievals were creating an adverse impact on team efficiency.

Take advantage of our full range of digital solutions today

Our finance document scanning solutions are just one of many improvements we can make in your company to grow and transform your business. You are up against a range of growing market demands, and digital transformation is the key to adapt accordingly.

With help from the experts at UpFlow, you can utilise the benefits of automation to save money and free up valuable staff time. We can help you change your operational processes to improve customer satisfaction and above all, the financial health of your company.

Speak to the team at UpFlow today and let’s work together to ensure your business reaches its potential with the help of our digital solutions. We will re-design and tailor your processes to unlock vital efficiencies. UpFlow are continuously improving our world-class programs to ensure our clients have the highest levels of security, reliability, and usability. We share your success and make it a primary focus to help your business grow. Let’s talk about how we can help you today.