Nothing happens until you have the data. Supercharge you financial and accounting records scanning and data extraction.

Collecting payments, paying vendors, or financial forecasting requires tens of thousands of small transactions to reliably and consistently happen. Outsourcing your financial and accounting records scanning and data extraction results in faster and more accurate information flowing throughout your system.  Freeing up valuable staff time.  Accounts receivable lockbox, accounts payable invoices or printing and mailing statements are some of the time intensive tasks to be outsourced triggering substantial cost savings.

Faster turnaround time for lockbox and invoice capture

Fully trained and experienced staff ready to handle peaks and valleys in volume

Higher security and accuracy from what is achieved internally

Do you struggle with:

  • Poor cash flow due to slow deposits and not able to capture all the check or remittance information?
  • Printing and mailing invoices, bills, statements or notices?
  • Missed discounts or being charged late fees due to slow AP processing?

Scanning, Lockbox & Mailing Outsource Services

Do you struggle with:

Accounting office graphic

Mailroom Outsourcing

Each business day, we collect, scan and automatically route your mail to the right person or department that you can take action and share. Printing and mailing of your business documents, statements, notifications,

  • Lockbox for electronic check depositing
  • SOC2, HIPAA, PCI compliant
  • Automated workflows
  • CASS certified presort

Scanning & Data Extraction

Scanning of active or legacy paper documents, microfilm, and large drawings so you can have instant access. Free from the fear of loss or destruction in a more secure format that can be securely shared.
Capture of critical data fields from a variety of forms, claims, applications or unstructured documents.

Cloud Electronic Content Management

Secure SaaS to confidentially store, search and manage your documents that can be shared and accessible anytime from anywhere.

  • Search Indexed or Metadata Fields
  • Full audit logs
  • Records retention management
  • User access and management controls

Automated Workflows

Digitized documents are automatically routed to the right person, role or department. No more misplaced or forgotten documents. Highly customizable workflow design and escalation capabilities to supercharge your document workflow. All for your desk.

We get it – Trust and Experience Matters

How it Works

Discovery Call

Before we can prescribe a solution, we have to fully understand all of your unique issues and what your vision of success is. From there we can craft a custom tailored proposal.

Onboarding and Implementation

A dedicated team will work with you in a structured manner to implement all of the systems and processes for your project. Testing and validation are paramount to ensure everything is working before going live.

Care and Feeding

You will work with a dedicated Project Manager and her team to ensure that you are constantly up to date on the performance of your project.

Our Process

We simplify the process by becoming an extension of your team. In as little as a few weeks, we will understand your project, begin scanning and performing data extraction of your financial and accounting records. All of this set up in a customized process for your project to meet your unique requirements while ensuring the highest quality.

Additional Resources

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