Being in Finance, you work with a tremendous amount of documents such as invoices, contracts, budgets — all of which which need to be carefully managed — oftentimes across large, dispersed, accounting, legal, and treasury teams.
IntelliChief provides control to your document processes and helps you easily organize and group your documents intelligently by client name, tax year, or other. It helps you manage how your team shares, reviews, and approves your critical financial documents like…
- Budget templates
- Deal approvals
- Payments and compensation
- Proposals and more
With IntelliChief you can also flag priority documents needing review and add custom annotations to make documents easier to find. Powerful features like IntelliChief Workflow help you manage documents through the approval process. Use it to allow comments on document and contract clauses. Personnel can comment on changes in real-time and you can designate groups to receive immediate notification when changes are made.
Additionally, you can manage documents from your browser, desktop, or from your Apple, Android, or Windows Mobile device. So whether you are at home or in the office, you always have access to the most relevant/current document version.
Regulatory Compliance and Risk Management
IntelliChief provides you the ability to capture all transaction and project data throughout your organization, organizing and managing it for a completely visible automated workflow, and providing reliable archival for audit trail maintenance and protection against data theft, befitting your regulatory environment.