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.
Benefits of Efalia Doc DMS software for Finance
➡️ Streamlined Monthly and Annual Closings
Invoices, bank statements, fixed asset documentation, expense reports: each closing involves the same documents. Efalia Doc indexes them by fiscal year, general ledger account, and analytical account — accessible in seconds, by all involved employees simultaneously.
➡️ Financial Data Security and GDPR Compliance
Balance sheets, tax filings, bank data: financial documents are among an organization's most sensitive assets. Efalia Doc hosts them on sovereign servers in France and implements role-based access controls — for CFOs, accountants, management controllers, internal auditors — ensuring each person only accesses what is relevant to them.
➡️ Reduced Document Processing Costs
Each supplier invoice processed manually — verification, reconciliation, approval, archiving — represents a recurring cost. Automation via LAD, RAD, and validation workflows reduces this cost per invoice and frees up your teams for higher value-added tasks.
Efalia Doc also supports:
- Reliable Audit Trail (RAT) and compliance with DGFIP tax controls
- Electronic invoicing — receiving and issuing in Factur-X, UBL, CII formats
- Electronic archiving for legal retention periods (10 years for accounting, 6 years for tax)
- Configurable validation workflows by amount, cost center, and legal entity
- Automatic reconciliation of invoices / purchase orders / goods receipts
Your document management solution for finance professionals
For the CFO
Leverage a reliable documentation system to produce timely consolidated financial statements, confidently prepare for your statutory audits, and fully embrace your role as a business partner to executive leadership.
For the financial controller
Instantly access budget documents broken down by cost center and analytical account to ensure reliable budget revisions, identify real-time variances, and generate your reports without chasing every department.
For the Internal Auditor
Maintain a reliable audit trail and a comprehensive event log to conduct your internal control campaigns, document your procedures, and demonstrate the compliance of each financial cycle without manual reconstruction.
For the Accounting Officer (local authority, hospital, public institution)
Compile and archive your payment order files and revenue collection orders in compliance with DGFIP requirements, with complete traceability for every ex-post compliance audit.
For Accounting Managers
Retrieve in just seconds every reconciliation document, every fixed asset supporting document, and every accounting entry document to balance your accounts, ensure the accuracy of your general ledger, and meet your monthly closing deadlines.
For the Treasurer
Centralize bank statements, collection documents, and disbursement documents in a single space to refine your daily cash position, anticipate your cash flows, and shorten your bank reconciliation times.
For Association Treasurers
Prepare your annual accounts for the general assembly, justify the use of each grant to your public and private funders, and ensure the financial transparency of your organization — even with a small or volunteer team.
Examples of use cases for ECM Finance
Financial departments
Accounting firms
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