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PaperSave Review

PaperSave
Our score: 8.5 User satisfaction: 93%

What is PaperSave?

PaperSave efficiently captures documents, extracts information, validates data, and streamlines business processes. The solution’s innovative document capture system has various document capture methods. This means that it can capture data from multiple sources like scanners, faxes, emails, and even Microsoft Office.

To complement its document imaging capability, PaperSave has an intelligent Optical Character Recognition (OCR) engine. With it, the solution can extract data automatically from documents. This also results in the reduction, even elimination, of manual and repetitive data entry. This works together with the software’s smart forms as well.

You can use those features to have consistently efficient work processes. That is because you can make them a part of your workflow and business rules. In this way, there are parts of your processes that you can automate and complete quickly. On top of that, you can employ this feature to streamline auditing, monitor corporate processes to create reports, and delegate tasks. You can even create business rules to capture general ledger distribution. With this, those who need information from the GL can get instant access and proceed with their work swiftly.

Furthermore, PaperSave can integrate with your ERP or CRM software. Thus, you can augment the data in those platforms with the information gathered by the solution. Other than those, the platform is certified for Microsoft Dynamics, is a technology partner of Blackbaud and Intacct.

Lastly, if your employees are always on the go, they can access their work and important data through PaperSave’s mobile apps. They can capture documents with the mobile camera, search and browse for documents, and participate in workflows like document approvals.

This software, which is designed for SMEs, can be implemented rapidly in your organization. PaperSave’s support team is available via chat, and you can get in touch with them via email as well if you are interested in a demo and a quote.

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Overview of PaperSave Benefits

Flexible document capture

With PaperSave, you can capture documents from various sources. Its most basic data capture capability is scanning paper documents. The solution can also capture documents from a desktop scanner or copier, an email client, fax machine, or Microsoft Office application. Once images have been scanned, users can choose what to do with them: send to records directly, scan documents in bulk and leave the rest to the software, enter transactions from an image, or capture documents from systems like AP Checks, bill of lading, and the like. Because you can capture documents from anywhere, you do not have to worry about losing documents or going the roundabout way to upload them to the PaperSave system.

Dynamic search

PaperSave can conduct basic searches, but its search capabilities extend beyond that. It can conduct full-text searches so you can scan through entire documents. You can also utilize unstructured search on metadata, user-defined metadata, and document content. Or, if you prefer, you can do structured searches instead. The software takes care of the technical side of that so that you can perform a structured search anytime. With the dynamic search, you can easily find data whenever you need to.

Data on the cloud

With PaperSave, there is no need to worry about losing scanned data or storing them in a separate cloud database. The solution has a cloud center where it sends captured documents automatically. It is compliant with regulations, has top-notch encryption, industry-standard security protocols, and cares for your privacy. You do not have to worry about other people accessing your data because you own every byte of information that goes to PaperSaveCloud.

Electronic workflow

With an electronic workflow, you can make your work procedures more consistent. PaperSave can help you enforce this through its business rules that you can configure from the start and change when necessary. In this way, employees stick to the standard processes to avoid missing critical information and delays. It can also help reduce the time spent on critical workflows like procurement. That is because PaperSave assists in processing transactions quickly.

Faster approval and approval control

For processes that always require approval, you can ensure that only the right individuals can provide that approval. This is possible with the automated workflow that can integrate with the document management system and smart forms. PaperSave can send documents and forms through all the steps necessary depending on the configured workflow. With this, employees can gain approval quickly and avoid bottlenecks in operations.

Paperless office

Paper expenses can cost as much as $80 per employee annually. That is a lot of money that you can save by going paperless. PaperSave helps you with your digitalization process with smart web-based forms. These forms can interact with the PaperSave workflow, so you can distribute and process them automatically.

