Scanning Financial Documents with CapturePoint

by | Aug 16, 2021 | Industry Info

A Different Kind of Number Crunching

For those in the financial industry, CapturePoint can make quick work of many forms and documents that need to be captured and sent to the appropriate person. Since CapturePoint serves as an entry point to existing security and network systems in your organization, it can be an integral part of scanning financial documents as well as processing and routing them.

Financials and document indexing software

CapturePoint can pass them into the necessary secure environment from which they will be searched, utilized, and ultimately archived.

CapturePoint can be quickly configured to recognize (classify), index, and route appraisals, investment statements, new account paperwork, tax returns and forms, and more. Using CapturePoint is a lot like having a room full of brilliant multitasking assistants that can intelligently take every piece of printed material and get it to the proper department and person without asking any questions. Further, it will make sure that when the document or data gets there it’s searchable and indexed and ready for any next steps.

Internally, CapturePoint can help you with intra-company documents as well, ensuring you don’t lose yourself in a mountain of company documentation, correspondence, and record-keeping. More than just a step towards a paperless office, CapturePoint doesn’t necessarily change the way you do your financial business or transactions—it just makes it much more efficient.


Appraisals, Mortgage, and Loan Applications


Authorizations, Transfers, Wills and Trusts


Internal Correspondence and HR Onboarding


Accounts Payable and Accounts Receivable Documents


Commissions, Statements, Investments and Reports


Document Archive and Retrieval

Ready to try it for yourself?

There's no cost to get started. Download CapturePoint for FREE and get 1,000 scans to see the power first hand.


Interested in Ademero'S Paperless Office Software Suite?

With more than two decades of experience in the document management software industry, the pros at Ademero know exactly what is needed to get your organization up and running when you're looking to switch to a paperless office. Ademero Software offers businesses like yours:


User-friendly and intuitive systems that are fast to implementfor your organization


All-inclusive features at one low price - meaning you won’t get hit with a bunch of add-on fees when you least expect it.


Adaptable software that fits any business, with a price point that’s perfect for small-to-medium businesses and feature-rich enough for enterprise needs, regardless of your industry.

If you’re interested in adding a DMS to streamline your organization to save time and money, we can help. Contact us today at 863-937-0272 or schedule a free customized demonstration of our Content Central DMS software.

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