FINANCE / ACCOUNTING
Systemware: Tailored for Efficient Financial Data Management.
Simplify financial document processing and enhance accuracy.
Intuitive software to optimize financial records management tasks.
Whether you are pinpointing, viewing, or extracting specific financial information, our software allows you to engage with content at the most granular level. Looking for advanced financial services records management software solutions? Systemware can be adapted so that anyone in your department can set up financial data management automation without the help of IT, making it easier to have data delivered to you automatically, resulting in faster approvals and payment processing.
Elevate processing and interpretation throughout your finance department.
Our customizable platform’s core capabilities improve records management: you can easily index large reports and documents, financial statements, e-statements, and check images, creating speed and precise content management across your enterprise. From connecting legacy technologies to improving customer satisfaction, Systemware has your finance department covered.
Document Management Software for Accountants & Finance Professionals:
Systemware can serve as your ECM for banking & other applications, and enable your finance department to:
Easily access and extract content from statements, invoices, receipts, and reports for better decision-making and faster reconciliation
Ensure compliance through secure document storage, data masking and version control
Collaborate efficiently with simultaneous access to financial records
Facilitate customer-facing access to all statement types and correspondence
The software for modern finance.
Migration
Automated Tools
Our software enables content to be seamlessly moved from your current system to ours. Our automated migration tools offer customizable user permissions to allow data to be pulled proactively or when needed. This translates to less time required for the uploading and downloading of files.
Repeatable Processes
Benefit from cost and time savings during migration. Our software has been built on years of experience to enable tasks to be repeated during migration, creating extreme efficiency.
Earlier Accessibility
Benefit from our parallel migration capabilities that allow you to migrate data from your mainframe into our system and access the latest information you need – all while continuing to migrate the rest of your legacy content in the background.
Automation
Auto Report Delivery
Create personalized content reports and manage your daily tasks. Save time on regular search and validation tasks and have the reports sent to you featuring just the specific information you need – down to a single line of text.
Report Notifications
Our software is designed to automatically alert users when content has been extracted and when it is available to be reviewed. You can count on a higher level of risk avoidance as you let the software perform accurate search functions for you.
Bundle Reports
As reports come in, they can be processed in a way that collects information from multiple reports. Users can then be automatically notified of where their requested content is or they can be sent the package automatically. This feature helps with compliance as well by bringing the right and complete amount of data needed to meet regulatory requirements.
Flexible API
Our robust software is designed to allow you to build your own automation capabilities on top of our software. This enables you to customize your automation experience.
Security & Compliance
Security: Granular Security
Maintain absolute control over who sees content and when. Define who can access information at the folder level and the document level, and even attain content within a document. Use powerful index and topic filter rules to limit what a user can see through role-based access.
Security: Existing Authority
Have the power to integrate our software with your existing authentication methods. We help you enforce authorization by building our software to fit any model of permission you choose to implement.
Content Compliance: Regulation Support
As new compliance rules come into existence, such as GDPR and other federal and state level regulations, our software is built to meet them. Stay current as you handle consumer requests, including the removal of content that is deemed out of compliance – without affecting or impacting the rest of the stored information.
Regulatory Storage
Achieve cross purpose regulation compliance to satisfy strict content maintenance and storage terms.
Comprehensive Data Masking
Have the most robust tools and user filters for hiding PII and other sensitive customer information. Be able to set parameters for granular level masking for select content such as account numbers, or a range of numbers and social security numbers within documents.
Integration
Restful API
Our software is designed to allow customers to build tools on top of our system. This ensures that every function that our software contains is available to you. Maintain full capability to search, retrieve, upload information and more, no matter what program you integrate.
Extendable Applications
Systemware maintains the ability to write custom application modules into applications on top of our product, allowing us work seamlessly with other systems, feeding and receiving content. We can build integrations and middleware into external applications from within our system. This enables configuration upgrades and additional customer processing, as well as the ability to integrate with third-party systems.
Records Management
Records Destruction
Elevate risk avoidance and ensure the complete removal of documents or individual pieces of sensitive content from within documents based on variable storage parameters.
Records Categorization
Our software dynamically sorts and categorizes documents and content for easy, efficient, and compliant retrieval. As you store data by type, such as accounts, communications or bookkeeping, our software manages storage to ensure content is retained for the legally defined time period.
Records Security
You can be sure that we have included the highest grade of security protection and follow all the latest standards to guard against unauthorized access to sensitive information.
Records Retention
Be able to retain and enforce retention policies for content. With event-based retention capabilities, you can keep content until a specified date or until a defined existing account status changes.
Learn More About How Your Content Can Work For You
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