Financial Document Software and Document Management in South Africa

Input and manage all financial documents within a single Interface.

Payment requisitions, proof of delivery, proof of payment and invoicing are all in one place and simple to use.

By integrating with your accounting system, our solution will remove double capturing and increase compliance within the financial divisions.

Each purchase order will create a unique file that can be easily reconciled with the corresponding supplier invoice and manage the allocation of payments.

Manage the entire financial process from supplier quotation and internal purchase order to reconciling delivery and final payment. 

Understanding the Need for Accounting Workflow Software

Accounting Workflow Software is pivotal in enhancing productivity and accuracy in financial processes. It is designed to streamline the entire accounting workflow, from document creation and approval to storage and retrieval. Our software is crafted to meet the specific needs of accounting professionals, providing a comprehensive solution that simplifies complex tasks.

Key Features of Our Accounting Workflow Software

  1. Document Creation and Collaboration.

Our software allows for seamless document creation and collaboration among team members. With features such as real-time editing, comments, and version control, your team can collaborate on financial documents while maintaining accuracy and consistency.

  1. Automated Approval Processes

Manual approval processes that slow down your workflow are a thing of the past. Our Software automates approval processes, allowing for faster decision-making while lowering the risk of errors. Set up custom approval workflows based on your organization’s structure and watch as efficiency skyrockets.

  1. Document Storage and Retrieval

Say goodbye to the hassle of sifting through mountains of paperwork. Our software creates a centralised repository for all financial documents, making it simple to store, organise, and retrieve files as needed. Robust search capabilities allow you to locate any document in seconds.

  1. Compliance Management

Maintaining compliance with ever-changing financial regulations is a daunting task. Our Software includes features that help you monitor and adhere to industry standards. Receive timely alerts and notifications to ensure your organisation follows all applicable regulations.

Benefits of Implementing Accounting Workflow Software

  1. Improved Accuracy

By automating repetitive tasks and providing collaborative e tools, our software minimizes the risk of errors in financial documents. Enjoy increased accuracy in calculations, data entry, and reporting.

  1. Enhanced Efficiency

Streamlining your accounting workflow leads to improved efficiency. Tasks that took hours can now be completed in minutes, allowing your team to focus on more strategic activities.

  1. Time and Cost Savings

The time saved through automation directly translates into cost savings for your organization. Reduce manual labour, eliminate the need for physical storage space, and reduce paper and printing costs.

  1. Better Decision-Making

With real-time access to accurate financial data, your organization can make informed decisions quickly. Our Software provides the insights you need to drive business success.

Adding PaperTrail Digital’s Accounting Workflow Software to your organization’s processes is a game changer. Embrace the future of financial document management and benefit from the efficiency, accuracy, and cost savings our innovative software brings to your accounting process. Transform how you handle financial documents to propel your organization to great success.

Losing data because of poor filing?

You need a system that keeps every document in its place.
PaperTrail is a powerful electronic document management system that
supports and organises your critical business processes.

Any Document Type


Storage and Manage


Powerful Enterprise Content Management

Spend less time managing paper and more time managing processes.
Automate business operations ensuring compliance and increase efficiency
Customisable workflows and powerful form capability
Allocate incoming correspondence to initiate business procedure
Collect critical data for customised reports and intelligent searching
Easily manage permission structures allowing limited access to sensitive information
IOS and Android compatibility
Electronically sign and send documents
Signature compliance in terms of both ECT Act and POPI
Tight integration to MS Office and Outlook
Customised third party system integration

Go paperless. Make the switch today.

Where to find us

Johannesburg Office

138 Athol Street,
Highlands North,
Tel: 011 880 4411

Cape Town Office

Unit 5,
10 Park Lane, Grosvenor Square,
Century City, Cape Town
Tel: 021 913 1221

Durban Office

59 Aberdare drive, Industrial Park, Phoenix, Durban, 4051
Tel: 031 508 1520

Ghana Office

Empower Suites, 8th Floor, Block A, The Octagon, Barnes Road, Central Accra, Ghana
Tel: +233 261 878 023

New Zealand Office

23 Piwakawaka Court, Rototuna, Hamilton, New Zealand 3210
Tel: +64 (0)21 646 767 OR
+64 (0) 2239 27507


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