Document Workflow Automation Integration
Paperwork stuck in inboxes and in-trays? We set it up so documents are read, approved and filed automatically, and the details go straight into your systems.
- 20+ years connecting business systems
- Works with Xero, MYOB and the systems you already use
- Fixed quote after a free chat
Less Paper
Why bother? In many businesses, bills, contracts and forms still move by email, printer and in-tray. Someone types the details into Xero or MYOB, someone else chases the signature, and nobody can find the final copy later. We set up document workflows that read each document, send it to the right person to approve (from their phone if they're out), pass the details into your accounting and other systems, and file it where you can find it. You get faster approvals, fewer typing errors, and a clear record of who approved what.
Where Paperwork Gets Stuck
The document problems we hear about most
Paper Holds Things Up
Approvals by Email
Which Version Is Right?
Hard to Prove at Audit
Document Processes We Automate
Contracts
- Contracts drafted from templates
- Review and approval
- Signatures collected online
- Stored where you can find them
- Reminders before renewal
Supplier Bills
- Bills received by email or scanned
- Details read automatically
- Sent to the right person to approve
- Approved bills entered into Xero or MYOB
- Filed for later
Staff Paperwork
- New starter forms
- Performance review records
- Policy sign-offs
- Training certificates
- Compliance records
Quality Records
- Standard operating procedures
- Quality check records
- Audit records
- Corrective actions
- Certificates and expiry dates
The Technical Side
For whoever looks after your systems: the kinds of tools we use. We start with what you already have.
Document Storage
Examples:
- SharePoint
- M-Files
- DocuWare
- Laserfiche
What it does:
- Version history
- Who can see what
- Record of every change
- Search
Electronic Signatures
Examples:
- DocuSign
- Adobe Sign
- Dropbox Sign
- PandaDoc
What it does:
- Several people signing
- Identity checks
- Signing record
- Sign on a phone
Reading Scanned Documents (OCR)
Examples:
- ABBYY
- Kofax
- Azure AI Document Intelligence
- Amazon Textract
What it does:
- Reading text
- Recognising forms
- Checking the details
- Passing data to other systems
Approval and Workflow Tools
Examples:
- Microsoft Power Automate
- Nintex
- K2
- Appian
What it does:
- Automatic steps
- Approval routing
- Reminders
- Reports on what’s waiting
How to Get Started
Start With One Process
Pick the document process that causes the most chasing, usually supplier bills, and get it working well
Scope: One or two document processes
One Process, Whole Business
Roll out one document process, such as contracts or bills, across every team and site
Scope: One type of document
All Your Paperwork
Bring every document process into the same system, one at a time, building on what already works
Scope: All document processes
A Small Australian Team That Gives Straight Answers
We're a small consultancy with over 20 years of experience helping Australian businesses solve real technology problems. We won't oversell or overcomplicate it: the aim is paperwork that keeps moving.
Tired of Chasing Paperwork?
Tell us which documents your team chases most. In a free initial chat we'll talk it through, and if we can help, you get a fixed quote. No obligation.