Solutions for all businesses, big and small

Finance

Finance

Input and manage all financial documents within a single Interface.

  • Full Document capture and data extraction using our own IDESaaS AI platform
    1. 99% plus Accuracy
    2. Automate 85%+ of your invoices / statements
    3.  Statement reconciliation
    4.  Matching Invoices to PO
    5.  Fully configurable WF 
  • Integrating with your ERP/accounting system, our solution will optimise the existing processes while adding anything more you need. 
  • Manage the entire financial process from supplier quotation and internal purchase order through to reconciling delivery and final payment.
Human Resources

Human Resources

Managing your employees effectively with complete management control

  • PaperTrail offers a complete HR solution with our eform, workflow and signing solutions.
  • Hiring has never been easier with our CV management and on boarding solutions.
    From new staff on boarding to promotions, demotions and disciplinary actions PaperTrail manages the entire document trail and provides employees with a dedicated HR portal.
  • Apply for leave, view your payslip and update your personal profile.
    Termination procedures are incorporated and allow for the tight control of all aspects related to the document processes required for staff termination.
Client on Boarding

Client on Boarding

Increase efficiency in the client on boarding process.

  • Using our unique form creation tool, PaperTrail manages the Capturing and On Boarding of new clients.
  • Our smart solution validates input and improves efficiency in the capturing of new clientele. Each client record is searchable, unique and auditable.
  • Data obtained by the capture process is easily passed onto back end systems securely.
  • Changing client information has never been easier with our API Integration.
    The process ensures that all key information is inputted where needed and sent to the relevant departments for authorisation.
Logistics (POD)

Logistics (POD)

Track and trace proof of delivery documents

  • Import scanned PODs into PaperTrail and seamlessly integrate with your ERP or logistics application and expedite Invoicing.
  • Identify missing PODs and other reporting requirements.
  • Outsourced logistics companies can also offer central, secure access to client PODs online using the PaperTrail portal.
Government

Government

Privacy, compliant and easy to use

  • Ensuring privacy and integrity is vital to all branches of government.
  • From the Tender process to Records Management, PaperTrail offers a secure environment for government regulatory requirements.
  • PaperTrail is scalable and is used by both small and large municipalities and state-owned enterprises.
  • Our Records Management solution addresses the exact needs of government from importing file plans to the management of disposal schedules and declaring of records.
Legal Solutions / Contract Management

Legal Solutions / Contract Management

Facilitate the creation and management of contracts

  • PaperTrail manages version control throughout the contract process.
  • The latest version is always available by default removing confusion as to the most recent changes.
  • Previous versions are easily accessible and can be restored if required.
    Contract can now go onto an approval route for signatory authorisation.
Customer Service and Help desk

Customer Service and Help desk

Increase goodwill with faster turnaround times

Systematically process client queries including orders and quotes by automatically routing correspondence to the appropriate personnel.
Keep a historical record of all communications, with staff able to reply using built-in email viewing and response facilities that offer consistent signatures.
Group mailboxes simplify teamwork by providing access to all correspondence within one central location as opposed to a large number of disjointed individual email boxes.

Medical

Medical

PaperTrail medical solution is safe and POPI compliant

  • Patient medical files are easy generated on PaperTrail.
  • Access to files is strictly controlled via extensive permissions and view privileges.
  • Through the use of third party software, for example Acrobat, professional medical personnel can draw and hand write notes on each file.
  • Each patient is created on the system with a unique patient number that is linked to all previous visits as well as account information.
  • PaperTrail provides medical professionals with a complete overview of the patient history and profile.
  • PaperTrail’s built in history module ensures that any document action is audited and stored with the life cycle of the document.
Travel

Travel

Digitising the travel industry

  • PaperTrail has customised solutions specifically built for the travel industry.
  • Our travel solutions range from paperless offices to invoice automation workflows that talk to the core travel applications promoting speed and efficiency.
  • Integration to specialist travel software viz Amadeus and Galileo provide a powerful document management solution covering all aspects of the travel industry requirements.