AI Document and Workflow 

AI Document and Workflow 

Managing documents manually can be time-consuming and error prone. With BIS ERP’s Document Imaging & Workflow Automation module, you can digitize, organize, and automate your document handling—boosting efficiency and ensuring compliance.

What This Module Does

Say goodbye to lost paperwork and slow approvals. This module allows you to attach, retrieve, and manage invoices, purchase orders, contracts, and certifications directly within the ERP system. Automated workflow routing ensures documents reach the right people for review and approval, keeping business operations smooth and error-free.

Key Features

Document Capture, Indexing & Retrieval

• Quickly scan, upload, and tag documents for easy access when you need them.

Automated Workflow Routing & Approvals 

• Ensure invoices, purchase orders, and other documents are reviewed and approved on time.

Full Audit Trails & Version Tracking 

• Keep a record of every document change to maintain compliance and improve accountability.

Integrated Email & Fax Automation 

• Send and receive documents digitally, reducing manual handling and paperwork delays.

Why Businesses Rely on BIS ERP for Document Management

Eliminates Paper-Based Processes 

• Reduce paperwork clutter and manual errors.

Speeds Up Internal Approvals 

• Automate routing to ensure faster decision-making.

Improves Compliance & Traceability 

• Keep an auditable history of all document changes.

Who Can Benefit?

Perfect for finance teams, procurement departments, HR, and any business handling high volumes of documents. Whether you’re managing invoices, contracts, or compliance records, this module helps you stay organized and efficient.