Finance Brokers

Document management solution designed for accountants

Document management solution designed for finance brokers

The finance broker world is a complex one and you face many challenges when it comes to managing the vast amounts of data you need each day. The work you do is critical for success finance brokering.

You have deadlines to meet and the pressure rises as you try to meet client demands and expectations.

When you consider that the information you use arrives in many forms, from emails, to paper, to Word and Excel documents to reports generated by your accounting software. It often means you have the required information all over the place.

What if everything you wanted was available at your fingertips the moment you needed it. As if the file was open to the required page on your desk within a second or two.

This is the reality of using M-Files as your total information and knowledge management solution. Whether cloud based or locally hosted

It not only creates ‘one point of truth’ for all your information, it also manages and simplifies the way that it passes across your desk.

How to realise a paper-less office in your company

A paper-less office can be achieved. There are always going to be practical needs like writing on working papers if you like to work this way. However, there is no need to file and re-file this information time and time again.

It can all be stored and accessed from M-Files and then the few pages you need to write on can be produced.

There is so much time wasted on manual information management processes, let’s use the technology at hand to increase productivity dramatically and reduce stress levels. You may even get to go to lunch on time.

A one stop shop for all of your information management needs

Electronic filing of all information coming in and out of the business will produce great results in and of itself.

Finance brokers find that the real benefits are realised when we automate the way this information is tracked and managed.

M-Files is not just a smart way to find and file but it also has automatic version control; document collaboration tools, assignments and workflows to replace manual in-trays.

Client queries can now be answered on the spot.

Being a SQL database we can also link in directly to your client databases which means that the phone number you need is with the document so you can action that follow up without having to go to two places to firstly gather the document and then the phone number.

Click on one of the buttons below to get a free trial or an instant quote. As finance brokers you will be impressed with the small outlay and ease of use.

Our Document Management System is trusted by our clients

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Testimonial by  from
Jemma O'Neill Cradle Coast Authority

Karen is so awesome! She has inspired me to create an AMAZING M-Files.

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