Automated Compliance & Efficiency With

Xplan Integration

Ellby Solution users can get the benefits of automated compliance with the efficiency of a file share and sync interface (similar to Dropbox, Google Drive or OneDrive). As well as simple document compliance, the Ellby platform is a complete Document Management solution with workflow and electronic forms functionality. This means Ellby solutions can be used as the foundation for most of your digital transformation strategies.

With the solution's Drive functionality integrated to Xplan, users simply add or save files to the dedicated Windows Explorer folder (connected to the solution) and the key documents will automatically sync to the clients’ Xplan file. Users can drag and drop one or more files right into the Drive using standard Windows functionality.

Benefits

A simple drag & drop interface makes it easy to move data from the solution into Xplan to streamline your operations and ensure ongoing financial compliance.

Drag and drop interface

Streamlined processes ensure that invoices are paid on time and with less effort, eliminating the need to pass paper around, match invoices to POs or chase down approvals.

Automated sync

Always have the latest version of documents on hand thanks to the automated sync capability that ensures your Xplan files are updated without manual intervention.

Outlook integration

Enjoy the benefits of Outlook integration to allow simple filing from email. Save time and resources by extracting data from emails to quickly populate your Ellby solution and Xplan files.

Improve service

Eliminate missing and duplicate invoices that lead to missed, late or duplicate payments. The result: happier suppliers, happier team members and fewer service calls.

Reduce costs and delays

Invoices enter the Ellby solution quickly, are routed automatically, and are accessible from anywhere, reducing resource costs and eliminating the need to manage paper files.

Free up space

Ellby solutions take the paper out of your office, freeing up valuable physical space by storing documents electronically and reducing the costs of moving, filing, securing and storing paper.

Are you looking to integrate Xplan into your automated workflows?

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