# PairSoft Reviews **Vendor:** PairSoft **Category:** [Accounts Payable Automation Software](https://www.g2.com/categories/ap-automation) **Average Rating:** 4.4/5.0 **Total Reviews:** 110 ## About PairSoft PairSoft brings together industry-leading products – PaperSave, DocuPeak, WorkPlace, and APRO – to form the strongest procure-to-pay platform for mid-market and enterprise businesses. With PairSoft, automating the creation of purchase orders, invoice capture, AP payments, and approval workflows is a breeze. Best of all, PairSoft features true integrations with trusted ERPs like Microsoft Dynamics GP and 365 Business Central, Blackbaud (BBCRM, Raiser's Edge NXT, and Financial Edge NXT), NetSuite, Oracle Financials Cloud and E-Business Suite, and Sage Intacct, which means you don’t have to toggle between tools to get your work done. NEW! Payment Management: PairSoft Pay simplifies AP payments while enhancing speed and security directly from your ERP. By eliminating paper checks in favor of an electronic platform, you’ll save your team the excessive time and money normally spent on a manual payment management process. Accounts Payable: The AP process can be time-consuming and frustrating for businesses of any size. Break free of manual processes with PairSoft's automated invoice processing and workflows that directly integrate with your ERP. ECM: Maintaining organized files is a business necessity, but the expense associated with paper-based processes typically outweighs the return on investment. PairSoft's document management solutions eliminate 30% of time spent filing, searching, and retrieving documents. Procurement: Empower your entire team with PairSoft's innovative procure-to-pay solution that’s easy for employees, effective for management, and powerful for accounting. Fundraising: Free up your fundraising and advancement teams’ time by reducing the amount of traditional, paper-based processes they use. PairSoft's secure, cloud-based platform integrates with popular applications and boosts efficiency with automated gift and donation processing and streamlined document management. Schedule your free demo now: https://www.pairsoft.com/get-a-demo/ ## PairSoft Pros & Cons **What users like:** - Users appreciate the **ease of use** of PairSoft, streamlining workflows and automating tasks for increased efficiency. (5 reviews) - Users appreciate the **efficiency** of PairSoft, significantly reducing manual tasks and streamlining operations across the board. (5 reviews) - Users appreciate the **seamless integrations** of PairSoft, enhancing efficiency across procurement and document management workflows. (5 reviews) - Users appreciate the **seamless accounting integration** of PairSoft, enhancing efficiency and simplifying access to financial documents. (4 reviews) - Users appreciate the **seamless automation** of PairSoft, enhancing efficiency and minimizing manual tasks across business processes. (4 reviews) - Document Management (4 reviews) - Users value the **easy integrations** of PairSoft, enhancing financial operations and streamlining document management processes. (4 reviews) - Users value the **easy management of workflows** with PairSoft, enhancing productivity and integration across systems. (4 reviews) - Simple (4 reviews) - Users appreciate the **management efficiency** of PairSoft, enabling streamlined workflows and improved productivity through automation. (3 reviews) **What users dislike:** - Users experience **slow loading times** with PairSoft, causing inefficiencies and challenges during high usage periods. (2 reviews) - Users report **slow performance** with PairSoft, especially during high loads and while downloading files. (2 reviews) - Users report **efficiency issues** with PairSoft, experiencing slow performance and inefficiencies during file downloads. (1 reviews) - Users often face **inefficiency** with PairSoft, struggling with slow performance and overwhelmed systems during high loads. (1 reviews) - Users find PairSoft suffers from **inefficient process management** , resulting in slow performance and file download issues. (1 reviews) - Inefficient Search Functionality (1 reviews) - Performance Issues (1 reviews) ## PairSoft Reviews ### 1. Value Support and Proposition from PairSoft; Insightful Review **Rating:** 4.0/5.0 stars **Reviewed by:** Mikes L. | Senior Accountant , Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** September 04, 2025 **What do you like best about PairSoft?** PairSoft has demonstrated an AI supported accounting automation, document management and procurement processes We precisely integrate PairSoft with ERP, and this maintains consistency in our financial operations We get intelligent documentation and indexing, which brings improved compliance and accessibility The approval of routing is fully customizable, escalating the efficiency of tracking transactions **What do you dislike about PairSoft?