For business offices and finance teams in every industry: schools, cities, companies, and non-profits. Replace invoice email chains, paper expense stacks, and shared-drive chaos with governed Laserfiche or OnBase records, intelligent capture, and automated approvals.
Looking for banks, credit unions, wealth, or insurance? See Financial Services →
What’s in this solution
AP, vendors, invoices, and finance docs: structured and ready.
Batch scan, extract fields, route for approval automatically.
Digital requests, mobile receipts, faster reimbursements.
Map invoice data to finance systems: less double-entry.
Finance outcomes
Faster AP, cleaner vendor files, and audit-ready records on Laserfiche or OnBase, with platinum-certified support.
Batch capture invoices, extract fields, route approvals, and store related docs so payments move without email archaeology.
Financial Records package ships production-ready structure, forms patterns, and workflows: not a blank multi-year build.
Unlimited digital forms for expense reports, travel requests, vendor intake, and exception processing, with no per-seat tax.
Laserfiche Premier Partner since 1997. Finance and business office implementations across K-12, government, commercial, and non-profit.
Capabilities
Business office automation and AP/AR strength from DocuNav’s proven patterns, without bank-only product framing.
Scan batches of invoices, route for review and approval, audit activity across the process, and store related docs for instant retrieval. More timely payments, lower collection friction, and fewer lost emails.
Train capture to recognize, separate, and process invoice batches. Extracted data classifies, indexes, and routes without manual re-keying, and can link an invoice to an existing PO.
Digital travel forms can calculate expected costs. Instant routing and approval notifications. Attach receipt photos from any mobile device. Faster reimbursements for staff.
Centralize vendor packets, contracts, and payment history with role-based access and searchable metadata.
Limit who sees financial records by user, role, folder, or field, and know who accessed, printed, or emailed content.
Unlimited forms for expenses, exceptions, and vendor intake, mobile ready.
Forms →Invoices stuck in email. Expense reports with missing receipts. Vendor files scattered across drives. Budget season spent digging for proof instead of planning.
DocuNav replaces the chaos with production-ready finance solutions business offices use every day, with security and audit trails controllers and auditors expect.
Manual keying, stalled approvals, and no clear trail across A/P.
Batch capture, field extraction, automated approvals, ERP mapping.
Lost receipts, slow reimbursements, and unclear approval chains.
Mobile receipts, auto-routing, and faster staff reimbursements.
Contracts and invoices live in inboxes, drives, and cabinets.
Structured repository, vendor patterns, and audit-ready indexing.
Weeks of digging when finance reviews or auditors ask for proof.
Searchable history and schedules, audit-ready on demand.
How to deploy
Pair the package with Forms, ERP integrations, and Hosting as your finance stack grows.
Production-ready Laserfiche package for AP, vendors, invoices, and finance docs: repository design, metadata, security, intake patterns, and workflows. Live in weeks with fixed scope.
Open Financial Records package →Pair finance with Employee Records (HR), Student Records (K-12), City Secretary, and more when other departments are ready to digitize.
Browse Packages →Unlimited digital forms for travel, expenses, vendor intake, and exception processing. Zero per-user fees. Submissions flow into Laserfiche with automated routing.
Explore Forms →Pull vendor and PO data, push invoice fields, eliminate double-entry between ECM and accounting/ERP. DocuSign archival, Office 365, and line-of-business connectors.
Explore Integrations →Eliminate storage, printing, postage, and other overlooked paper costs. Efficiency gains free budget for the work that actually moves your organization forward: education quality, service delivery, or growth.
Who this page serves
This is the horizontal Finance and Business office solution for AP, AR, expenses, and finance records in any organization. Banks, credit unions, and wealth firms also have a dedicated industry page.
District business offices process invoices, travel requests, and expense reports while keeping finance records audit-ready. Automated AP and digital expenses free staff time so more budget stays focused on students.
Cities and counties need finance content that survives audits, open-records requests, and long retention schedules, with AP routing that works across departments and vendors.
Enterprise finance needs one governed source of truth for invoices, POs, vendor agreements, and approvals, with ERP connectors that cut double-entry and speed period close.
Non-profit finance often runs lean. Grant documentation, AP, and AR still need structure for audits and board oversight. Packages and unlimited forms cut paperwork so small teams stay audit-ready.
If you are a financial institution (not just a finance department), use the Financial Services industry page for lending, new accounts, wealth compliance, and FINRA-oriented controls, plus the same AP/AR foundation covered here.
Go to Financial Services pageFinance and business office teams rely on DocuNav for AP automation, support, and Laserfiche success.
Laserfiche allows us to keep compliant with state local records retention laws and facilitates smooth processing of expenses. We have proudly been DocuNav Solution customers for over 12 years and highly recommend them to others.
As a Texas school district with over 7,100 students and over 1,000 employees, we have been using DocuNav Solutions for several years. We started with finance requisitions and human resources records and are now transitioning all of our student records.
I only have the highest of praise for the Cody and the DocuNav team. You all have always gone above and beyond to make sure everything works the way we need for it to and continue without any downtime interruptions!
We’ll show Financial Records, AP capture, and expense forms mapped to how your business office actually works.
Tell us about your AP, AR, expenses, or business office process.