Document Automation for the Financial sector

Reducing complex administrative documents to increase efficiency

Document automation finance

Ensuring consistent and error-free documents

Create documents efficiently with SmartDocuments’ software for Document Template Management. Ensure consistency across any kind of document, such as contracts, quotations and invoices. Reduce errors due to manual labor by working with building blocks for recurring content and automatically load variables thanks to smooth integrations.

Simplifying the document workflow

Keep current documents up to date and easily create new documents with our solution for Document Creation. Template Management is key to simplifying this process. Connect your existing systems to our software and relevant metadata will automatically appear in the corresponding documents.
Document automation finance

Connect and integrate

SmartDocuments offers a modern solution for optimal efficiency.

  • Manage all your document templates in one central system and decrease the sprawl of documents in your organisation
  • Connect existing systems in your organisation with our modern integration layer
  • Reduce compliancy risks and errors due to manual labor by automating Document Creation
  • Relieve work pressure for employees and do more with less resources
  • Ensure consistency across all documents with building blocks for recurring content.
Koppel met database of DMS

Benefits for the financial sector

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Tomas Hydfeldt

Tomas Hydfeldt

Senior Account manager UK