** Often, PairSoft has slow performance and it gets overwhelmed by high loads When downloading files, we experience high inefficiencies from the app **What problems is PairSoft solving and how is that benefiting you?** PairSoft helps us manage our procurement and financial situation, by automating most of the business processes The struggles of fragmented documents has been fully automated by PairSoft Issues of accounts payable and payment processing has been done by this software We have included ERP support in our operations through the software **Official Response from Jem Boyd:** > Thank you for your review - please let us know how we can continue to help your business optimize processes! ### 2. Neutral experience with the product **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Outsourcing/Offshoring | Enterprise (> 1000 emp.) **Reviewed Date:** January 30, 2025 **What do you like best about PairSoft?** Integration with Microsoft Dynamics 366 and Sage Intacct. **What do you dislike about PairSoft?** It is worth to have integration with Zapier and Google Workspace. **What problems is PairSoft solving and how is that benefiting you?** Procurement module is a good enough for small companies. **Official Response from Jem Boyd:** > Thank you for sharing your feedback. We’re sorry to hear that your experience with our service hasn’t fully met your expectations. We’re always looking for ways to improve, and your input is valuable. If you haven’t already reached out, we’d love to understand more about what specifically isn't working for you, so we can work together to resolve any challenges. Please contact accountmanagement@pairsoft.com, and we'd be happy to assist you and explore ways to enhance your experience. We look forward to hearing from you and hope to have the opportunity to improve your experience. Thanks again for your feedback! ### 3. Easy to use and manage -workflows and users **Rating:** 5.0/5.0 stars **Reviewed by:** Manny G. | Accounting Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 11, 2024 **What do you like best about PairSoft?** Easy management of the workflows and Users. **What do you dislike about PairSoft?** Sometimes it gets too slow to view backup online and we have to download to view. **What problems is PairSoft solving and how is that benefiting you?** I am not sure of their new or upcoming solutions. **Official Response from Jem Boyd:** > Thank you for your review, Manny - we're thrilled your team is able to run more efficiently with our workflows and customization options. Be sure to submit a ticket on slow load times. We can definitely help you with that! ### 4. PairSoft is Awesome! **Rating:** 5.0/5.0 stars **Reviewed by:** Misti G. | Higher Education, Mid-Market (51-1000 emp.) **Reviewed Date:** August 29, 2023 **What do you like best about PairSoft?** What I like most about PairSoft is their seamless integration with Raiser's Edge. A few years ago, I upgraded our office to their cloud based software and it works like a charm. I have everything I need at my fingertips when it comes to our audits and speaking with donors about their gifts. I love being able to see all my attachments on demand in just a matter of seconds. **What do you dislike about PairSoft?** I can't think of anything that I dislike about the software itself. But, if I do get frustrated if I can't talk to a live person, which is very rare. I think it does what it is supposed to do for the most part. **What problems is PairSoft solving and how is that benefiting you?** PairSoft helps me get rid of extra paper that I don't need to keep on-site. It frees up space and I can access it on-demand when I need it most. When the pandemic hit and everyone was working remotely, we already had this system in place. It helps us keep the continuity of business going and the lines of communication with colleagues open so that everyone was on the same page. **Official Response from Jem Boyd:** > Thank you for your review, Misti! We love helping Not For Profit organizations like yours succeed with seamless integrations within their systems. Please keep us posted on how PairSoft performs with your automated gift and donor process. ### 5. The Project Management and Support Team have been exception al to work with. **Rating:** 4.5/5.0 stars **Reviewed by:** Angie W. | Mid-Market (51-1000 emp.) **Reviewed Date:** September 05, 2023 **What do you like best about PairSoft?** The customizable workflows for our NetSuite Integration is extraordinary. **What do you dislike about PairSoft?** The only thing that I wish that we had was a snadbox environment so that we could do proper testing if new or changed functionality. We wouldn't need the repository necessarily, just something with the new functionality so that we can do proer UAT and Regression testing. **What problems is PairSoft solving and how is that benefiting you?