Accounting document management

Securely manage and efficiently route accounting documents with intelligent software.

Accounting document management software

Invoices, checks, purchase orders, budgets, and other critical accounting files are securely managed and efficiently routed using accounting document management software.

With Document Locator, paper and electronic accounting documents are captured, making it easier to store documents, secure information, and route files in digital approval steps. Accounting errors are reduced, information is readily retrievable via search, and accounting processes cycle to completion faster.

Guide to Centralized Document Management
document management solutions

Structured consistency

A centralized, organized system replaces the hassles of unstructured and uncontrolled shared folders.
Version control

Capture every version

Replaces ad-hoc file versioning with a systematic and automated approach that eliminates errors, confusion, and lost files.
Workflow automation

Workflow automation

Create sophisticated or simple document workflow procedures that structure file-based tasks and automate work processes.
Document Management integrations

Powerful integrations

Connect document control across business applications in a centralized approach for greater consistency and organization.

AP invoice processing

Manage invoices and accounts payable documents electronically to improve the speed and accuracy of accounting operations. Accounts payable paper files are scanned upon arrival and can be automatically routed to approvers, electronically. Data scanned from paper invoices is searchable and may be used to profile files for better organization and correct routing. Notifications alert people for approval, and an audit trail captures the entire process so you have a complete history of all actions.

Accounts Receivable

Electronically file and manage accounts receivable checks, orders, and other documentation. Files are fully searchable and available for immediate access when needed.

Paperless invoice filing

Store electronic invoices and scan paper invoices as full-text searchable digital files. Invoices and other accounting records are secure and protected against unauthorized access. You control who has access to files.

Key benefits of accounting document management software

Records Policies

Manage documents, email messages, and files according to defined records management policies.Learn More »


Capture a history of all changes and actions with a complete audit trail logged in the system.Learn More »

Versions and Revisions

Capture a history of all document changes and control who has access to version and revision history.Learn More »


Define and automate repeatable process steps using document workflow with notifications and approvals.Learn More »

Digital Signatures

Eliminates manual steps and capture digital signatures with DocuSign or Adobe Acrobat integration.Learn More »


Find the files you need fast with instant full-text and metadata document searching. Use advanced search criteria.Learn More »


Manage and control who has access to files with robust and flexible security options.Learn More »


Make quick and accurate decisions with ability to analyze metrics, workflow details, and more.Learn More »

Document Imaging

Scan and convert existing quality records to digital format and make them searchable with document scanning.Learn More »

Ready for a Centralized Document Management Demo?

Take the first step towards centralized document management with Document Locator. Request a demo today and discover how our document management solution can help your organization.

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