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Matrix is a document management software that digitizes, indexes, and organizes company information to automate tasks and improve productivity.

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Product details

Matrix is a comprehensive document management software designed to help businesses eliminate paper-based processes and manual document handling. It intelligently digitizes, indexes, and organizes all company information, whether physical or digital, making it easily searchable and accessible from anywhere at any time. The software is a smart and flexible solution for businesses, institutions, and SMEs, offering tailored solutions for optimizing processes such as invoice accounting, workflow control, bank reconciliation, and tax and labor management. For consulting firms and agencies, Matrix specifically aids in digital transformation with automatic invoice digitization, accounting, bank reconciliation, and classification of tax and employment documents. Its advanced technology allows for intelligent data capture and classification, facilitating searches by various criteria. The automatic invoice booking feature extracts and indexes accounting data, integrating with existing accounting applications to generate entries and bookings. It also simplifies the classification of tax and employment documents. Matrix enables sending and retrieving information from anywhere, with a customizable application for clients and teams. Bank reconciliation is streamlined by integrating with all banking entities and automatically posting bank entries. Document management within workflows is supported, allowing for tracking and validation of documents throughout their lifecycle. Key benefits include increased security, enhanced productivity, improved service quality, centralized digital archiving, cost reduction through time and space savings, and automation of routine processes.

Features & Benefits

  • Digitization, Classification, and Document Management: Intelligently captures and classifies data from all documents, enabling easy search by topic, author, date, content, or other data.
  • Automatic Invoice Booking: Quickly and securely extracts and indexes accounting data from invoices, integrating with all accounting applications and automatically generating entries and bookings.
  • Classification of Tax and Labor Documents: Automatically indexes and classifies treasury forms, RLC, and RNT forms for easy access.
  • Information Access and Sharing: Allows sending and retrieving information from anywhere, with a customizable application for clients and teams.
  • Bank Reconciliation: Facilitates data reconciliation with all banking entities and automatically integrates bank entries.
  • Workflow Document Management: Generates workflows and manages documents for tracking and validation, controlling the lifecycle of each document.