Document Management Software for Finance

Eliminate the Inaccuracies of Physically Managing Financial Data

GlobalSearch allows financial institutions to store, manage and collaborate on documents electronically, without the hassle of inefficient paper-based processes.

GlobalSearch Gives Financial Professionals the Ability To:

  • Securelystore all financial documents with a proven disaster recovery backup solution
  • Reducetime spent retrieving documents with immediate search results based on keywords
  • Eliminateunnecessary, inaccurate and redundant financial data entry and streamline overall operations
  • Managethe flow of financial information to ensure proper organization company-wide
  • Improveaccuracy on approvals with streamlined routing to the appropriate department managers

Case Study

GlobalSearch Subtracts Bulky Paper Documents for Accounting Firm

“Since transitioning to GlobalSearch we no longer keep paper copies. GlobalSearch has eliminated about 90 percent of our firm’s stored paper and 100 percent of our offsite storage facilities. We found GlobalSearch to be an affordable, easy to use and extremely reliable solution. It completely eliminated the problems we had been encountering. We were pleased that the transition to GlobalSearch went so smoothly and delighted to find that GlobalSearch is easy to learn, too.”

Sue DeVaughn
Office Manager, Custom Professional Accounting
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How is GlobalSearch Used by Financial Firms?

  • Balance Sheets
  • Cash Flow Statements
  • Accounts Payables / Receivables
  • General Ledger
  • Income Statements
  • Equity Statements