EXPEDIENCE AUTOMATES MICROSOFT WORD PROPOSALS
Use Microsoft Word to craft business proposals, RFP responses, or Statements of Work (SOWs)? Expedience delivers unmatched efficiency, flawless branding consistency, and 100% document accuracy – without ever leaving Microsoft Word!
THE MICROSOFT ADVANTAGE
Native to Microsoft Word, Expedience leverages the best of Microsoft 365:
• Use Rich Content (tables, charts, videos, PowerPoint slides, etc)
• Consistent Corporate Branding
• Copilot Generative AI
• Excel Data Integration
• Realtime Collaboration
SELF-SERVE SALES PROPOSALS
Create proposals, sales documents, and SOWs in just a few clicks - even from Excel spreadsheets! Consistent, accurate, and perfectly formatted every time.
TRUSTED CONTENT
Curated, branded, approved content that you can trust, at your fingertips inside Microsoft Word. No proofing required.
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WEX FSM is a cloud-based, all-in-one field service management platform built to streamline every aspect of a contractor’s business, from scheduling and dispatch to invoicing, payments, reporting, and customer management. It consolidates workflow tasks so technicians, office staff, and customers all operate from a single system: real-time location tracking, drag-and-drop scheduling, optimized route dispatching, and customer history (jobs, equipment, notes, photos) are combined with quote/proposal generation, price-book management, and on-the-spot mobile invoicing and payment options. WEX FSM supports recurring service plans, flexible financing, and integrated payment processing, enabling faster cash flow by reducing delays in invoicing and collections. It includes built-in connectivity to accounting systems (e.g., QuickBooks sync), robust reporting and analytics for business insight, and a mobile app for field technicians so they can manage jobs and get paid directly.
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Finmatics
Finmatics is a specialized AI layer for automated document processing that plugs into the accounting system you already run — no migration, no rip-and-replace. It masters one narrow but demanding job: turning invoices and receipts of any kind (paper, PDF, e-invoice) into ready-to-book entries, including the complex cases most tools can't. Documents are captured centrally, then automatically separated, sorted, and assigned to the right client — around 99% with no manual work. Unlike traditional OCR, Finmatics understands accounting logic: it reads every line item, applies tax rules and most standard charts of accounts (SKR), and proposes traceable bookings in seconds. Native interfaces to DATEV, BMD, RZL, and Agenda, plus SSO and automatic client assignment, fit it cleanly into your stack. Its Training Center learns your firm's booking behavior, and AI split bookings handle complex documents. EU-hosted, GDPR-compliant, part of the Visma Group, trusted by 1,300+ firms.
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