Lanvera
Lanvera is a leading document outsourcing and technology company specializing in the production, delivery and archiving of all secure customer communications including invoices, statements, tax forms, collection letters and other business critical documents via print/mail and electronic platforms. Reliable archiving of documents and other customer communications is essential for compliance as well as customer support. Best practices call for archiving an exact image of what was sent to the Customer, including marketing offers — not simply retaining them in text-based transaction formats. Whether you store communications on ECM platforms or a storage server, Lanvera provides PDFs that are fully indexed to your specifications.
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Ecrion
The smart, modern solution for better customer experience. At first, Customer Communication Management seems like a simple concept. But when a business considers all of the different types of communications they send (such as sales quotes, contracts, invoices, statements, collections letters, product announcements, promotions, appointment reminders, and so on), the channels available to them (print, email, online interactive documents, text messages, push notifications, etc.), the chosen languages of their customers, along with their preferred formats, channels, and tone (casual or formal), effective communication quickly becomes a difficult challenge. Ecrion’s document automation software streamlines the production and distribution of business-critical documents in a flexible and scalable environment. Workflow rules simplify and accelerate complex processes—whether manual, fully automated, or somewhere in between—to ensure consistent, quality and controlled communications.
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onPhase
onPhase is an AI-powered financial automation platform that helps businesses scale smarter. From data capture to payment and everything in between, onPhase removes manual roadblocks, strengthens supplier relationships, and delivers real-time cash flow visibility so finance teams can grow sustainably with less friction.
AP Automation and Vendor Payments Solutions:
Allow onPhase to automate how invoices are captured, coded, routed for approval, and paid. All while seamlessly syncing back to your ERP of choice.
Document Management Solution:
Transforms how finance teams handle crucial documentation such as contracts, invoices, receipts, financial statements, and purchase orders.
Forms and Workflow Automation:
Automates the collection, routing, approval, and notification processes for expense approvals, time off requests, employee onboarding, and more.
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Zetadocs Delivery
Zetadocs Delivery enables users to email batches of documents from within Microsoft Dynamics 365 Business Central, helping your finance team produce and send documents such as orders, invoices and statements using templates that are ready to go, right out of the box.
Zetadocs Delivery offers a central, searchable archive – all sent documents are stored in SharePoint, making them easily searchable for the entire organization and avoiding Business Central database bloat.
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