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DocuPeak by PairSoft

Status: Unverified

DocuPeak is an enterprise-class document management and accounts payable automation solution, bringing OCR and content extraction, metadata linking, and volume document processing to NetSuite. Feeling overwhelmed with manually managed file folders, cabinets or boxes? Reach peak AP automation efficiency with DocuPeak from PairSoft.

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Description

Enterprise-Grade Document Management for NetSuite

PairSoft, makers of DocuPeak™, have been a NetSuite partner since 2010 providing fully integrated document automation solutions bringing front end data capture technology into NetSuite accounting processes.  We pride ourselves on providing not just the technically best solution, but the best customer service and complete end user experience.
DocuPeak document management is “Built for NetSuite” verified, and has many happy NetSuite customers who are always happy to be a reference. Whether leveraging our pre-built “apps” for Accounts Payable document (i.e. AP vendor bills) processing and automation, expense and reimbursement data capture, or customized apps for AR and fulfillment processes, contract management, or even an entirely unique document-centric process, DocuPeak is the tried and true solution for enterprise-grade ap automation and information capture for NetSuite.

Key Benefits

We recognize that you have several choices when considering a document management solution to augment your NetSuite business processes. The points below differentiate the DocuPeak solution, and demonstrate our years of working with the NetSuite product, and what the highest levels of integration can really do to make your overall business process as efficient as possible:

  • Single-Sign-On Access: DocuPeak supports NetSuite SSO so you don’t have to login twice.
  • Real-time 2-way Data Sharing:  Lookup lists are accessed, and transactions inserted or updated, in real-time without requiring problematic manual “synchronization”.
  • Deep User Interface Integration: DocuPeak document dashboards are bolted right the NetSuite center tab, and in transaction or entity sub-tabs.
  • Deep Data Integration: DocuPeak’s NetSuite integration is Web services-based and thus does not require cumbersome NetSuite server scripts that can slow down NetSuite server performance.
  • More Customizable: Built-in support for customizations such as custom fields, lists, and forms, allowing DocuPeak to be just as unique as your NetSuite solution.
  • Handle Higher Volumes: DocuPeak customers process tens of thousands of documents per month with multiple distributed scan stations and processors.
  • More Expandable: DocuPeak is an enterprise-grade document management platform, which means you can move beyond standard AP/AR processes into entirely custom solutions.

Customer Quote

I have spent the last 15 years implementing different systems, in multiple companies and cross industries. My experience with DocuPeak [by PairSoft] is unlike anything I have experienced with anyone else. Your philosophy, attention detail and response times are magnificent. We are working in the new Work Order app and I am blown away. I think I am most impressed by how fast it was implemented, and how a simple change like that, can have a large impact on process flow and control.

– Chad Collins, President, Sun Devil Plumbing and Router (NetSuite/PairSoft customer since 2010)

How it works

Paper documents (such as Vendor Bills or Expense Receipts) are scanned and indexed through DocuPeak’s unique Web scan capability and digitally born documents can be captured and indexed through a variety of methods. Once documents are brought into the system, DocuPeak provides the ability to:

  • Centralize document archive and file retention management on a powerful, secure web-based platform.
  • Leverage zonal OCR for key data and barcode recognition, automating document indexing.
  • Automatically route documents such as AP invoices through a predefined role based review and approval process, including notifications and escalation procedures.
  • Integrate all documents to the associated transaction within NetSuite for synchronization of key document data, as well as built-in lookup and viewing.
  • Maintain an audit trail of all document based activity, including check-in, check-out and version control on changed documents.
  • Keep all departments and project teams (internal and external) in sync by making documents instantly available and easily accessible from within NetSuite.
FEATURES

Powerful Data Entry Automation

How much time and money could your organization save with automated data extraction?

DocuPeak helps drive more value by  streamlining your time-consuming data extraction and data entry processes. This drastically cuts down on manual labor and mistakes.

Other advantages include:

  • Saving time by simplify the complex and time consuming management of your payables processes
  • Increasing productivity by processing more transactions without hiring additional staff
  • Improving oversight that allows management to oversee the entire workflow process within an integrated dashboard

With DocuPeak by PairSoft, your AP process can be streamlined today and automated into the future. Truly, this product is designed to help your organization reach peak performance.

Routing, Review and Approvals workflow

DocuPeak Workflow offers the flexibility to define a simple sequential or a complex multi step rule based flow of e-forms and/or documents to initiate and complete a task. Intuitive GUI designer used to setup and maintain simple or complex workflows. Define how a task begins and flows through the process based on your business logic.

  • Define how a workflow is triggered
    • Periodically or on a timer
    • Based on an event – e.g. new document or form submission, field change, etc.
    • A user can start the workflow via a button in the user interface
  •  Determine how the process flows
    • Workflows can “move” documents along a set of folders - and/or update status or state fields
    • Users have security based access to folders and have visibility to their authorized tasks only
    • Reminders and notifications can be sent through e-mail and work can be escalated to the next level or a different role based user
    • An external database can be updated upon completion of a task

DocuPeak Audit Trail

DocuPeak Audit Trail enables you to monitor user activity, review productivity, assess the effectiveness of internal control mechanisms, and demonstrate regulatory compliance. Access to this information is critical for compliance purposes: organizations need to know how content is managed and preserved, to monitor the legal implications of its use.

  • Precise 24/7 tracking of document usage
  • Detailed monitoring of staff productivity
  • Integral workflow component
  • Records in real time (the audit log is updated as you perform the action)
  • Instant display of itemized audit log
  • Enables required reporting and queries

Types of auditable events range from login and logout, view, print, to unsuccessful attempts to perform actions, to workflow step tracking. Once audit data has been collected, authorized Audit Trail users can create summaries of all actions taken on a particular document or record. Reports can be sorted, filtered and graphed to identify trends and behavior patterns, further helping to manage and expedite audits.