Finance and Accounting Digital Document Services

Financial and Accounting

Whether your business is concerned about the compliancy of Sarbanes-Oxley (SOX) or simply looking for improved efficiency with your document management we can simplify your process. If your day-to-day business relies heavily on efficiently managing and processing documents like tax returns, invoices, receipts, purchase orders and budgets – or your client simply drops off a box of receipts for you to process, 5i Solutions, Inc. has a simplified workflow and can automate your process to fit your Financial or Accounting document management concern.

Full-service document conversion and forms processing solutions are available and our services can include scanning, indexing, forms processing, accounting record keeping and online hosted document repositories also referred to as Enterprise Content Management (ECM). Each business has different needs, for some the solution is 5i scanning/coding and uploading documents to our Document Management Software, integrating it with an Accounting Software (QuickBooks, Timberline, Sage 200 and more) and hosting the information. Then for others it could be scanning receipts/documents and returning on a thumb drive.

This always includes full security of those documents. The handling your clients data is a vital part to a complete document management solution. Automated financial business processes, from simple approvals to sophisticated, multi-step workflows with multiple stakeholders, assignments, notifications and electronic signatures – creating audit-ready records that are compliant with financial regulations like SEC and the IRS.

Let’s Tailor A Solution For You

888.462.0044

Time Saving, Money Saving, Stress Relieving Technology Is Almost Yours

Fort Lauderdale: 954.462.5400
Indiana: 317.247.4400

  • "After implementation, we feel confident that we are HIPAA compliant and data is secure.."

    R. SEYMOUR
    Our patients' data security is incredibly important to us. 5i Solutions' SOPs on how to manage this was impressive, and their attention to detail in this area made them an easy choice out of the firms we evaluated. After implementation, we feel confident that we are HIPAA compliant and data is secure.
  • "We find our documents in seconds and the version control feature is cutting edge."

    D. GOMEZ

    We had gone electronic with our documents a couple of years ago, using shared network folders and SkyDrive to distribute plans to our subs and vendors.

    Our estimators and project managers were spending too much time searching for documents, and the duplication of folders had become rampant. Now, we find our documents in seconds and the version control feature is cutting edge. The integration with SkyDrive meant that our transition was seamless for our vendors and subs.

  • “The user interface has helped increase our production.”

    A. BERNSTEIN
    Many years ago, my firm had been sold on case-management software that just wasn’t user friendly. Every time we would bring in paralegal staffing, we would have this big learning curve. 5i Solutions introduced us to case-management software with a social media theme. With their support, it cut our learning curve in half, and the user interface has helped increase our production turnaround.
  • “Their field personnel were professional and efficient, and helped us through the process.”

    H. LAURENCE
    Our firm handles intellectual property cases. We had never done electronic discovery before. 5i Solutions' ability to cover all the bases made sure we captured all the data on every machine and email account. Their field personnel were professional and efficient, and helped us through the process..

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