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Electronic document workflow in the financial industry

Are you looking to streamline the processes in your company or department? Are tasks related to handling the daily documentation taking up too much of your time? Do you want the internal processes within your company to run more quickly? With the AMODIT platform for electronic document workflow, you can conveniently manage business processes and tailor them to your needs.

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Who is EOD for in the financial industry?

The AMODIT platform is ideal for any setting where large volumes of documentation are processed, such as loan applications, contracts, invoices, and bills. An electronic document workflow will not only enable faster customer service but also facilitate the flow of information between employees within the company.

Why EOD in the financial industry?

From contracts, including loan agreements, to accounting documents, consents, reports, and invoices. A well-thought-out document workflow process in the financial industry has a direct impact on the effectiveness and efficiency of the entire sector’s work. This is why more and more companies are opting to implement electronic workflows. Easy access to information and effective communication between departments streamline the work of the entire company. The result? Significant time savings and even greater productivity.

Benefits for your company from electronic document workflow

How will AMODIT streamline business processes in your company? Among the key benefits are:

Convenient document management

electronic workflow will eliminate the need for manual storage and organization of paper documents

Increased work efficiency

fewer tasks related to manual data entry will save time for more important tasks

Cost reduction

you will save on printing, delivery, and storage of paper documents

Access control to documents

only authorized individuals have access to documents in AMODIT, ensuring that confidential information is properly secured

Even more benefits for the financial industry

Easy access to essential information

In the electronic archive, you can quickly find any document while being assured that it is protected from unauthorized access. Registration in the system takes just a few moments – simply send the file to a dedicated email address or scan it.

Quick invoice data reading

The ability to automatically read data from invoices not only saves time but also reduces the risk of errors that occur with manual entry of basic information.

Flexible document approval path

To streamline the process of invoice approval and description within the company, invoices are automatically forwarded to the appropriate people. You set the rules and stages for the paths of different types of documents.

Verification mechanisms

Thanks to embedded verification mechanisms, such as those used in the invoice workflow process, the system will check if the contractor is an active VAT payer in the Ministry of Finance database or in the VIES search engine.

 

 

Process automation

The system will check from which supplier the invoice was received and to whom it should be forwarded. Additionally, you can define the path invoices should follow based on criteria such as amount or type of document (e.g., cost, correction, pro forma).

Sending and receiving invoices directly from the National e-Invoice System

The KSeF Connector web service is an additional, optional tool that integrates any ERP system with the National e-Invoice System. This allows you to send sales invoices directly from the KSeF of the Ministry of Finance and receive purchase invoices in the same way.

Schedule a free consultation

with one of our specialists. We will show you step by step how to effectively optimize your company in the financial area using AMODIT.

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