Intelligent Integration with Ovitas
Keep your back-office systems in sync with your documents and records.
Integrated Applications
AI Document Capture
Streamline and automate document processing with automated data capture and extraction.
Business Central
Integrate ELO ECM Suite functions with Microsoft ERP and CRM systems.
Client Portal
With access to important business content anywhere, anytime, securely share files with clients, vendors, and partners.
DocuSign
Sign and approve contracts and other documents requiring signatures without ever having to print paper or use another application.
Microsoft Dynamics 365 Sales
ECM functions for your CRM system.
SAP Business One
Smarter Invoices, Seamless Integration — Powered by AI + ML.
Service Portal
The Service Portal supports your customers, service centers, and field service technicians throughout the entire service process.
Automated Invoice Matching
Stay accurate and efficient with Ovitas’ automated invoice matching solution.
What are some common ERP-related processes ideal for integration?
Vendor AP approval
Vendor bills need to be reconciled with purchase orders and must be approved or rejected before payment. Integrate master vendor and PO data from your ERP, enabling your accounts payable team to efficiently match bills with purchase orders and route approvals to the appropriate personnel in the correct departments. Once approved, your ERP is notified that the bill is authorized for payment.
Customer invoice management
Are company policies or legal requirements mandating invoice archiving? If so, where are the invoices stored and for how long? Use an automated solution to import and file customer invoices as your ERP generates them. Take advantage of advanced recordkeeping functions to automatically enforce your company’s retention schedules.
Quote management
Quotes are typically created by sales teams using a CRM system or, more commonly, Excel. When a quote is approved, is it manually re-entered into your ERP? If so, consider an alternative approach: create and revise quotes within a centralized document management system. Once the customer approves, sales can initiate a workflow that transfers the data to your ERP, which then converts the quote into an invoice.
Sales support
Salespeople often prefer using CRM systems over ERP, but they may still need to know whether customer invoices have been sent or paid, which can lead them to frequently contact accounts receivable staff. By synchronizing customer data and invoice information between systems, non-accounting staff can access the relevant customer details they need to perform their jobs efficiently without disrupting the AR team.
eSignature with DocuSign
Contracts are essential for keeping any business running smoothly. Integration with DocuSign enables users to view and manage existing contracts, create new ones, and send them for electronic signature-all within a centralized platform. Leveraging this integration streamlines contract workflows by combining contract creation, management, and secure e-signature processes in one place.
Automated Invoice Processing
Manual invoice processing often results in inefficiencies, errors, and increased costs. Automating invoice handling eliminates paper and manual data entry, streamlining the entire process while reducing errors and accelerating approvals. The solution also integrates seamlessly with your existing systems.
Business central
As a Microsoft user, if you are seeking a way to digitally store and manage data and documents while integrating them into your business processes, there are solutions that enable seamless communication between your existing Microsoft applications and your document management system through interfaces and integration tools. This integration results in lower costs, increased transparency, and streamlined internal workflows.