** We have a pretty compex approval process and DocuPeak does a great job of supporting that with the flexibility of the workflows. **Official Response from Jem Boyd:** > Hi, Angie - thanks so much for your feedback. We are constantly working to increase communication with customers and during our implementation and support processes, so thank you for recognizing those teams! Happy to hear about how much you love our workflows and their customization abilities within your NetSuite instance. It's why our software helps users like you make your every day approval processes easier. Your suggestion around UAT and regression testing has been noted, and we'll let our Product team know, as well. Thanks again! ### 6. An Astonishing cloud platform - PairSoft **Rating:** 5.0/5.0 stars **Reviewed by:** Planthara V. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 13, 2023 **What do you like best about PairSoft?** PairSoft's document management solution really very helpful in saving time spent on filing, searching and retreaving documents. PairSoft's automated invoice processing and workflows which directly integrate with Financial Edge is fabulous. **What do you dislike about PairSoft?** One thing I dislike in PaperSave is the inability to delete an unwanted page from the document. When I try to delete a page, the whole document disappear. **What problems is PairSoft solving and how is that benefiting you?** AP workflow process is fantastic. **Official Response from Jem Boyd:** > Hi, Planthara. Thank you for your supportive review! We are always thrilled to hear about PairSoft's ability to save hundreds of hours for busy teams like yours. Regarding deleting unwanted pages, you should be able to delete unwanted pages without the entire document disappearing. The functionality on how to do so has changed in our 7.0 release, but I encourage you to log a support ticket so we can help you out! Many thanks again! ### 7. Caution **Rating:** 0.0/5.0 stars **Reviewed by:** Jennifer C. | Director of Accounting Ops, Mid-Market (51-1000 emp.) **Reviewed Date:** November 08, 2022 **What do you like best about PairSoft?** There are no positives. The best thing would be to avoid this system all together. We have tried to get assistance in fixing the issues for 4 months now, and each day is a repeat of the one before where nothing works. They may eventually solve the invoice in question, but the same problem will occur on the following invoices processed. **What do you dislike about PairSoft?** Lack of timely response to tickets for problems. Their team is also nonresponsive to emails/tickets, and it takes a week to get help, even on urgent issues. This "OCR" software does not read Vendor Name, Invoice Number, Dollar Amount, Invoice Date from incoming invoice documents. It attempts to GL code the invoice based on history but misses the dollar amounts and does not allow users to edit the line to add it. You have to delete that line and rekey it all. There is NO efficiency gain with this software because your team will have to touch EVERY invoice at many touchpoints. Additionally, it does not integrate/communicate well with your ERP system. Ours continually show approved in Pairsoft, but in our ERP it shows pending. Our IT team has verified the issue is occurring in Pairsoft and not our system. We also started using the approval routing feature this year, which is a NIGHTMARE. It finds the assigned workflow when it wants to, fails frequently, and Pairsoft Techs cannot find the root cause. Our invoices are simple, we process about 1200 invoices a month and that is too much for Pairsoft to handle. We have been using their system for approximately 3-4 years, but we are looking for another provider as we have outgrown them. **What problems is PairSoft solving and how is that benefiting you?** It was supposed to solve an efficiency problem so we would not need to add headcount to manage the increase of invoices. There has been NO benefit, it is creating more work. **Official Response from Jem Boyd:** > Hi, Jennifer. We're sorry to hear about your experience with our software - it's definitely not the user experience we want your organization to have! Can you send us an email at info@pairsoft.com so we can get this addressed right away? Thank you in advance! ### 8. Sarah was great, and the product allows us to scale! **Rating:** 4.0/5.0 stars **Reviewed by:** Vailly L. | Mid-Market (51-1000 emp.) **Reviewed Date:** September 15, 2023 **What do you like best about PairSoft?** allows us to scale our business through use of the ocr technology **What do you dislike about PairSoft?** The rep we had to start was not good, but Sarah came in to save the day! She was great **What problems is PairSoft solving and how is that benefiting you?