Document Management

File management for AP & AR made easy!

Go from paper files to the cloud in 30 days or less.
Document Management Software for Accounting Departments

Need to simplify accounting file management?

DynaFile helps streamline your accounting department by providing an easy way to store, manage and keep track of Accounts Payable and Accounts Receivable documents. DynaFile's unique scan-to-cloud document management system allows for a quick transition to electronic documents and makes it simple to add miscellaneous paper files on an ongoing basis. Staff can also save or "virtually print" documentation directly into DynaFile from email attachments, websites, other applications and other systems.

Your DynaFile cloud can be securely accessed from anywhere, making collaboration between team members, clients, vendors and other departments a breeze. To maintain security and compliance, admins have complete control over which users and groups of users can access specific types of documents in your online filing cabinet. Best of all, file audit reports can be used to ensure all folders are up to date with all required documents. Want to see how it works?

Import Paper Files With Ease

Scanning automation tools let you convert your existing paper files to electronic records quickly.

Go paperless fast! Barcode Recognition converts your existing paper files to electronic format quicker than you ever thought possible. However, you can only be as paperless as your coworkers, vendors, clients and partners are. So, moving forward, Batch Processing lets you easily handle the miscellaneous paper coming in to the department. With DynaFile's hybrid filing solution, dealing with paper is just as easy as managing electronic documents.

Automated Scanning and Document Imaging Software
  Document Management Access Rights  

Controlled Access

Cloud file storage allows for secure access to your documents from anywhere with complete control over user permissions.

Stay connected! DynaFile's cloud file storage lets you consolidate your accounting files from emails, paper, websites and other systems into one secure location. Now team members and even external users can have access to the information they need regardless of their physical location. Admins have complete control over access permissions for individual users and groups of users. Want to make specific documents available to specific clients, vendors or employees? With DynaFile, it takes only a few clicks.

Audit Protection

Custom audit reports ensure that your files are always up to date with all required documents.

Rest easy! With DynaFile's powerful reporting options, you can be sure that your records are complete and up to date. Custom reports allow you to take an existing business rule and apply it to your file management process. In this way, you can receive email alerts that will let you know which folders are missing required documents and which folders have documentation that requires action, or just needs to be updated or renewed. Never worry about being unprepared for a file audit again!

Accounting File Audit Software 
Online forms, eSignatures and Digital Workflows 

Easy Approvals

Set up workflow routing with electronic signatures for a digital approval process.

Ditch the pen and paper! DynaFile has partnered with DocuSign to provide online form and esignature integration. Now you can have a completely paperless approval process complete with workflow routing and legally binding electronic signatures. Workflows can be set up as templates so they can be kicked off quickly and easily as needed. And, since your workflow is completely digital, you can get approvals in minutes, regardless of where your team members are located.

DynaFile in Action

Helping Companies Go Paperless For Over 20 Years