Help Desk

Web and Video Conferencing

Customer Support

Augmented Reality Development

Chatbot

Development

Business Intelligence (BI)

Collaboration

Data Analytics  and BI Services

Document Management

Intellectual Property (IP) Management

Meeting Management

Enterprise

Accounting

Blockchain Payments

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Monitoring

Employee Referral

HR Management

Payroll

Stock Option Plan Administration

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

3D Printing

AI Governance

Change Management

Cloud Migration

Cloud Storage

Continuous Delivery

Database-as-a-Service (DBaaS)

DevSecOps

Fraud Detection

IT Alert Management

IT Professional Services

Integration Platform as a Service (iPaaS)

Managed File Transfer (MFT)

Network Performance Monitoring

Network Traffic Analysis (NTA)

Server Virtualization

Software-Defined WAN

System Monitoring

Test Management

Time Series Databases

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Call Tracking

Channel Management

Content Management

Email Marketing

Headless CMS

Marketing Attribution

Marketing Automation

Referral Marketing

Social Media Advertising

Social Media Management

Survey & Forms Building

Translation

Web Analytics

Wholesale Marketplace

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Proposal

Sales Enablement

Sales Training

Sales

Data-Centric Audit Protection (DCAP)

Operational Technology (OT) Security

Security

Aviation

Camp Management

Construction Takeoff and Estimating

Financial Services CRM

Hospital Management

Medical Office EMR & EHR

Population Health Management

Vertical-Specific

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### Document Control
Users consistently praise PairSoft's document control capabilities, citing its effectiveness in managing documents, streamlining approval processes, and facilitating easy access to critical information. The system's document management features have notably improved workflow efficiency and reduced the reliance on manual paper-based processes. While some users have reported minor issues with document attachments at times, the overall sentiment leans towards PairSoft's document control functionality being a valuable asset in enhancing operational productivity and organization within businesses.

### Approval Workflows
Users have highlighted the customization options and automation capabilities of PairSoft's approval workflows as significant strengths. However, concerns have been raised regarding the lack of timely support and issues with OCR functionality, leading to inefficiencies in invoice processing. While some users appreciate the multi-language and multi-currency features, others find the system challenging to scale for higher invoice volumes. Despite these mixed reviews, PairSoft's approval workflows seem to offer a balance of benefits and drawbacks for organizations seeking to streamline their approval processes.

### Workflow Optimization
Users consistently highlight PairSoft's workflow optimization as a key strength, emphasizing its ability to streamline processes and enhance document management efficiency. While some users have encountered challenges with timely support and OCR functionality, the overall sentiment leans towards the positive impact of PairSoft's customized workflow solutions. The ease of navigating workflows and the time-saving benefits of automation are frequently mentioned as key advantages by users. Despite some minor drawbacks, PairSoft's workflow optimization features are generally well-received by users for their effectiveness in simplifying daily tasks and improving operational efficiency.

### Invoice Management
User consensus seems to be that PairSoft's invoice management capabilities receive mixed reviews. While some users appreciate the automation features and the ease of tracking invoices through the system, others express frustration with the software's inability to accurately extract key information from invoices, leading to manual intervention and inefficiencies in the process. Additionally, concerns have been raised about the system's integration with ERP platforms and the responsiveness of PairSoft's support team in addressing issues promptly. Despite some positive aspects, the overall sentiment leans towards a need for improvement in PairSoft's invoice management functionality.

### Accounts Payable (AP) Integration
Users consistently praise PaperSave's AP automation and document management capabilities. The system's ability to streamline the AP process, digitize paperwork, and automate approval workflows has garnered positive feedback. Reviewers highlight the efficiency gained from the system's AP automation features, such as OCR functionality for accounts payable and the ease of saving and recalling invoices. Additionally, the integration with ERP systems like Microsoft Dynamics has been commended for its flawless execution in accommodating specific routing rules. Users appreciate the transition to a digital platform, eliminating the need for manual processes like gathering physical signatures and enabling quick processing of invoices and purchase orders.

### Expense Management
Users unanimously praise WorkPlace Expense's robust expense management features. The platform's ability to efficiently manage transactions, receipts, invoices, and reimbursements in multiple currencies has garnered high acclaim. Users find the expense sheet detailed, accessible on mobile devices, and overall user-friendly. WorkPlace Expense has significantly streamlined expense tracking and reporting processes for various organizations and SMEs, making it a valuable tool for financial management.

### Automation and OCR
Users generally praise PairSoft's automation and OCR capabilities, highlighting its efficiency and time-saving features. The automatic data filling using OCR is a standout feature that users appreciate, as it eliminates manual data entry and streamlines processes. However, some users have expressed concerns about the OCR functionality being slow at times and encountering errors when uploading documents. Despite these minor drawbacks, PairSoft's automation and OCR functionalities seem to be well-received overall by users for their ability to enhance efficiency and accuracy in tasks such as invoice processing and approval workflows.

