Capture, route, and approve every document on any device.
Custom workflows plug into your current apps, cloud or on-prem, for instant adoption.
Role-based access lets teams co-edit safely without risking sensitive data.
Built-in dashboards reveal bottlenecks and guide smarter decisions.
One searchable vault surfaces any file fast, freeing time for higher-value work.
Tailored workflows for every department and industry, plus a purpose-built data-capture service. Choose the path that matches your needs and see measurable gains in days, not months.
Across all our services, Applied Innovation only partners with best-in-class technology leaders to provide pragmatic, top-quality, reliable solutions for your business challenges.
Leverage Smart OCR to effortlessly scan paper or pull in digital files, automatically extracting and tagging every key data point in seconds for smarter search.
Your files land in a secure, searchable vault, accessible from any device. You set the permissions, track every login, and keep your sensitive metadata locked down, no matter where you are.
Configurable workflows route documents, chase approvals, handle exceptions, and enforce your business rules, freeing your team from repetitive tasks.
Sync seamlessly with your ERP, HRIS, vendor systems, and more, so documents and data flow across your applications without manual effort or double entry.
Turn centralized document data into real-time dashboards and reports, giving you full visibility to make faster, more informed decisions.
Reduce spend and emissions: Digital files cut printing, shipping, and storage costs while lightening your environmental footprint.
Unlock more productive hours: Near-instant search keeps teams focused on high-value work instead of hunting for paperwork.
Deploy with confidence: Certified specialists handle configuration, training, and ongoing support to keep your workflows running smoothly.
Every document management and automation strategy is different. Our team works to design a solution that fits your business needs. Every project follows an extensive process, which includes:
Many people are involved from Applied’s team, including your automation specialist, solution architect, project manager, and solution engineer. When it comes to who’s involved from your business, this can include end-users, members of your IT department, and key decision makers.
No matter the size of your company, there is a Document Workflow solution that can be designed for your organization’s specific needs. Streamlining, digitizing, and automating processes looks different in every business, but it will free up your staff to focus on more valuable and revenue-generating work.
Your workflows do not have to be defined. Our team is involved every step of the way. During the early stages of the discovery process, our experts ask a number of questions that bring visibility to your current processes. From there, we organize and outline your current processes, define workflows, and propose a more efficient solution to get you to the same end goal.
If you’re like many finance leaders, you already know there are opportunities to improve your processes. Maybe approvals take longer than they should. Maybe employees spend too much time searching
Not all finance teams face the same challenges. Some spend their days chasing approvals, tracking down documents, and managing constant fire drills. Others have greater visibility, more consistent processes, and
For many finance teams, audit preparation follows a familiar pattern. An audit request arrives. Someone starts searching for documents. Another person digs through email threads. Approval records need to be
