Audience
CFO, Controller, Accounts Payable, Procurement, Purchasing, Finance, Fundraising
About PairSoft
Streamline operations and elevate your team's efficiency with PairSoft. Our AP automation, procurement, and document management solutions eliminate manual processes, cut costs, and free your team to focus on strategic initiatives. Experience our state-of-the-art invoice-to-pay solution, now integrated with advanced AI technology for faster, smarter results. Our customers report a significant 70% reduction in approval times and annual savings of $62,000 in employee hours. At PairSoft, we aim to transform your business operations through automation. Explore the future of automation at pairsoft.com, where you can leverage cutting-edge features like invoice capture, OCR, and comprehensive AP automation to transform your workflow. Whether you are a small business or a large enterprise, our solutions are designed to scale with your needs, providing robust functionality and ease of use. Join the growing number of businesses that trust PairSoft.
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Product Details
PairSoft Frequently Asked Questions
PairSoft Product Features
AP Automation
PairSoft delivers best-in-class Accounts Payable Automation that transforms AP departments into efficient, paperless operations. Seamlessly integrated with ERPs like NetSuite, Dynamics, and Sage Intacct, it automates the entire AP lifecycle—from invoice capture and 3-way matching to approvals and audit trails—reducing errors, accelerating processing, and strengthening financial control. With AI-driven OCR, real-time PO validation, and eInvoicing compliance, PairSoft improves supplier relationships, cuts processing costs, and enhances spend visibility. Finance teams across industries trust PairSoft to modernize AP workflows, enforce policy, and support scalable, remote-friendly finance operations.
Accounts Payable
PairSoft delivers best-in-class Accounts Payable Automation that transforms AP departments into efficient, paperless operations. Seamlessly integrated with ERPs like NetSuite, Dynamics, and Sage Intacct, it automates the entire AP lifecycle—from invoice capture and 3-way matching to approvals and audit trails—reducing errors, accelerating processing, and strengthening financial control. With AI-driven OCR, real-time PO validation, and eInvoicing compliance, PairSoft improves supplier relationships, cuts processing costs, and enhances spend visibility. Finance teams across industries trust PairSoft to modernize AP workflows, enforce policy, and support scalable, remote-friendly finance operations.
Document Management
PairSoft delivers secure, cloud-based document management built for finance and procurement teams. Integrated with ERPs like NetSuite, Dynamics, and Sage Intacct, it centralizes and automates document capture, indexing, and retrieval for invoices, POs, contracts, and more. With OCR-powered search, role-based access, and full audit trails, PairSoft eliminates paper-based processes, ensures compliance, and boosts efficiency across AP and purchasing workflows. Custom retention policies and real-time ERP sync help teams stay audit-ready and organized. Whether supporting AP automation or procurement, PairSoft provides seamless, scalable document control for modern, remote-friendly finance operations.
Finance
PairSoft is a leading Finance SaaS platform that streamlines procure-to-pay, invoice automation, and accounts payable processes for mid-market to enterprise organizations. Designed for seamless ERP integration with NetSuite, Dynamics, and Sage Intacct, PairSoft eliminates manual workflows, boosts accuracy, and delivers real-time visibility into financial operations. Its AI-powered tools support eInvoicing compliance, procurement automation, expense tracking, and approval workflows—accelerating close cycles, improving controls, and enabling audit readiness. With secure cloud infrastructure and multi-entity support, PairSoft is ideal for global finance teams seeking scalable, efficient, and compliant financial automation.
Fundraising
PairSoft’s Fundraising Automation solution enhances donor engagement and financial stewardship by integrating seamlessly with Blackbaud’s Raiser’s Edge NXT and Financial Edge NXT. Built for nonprofit and education organizations, PairSoft centralizes and automates donation tracking, approval workflows, and document management for grants, pledges, and gifts. By eliminating manual data entry and streamlining back-office processes, it ensures compliance, transparency, and audit readiness. With secure cloud storage, role-based access, and intelligent search, development and finance teams can collaborate effortlessly. PairSoft empowers mission-driven organizations to scale fundraising efforts while maintaining financial accuracy and donor trust.
Procure to Pay
PairSoft delivers a fully integrated Procure-to-Pay (P2P) automation platform that connects purchasing, invoice processing, and accounts payable into one seamless workflow. Designed for mid-market and enterprise organizations, PairSoft helps teams control spend, enforce policies, and eliminate manual processes from requisition to payment. With real-time ERP integration (NetSuite, Dynamics, Sage Intacct), AI-powered invoice capture, configurable approval workflows, and full audit trails, it improves accuracy, reduces costs, and accelerates the entire financial cycle. Trusted by finance, procurement, and AP leaders, PairSoft brings visibility, efficiency, and compliance to every stage of the P2P lifecycle.
Procurement
PairSoft offers a robust Procurement Automation solution that empowers finance and procurement teams to control spend, enforce policy, and streamline the full procurement lifecycle. Integrated with ERPs like NetSuite, Dynamics, and Sage Intacct, PairSoft automates requisitions, approvals, and purchase orders while ensuring compliance with contract terms and budget limits. With features like guided buying, real-time budget tracking, and vendor catalog integration, it eliminates maverick spend and manual processes. Finance-led organizations rely on PairSoft to increase purchasing efficiency, improve auditability, and gain visibility into enterprise-wide procurement—all within a secure, cloud-based platform.