** Large volume of invoicing **Official Response from Jem Boyd:** > Hi, Vailly. Thanks so much for your review - Sarah is a rockstar and has been working with our products for years. Also appreciate you being patient as we're onboarding team members to assist companies with their implementation and turn them into rockstars like Sarah! We are thrilled you're able to simultaneously mitigate risk and drive AP process efficiency with PairSoft. Let us know how else we can help, and thanks again! ### 9. PairSoft Review **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** September 20, 2018 **What do you like best about PairSoft?** Integration with Blackbaud FE and FE NXT. Workflow streamlines A/P process. **What do you dislike about PairSoft?** Have to reset password every few months. **What problems is PairSoft solving and how is that benefiting you?** Access to vendor invoices and client checks. Saves time! **Official Response from Jem Boyd:** > Thank you for your updated feedback! I know changing passwords can be laborious, but we are committed to maintaining good security and data protection measures. Thrilled you're able to use our PaperSave for PairSoft product with FE NXT to access vendor invoices and client checks more quickly and efficiently! We always appreciate information from our customers - thank you again for taking the time! ### 10. DocuPeak Support is Terrible **Rating:** 0.5/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** May 08, 2023 **What do you like best about PairSoft?** DocuPeak works reasonably well and for the most part does what we need it to do. **What do you dislike about PairSoft?** The worst part about Pairsoft is its technical support and account management teams. They are unresponsive and routinely do not follow through. I've had urgent tickets sit in their queue for weeks without any response other than receiving the ticket. **What problems is PairSoft solving and how is that benefiting you?** DocuPeak/Pairsoft automates a portion of our AP process. Invoices are easily imported into the system via email while a lot of our other business softwares do not. **Official Response from Jem Boyd:** > Hello! We would like to apologize for the negative experience you have had with our technical support. We understand that a lack of responsiveness has caused frustration and inconvenience, and we take full responsibility. Please provide your email and I will be sure to escalate your case ASAP. We value your business and are committed to providing you with the support and service you deserve. On a positive note, we are glad to hear that DocuPeak is working for your needs and that it is helping to automate a portion of your AP process. We appreciate your feedback and are committed to continuously improving our products and services to meet the needs of our customers. Thank you for choosing PairSoft, and please do not hesitate to contact us if you have any further questions or concerns! ### 11. Client Services Are Ready and Willing **Rating:** 5.0/5.0 stars **Reviewed by:** Kevin H. | Accounting Associate, Mid-Market (51-1000 emp.) **Reviewed Date:** August 18, 2022 **What do you like best about PairSoft?** When using PairSoft, the primary benefit for my desk has been the integration of multiple software applications that I work with. In getting these applications to properly speak to each other, PairSoft has bridged the gaps. When our team has searched for additional solutions to newfound problems, the Client Services team has been there to help us out either with training or with corrective application assistance. **What do you dislike about PairSoft?** The least helpful aspect of PairSoft has been a ready solution for times when we needed instant fixes that are in high demand. At times, waiting for the ticket system to complete or not having a person close by has slowed down our resolution process. The cost to supplement such a service would prohibit this for our office, but we are glad that things eventually do get resolved regardless. **What problems is PairSoft solving and how is that benefiting you?** PairSoft has helped us solve our integration and data migration issues between Workplace and Great Plains. This has benefitted us in that we have been able to maintain a buffer before making any decisions to utilize other software applications as our operations continue to grow. **Official Response from Jem Boyd:** > Thanks so much for your review! We are dedicated to solving our customers' questions and needs as quickly as possible. Thank you again for your feedback, and we're thrilled we've been able to help alleviate the pain points around ERP integration and data migration for your company. ### 12. WorkPlace Administrator and user for over 10 years very pleased with product **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Enterprise (> 1000 emp.) **Reviewed Date:** June 13, 2023 **What do you like best about PairSoft?** Integration with GP/ERP and customer support for PairSoft. **What do you dislike about PairSoft?