Accounting Document Management
File management for AP & AR made easy!
Simplify Account File Management
Streamline & secure your accounting department with DynaFile.
DynaFile’s scan-to-cloud document management system streamlines accounting departments and simplifies Accounts Payable/Receivable document storage and management. Conveniently add ongoing miscellaneous paper files, virtually print documentation from external sources, and securely access your cloud from anywhere. Administrators maintain security and compliance with customizable user permissions to access specific document types in your online cabinet. Best of all, file audit reports keep all folders up-to-date with required documentation. Curious to see it in action?
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.
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 & Preparedness
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!
Easy Approvals with Digital Forms and e-Signatures
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 e-signature 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.
This Product is User Friendly.
The people at DynaFile are patient, helpful and knowledgeable.
Powerful filing solutions tailored for your department and industry.
Scanning automation tools let you take an entire department paperless quickly and easily.
Cloud collaboration features let your team do business more efficiently from multiple office locations.
Bank-grade online file storage lets you access and manage your documents securely from anywhere at any time.
Automate Filing and Find Success
Unlock the Power of Digital HR Document Management.
Advance your business goals with DynaFile’s powerful scan-to-cloud solution that makes employee file management easy. Schedule a tour today and learn how to streamline workflows with scanning automation, online file storage, cloud collaboration, and automated onboarding integrations.