Mobile apps

PaperSave has three mobile apps: RE, FR, and GP. These allow users to scan documents with their mobile cameras and store them in the system with ease. Thereon, they can upload the files into the workflow to erase bottlenecks. Managers, employees, and proprietors can utilize the mobile apps to review and approve forms and documents. In this way, tasks can be completed with ease and at the best speed because there is little time spent waiting. Additionally, the PaperSave mobile apps serve as walking information databases because users can search for and browse documents whenever and wherever they need to.

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Overview of PaperSave Features

  • Flexible document capture
  • Optical Character Recognition
  • Data validation
  • Central document database
  • Search function
  • Electronic workflow
  • Information extraction
  • SmartForms
  • ERP integration
  • CRM integration
  • Microsoft applications integration
  • Blackbaud integration
  • Intacct integration
  • Mobile apps

Awards & Quality Certificates

An award given to products our B2B experts find especially valuable for companies
This award is given only to top B2B products and represents the highest possible level of service. It highlights the vendor’s extensive knowledge of the industry they’re selling to and the needs of their customers.
This certificate is granted to products that offer especially good user experience. We evaluate how easy it is to start using the product and how well-designed its interface and features are to facilitate the work process.

PaperSave Position In Our Categories

Because businesses have distinctive business requirements, it is reasonable that they avoid settling on a one-size-fits-all, “perfect” business application. Just the same, it would be difficult to chance on such a software product even among sought-after software products. The rational thing to undertake should be to write the several key factors which call for a analysis such as essential features, plans, skill capability of staff, company size, etc. Thereafter, you should do your product research through and through. Go over these PaperSave evaluations and check out each of the software options in your list more closely. Such all-encompassing product investigation makes sure you avoid poorly fit software products and choose the one that meets all the benefits your company requires in sustaining growth.

Position of PaperSave in our main categories:

There are well-liked and widely used systems in each software category. But are they necessarily the best fit for your company’s special needs? A popular software solution may have thousands of customers, but does it offer what you require? For this reason, do not blindly spend on popular systems. Read at least a few PaperSave Accounts Payable Software reviews and consider the factors that you desire in the software such as the fees, main functionality, available integrations etc. Then, select a few apps that fit your needs. Try out the free trials of these apps, read online comments, get information from the seller, and do your research thoroughly. This exhaustive homework is certain to aid you choose the finest software platform for your firm’s special needs.

How Much Does PaperSave Cost?

PaperSave Pricing Plans:

Free Trial

PaperSave

by quote

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What are PaperSave pricing details?

PaperSave Pricing Plans:

Free Trial

PaperSave

by quote

PaperSave pricing is available only by request. You can get in touch with the vendor’s sales representatives to discuss a solution that meets your organization’s requirements.

PaperSave – request a quote

  • Document Capture
  • Document Management
  • Electronic Workflow
  • Transaction Automation
  • SmartForms
  • Mobile Apps

User Satisfaction

Positive Social Media Mentions 45
Negative Social Media Mentions 2

We know that when you choose to get a Accounts Payable Software it’s vital not only to find out how professionals evaluate it in their reviews, but also to discover if the actual users and companies that purchased it are actually happy with the service. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that collects customer reviews, comments and PaperSave reviews across a wide array of social media sites. The data is then presented in a simple to digest form revealing how many customers had positive and negative experience with PaperSave. With that information at hand you should be equipped to make an informed business choice that you won’t regret.

Video

Technical details

Devices Supported

  • Android
  • iPhone/iPad
  • Web-based

Deployment

  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Quote-based

Customer Types

  • Small Business
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

What integrations are available for PaperSave?

PaperSave can integrate with your ERP and CRM software. It can also connect with platforms from the following:

  • Microsoft
  • Blackbaud
  • Intacct
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Jenny Chang

By Jenny Chang

Jenny Chang is a senior writer specializing in SaaS and B2B software solutions. Her decision to focus on these two industries was spurred by their explosive growth in the last decade, much of it she attributes to the emergence of disruptive technologies and the quick adoption by businesses that were quick to recognize their values to their organizations. She has covered all the major developments in SaaS and B2B software solutions, from the introduction of massive ERPs to small business platforms to help startups on their way to success.

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