### Time and Resource Efficiency
Users consistently highlight PairSoft's exceptional time and resource efficiency features, emphasizing the significant amount of time saved through automation and streamlined processes. The software's ability to save hundreds of hours on manual data entry and approval workflows is particularly lauded, showcasing its effectiveness in optimizing resource allocation and enhancing operational efficiency. Additionally, users appreciate the ease of accessing and sharing documentation, further contributing to time savings and improved productivity within their organizations.

### Error Reduction and Problem Solving
User opinions on PairSoft's error reduction and problem-solving capabilities are varied. While some users appreciate the system's potential to streamline processes and address integration issues, others express frustration over the lack of timely responses to tickets and ongoing problems with OCR software functionality. The system's efficiency in handling invoices and its ability to reduce manual data entry are highlighted as positive aspects, but concerns about unresolved integration issues and unresponsive support are also prevalent in the feedback provided.

### ERP Integration
User consensus seems to be that PairSoft's ERP integration capabilities are generally well-received. Customers appreciate the automation and time-saving benefits brought by the integration with ERP systems. However, there are concerns about the responsiveness of PairSoft's support team and the software's limitations in reading specific invoice details. Some users have experienced challenges with the approval routing feature and have found the system unable to handle larger volumes of invoices effectively. Despite these drawbacks, PairSoft's ERP integration functionality remains a valuable asset for many users seeking streamlined processes and efficient management of accounts within their organizations.

### Cloud-Based Solutions
Users generally find PairSoft's cloud-based solutions to be efficient and user-friendly, with a preference for the ease of managing the cloud environment over local setups. The transition to the cloud version of PaperSave has raised questions about the migration process and future functionality, but overall, users recommend opting for the cloud product due to its improved management and performance. Additionally, the account manager, Jennifer Muniz, receives praise for her exceptional service, further enhancing the positive perception of PairSoft's cloud-based solutions among users.

Based on user reviews, users commonly recommend the following for the software:

1. Design your business process before setting up the software and heavily test AP automation to ensure it works in your environment.
2. Integrate the software with your ERP system for seamless data flow.
3. Carefully consider your needs before purchasing the software, as it may not be worth it for smaller businesses.
4. Contact the support team for any questions or changes to the software's configuration.
5. Involve both an IT and finance person during the implementation process.
6. Price out how much you are currently spending on printing to compare with the cost of the software.
7. Work with the software's team to maximize its impact and try the cloud version of the software.
8. Test the software before rolling it out to ensure it fits your company's needs.
9. Map out your current AP process and speak with other companies who have used the software before implementation.
10. Consider all of the software's features, especially for AP automation.
11. Be prepared for a potentially time-consuming implementation process.
12. Purchase recommended scanners for optimal use of the software.
13. Ensure all partners involved in the implementation are on the same page.
14. Train multiple users for different roles.
15. Use virtual machines instead of physical servers.
16. Try PaperSave as a program to reduce paper copies and storage space.
17. Consider using Magic Folder as a free alternative for small shops with minimal documentation.

In summary, users advise designing business processes, testing AP automation, integrating with ERP systems, considering needs, involving relevant stakeholders, evaluating costs, working closely with support teams, and exploring alternatives before implementing this software successfully.

Straightforward Workflow: Users have found PairSoft's workflow to be straightforward and easy to comprehend. Many reviewers appreciate the simplicity of the system, making it accessible for all users.

Efficient OCR Functionality: The OCR functionality of PairSoft has received high praise from users. It automatically fills in details in form fields, eliminating the need for tedious manual work. This feature has been described as a time-saving tool by several reviewers.

Integration Capabilities with ERP Systems: The integration capabilities of PairSoft with various ERP systems are seen as a major advantage by users. This allows for effective document management and automation of the invoice process. Several reviewers have expressed their satisfaction with this feature, highlighting its ability to bridge gaps and provide solutions to various problems.

Delays in Customer Support Response Times: Some users have experienced delays in customer support response times, resulting in frustration and a lack of timely assistance with their issues.

Glitches and Inconsistent Performance: The application experiences glitches and does not always move items smoothly through the system when using workflows. Users have also reported occasional display and server connection issues, further adding to the frustrations with the software's performance.

Complicated Interface and Navigation: The interface is not sleek and can be messy, making it complicated for users to find the right buttons to use. This has resulted in a steep learning curve and difficulties in navigating the software efficiently.

