Accounts PayableManage and process invoices, receipts, purchase orders, financial statements and tax documents to increase operational efficiencies and minimize risk.
Contract Lifecycle ManagementSecurely keep contracts organized and make sure the right people have fast access to the right version of any contract from any place or from any device.
Workflow & Document ManagementManage and track recruitment, training, performance appraisals, payroll and benefits to maximize operational efficiencies and knowledge; protect sensitive information.
Quality & ComplianceFor companies in highly regulated industries, manage audit process, standard operating procedures (SOPs), and nonconformance reports, corrective and preventive actions (CAPAs).
Records ManagementManage records from the point at which they are conceived to the eventual archival and disposal.
TrainingManage staff learning requirements, certifications and other training tasks to track and report on training.
Invoice ProcessingAutomate and track the review and approval of invoices as well as other financial business processes to ensure invoices are paid on time.
Define simple rules for content visibility, task deadlines and ownership to streamline the entire project management process.
Sales & Marketing AutomationIntegrate with existing CRM to create a connection to critical content like proposals, presentations, contracts, POs, invoices, quotes and email.