** Would be nice to have more self-paced learning tools available for administrators looking to enhance product without seeking formal training. **What problems is PairSoft solving and how is that benefiting you?** Pre-Approval of requisitions. **Official Response from Jem Boyd:** > Thank you for your review of WorkPlace! We are thrilled you're finding ease with approvals of requisitions and have deep integration within your ERP. We are also working on more self-taught videos and trainings, so stay tuned! Again, thank you for taking time out to review our products. ### 13. Great Requisition Solution for Microsoft Dynamics Customers **Rating:** 5.0/5.0 stars **Reviewed by:** Caitlyn R. | Application Support Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** June 23, 2022 **What do you like best about PairSoft?** We were a customer of Paramount WorkPlace, which was acquired by PairSoft. The integration with Microsoft Dynamics is completely seamless. We were able to completely customize our routing rules and approval roles with this product. **What do you dislike about PairSoft?** There's not much I dislike. With every upgrade, there are usually one or two minor bugs but the technical team is always able to amend their code and get a fix very quickly. I've not experienced any bugs that suspend work, they're usually minor and can typically be expected with any major software system upgrade. **Recommendations to others considering PairSoft:** I would just recommend that it can integrate with your ERP system. And make sure you have someone with great attention to detail to configure the system and administer it. Once it's properly configured, maintenance is minimal, but there are times when routing rules need to be adjusted to accommodate new business logic and you need someone who understands the system to implement those changes. **What problems is PairSoft solving and how is that benefiting you?** They are solving our AP system. Previously we were all on paper, running around our large campus gathering signatures. Now everything is digital, approving purchase orders either through the website or simply replying to an email. The system was able to accommodate our very specific routing rules and integrates with our ERP system Microsoft Dynamics flawlessly. **Official Response from Jem Boyd:** > Thank you for your review, Caitlyn! We always appreciate when customers leave feedback for us - please let us know how we can keep delivering best-in-class automation solutions for you. ### 14. Workplace User Experience **Rating:** 4.0/5.0 stars **Reviewed by:** Jeffery V. | Controller, Mid-Market (51-1000 emp.) **Reviewed Date:** June 23, 2022 **What do you like best about PairSoft?** The processing is robust, once set up correctly, users at all levers can grasp it. **What do you dislike about PairSoft?** Setting up routing rules can be challenging additionally there are so many permissions options, we often don't know how to learn or use them. **Recommendations to others considering PairSoft:** Heavily look and test for AP automation to ensure it works in your environment. This can save many hours in wihch you can move to value added projects within your organization. Each employee only works 40 hours per week - where do you want to spend the time - Not data entry! **What problems is PairSoft solving and how is that benefiting you?** We are able to solve for quick processing (vs using our ERP) and delays within our AP process. **Official Response from Jem Boyd:** > Hi, Jeffery. Thanks for your feedback! We're thrilled you're seeing robust processing right within your ERP as a quick solution (making for more efficient team members!). We'd be happy to discuss how to maximize routing rules with your team if you're interested - email accountmanagement@pairsoft.com and we can discuss. Thanks again! ### 15. System works well with other systems **Rating:** 3.5/5.0 stars **Reviewed by:** Melissa J. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 02, 2023 **What do you like best about PairSoft?** Reasonably easy to use. Good responses from customer service. **What do you dislike about PairSoft?** Does not auto send invoices from WorkPlace to our accounting software (Sage Intacct). **What problems is PairSoft solving and how is that benefiting you?** Better tracking of POs. Quicker response times for approvals. **Official Response from Jem Boyd:** > Thanks for your review, Melissa! We are thrilled you are making the most of Sage Intacct's Req to PO system, and look forward to unveiling additional functionality for WorkPlace and Sage this year. Thanks again for your feedback. ### 16. Versatile Procurement Product **Rating:** 3.5/5.0 stars **Reviewed by:** Wendy S. | Senior Database Administrator, Mid-Market (51-1000 emp.) **Reviewed Date:** July 29, 2022 **What do you like best about PairSoft?** The versatility of configuration for accounts, routing rules and the integration with our ERP software at all points in the procurement process **What do you dislike about PairSoft?