Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

DocFinity represents a cutting-edge solution for Enterprise Content Management, Business Process Management, Workflow, and Records Management. It streamlines document handling and enhances business processes with self-service efficiency tailored to various sectors such as accounts payable, accounts receivable, contract management, customer service, human resources, legal, and IT administration. Users can easily scan, upload, import, store, and index diverse types of content, including documents, audio, and video files, all while benefiting from an intuitive search and retrieval system. The platform allows for seamless integration of data and specific functionalities for external users through customizable gateways that reflect your company's branding. By utilizing a user-friendly drag-and-drop workflow design, organizations can standardize the movement of information to both personnel and systems, significantly reducing the potential for human error. Additionally, DocFinity enables the connection of relevant documents and data across various business applications, enhancing overall efficiency and collaboration. As a result, businesses can expect improved productivity and streamlined operations across all departments.

Description

Our Business Software complies with all tax and legal regulations set by the Mexican authorities, including but not limited to Electronic Invoices (CFDI), Electronic Accounting (Financial Statements seals), CFDI payments, and international carriage documentation via CFDI, while also adhering to all relevant laws and tax obligations in the United States. Our ERP solutions are versatile, functioning effectively both on-premises and in the cloud. If your organization currently utilizes another software solution, we can seamlessly integrate with your existing IT framework. Kepler ERP serves as a comprehensive business information system that harmonizes the various departments within your organization. This integration facilitates real-time sharing of information and data, enabling decision-makers to make more informed choices based on up-to-date information, thereby enhancing the Key Performance Indicators (KPIs) of your business. Additionally, we offer a dedicated team of consultants ready to assist you in customizing and implementing our ERP software to tailor it to your specific business requirements, ensuring a smooth transition and optimal usability.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft 365
Microsoft SharePoint

Integrations

Microsoft 365
Microsoft SharePoint

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Optical Image Technology

Founded

1986

Website

www.docfinity.com

Vendor Details

Company Name

KEPLER

Founded

1976

Country

United States

Website

www.ekepler.com

Product Features

Business Process Management

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Content Management

Audio Content
Customizable Templates
Document Indexing
E-forms
Full Text Search
Image Editor
SEO Management
Text Editor
Version Control
Video Content
Website Management

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Product Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Business Management

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

Business Process Management

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

ERP

Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management

Alternatives

Alternatives

Optician Dynamics Reviews

Optician Dynamics

LitGrey Technologies
SuiteMaster Reviews

SuiteMaster

LeadMaster Solutions Group
ActiveBatch Workload Automation Reviews

ActiveBatch Workload Automation

ActiveBatch by Redwood
WinMan ERP Reviews

WinMan ERP

WinMan ERP Software