TrimFiles Helps

Accounts Payable

Manage and process invoices, receipts, purchase orders, financial statements and tax documents to increase operational efficiencies and minimize risk.

Sales & Marketing Automation

Integrate with existing CRM to create a connection to critical content like proposals, presentations, contracts, POs, invoices, quotes and email.

Quality & Compliance

For companies in highly regulated industries, manage audit process, standard operating procedures (SOPs), and nonconformance reports, corrective and preventive actions (CAPAs).

Records Management

Manage records from the point at which they are conceived to the eventual archival and disposal.

Training

Manage staff learning requirements, certifications and other training tasks to track and report on training.

Contract Lifecycle Management

Securely 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.

Invoice Processing

Automate and track the review and approval of invoices as well as other financial business processes to ensure invoices are paid on time.

Project Management

Define simple rules for content visibility, task deadlines and ownership to streamline the entire project management process.

Sales & Marketing Automation

Integrate with existing CRM to create a connection to critical content like proposals, presentations, contracts, POs, invoices, quotes and email.