Ochoco West Lumber leverages DocuXplorer’s AI Capture to streamline its accounts payable workflow, reducing manual processing by more than 60% and securing more time for other important work.
DeliverIt Pharmacy shaved weeks off their approvals process, increased financial record accuracy, and spent a whole lot less on gasoline (no, really) by changing how they manage AP documents.
Facing space constraints and limited staff, the Maryland Board of Dietetic Practice turned to DocuXplorer to digitize decades of records—without adding headcount or losing control.
Accounting teams handle a constant flow of invoices tied to various aspects of the business—but the process often spans too many systems and lives in your team's heads.
That leads to:
Invoices buried in email inboxes and shared drives
Manual data entry across ERP and accounting systems
Slow approvals and delayed payments
Missing documents when audits or vendor questions arise
What this looks like:
TODAY
Download and print emailed invoices
Consolidate folder packets for approval
Remember who has what and what's approved
Process approved payments
TOMORROW
Invoices are automatically filed right from your email/scanner/fax.
Invoices are automatically emailed to their approvers.
Clearly track your processed payments
What’s it like working together?
We learn how your team likes to work You walk through the documents your team handles, where they come from, what slows people down, and what they're comfortable with.
We shape a process your team will use Together, you build a simpler way to work that fits your team and gets buy-in, so adoption feels natural.
You free up time to focus on bigger work With less printing, filing, and confusion, your team can take on more without added stress or headcount.
Document Automation That’s Built For Your Accounting Process
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Capture Invoices Automatically
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AI Capture reads incoming invoices from email, scanners, faxes or uploads and automatically pulls key information: vendor/customer, dates, amounts, and more.
Invoices are tagged and filed with minimal intervention. Capture rules can adapt to your customers and vendors, whether they use standard forms or different layouts.
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Route Documents Without the Back and Forth
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Workflows route invoices to the right approver based on amount, department, vendor, PO, or other criteria. Approvers receive notifications keeping things moving and escalation rules ensure nothing sits too long.
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Keep Every Document Accurately Tagged and Filed
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Everything is stored in a single, searchable library tied to your important systems.
AP teams use DocuXplorer integrations to link invoices, POs, and other files directly to transactions, so everything is one click away.
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Be Ready for Audits
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With everything at your fingertips and instant search and retrieval, you can pull what you need for audits in a fraction of the time.
Searchable history, access logs, and workflow trails show who approved what and when, simplifying compliance checks.
ABOUT US
For 30 years, DocuXplorer has partnered with thousands of businesses and accounting teams to organize their documents and streamline how invoices move through their business.
You'll work closely with an experienced team that takes the time to understand how your accounting team operates and shapes a solution that fits the way they already work. This helps secure early buy-in and drive long-term adoption. We know you don't need another app that no one uses.
Trusted by teams who manage critical documents every day—from finance and HR to regulated industries where security and accountability matter.
"DocuXplorer has great flexibility in designing document metadata. We store all sorts of disparate documents: employee personal info, technical/mathematical, hardware manuals, etc. The metadata for these are markedly different, requiring their own taxonomic definitions." - Herb R. Database Administrator Financial Services
"Support is amazing. When I have a problem, they are just one email away.
I have used DocuXplorer for 15 years or so. I have confidence in the company and the people working with the company and would not move to another system."
- Penny D. Chief Financial Officer Retail
"Our companies have been using DocuXplorer as a primary document management system running on-premise for around 20 years. Throughout this period I have watched the software evolve, supporting future operating systems and adding in new useful features all while sticking to its fundamentals as well as providing the same, high-level support that's only available from smaller businesses. If the feature set meets your expectations, I can assure you of its reliability!"
- Michael R. IT Manager Warehousing
Feeling frustrated you’re wasting hours finding files, when you already have digital storage?