PairSoft
The strongest AP automation, document management, procurement, and fundraising automation platform for mid-market and enterprise companies with integrations to your ERP system.
View all posts by PairSoftPairSoft • April 1, 2021
PairSoft trained the accounting department all at once via Skype, taking control of EECH’s computers remotely to demonstrate all of the new software’s benefits. “I knew what I was looking for, but PairSoft exceeded my expectations,” Hughes says. “It was easier than we expected.”
Now when invoices are received a clerk immediately scans them in before sending them to Hughes for an initial review. The invoice then gets coded before optical character recognition (OCR) software “reads” the information and simultaneously posts to the general ledger, then transfers it directly to Financial Edge, where it is given a post date. The CEO reviews the file, adds comments and sends it back to Hughes for payment.
“Now I’m looking forward to our next audit,” Hughes says. “We’ll be able to retrieve invoices quickly and email them to auditors. No more printing copies and refiling.”
But the aspect Hughes swears by most is PairSoft’s new app, which allows for document management (sometimes through use of a phone’s camera), records viewing and powerful searches. He says the app makes him and his team feel empowered: “I’m not tethered to my desk. I seldom log on to my computer anymore. I’m getting so much done from the app on my phone. It’s extremely convenient. Even if my boss calls and I’m not at a computer, I can easily pull an invoice up and review it wherever I am.” He jokes, “This may become a problem in the future—I’ll have no excuse!”
Though EECH has had PairSoft for just a few weeks, employees are already seeing vast improvements. “The benefit we have is time,” Hughes explains. “There’s no lapse between open, review, paid. Before invoices could’ve taken a week, and that is only if someone wasn’t sick or on vacation. Now they take a day, at most.”