ECM for Finance | Organize your accounting documents accurately
Optimize the management of your accounting documents
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An accounting EDM designed for financial performance
Gather all your accounting documents in one place
Efalia Doc centralizes all your accounting data in a single repository, structured according to a nomenclature adapted to finance.
→ Classification plan
Our structured filing plan puts an end to the principle of digital everything. Each document finds its place according to a clear and evolving financial nomenclature.
→ Dynamic naming
Change a rule, all your financial documents are updated automatically. No more naming inconsistencies between services.
→ Centralization of documents
From customer and supplier invoices, to complete accounting records and payroll slips, everything is grouped and processed in a single tool. This gives you more time for your high value-added tasks.
Dematerialization, digitization and processing of accounting documents
→ Intelligent dematerialization
Your documents are dematerialized and subjected to high-precision OCR (Optical Character Recognition) to extract key data. The processing is carried out automatically, and the existing documents can be updated according to your settings.
→ Digitization
The data is then digitized and secured according to current standards. You will thus be able to find your document directly on a single interface, with real-time access.
→ Automated processing
Your accounting files are processed directly in our electronic document management tool, then classified. The objective is then to automate your processes through intelligent workflows based on data.
Access information in a few clicks
→ Advanced search
Text search of document content combined with financial metadata search. Instantly find your invoices by amount, date, supplier, or order number, even in a volume of millions of documents.
→ Favorites
Create shortcuts to the folders and searches you use every day. Each user customizes their interface according to their needs: accounting, management control, consolidation.
→ History
The history of your searches and consultations feeds into relevant suggestions. The system learns from your habits to automatically offer you documents related to your work context.
Control the history of your financial documents
→ Versioning
Each modification of your accounting documents automatically generates a new time-stamped version. Visualize the evolution of your contracts, invoices, and reports with a complete history of changes and stakeholders.
→ Traceability
Track who viewed, edited, or validated each financial document with a detailed event log. Perfect for your internal and external audits, this traceability meets the most stringent compliance requirements.
→ Controlled document life cycle
From creation to archiving, follow and trace each stage of the life of your documents. Automate retention procedures according to your business and regulatory rules with revision and obsolescence alerts.
Examples of use cases for ECM Finance
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FAQS
Yes, EFALIA Doc has a fully stable API backend engine with native connectors for the main ERPs. Our architecture allows native integration without interruption with your existing accounting tools, unlike process approaches that force you to change your habits.
EFALIA Doc (our financial EDM) integrates security by design with French sovereign hosting, exhaustive RGPD traceability and ultra-fine management of rights by role. Each consultation is monitored and we offer on-premise deployment for your most sensitive environments.
Yes, our migration process includes full historical recovery with automated data cleaning. We maintain the integrity of your existing metadata and the traceability of versions for perfect continuity.
Absolutely. EFALIA Doc and our dematerialization module share the same API first architecture. Your dematerialized invoices are automatically integrated into your financial filing plan with dynamic naming and preconfigured access rights.
EFALIA Doc was designed from the beginning for this natural evolution. Start by structuring your financial documents with our dedicated filing plan, then gradually extend to other departments (HR, quality, legal) without questioning what already exists. Our modular architecture makes it possible to add new documentary perimeters while maintaining fine access rights and global consistency. Your finance teams keep their organization optimized while benefiting from a transversal vision of related documents (HR contracts, quality certifications, customer files). This is how our customers are gradually transforming their professional EDM into a real documentary backbone of the organization.