In accounting and finance, paper and file management is a daily challenge.

Payments need to be made on time. Vendors need answers about invoices. And employees need to access critical information easily to provide strategic insight into an organization’s financial health.

Visibility and control are key for accounting and finance professionals to successfully serve both internal and external customers. A content services platform goes beyond traditional document management to provide complete visibility into information across ERP systems and intelligently automate financial workflows.

Hyland offers a full suite of content services capabilities for transforming accounting and finance departments. From accounts payable automation to streamlining the financial close process, our expertly-tailored solutions are designed to meet the unique needs of your department.

ACCOUNTS PAYABLE PROCESS MORE EFFICIENT AND LESS COSTLY WITH DOCUMENT MANAGEMENT Increasing invoice volume, greater process complexity and ongoing pressure to do more with less – this is the new normal for accounts payable (AP) departments. You have a core financial system in place to manage your transactional data, but what about the information and documents your team has to manage outside that system? What about the manual processes and piles of paperwork putting stress on your AP team?

Transform your department with an accounts payable automation solution, driven by our industry-leading content services platform, OnBase. With intelligent data capture, workflow automation and seamless integration with your enterprise resource planning (ERP) system, you’ll improve visibility, gain control and increase efficiency across each stage of your accounts payable processes.


Gain efficiencies on approval and invoice cycle times

  • Minimize staff touches per transaction
  • Eliminate data entry or re-keying information
  • Instantly access related payment documents, like receipts and packing slips
  • Access invoices from both mobile and desktop applications
  • Speed up employee training with standardized processes

Control your AP process from start to finish

  • Standardize business rules within AP workflows
  • Grant or restrict staff access to documents and systems based on individual roles and needs
  • Track activity of team members inside and outside AP department
  • Make real-time changes to processes without IT intervention
  • Automate document retention and keep a full audit trail


Accounts receivable: Process and review critical documents faster

Combining data capture technologies with centralized content management software empowers the accounts receivable (AR) department to process and review critical documentation faster. With AR solutions from Hyland, manual data entry is turned into automated data updates throughout your systems and scattered, inaccessible documents and data becomes centralized receivables management. Staff members devoted to data entry are then suddenly available and empowered to focus on higher value tasks, such as customer service. Hyland solutions, including the OnBase information platform, improve process management and tracking, allowing managers to gain visibility into the entire accounts receivable cycle. 


Benefits of Hyland accounts receivable solutions

Hyland solutions can improve many processes in the order to cash cycle, including:

  • Contract management - Streamline creation and review of customer contracts and store them in one, central location for amendments and contract lifecycle management.
  • Sales order processing and fulfillment - Automatically identify and extract order information and sends it into your order management and accounting systems.
  • Billing: Capture created invoices directly from your ERP, links them to related documents, such as proof of delivery documents, and makes them instantly accessible to customers.
  • Dispute resolution - Centralize all documents associated with a given account, for easy, instant access, even from a mobile device or directly from your accounting system speeding resolution and ultimately reducing accounts receivable days sales outstanding.
  • Payment processing - Automatically extract and validate remittance and check information, posts payment information to your accounting systems and creates Image Cash Letters (ICLs) for simple, electronic deposit.
  • Process management and tracking - With automated workflow and reporting capabilities, management gains insight into staff workloads, open invoice distribution and payment processing.

And, with ShareBase, easily and securely share checks, orders and remittances with customers and other third parties to speed processing even further. The natural interaction between ShareBase and OnBase allows you to share files automatically as part of the accounts receivable solution, regardless of whether recipients have access to OnBase. 


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