Document Management & Easy Access:
PaperTrail allows you to create your own online library and access all your documents from anywhere. Document search is instant through keywords, and you can easily and quickly send and share files with your partners.
Financial Management & Analysis:
PaperTrail allows you to track your company’s financial data through charts and graphs, create detailed income and expense lists, and automatically import transactions into your account via myData.
Automatic Data Extraction & Structured database:
Using AI, the platform extracts and categorizes the data from your documents with one click, eliminating errors from manual entry and providing more accurate data. This facilitates decision-making and improves communication with your partners.
Issuing Invoices & Managing Client Records:
You can issue any type of invoice and send it directly to myData. Additionally, the platform maintains a digital address book with your clients' details, with the ability to automatically import their information.