Docfinity Solutions

Regardless of the industry or company size - DocFinity can make any organizational or departmental operations more efficient, productive and less expensive. It's flexible and scalable - easily rolling out across the entire organization and allowing you to leverage your initial investment from one department to increase your performance and ROI in others.

DocFinity Departmental Solutions

Accounts Payable

Centralize accounts payable processes and minimize costs.

Accounts Receivable

Automate the invoicing process and reduce your days sales outstanding.

Contract Management

Automate the contract lifecycle from request and approval through expiration and renewal.

Customer Service

Get immediate, up to date access to customer information and transactions.

Human Resources

Use ECM to automate personnel processes and track employee actions.


Automate archiving, retention and disposal of records to meet your unique requirements.

IT/System Admin

Easy to implement and intuitive for non-IT staff to use.

Deployment Options


If you’re already invested in your network and have the resources for operation, an on-premise deployment might be right for you. In addition, the on-premise option allows you to initially purchase only the products you want and add enhancing modules as needed.

With this method, the initial cost includes an upfront license fee for the DocFinity Core and any enhancing add-on products you’ll be utilizing. An affordable annual maintenance fee will be also be applied. You have complete ownership of, and access to the software, 24/7. And included with your annual maintenance fee, you’ll perpetually receive access to all system upgrades, as well as reliable technical support from our award-winning staff.


DocFinity Cloud is an optimal choice for organizations of all sizes looking to reduce the IT burden and minimize large upfront investments. When you choose DocFinity Cloud, you’ll:

  • Get up and running quickly
  • Enjoy automatic updates and upgrades
  • Meet data security requirements
  • Pay a predictable monthly fee

An all-inclusive offering, a DocFinity SaaS implementation provides access to the entire DocFinity Suite* mentioned above and everything you need to intelligently manage your mission-critical content and transform the way you work.

DocFinity Cloud utilizes Amazon Web Services (AWS), an industry-leading technology infrastructure platform. Security, monitoring, networking, storage, backups, and more are completely managed by DocFinity staff and 24/7 support is provided by AWS.

Contact us for details on how our SaaS environments can fit your needs.

*Enterprise Search, Intelligent Capture, and HL7 can be added on for a fee.


This option combines the on-premise solution with a monthly pricing fee.

With this method, you choose the complementary solutions you need to go along with the DocFinity Core, as well as the number of concurrent users needed. But instead of the accumulative upfront fee, you'll pay a much lower monthly fee for the duration of your use of the software. Installed onsite, you’ll have complete access to the software, 24/7. You get a world-class ECM/BPM system implemented easily and affordably. And you get all system upgrades, as well as reliable technical support from our award-winning staff.

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