Document Management Software for Finance

Eliminate the Inaccuracies of Physically Managing Financial Data

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

Document Management Gives Financial Advisors the Ability To:

  • Square 9 ECMSecurelystore all financial documents with a proven disaster recovery backup solution
  • Square 9 ECMReducetime spent retrieving documents with immediate search results based on keywords
  • Square 9 ECMEliminateunnecessary, inaccurate and redundant financial data entry and streamline overall operations
  • Square 9 ECMManagethe flow of financial information to ensure proper organization company-wide
  • Square 9 ECMImproveaccuracy on approvals with streamlined routing to the appropriate department managers

Document Management for Financial Services Case Study

GlobalSearch Document Management Software 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 ECM Used by Financial Firms?

  • Document Management SoftwareBalance Sheets
  • Document Management SoftwareCash Flow Statements
  • Document Management SoftwareAccounts Payables / Receivables
  • Document Management SoftwareGeneral Ledger
  • Document Management SoftwareIncome Statements
  • Document Management SoftwareEquity Statements

Award-Winning Document Management Solutions for Finance

Square 9 Enterprise Content ManagementGlobalSearch

Enterprise Content Management

Secure and compliant storage of sensitive financial data allow you to classify information for improved access and collaboration.

Square 9 Document CaptureGlobalCapture

Document Capture Automation

Transform captured financial data into high value information that can be shared across your most common business applications like QuickBooks®.

Download the GlobalSearch for Financial Services Brochure

Financial Case Studies

GlobalSearch® Document Management Software Subtracts Bulky Paper Documents for Accounting Firm ›

Custom Professional Accounting was seeking a profitable solution to better manage 20 years of document accumulation. Since implementing GlobalSearch Document Management, the firm has reduced 90% of its storage space, streamlining processes business-wide and increased efficiency of the firm's accounting processes by 35 to 45%.

Disaster Recovery Made Simple with GlobalSearch® ›

Franklin Regional Retirement Systems invested in GlobalSearch for its protection and superior recovery in the possibility of disaster. The reliability of GlobalSearch is ultimately saving financial data entry failures which could potentially equate to millions of dollars in losses system-wide.

GlobalSearch® Gave a Foundation the Fuel to Power the Future of Ministry ›

GlobalSearch solution, including the KeyFree Indexing module, have cut administrative time spent working within the software in half, while eliminating $3,000 in yearly paper costs and increasing productivity by 30%.
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