Accounting Management Solutions

Manage financial and accounting information easily with M-Files, the right choice when you need reliable, secure document management.
If your day-to-day business relies heavily on efficiently managing and processing documents like tax returns, invoices, receipts, purchase orders and budgets – or if you’re concerned about how documents are stored and managed for compliance – then M-Files is for you.
The M-Files family of enterprise content management solutions lets you take control of accounting and financial services documents, helping you increase performance and competitiveness while improving operational efficiency and avoiding risk.
Metadata-driven access and user rights help you make sure that content is automatically accessible to the right people and the right people only. Access rights can be defined by a variety of criteria like role, department, project, workflow state, and so on.

Benefits of M-Files Accounting Solutions

  • Improve decision making: With M-Files and the M-Files Reporting extension, you’ll have a clearer picture of your financial data – increasing the accuracy of your decisions. It also integrates with popular accounting and ERP software like NetSuite, Sage 200 and more.
  • Make your business audit-proof: Automate financial business processes, from simple approvals to sophisticated, multi-step workflows with multiple stakeholders, assignments, notifications and electronic signatures – creating audit-ready records that are compliant with financial regulations.
  • Maintain compliance: M-Files helps maintain compliance with financial regulations, including those associated with Sarbanes-Oxley (SOX), the SEC and the IRS.
  • Find what you need instantly: Sometimes finding the right accounting documentation when you need it seems impossible. Where was that file saved? Who edited it last? What if it didn't matter? M-Files eliminates the chaos of traditional folders by organizing content based on what it is, so you never have to remember where it’s saved or which version is the right one.
  • Protect sensitive data: With M-Files, protecting sensitive information while making it accessible to specific people in the organization is easy. M-Files manages permissions automatically and dynamically, ensuring data security and maintaining accessibility for everyone.
  • Automate accounting processes: Manually managing day-to-day processes isn't a good use of your time. M-Files automates accounting-related workflows like routing a purchase order for approval, processing an invoice and reviewing and filing tax or regulatory documentation. That means you can ensure consistency while M-Files verifies that every step in your business process is followed.
  • Expense reporting from any device: Manage expense reporting processes on the go with the M-Files mobile app for iPhone, iPad, Android and Windows Phone. Scan, save and submit receipts for approval no matter your location or mobile device.
  • Records management: M-Files makes recordkeeping a breeze because there’s only one, always up-to-date copy of every file.