PaperSave is a versatile tool that has proven to be a valuable asset in various use cases. First and foremost, many users have found PaperSave to be an invaluable resource during year-end audits. The software's ability to quickly retrieve and extract documents has saved countless hours of manual searching. Additionally, PaperSave's automation and digitization capabilities have streamlined processes such as purchasing, invoicing, and account payables, reducing the need for manual intervention and improving efficiency. 

One of the standout features of PaperSave is its ability to eliminate the need for physical paperwork. By storing documents electronically, users can easily access past invoices and vendor documentation that were once difficult to obtain. This has not only improved internal controls by ensuring all invoices are approved before payment but also provided a seamless process for auditing purposes. Furthermore, the software integrates seamlessly with existing accounting systems, aiding in reporting and adding value to organizations.

PairSoft is another powerful tool that solves various efficiency problems. With its automated document generation and form-filling capabilities, PairSoft makes document interaction easy by autonomously filling fields such as vendor name, amount, and invoice date, among others. This saves users time and eliminates the need for manual data entry in ERP applications. PairSoft's integration with Microsoft Dynamics and its Payments integration further enhance the automation process, providing significant time-saving benefits.

Another product in this category is Papersave, a cloud-based solution that addresses the challenge of paper document storage. With its easy accessibility from anywhere, Papersave allows users to retrieve documents quickly during financial transactions and audits. The software's user-friendly interface simplifies document storage and retrieval while saving valuable time. By automating invoice approvals and eliminating delays in the accounts payable process, Papersave ensures quick and efficient payment processing.

Overall, these products have provided tangible benefits to organizations across different industries. From streamlining approval workflows to reducing manual data entry and eliminating physical filing requirements, PaperSave, PairSoft, and Papersave have proven to be valuable tools that improve efficiency, organization, and accessibility of documents.

PairSoft, the company formed from the March 2021 merger of PaperSave and Paramount Workplace, offers their eponymous procure-to-pay platform for the mid-market and enterprise, with close integration to Microsoft Dynamics, Blackbaud, Oracle, SAP, Acumatica, and Sage ERPs.

AvidXchange is an automated bill payment system.

Tipalti automates critical financial processes to drive efficiency, including accounts payable, mass payments, procurement, and expenses, all on one global finance automation platform that grows with the organization, automating, de-risking and simplifying finance.

PairSoft

Procurement software automates the process of purchasing materials and replenishing inventory. Central to it is electronic purchase ordering and approvals, as well as invoicing and bill payment. The software includes vendor management for competitive pricing and service and vendor follow-ups. Procurement is an essential component of supply chain management and may be available via supply chain management suites.

Procurement

Likelihood to Recommend

Performance

Usability

Ease of integration

PairSoft (PaperSave + Paramount Workplace)

Free Your Team From Manual Processes. Focus On Your Mission.

PairSoft’s procurement, AP automation, fundraising automation, and document management solutions will elevate your team's above routine and transactional work so they can drive strategy and make an impact. Visit pairsoft.com for more details!

Visit us: https://www.pairsoft.com/

LinkedIn: https://www.linkedin.com/company/pairsoft/

NetSuite ERP

PairSoft 2023-02-15 12:12:18

Blackbaud NetCommunity

Asana

Smartsheet

Slack

Snagit

PaperSave 2019-01-14 11:25:08

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Little confusing

Time saver

Multiple documents

Upload documents

Home

Procurement Software

Supporting documentation for all master records and transactions (created digitally or scanned paper docs) are attached to the record while the operator is on the record. These documents are automatically assigned meta data based on the transaction for easy searching afterwards (sales order number, customer number, etc.)

Meta data assignment to documents
Easy UI

Support is terrible since they were acquired.
Professional services seems non existent since they were acquired.

PaperSave is being used in our Advancement division. The program has been integrated into Raiser's Edge so all fundraising staff have access to view noteworthy documents for our constituents. They also have the ability to add documents to records for other Major Gift Officers and front-line fundraisers to review if needed. The program helps our organization have a more detailed overview of our individual constituents. Raiser's Edge has many fields, however, there's no particular place where we can add specific documents and upload them to a record. While the notes area of Raiser's Edge is helpful to get a better idea of what steps have been taken with a constituent, PaperSave allows for a more comprehensive snapshot of an individual.

Upload documents.
Integration with Raiser's Edge.
Seamless functionality.

The interface could be updated.
The program sometimes will continue to run in the background after Raiser's Edge is closed.
Initial use can be a little confusing to learn.

PaperSave allows for a more integrated look at our constituents, which in turn, allows us to develop more strategized asks.

Smartsheet, Blackbaud NetCommunity, Asana, Snagit, Slack

PairSoft
Formerly PaperSave + Paramount Workplace

Overview

What is PairSoft?