** The support process and turnaround time has never been impressive. It has improved in the last year, however. **What problems is PairSoft solving and how is that benefiting you?** It solves the complicated approval process in our organization and the need to write transactions to the ERP at various stages in the procurement process. **Official Response from Jem Boyd:** > Thanks for your review, Wendy! We appreciate your feedback, and are dedicated to getting even quicker turnaround on response times for customer service. Thanks again! ### 17. Excellent product for AP Automation, Workflow process and Document management **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** October 20, 2022 **What do you like best about PairSoft?** The best part of this project is OCR. When we perform AutoEntry from PairSoft to our ERP application we don't need to fill the fields. It will be automatically populated based on Invoice OCR. **What do you dislike about PairSoft?** Nothing. Everything looks perfect and excellent. **What problems is PairSoft solving and how is that benefiting you?** Previously when we added Invoices and bills to our ERP application we must enter every field manually and it was time-consuming. After Pairsoft every process is automated and it saves our time and money. Now they introduce the Payments integration. Looking forward to more enhancements. **Official Response from Jem Boyd:** > Thank you for your review - we're proud of the continued investments in OCR that we're able to provide customers! Please keep us posted on how else we can serve you and your organization. ### 18. EASY TO USE - EXTREMELY HELPFUL! **Rating:** 4.0/5.0 stars **Reviewed by:** Brendan C. | Payroll Administrator, Mid-Market (51-1000 emp.) **Reviewed Date:** December 28, 2021 **What do you like best about PairSoft?** I love using PaperSave. It's effortless to use and saves all of your documents all in one place. I mostly use the product for saving invoices. It is beneficial to go back into the program and find old invoices quickly. **What do you dislike about PairSoft?** The item I dislike about Papersave is printing from the program. You need to have a particular connection or extra program to be able to print your uploads directly. I have to take the extra step and save the document before publishing it. Not a huge issue, but the extra effort is annoying. **Recommendations to others considering PairSoft:** I would highly encourage all future customers to consider their needs before purchasing the product. If you are looking to eliminate papers everywhere, this product is lovely. If you don't mind having invoices and other documents around, I won't purchase this product. It's terrific for large businesses and corproations. If you are a minor business, keep doing what you are already doing. The cost of the product would not be worth it for you. **What problems is PairSoft solving and how is that benefiting you?** The major problem I am solving is getting rid of a large pile of papers. You can scan an item to upload or place saved documents into Papersave. No more huge piles of papers everywhere. Once the items are uploaded, it's there forever and doesn't disappear. I love being able to find everything easily. That is the primary benefit I can realize while using the product. **Official Response from Ashley Lawless:** > Brendan, thanks for your review. We're happy to hear we've been helpful in creating a paperless office for you! ### 19. Best AP automation and document management tools **Rating:** 5.0/5.0 stars **Reviewed by:** Mahesh D. | Data Science Analyst and Machine learning engineer, Enterprise (> 1000 emp.) **Reviewed Date:** October 11, 2022 **What do you like best about PairSoft?** It will assist us in automating the invoice process as well as process automation through the use of customized Workflow. **What do you dislike about PairSoft?** Everything looks damn good. I didn't find anything which I didn't like about the product. **What problems is PairSoft solving and how is that benefiting you?** AP Automation, Workflow process, document management **Official Response from Jem Boyd:** > Thank you, Mahesh! Much appreciated. Please keep us posted on our performance and how your company is able to scale rapidly with PairSoft products. ### 20. WorkPlace Requisition and Travel & Expense. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** June 30, 2022 **What do you like best about PairSoft?** Travel requests and requisitions get approved and processed quickly and efficiently. Converting travel requests to expense reports saves time. We also like the duplication features. **What do you dislike about PairSoft?** The only thing I could say is that the email notifications should include reminders after a few days. This may be a new feature in a more current version than we are using. **What problems is PairSoft solving and how is that benefiting you?