ECM for Finance | Organize your accounting documents accurately
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Optimize the management of your accounting documents
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An accounting EDM designed for financial performance
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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 into 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
Financial departments
Accounting firms
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