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PairSoft

PairSoft
Formerly PaperSave + Paramount Workplace

Overview

What is PairSoft?

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.

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Recent Reviews

TrustRadius Insights

PaperSave is a versatile tool that has proven to be a valuable asset in various use cases. First and foremost, many users have found …
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VP of IT

5 out of 10
February 20, 2023
Supporting documentation for all master records and transactions (created digitally or scanned paper docs) are attached to the record …
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Pricing

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What is PairSoft?

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.

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttps://www.pairsoft.com/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Alternatives Pricing

What is Procurify?

Procurify is a cloud-based purchase order approval workflow software. It is used by organizations of all sizes to track purchase orders from creation to final delivery.

What is Precoro?

Precoro is a cloud-based solution for procurement process optimization. It aims to eliminate time-consuming manual procedures and human factor errors, and instead automates operations and centralizes purchasing processes. It enables users to:- Approve documents from any device using email or Slack…

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Product Details

What is PairSoft?

PairSoft Video

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.co...
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PairSoft Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo
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Comparisons

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Reviews and Ratings

(17)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

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.

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.

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.

Attribute Ratings

Reviews

(1-2 of 2)
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February 20, 2023

VP of IT

Score 5 out of 10
Vetted Review
Verified User
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.
It used to be a great total solution for document management - product, support, services and sales. Now it's just the product. But I can't expand it to additional transactions or fix an issue.
  • Document Management
  • Productive transaction documentation.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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 is ideal for any fundraising company. Its ability to import spreadsheets from queries and import documents into constituent records is an invaluable tool for a fundraiser. Though the program sometimes has its hiccups, overall it serves its intended functions quite well.
  • PaperSave allows for a more integrated look at our constituents, which in turn, allows us to develop more strategized asks.
PaperSave works well in part due to its database integration functionality. It allows our team to use Raiser's Edge (our main tool as it's our constituent database) without having to constantly switch back and forth between programs. It's simple enough for new staff members to learn as part of their on-boarding process and hasn't caused any major issues for our team.
Similar to what I mentioned earlier in this review, the main pro of PaperSave for my company is its Raiser's Edge integration. The program loads immediately as soon as Raiser's Edge is launched so there's no need to open separate programs. The documents and queries loaded from PaperSave into Raiser's Edge were simple to upload and read.
PaperSave is extremely easy to use and integrate into any fundraising office. If your company is using Blackbaud products, PaperSave will integrate seamlessly with Raiser's Edge and Raiser's Edge NXT. The ability to save documents to records seems like such a simple concept, but because Raiser's Edge doesn't offer this function in its own program, PaperSave is a life saver.
PaperSave was extremely easy to integrate into Raiser's Edge.
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