** We have become almost completely paperless in our PO, AP and Expense reports. Documents can be attached and referenced at any time. This helps with the reduction of emailing contracts, invoices, etc. **Official Response from rowan lemley:** > Hey, thank you so much for taking the time to review our solution. As a frequent traveler I really appreciate a smooth reimbursement process - glad you do too. It's always a good idea to periodically check in with your Account Manager because it may be that the latest version has other features you could benefit from. ### 21. Best OCR Product In The Market **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** November 02, 2022 **What do you like best about PairSoft?** The OCR functionality of this product is fabulous; it automatically fills the details in the form field, thus eliminating the tedious manual work. **What do you dislike about PairSoft?** There is nothing that I can complain about this product. It suits well with my requirements. **What problems is PairSoft solving and how is that benefiting you?** It helps eliminate the manual form-filling process by autonomously filling the fields such as vendor name, amount, invoice date and many more. **Official Response from Jem Boyd:** > Thank you for your review! We're proud of the investments we're making in our OCR functionality. Please let us know how else we can better serve you and your company. ### 22. The One and Only Tool for OCR Related Tasks **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** November 08, 2022 **What do you like best about PairSoft?** The best thing I like the most about this product is the automatic data filling capabilities using the OCR feature. **What do you dislike about PairSoft?** It's hard to find anything negative about this product. It's amazing! **What problems is PairSoft solving and how is that benefiting you?** PairSoft is eliminating the manual data-filling process by automatically filling the data fields with the aid of OCR, and this one feature has saved me a lot of time. **Official Response from Jem Boyd:** > Thanks for your review! Be sure to keep up with our latest product and customer support investments on our resources hub at pairsoft.com. ### 23. The Best Document Processing Software **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 08, 2022 **What do you like best about PairSoft?** The highlighting features of PairSoft are its workflow is straightforward to comprehend, and the automatic scan, generate and destroy document feature is handy. **What do you dislike about PairSoft?** The customer support needs some improving to do. **What problems is PairSoft solving and how is that benefiting you?** This software makes interaction with the documents easy by automatically generating, revising and approving documents without human intervention. **Official Response from Jem Boyd:** > Thanks for your honest review! We are working hard to invest in our Customer Success and Customer Service groups to continue to optimize our user experience - please check back in with us to let us know how it's improving! ### 24. Best Accounts Payable Automation and Document management tools in market **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** October 19, 2022 **What do you like best about PairSoft?** Capabilities to customize the flow of Documents and Approval process and customize workflow design and Automation of AP Invoices. **What do you dislike about PairSoft?** As of now, everything is good with Pairsoft, and nothing which I don't like about the product. **What problems is PairSoft solving and how is that benefiting you?** Document Management, AP Automation, Detailed SSRS Reports **Official Response from Jem Boyd:** > Thanks for your candid review - many of our customers also appreciate how simple it is to route documents for approval and the visibility of workflows! Much appreciated. ### 25. Best product for Document management and AP automation **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** September 29, 2022 **What do you like best about PairSoft?** PairSoft have fully customized workflow and document management system. Using this system we can manage our daily work easily and effectively. It will save us a lot of time on Paper work. **What do you dislike about PairSoft?** As of now, everything is good and I do not find anything which I dislike about the product. **What problems is PairSoft solving and how is that benefiting you?** Manual AP process, Manual approval process, Document management **Official Response from Jem Boyd:** > Thank you for your review! Many of our customers enjoy the end to end document management offerings we have in addition to AP Automation and Procurement. For more information, feel free to visit our website, below. ### 26. Invoice Process automation tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 11, 2022 **What do you like best about PairSoft?