The three main benefits of Zetadocs Capture, according to our customers
Discover the most loved features of Zetadocs Capture
At Equisys, we are committed to our brand values: service excellence and trusted solutions.
Part of our service excellence involves our customer success team carrying out regular calls with customers. These calls provide an opportunity for customers to ask us any questions and for us to demonstrate features they may not be aware of and generally get a better understanding of how the customer uses Zetadocs. This helps us to maximize the benefits that Zetadocs offers customers in their day-to-day operations.
We have assessed the feedback we have received from these calls and identified the three most common benefits that each Zetadocs product offers, as told by our customers. Read on to see what they are.
This blog post focuses on Zetadocs Capture (including Zetadocs AP Automation). Subsequent posts will focus on Zetadocs Delivery and Zetadocs Expenses.
Ease of use
A consistent theme that emerged from the majority of customer calls was how simple it is to use Zetadocs Capture.
The drag-and-drop functionality allows users to attach multiple documents effortlessly, with no need for lengthy training or complex instructions. This intuitive design saves time and ensures users can focus on their tasks rather than learning how to navigate the software.
Customers often highlighted the minimal effort required when using Zetadocs Capture, noting that the software operates seamlessly in the background without unnecessary disruptions. The ability to store documents in SharePoint and retrieve them from within Microsoft Dynamics 365 Business Central ensures that important files are always within reach, further simplifying day-to-day operations.
The Zetadocs FactBox provides quick access to attached documents, helping users stay organized and efficient, or as one customer put it: “The FactBox is invaluable as you can attach documents easily to the right Business Central record."
Whether it’s managing invoices or linking documents to records, Zetadocs Capture’s user-centric approach makes processes straightforward and stress-free, which customers tell us they value. Zetadocs Capture’s time-saving features can be adopted quickly and easily by users, and result in a more streamlined and productive working environment.
Automated processes
The ability to automate processes was another benefit that many customers told us they appreciate.
By automating repetitive tasks, such as matching purchase invoices to orders and attaching related documents to Business Central records, Zetadocs Capture significantly reduces the need for manual input. For instance, the barcode feature simplifies document archiving with documents automatically linked to the appropriate Business Central record. One customer had this to say: “The barcode feature links invoices to PO’s automatically, which is a game-changer."
Various features of Zetadocs Capture can be set up to run seamlessly in the background. Once configured, it takes over tedious processes, allowing operations to continue uninterrupted. As one customer put it: “It just runs in the background and is no hassle.” Zetadocs Capture’s seamless integration with Business Central ensures all relevant information is synced and readily accessible, creating a smoother and more efficient workflow.
By automating these critical yet time-consuming tasks, Zetadocs Capture empowers teams to accomplish more without being bogged down by routine processes.
Increased speed
Customers also told us that Zetadocs Capture drastically reduces the time it takes to process invoices and manage documents.
Many customers have shared how Zetadocs Capture has significantly accelerated their workflows, with some AP Automation customers noting it has “halved the workload” compared to previous manual methods. The speed at which documents can be matched and archived, such as linking invoices to purchase orders, ensures that tasks are completed faster and with minimal effort. As this customer says: “I like how fast it is to match documents and it’s an easy process."
Additionally, the ability to access invoices directly within Business Central or in SharePoint means users can quickly retrieve the information they need without delays or unnecessary searches.
This rapid performance allows teams to handle high volumes of documents without sacrificing accuracy or consistency, creating a smoother overall workflow. Zetadocs Capture’s speed is especially beneficial in time-sensitive situations, helping finance teams keep up with their responsibilities and respond promptly to demands.
Understanding Zetadocs Capture
Zetadocs Capture provides an AP automation and document management solution that is built for Business Central.
For AP Automation, it uses next-generation AI-driven document capture technology to accelerate invoice processing. No vendor templates or system training is required to get started, and the solution provides smart invoice capture, automatic order matching and simple invoice approval.
For document management, it stores documents alongside Business Central transactions for instant access, with documents also being retrievable across the organization via SharePoint. This cuts the time spent on manually rekeying data and finding related documents.
By offering features like drag-and-drop functionality and automated processes, it reduces the need for manual tasks and minimizes the time spent on repetitive activities. It also includes advanced capabilities such as barcode recognition, which links documents like invoices to purchase orders automatically.
Summary
Given our dedication to our brand values of service excellence and trusted solutions, we are delighted to hear so many customers tell us that they value what Zetadocs Capture provides.
Customers consistently emphasized how Zetadocs Capture’s speed and automation have significantly decreased processing times, enabling teams to handle tasks with minimal effort. The intuitive design of Zetadocs Capture further ensures that users can quickly adapt and integrate it into their routines without disruption.
Beyond simply saving time, Zetadocs Capture enhances productivity by allowing teams to focus on more strategic, value-added activities. With its seamless integration into Business Central, Zetadocs Capture provides a connected and efficient system where critical documents are always accessible.
If you’d like to learn more about Zetadocs Capture, including reading some customer testimonials, click here. Alternatively, click here to arrange a demonstration to see if it could be a good fit for your company.