Purchasing
PairSoft offers a powerful Purchasing Automation solution that streamlines the procure-to-pay process for finance, procurement, and operations teams. It helps organizations reduce maverick spend, enforce budget compliance, and control purchase requisitions, approvals, and vendor management. Fully integrated with ERPs like NetSuite, Dynamics, and Sage Intacct, PairSoft enables automated PO generation, policy-driven approvals, and ERP-synced purchasing workflows. With real-time budget tracking, vendor catalog validation, and full audit trails, teams can accelerate purchasing cycles, improve supplier accountability, and gain visibility into company-wide spend. Designed for scalability, PairSoft transforms purchasing into a strategic, compliant, and paperless operation.
PairSoft Verified User Reviews
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Probability You Would Recommend?1 2 3 4 5 6 7 8 9 10
"Good Data Storage" Posted 2025-02-25
Pros: Most importantly to us is the linkage to Raiser's Edge. The accessibility and linking has improved over the 5 years I have been using it. Being able to store gift and constituent documentation on the Raiser's Edge record is very useful. I also like the capability to do queries and reports on our data storage.
Cons: The user support we have received has been very mixed and too often it has been with support people who are less than ideally trained in the product. This has caused some frustration. The user documentation and experience are not intuitive.
Overall: We have found the document storage to be very useful for our purposes. Batch workflows should be made much more intuitive and easier. User support has been inconsistent.
Read More...Reply from PairSoftPosted 2025-02-26
Thank you for taking time to leave feedback! We're thrilled to hear that PairSoft is meeting your needs. We truly appreciate your thoughts, and thanks again for choosing us - we're excited to keep helping you grow. -
Probability You Would Recommend?1 2 3 4 5 6 7 8 9 10
"Service with a virtual smile" Posted 2025-02-13
Pros: PairSoft has been a pretty reliable product for us and easy and versatile to use. Their customer service is, by far, the best of all the vendors we work with.
Cons: Sometimes when reaching out for a problem, I would prefer to chat with someone for quick resolution rather than starting a ticket. Setting up team members can be tricky.
Overall: Of all the vendors we work with, PairSoft has, by far, the best customer service experience. Customer service follow up on tickets is fantastic and the tech people we have worked with are polite, tenacious and dedicated to solving our problems.
Read More...Reply from PairSoftPosted 2025-02-19
Thank you so much for your kind review! We're thrilled to hear that our customer service team was able to meet your expectations. We truly appreciate your feedback and are committed to continually improving. If there's anything else we can do to make your experience even better, don't hesitate to reach out! -
Probability You Would Recommend?1 2 3 4 5 6 7 8 9 10
"Customer Support needs Improvement" Posted 2025-02-06
Pros: PairSoft provides us with useful software. We are able to digitally file our documents and have them linked to our Raiser's Edge database records for very convenient access. The Workflows are also a very good concept that could increase efficiency for whoever is filing the documents.
Cons: Poor communication with Customer Success Managers. Very unprofessional overseas customer support. They often demonstrate complete unfamiliarity with the software. We have been using this software for 10 years and its been this way since we started. Fingers crossed that it keeps working since there is really no support to speak of.
Overall: Overall we will continue using the product since there is no competitor on the market for digital filing integrated with Raiser's Edge. If there was, we certainly move our business elsewhere.
Read More...Reply from PairSoftPosted 2025-02-10
Hi, Rivki. Thank you for your feedback. While we're thrilled you're finding value in our workflows and digital filing in Blackbaud, we're sorry to hear about your experience with our customer support if we haven't met your expectations. We’d love to assist you further if you email Support@pairsoft.com. Thank you again! -
Probability You Would Recommend?1 2 3 4 5 6 7 8 9 10
"PairSoft WorkPlace" Posted 2025-02-06
Pros: I love that PairSoft WorkPlace integrates with our financial software automatically, and we don't have to do anything.
Cons: The design and setup of the system is very complex. This makes it difficult to trouble-shoot occasionally, especially if it involves routing rules. As a result, it's also hard to train new administrators in relation to this.
Overall: It is a very in-depth software that works very well when it is setup correctly. It occasionally has snafus, but these are rare and far between.
Read More...Reply from PairSoftEdited 2025-02-07
Thank you so much for your positive feedback! We're thrilled to hear that WorkPlace is meeting your needs. It's great to know that you're having a good experience, and we truly appreciate your 4-star rating. If there's anything specific you'd like to see improved or any features you'd like us to prioritize, please feel free to share. Thanks again for choosing us - we're excited to keep helping you grow. -
Probability You Would Recommend?1 2 3 4 5 6 7 8 9 10
"PaperSave" Posted 2025-02-05
Pros: Easy to use. Dependability is sometimes in question but for the most part it works..
Cons: Support stinks. My GP consultant opened up two tickets with support as we were trying to get PS to work with our SQL Server. Last ticket number was 114287. Support closed out ticket when the issue was not even solved. This has happened before when I was trying to get an issue resolved that came about when we switched to the cloud-based version. When support can't figure it out, they just close a ticket. Also, we spent many hours looking to implement workflow for AP in our company.
Overall: After numerous demos with Tammy B. and endless meetings with support it was determined they could not create a report for us that we needed to support a payments batch. It was disappointing.
Read More...Reply from PairSoftPosted 2025-02-19
Thank you for sharing your feedback. We’d love to help with any additional workflow additions you may have. For personalized assistance, please feel free to reach out to your account manager directly via email at accountmanagement@pairsoft.com. They’ll be more than happy to provide the guidance you need. If there's anything else we can do to improve your experience, please don’t hesitate to let us know!
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