Financial Planner Document Management
Financial Planner Document Management

Document Management Software

What you need, when you need it

As economists, to have all of the information you need, which includes all emails, all electronic documents like, Word, Excel, PDF etc. and all paperwork at your fingertips within a moment’s notice would be a dream come true.

To then have all the associated business knowledge, like phone numbers, email addresses, status of a job and charted reports or whether that invoice has been approved for payment linked in the same place would be a miracle.

This is your reality when working with M-Files, one point of truth for all information and knowledge. No more searching through multiple areas to get tasks done. The productivity gains will be substantial and realised immediately.

The electronic document management solution of the future, here today

To find what you need, by how it was named or where it was stored works fine if you filed it recently and have a great memory.

Once you grow into a typical office environment where there are multiple staff and multiple opinions on where and how something should be stored is where the trouble begins.

What if you could find what you want based on what it is, simply put in a word or two to get what you need instantly? This is the premise behind a meta data driven database for economists. All you need to know is something about what you want, and it appears.

It doesn’t matter how good a system framework is, it’s success comes through the implementation, customisation and training.

As productivity consultants specialising in information management software and backed by over 20 years in the industry we will ensure you get the results you desire from day one. You can be up and running within weeks of placing your order.


Why M-Files?

M-Files is created uniquely for each company we work with, each of the document types, document names etc. can be named using your existing naming conventions or be automatically named according to your requirements.

M-Files is a country mile ahead of anything else we have seen in the market place. It has an extensive and completely customisable feature set.

It is incredibly easy to use as it looks and feels like your existing Windows Explorer structure so there is only a small learning curve. It is also at the cheapest price point. Typically, businesses see return on investment within 90 days.

Unlike buying a new photocopier that is much like the last one, M-Files will dramatically increase your productivity and profitability.

Click on one of the buttons below to get a free trial or an instant quote. We are 100% confident as economists that 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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