Document management for accounting, tax and audit teams
Centralize documents, standardize processes and help teams work faster with the large volumes of sensitive and business-critical information they manage every day.
Challenges accounting, tax and audit teams face
In practice, the biggest problems usually do not come from a lack of tools. They come from disconnected information, manual processes and limited visibility across systems.
The result? Teams spend more time on administration and less time on analysis, advisory work and client service.
Less manual work, more control
M-Files connects documents, tasks, approvals and business context in one controlled environment. Instead of relying on folders, email and disconnected systems, teams can work with information organized around the client, engagement, process or other relevant business context.
Keep important documents - from invoices and contracts to client records and internal documentation - in one controlled environment. Every document has a clear history, version information and defined access rights, making it easier to find and use the correct information.
Automate data capture, reviews, approvals, task assignments and notifications based on predefined rules. Reduce repetitive work, prevent unnecessary delays and lower the risk of manual errors.
Maintain a complete record of changes, approvals and document activity. Audit trails, access controls and standardized processes make it easier to meet internal governance, client confidentiality and regulatory requirements.
Work on the same controlled version of a document instead of sending attachments back and forth by email. Keep comments, changes, reviews and approvals connected to the relevant document and business context.
How accounting, tax and audit teams can use M-Files
See how M-Files helps different teams automate processes, control sensitive information and simplify everyday document work.
Document management
Give teams fast access to documents, maintain version control and collaborate securely with colleagues and clients. Organize information around clients, engagements, document types and processes rather than relying only on folder structures.
Accounts payable automation
Automate invoice receipt, data extraction, approval and status tracking—from initial receipt to posting. Reduce manual data entry and give finance teams better visibility into every invoice throughout the process.
Digital document archiving
Digitize business records and maintain them in a secure, searchable digital archive. Make historical information easier to retrieve and reduce the time required to prepare documents for audits, inspections and internal reviews.
Contract management
Manage contract versions, deadlines, obligations and statuses in one place. Connect contracts with the relevant client, supplier or engagement and reduce the risk of missed deadlines or outdated information.
Electronic signatures
Accelerate document approvals and signing without paper while maintaining security, traceability and legal validity.
Who is the solution for?
This solution is designed for organizations and teams that manage structured processes, sensitive information and large volumes of documentation.
What you gain
Structured document and information management helps teams spend less time handling files and more time on analysis, client work and higher-value activities.
Trusted by leading organizations across the region
Our experience across different industries helps us understand the requirements of document-intensive and highly regulated organizations and design solutions around the way their teams actually work.
Prije M-Filesa imali smo problem s dupliciranim podacima i nedostatkom centralne evidencije ugovora. M-Files nam je omogućio strukturiran unos podataka, integraciju s ERP-om za projiciranje Cash flowa i Računa dobiti i gubitka, te automatizaciju prodajnih i nabavnih procesa. Suradnja s Unitflyem bila je odlična – brzo su razumjeli naše procese, a komunikacija i stručnost bili su na vrhunskoj razini.
Head of ICT, Energia naturalis d.o.o.
I most appreciate that, besides being able to meet any technical requirement we as a company put forward to them, they are constantly involved in key business processes and their ideas improve our business. All praise for their support and quality.
General director, Inpro d.o.o.
My team members are now able to create operations/functions that, under normal circumstances, would have been made by programmers, thereby we're able to make configurations way faster and cheaper.
Regional Implementations Lead, Iron Mountain
Sometimes, a simple authentication of an invoice could last a month, and now that’s solved in just a few clicks.
Head of Software Support, Aluflexpack Novi
Spend less time managing documents and more time on client work
Centralize information, automate repetitive processes and give accounting, tax and audit teams secure access to the documents they need. See how M-Files can help you improve efficiency, collaboration and control without replacing the systems your teams already use.
