Main product features
- Automatic extraction of data from PDF documents; Other formats such images or Office documents are also supported
- Automatic integration of extracted data into Sage Accounting
- Multi-currency support, automatic extraction of exchange rates
- Export data to XML for transfer to Microsoft Excel or any application that can read XML files
- Adaptable to any type of document through the use of data extraction profiles
Account Reconciliation Features
- Automatic reconciliation of bank and credit card statements
- Matching of a single statement entry to multiple accounting entries, e.g. for credit card sales or payroll direct deposits
Additional Features
- Support for statements covering multiple date periods
- Extract data from scanned documents or images within PDF documents using OCR technology
- Automatic update to the latest Sage Accounting quarterly releases
- Two levels of User Interfaces, one for advanced users (Administrators) and a simplified version for every day use
- Advanced users can write custom code in VB.Net to customize the data extraction
Customer Support
- Customer support is provided by phone or email from our offices in Canada
- Free updates included for a one year period
- Paid customization services available to tailor the solution to the customer's needs or create new profiles for other types of documents
Product ID: datatract_sage50ca
Industries:
Non-Industry Specific
Business Needs:
Electronic Claims Processing, Sales Order Entry, General Accounting, Productivity Tools, Import/Export, Workflow, Electronic Claims Processing, Import/Export, G/L Posting Control, General Accounting, Multi-Company Processing, Sales Order Entry, Purchase Order Entry, Sales Order Entry, Productivity Tools
