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Electronic document workflow in the financial industry
Are you looking to streamline the processes in your company or department? Are tasks related to handling the daily documentation taking up too much of your time? Do you want the internal processes within your company to run more quickly? With the AMODIT platform for electronic document workflow, you can conveniently manage business processes and tailor them to your needs.
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Who is EOD for in the financial industry?
The AMODIT platform is ideal for any setting where large volumes of documentation are processed, such as loan applications, contracts, invoices, and bills. An electronic document workflow will not only enable faster customer service but also facilitate the flow of information between employees within the company.
Why EOD in the financial industry?
Benefits for your company from electronic document workflow
How will AMODIT streamline business processes in your company? Among the key benefits are:
Convenient document management
electronic workflow will eliminate the need for manual storage and organization of paper documents
Increased work efficiency
fewer tasks related to manual data entry will save time for more important tasks
Cost reduction
you will save on printing, delivery, and storage of paper documents
Access control to documents
only authorized individuals have access to documents in AMODIT, ensuring that confidential information is properly secured
Even more benefits for the financial industry
Easy access to essential information
In the electronic archive, you can quickly find any document while being assured that it is protected from unauthorized access. Registration in the system takes just a few moments – simply send the file to a dedicated email address or scan it.
Quick invoice data reading
The ability to automatically read data from invoices not only saves time but also reduces the risk of errors that occur with manual entry of basic information.
Flexible document approval path
To streamline the process of invoice approval and description within the company, invoices are automatically forwarded to the appropriate people. You set the rules and stages for the paths of different types of documents.
Verification mechanisms
Thanks to embedded verification mechanisms, such as those used in the invoice workflow process, the system will check if the contractor is an active VAT payer in the Ministry of Finance database or in the VIES search engine.
Process automation
The system will check from which supplier the invoice was received and to whom it should be forwarded. Additionally, you can define the path invoices should follow based on criteria such as amount or type of document (e.g., cost, correction, pro forma).
Sending and receiving invoices directly from the National e-Invoice System
The KSeF Connector web service is an additional, optional tool that integrates any ERP system with the National e-Invoice System. This allows you to send sales invoices directly from the KSeF of the Ministry of Finance and receive purchase invoices in the same way.
Schedule a free consultation
with one of our specialists. We will show you step by step how to effectively optimize your company in the financial area using AMODIT.
Which areas can you improve
in YOUR COMPANY?
Financial
area
Automate financial processes and avoid errors resulting from manual task execution.
HR
area
Store all employee data in one place by automating HR processes.
Legal
area
Optimize the work of the legal department – organize contracts and annexes in one system and provide the team with convenient access to information.
Administrative
area
Minimize delays, errors, or lost documents by automating administrative processes.
IT
area
Streamline the work of the IT department by easily monitoring projects at every stage.