Is organizing, storing, and accessing documents efficiently a challenge for your business? Are diverse document formats, voluminous data, and a lack of a streamlined system causing the difficulties? If yes, then you need an advanced solution. Our document management services will assist you with the entire lifecycle of documents, from creation and distribution to archiving or disposal.
Years of Experience
Industry Verticals
Experienced Professionals
As a seasoned document management services provider, we have managed our clients' diverse document needs for over two decades. Our multifaceted services include document capture and imaging, document storage and retrieval, metadata management, access control, security, workflow automation, search and indexing, audit trail, compliance management, document indexing and annotation, etc. We have provided these services to healthcare facilities, legal firms, educational institutions, and real estate agencies. With meticulous attention to detail, advanced technologies, and rigorous quality assurance, we have assisted our clients in maintaining a document accuracy rate of up to 98.7%
Our document management process involves the collection of documents from diverse sources - from physical mail to emails, online forms, and other channels. This is followed by meticulously sorting documents based on predefined criteria and applying metadata for categorization and retrieval. Next, using cutting-edge technologies such as OCR (Optical Character Recognition), our skilled professionals efficiently capture relevant data from documents and index them. This ensures an organized and easily accessible repository. Finally, we develop and employ robust search and indexing tools for quick access to information.
Our services are delivered by a team of skilled and experienced professionals, which includes document management consultants, record management specialists, data migration experts, compliance specialists, etc. They are proficient in utilizing advanced technologies like Optical Character Recognition (OCR), machine learning, and cloud-based storage to enhance the accuracy of digitization and data extraction. Further, the team implements Document Management Systems (DMS), incorporating features like document capture, indexing, and encryption to reduce manual errors.
Simple, Transparent Pricing from $199/month
Perfect for small businesses and startups looking to establish professional financial practices.
Ideal for established businesses seeking to optimize financial operations and drive sustainable growth.
Comprehensive solutions for large-scale enterprises with complex financial needs & multiple revenue streams.
Getting started with us is easy. Follow three simple steps to get the best quote for your accounting and bookkeeping requirements.
Discovery Call & Needs Review
We start with a conversation to understand your goals, challenges, and current setup. Whether you’re handling everything solo or working with outdated spreadsheets, we’ll figure out what needs fixing and how we can help.
Setup & Migration
Once we understand your business, we gather your financial data and move everything to a clean, organized system. We’ll handle the migration, integrations, and setup—there will be no disruption to your operations.
Weekly & Monthly Financial Management
We handle your day-to-day bookkeeping, categorizing transactions, flagging inconsistencies, and preparing accurate reports. You'll have real-time access and clear visibility—nothing will be left in the dark.
Adjustments, Reviews & Tax Readiness
We align your books with local regulations and ensure you’re always ready for tax season. If anything needs fixing, we’ll handle it quickly. There will be no stress or surprises—just a clean, compliant record every month.
For over 25 years, we have been delivering document management services tailored to the specific needs of our clients. These services include the creation, capture, indexing, storage, retrieval, and disposal of documents throughout their lifecycle. We dedicate a special team with a track record of successful implementations, testimonials, and certifications that attest to their reliability and competence. Our team possesses certifications, compliance adherence (like GDPR, HIPAA), and robust security protocols to ensure data confidentiality, integrity, and availability. Our clients span countries such as the US, UK, Canada, Australia, and more.
Some of the benefits of outsourcing document management are:
The latest trends in document management are:
Document management services streamline information handling, leading to increased efficiency, reduced storage costs, improved accessibility, and enhanced security. These services can also aid in regulatory compliance, minimize the risk of document loss, and facilitate collaboration among team members.
Document management outsourcing services can handle a wide array of documents, including but not limited to contracts, invoices, reports, legal documents, HR records, customer data, and any paperwork critical to an organization's operations.
Reputable document management services prioritize security measures, employing encryption, access controls, user authentication, regular backups, and compliance with industry-specific regulations like GDPR or HIPAA. They often offer audit trails to track document access and modifications.
Yes, document management outsourcing services are adaptable and scalable, catering to the needs of small, medium, and large businesses. They offer customizable solutions, allowing organizations to expand or reduce storage capacities, user access, and functionalities as required. Outsource document management services to us and access to these benefits.
Implementation typically involves assessment of current document systems, digitization (if necessary), selection of appropriate software or tools, customization to fit specific business needs, staff training, migration of existing documents, and ongoing support.
These services often feature collaborative functionalities like document sharing, version control, real-time editing, and commenting. They enable multiple users to access and work on documents simultaneously, regardless of geographical location, fostering efficient teamwork.
We were struggling with product data entry for our e-commerce business until we leveraged back office BPO services from Invensis. From data entry to catalog management, Invensis is taking care of all the back-end operations to keep our site running optimally with great results.
As an insurance provider, we deal with a lot of claims. Having 24x7 support from back office outsourcing services like Invensis helped us process all those claims and reduce a lot of burden on our staff. It has also made the review process much more efficient, faster, and error-free.
Partnering with Invensis has been central to our success. With their data management outsourcing services, we have all the business insights we need for our business to function smoothly at the fraction of the cost of setting up an in-house data center.
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