Automate Document Management with a Digital Mailroom Portal
Automate document classification and routing, workflow and queue management, improve efficiency, and ensure compliance with a digital mailroom portal.
Automate document classification and routing, workflow and queue management, improve efficiency, and ensure compliance with a digital mailroom portal.
Document management streamlines how companies/organizations handle physical and digital documents. Using advanced AI and automation, it simplifies intake, classification, routing, and storage of financial-related documents, improving efficiency, accuracy, and compliance.
Services include:
Enterprises struggle with siloed workflows, lack of standardization, and manual handling that slow document processing and increase errors.
Gain complete control over Document with our AI-driven lockbox solution.
You’re not limited to a single bank—our system integrates with 50+ financial partners. This flexibility allows you to maintain or switch banking relationships without disrupting operations. Any check payments can be deposited to a bank (or banks) of your choosing using our unified lockbox platform
Our platform uses AI and content recognition to identify ~30 regularly used receivables and payables document types.
Documents are instantly directed to the correct team inbox, reducing manual handling and misclassification. The routing maintains visibility of the complete Document unit (i.e. no need to re-associate payments from Document materials).
Every document action—assignment, read, forwarding, or closing—is logged with a timestamp. This detailed tracking improves accountability and ensures compliance with financial regulations.
Our platform is compliant with PCI, HIPAA, SOC2 etc requirements. Each step in the document lifecycle is recorded for reporting and audits. Audit logs provide confidence for internal compliance reviews.
Manual Document handling is inefficient and error-prone. Exela’s digital system automates the entire lifecycle
Mail can be received from Corporate Mail centers, USPS/PO Box, or using full-page Remote Capture with check processing capability
Incoming mail is scanned and digitized as needed
Content is analyzed and assigned a document type.
Documents flow into team inboxes based on user-defined workflow rules.
Users take necessary actions or forward as needed.
All activities are meticulously tracked to ensure reporting and compliance. Completed documents are securely archived or exported as required.
We prioritize security and regulatory compliance to protect sensitive data.
Find quick answers on how our document management fits your existing payment processes.
Most organizations are onboarded in a few weeks, depending on existing systems and complexity.
Yes, our system works bank-agnostically and can integrate check and Document processing into one flow.
Yes, our AI engine classifies ~30 standard financial documents using keyword and context analysis
Yes, our scalable infrastructure handles seasonal spikes with no drop in performance.
You can manually reassign it; every action is tracked with a full audit log.
Yes, we provide full onboarding and training to ensure your teams can use the system effectively
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