Increase productivity. Reduce costs. Stay audit-ready.

Laserfiche ECM for banks, credit unions, wealth managers, and insurance. Automate invoices, control who sees financial records, and cut the paperwork that slows lending, onboarding, and compliance.

Need AP, expenses, and finance records for a school, city, company, or non-profit? See Finances (business office) →

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Where financial teams start

AP & AR

Invoice capture, routing, and payment visibility in one place.
Compliance

Role-based access, audit trails, and records tools auditors expect.
Banks & CUs

Loan packets, back-office productivity, and faster client response.
Wealth

New accounts, client reviews, and FINRA-ready document control.
Outcomes that matter

Built for regulated, document-heavy operations.

Banks, credit unions, wealth managers, insurance, and finance departments nationwide, backed by 28+ years of ECM delivery.

28+
years in ECM

Laserfiche Premier Partner since 1997, implementations that stick, with support that answers.

Weeks
typical go-live with Packages

Pre-built Financial Records and Employee Records structure, not a multi-year custom build.

24/7
access visibility

Know who is accessing, printing, or emailing financial records, anytime.

$0
per-user form fees

Unlimited digital forms for staff, vendors, and clients, no per-seat tax on growth.

What we deliver

Solutions that match how financial organizations work.

From invoice capture to loan packets and client onboarding, automate, reduce errors, and cut costs without losing control of sensitive records.

Accelerate AP & AR

More timely payments and lower collection costs. Scan batches of invoices, route for review and approval, audit activity across the process, and store related docs for instant retrieval.

  • Multi-invoice capture and automated routing
  • Visibility and compliance across A/P
  • Secure storage for invoices and related docs
Financial Records package →
Demonstrate compliance

Manage information access through role-based security. Limit access by user, role, folder, document, or field, and maintain round-the-clock visibility of who accesses, prints, or emails records.

  • Granular permissions and read-only contractor access
  • Less time pulling files for status updates
  • DoD 5015.2-certified records management tools
ECM Implementation →
Intelligent invoice capture

Eliminate manual data entry so staff focus on higher-value work. Machine learning identifies and classifies invoice data, validates fields to help prevent fraud, and maps data to your ERP.

  • Pre-trained capture that pulls relevant fields
  • Instant validation to reduce fraud risk
  • Direct mapping into ERP systems
ECM Implementation →
Wealth management

Improve client service, attract advisors, and satisfy audit requirements, without drowning in paperwork or compliance cost.

  • FINRA-oriented document control with Laserfiche Vault
  • Open new accounts faster with digital forms
  • Streamline client review, approvals, and CRM integrations
DocuNav Forms →
Community banks & credit unions

Transform back-office operations to reduce costs and improve customer service, without adding headcount for every new volume spike.

  • Eliminate loan processing bottlenecks
  • Improve back-office productivity
  • Reduce compliance cost and complexity
  • Rapid-response client service
DocuNav Packages →
HR & employee records

Digital employee files, onboarding packets, contracts, and certifications, auditable from hire through separation, with the same platform your finance team already trusts.

  • Employee records and HR onboarding
  • Contracts and separation workflows
  • DocuSign into Laserfiche or OnBase
Employee Records package →

Why financial services choose DocuNav

Partnership that respects compliance and your budget.

  • Premier Laserfiche Partner since 1997 with platinum-certified support
  • Experience with financial services, title, commercial, and regulated organizations
  • Pre-built Financial Records and Employee Records packages for faster go-live
  • Honest guidance on Laserfiche vs OnBase based on your compliance and case needs

Trusted by finance-focused teams

From financial services firms to title and commercial organizations, DocuNav customers use ECM to protect records, speed AP/AR, and free staff for client work.

Carter Financial
Carter Financial
Customer since 2003

Rattikin Title
Rattikin Title
Customer since 2005

Additional financial services references available upon request.

Talk with sales →
THE FINANCIAL REALITY

Slow AP, loan bottlenecks, and audit fire drills are draining your staff.

Invoices stuck in email. Loan packets scattered across drives. Weak visibility into who accessed financial records. New-account paperwork that frustrates advisors and clients. Audit prep that takes weeks instead of minutes.

DocuNav replaces the chaos with purpose-built, production-ready solutions financial teams use every day, with security, audit trails, and compliance controls examiners expect.

The problem
The solution
Invoices stuck in email

Manual keying, stalled approvals, and no clear audit trail across A/P.

AP capture & routing

Batch capture, field extraction, automated approvals, and ERP mapping.

Loan packets scattered

Lending bottlenecks and slow client response when files live everywhere.

Packages + Forms

Structured repositories and digital intake for lending and back office.

Weak access visibility

No clear trail of who accessed, printed, or emailed financial records.

Role-based security

Granular permissions, audit trails, and optional private cloud hosting.

Audit prep is a fire drill

Weeks of digging when regulators or examiners ask for proof.

Retention + audit trails

Searchable history and schedules, audit-ready on demand.

Pre-built turnkey packages

Jump-start with proven structure.

Combine Laserfiche security and power with DocuNav’s automation and design experience, so you are not designing folders and workflows from scratch.

Featured
Financial Records
  • • Financial records repository
  • • Accounts payable
  • • Vendor portal patterns
Find out more →
Employee Records
  • • Employee records
  • • HR onboarding
  • • Employee contracts
Find out more →
Other packages
  • • DocuNav Shield
  • • Hosting & upgrades
  • • Full package catalog
Find out more →
Forms + integrations

Capture information anywhere. Connect to finance systems.

DocuNav Forms

Unlimited digital forms for new account onboarding, exception processing, vendor intake, expense reports, and compliance attestations. Zero per-user fees. Submissions flow into Laserfiche with automated routing.

  • Staff, client, and vendor-facing forms
  • Volume-based pricing, no per-seat surprises
  • Mobile, offline, and API-ready capture
Learn about DocuNav Forms →
ERP, CRM & core systems

Connect Laserfiche to ERP, CRM, core banking, wealth platforms, and line-of-business systems. Pull metadata, push documents, and eliminate double-entry between finance and content.

  • Invoice data mapped to ERP
  • CRM and wealth management system hooks
  • DocuSign and e-signature archival
Explore integrations →
Questions?

Frequently asked questions

Timeline varies by scope. A focused AP/AR or financial records package often goes live in a few weeks. Broader rollouts with core system integrations, loan processes, and multi-department workflows typically run several months. We provide a clear written timeline during discovery.
Laserfiche includes DoD 5015.2-certified records management capabilities, role-based security, and full audit trails of access and activity. We configure retention, permissions, and reporting to match your examiners’ and auditors’ expectations, then train your team to own day-to-day control.
Yes. Common patterns include mapping invoice data into ERP, linking documents to CRM or wealth platforms, and pushing metadata both ways so staff stop re-keying. Tell us your stack in discovery and we’ll map a practical integration plan.
No. DocuNav Forms uses volume-based pricing tied to annual submissions, not per-user licensing. Unlimited forms and users, with mobile and offline support, so branch staff and clients can submit without adding seats.
It depends on records depth, case management needs, and your existing stack. Laserfiche is exceptionally strong for records-centric and compliance-heavy work. OnBase excels at enterprise case management and complex process automation. DocuNav implements both, we’ll help you evaluate honestly.

Ready to modernize AP, lending, and compliance content?

We’ll map invoices, loan packets, onboarding, and audit processes to a clear ECM plan with timeline and investment.

Get Started
1-800-353-2320 (Option 2 – Sales) • sales@docunav.com