How It Works

Automate your business with X3CloudDocs

Cloud-based document management designed specifically for Sage X3 with modules covering Accounts Payable automation, and the dispatch and archive of Sage X3 documents.

AP automation and authorisations

Seamless integration with Sage X3
Fully automated
Purchase Invoice creation
Automatically match
Purchase Orders to those in Sage X3
Approval workflows for full accountability and removal of human error risks
Best in class SaaS machine learning technology platform
Full audit trail of documents, all stored in the cloud

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Discover how Finance departments and Sage X3 users can benefit from accounts payable automation. A solution that creates time for Finance employees to carry out higher level tasks such as analysis and decision making. Uncover instant cost savings and incredibly quick ROI, all in the Cloud! Let robots do robot work!

Electronic Document Management

Intuitive document access
Role-based security
Built for Sage X3 users by Sage X3 experts
Automated email dispatch of business documents such as invoices, remittances, or statements
Fully indexed and searchable database, all backed-up via the cloud
Digital paper trail enabling cost savings on paper, printing and postage

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Your document management Cloud for Sage X3. Uncover the cost and time benefits of digitally sending and archiving business documents, all with minimal impact on your IT infrastructure. A solution that enables remote working with paperless processes, and fully traceable document journeys. Let robots do robot work!

Enhanced email and notification automation

Send branded customer facing emails from Sage X3
Automatically populate email templates with Sage X3 data
Accessible worldwide on any device
Enhanced email and authorisation module for Sage X3 standard workflow
Approve or reject documents through a simple one-click design, even when off your VPN
Remove the need for a Sage X3 licence to make approvals

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