SBT Executive Series

SBT Executive Series

Searer Business Technology
TriDoc

TriDoc

Trilobita Informatics
+
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About

Executive Series is a highly scalable and completely integrated multi-company accounting solution with strong drill-down capabilities. The Executive Series accounting system is available as either a web/cloud subscription service or as a locally deployed client/server accounting system. Standard features include document scanning, user-defined security, file attachments, workflow routing, and approvals. Multi-entity (multi-company/fund) support allows for managing hundreds of companies without having to โ€˜openโ€™ a company to switch. Hundreds of standard reports are available, all of which may be run for a single company, groups of companies, or all companies. Automated Work Flow with Built-in Routing. Approval and re-approval support. Flash note reminders allow you to specify when and where the reminder will display. Report Maintenance allows easy customization of reports. User Defined Calendars support over 999 accounting periods per fiscal year.

About

In the TriDoc system, you can store your electronic documents and their related information in a secure and traceable form. The security of documents to be kept for several years is guaranteed by TriDoc's database-based technology. The workflow module built into the system supports both document creation and approval processes. With the help of the new advanced approval workflow, you can even easily define complex approval processes for different document types! Easily determine who can perform which actions on which documents using the built-in authorization management module. The TriDoc system also provides the opportunity to define data-level and function authorizations. File your incoming documents automatically using group filing channels. Scanned, faxed or e-mailed documents are automatically entered into the TriDoc system based on predefined parameters, without human intervention.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies searching for a solution to manage their accounting processes

Audience

Companies of all sizes that need a document management system

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$10.22 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Searer Business Technology
Founded: 2000
United States
sbtexecutiveseries.com

Company Information

Trilobita Informatics
Founded: 1997
Hungary
www.tridoc.eu

Alternatives

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Carizma QM

Axicos
SBS Financials Suite

SBS Financials Suite

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ECM-X

ECM-X

RJV Technology

Categories

Categories

Accounting Features

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
CPA Firms
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Document Management Features

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Integrations

No info available.

Integrations

No info available.
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