** It will help us to automate the Invoice process and help in Process automation using customized Workflow. **What do you dislike about PairSoft?** Sometimes feels slowness while using the PairSoft applications. **What problems is PairSoft solving and how is that benefiting you?** Invoice Automation, Process Automation, Document Management on cloud. **Official Response from Jem Boyd:** > Thank you for your feedback, we really appreciate it! Our customizable workflows and deep ERP integrations are what our customers enjoy most about PairSoft products. ### 27. Pairsoft is pretty easy to use but support is just not on par **Rating:** 3.5/5.0 stars **Reviewed by:** Joann P. | Projects Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** April 12, 2022 **What do you like best about PairSoft?** Integration with Sage, user templates help limit users to certain departments and companies. The program isn't exactly intuitive but only requires a little training before staff become fluent with it. **What do you dislike about PairSoft?** Support is simply unresponsive since Workplace merged with Pairsoft. No response to status updates and now we can't get through to a human being. We have an integration issue that is still unresolved more than a month later. We have a Vendor Sync problem that has been going on for a year. **What problems is PairSoft solving and how is that benefiting you?** Electronic Purchase Orders, better invoice flow and accountability. **Official Response from Ashley Lawless:** > Joann - thank you for your review. I'm sorry to hear about your experience with our support team. We have made several improvements in the last month on ticket submissions and response time. I encourage you to reach out through our support portal referenced below with any other issues you may be experiencing. I've also forwarded along your Vendor Sync issues directly to our customer support team. Happy to hear we've helped with your invoice flow! ### 28. Process and Invoice Automation tools with various ERP integration **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 03, 2022 **What do you like best about PairSoft?** PairSoft support various ERP integration that help us to manage our document effectively and We can also Automate our Invoice process. **What do you dislike about PairSoft?** Sometimes I feel slowness in the product. Apart from this everything looks good. **What problems is PairSoft solving and how is that benefiting you?** Invoice Process automation, AP Automation, Approval Process. **Official Response from Jem Boyd:** > Thank you, Denish! We are dedicated to our ERP integrations build within Dynamics, Sage, Blackbaud, and NetSuite. Really appreciate your feedback on product timing - we have noted this and will check on your system's performance! ### 29. The product delivers auto-posting of supplier invoices . It is flexible to meet our needs. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Leisure, Travel & Tourism | Enterprise (> 1000 emp.) **Reviewed Date:** June 29, 2022 **What do you like best about PairSoft?** The integration with Netsuite works well **What do you dislike about PairSoft?** more reporting could be added - we have not worked on this fully yet **Recommendations to others considering PairSoft:** Design your business process before you start set up **What problems is PairSoft solving and how is that benefiting you?** automates invoice to PO match **Official Response from rowan lemley:** > Hi and thank you for your review. Glad to hear that you are enjoying the solution and that you find it flexible. We've done our best to anticipate the most typical needs of an organization while providing flexibility for the small differences. Reporting - there is never enough. Thanks again for the feedback as it helps our development teams prioritize. ### 30. Decent product for scanned documents, but Support and OCR services need work **Rating:** 3.5/5.0 stars **Reviewed by:** Nikki L. | Manager of Systems & Research for University Advancement, Small-Business (50 or fewer emp.) **Reviewed Date:** June 21, 2021 **What do you like best about PairSoft?** PaperSave overall works well for scanning documents to Raiser's Edge records and indexing them in the desired format. You can create custom fields, require specific fields, show audit trails, and use most scanners with the software as long as they have a TWAIN driver. It is easy to retrieve scanned documents as well for easy viewing, and I can add annotations and changes to documents as well. **What do you dislike about PairSoft?** PaperSave often has software errors and issues that sometimes impede scanning operations. Support is reasonably responsive, but it can take multiple sessions with them to resolve issues. Constant updates are being made on the software as well. In addition, we initially acquired the OCR services for Gifts Processing, and the OCR match was only around 40% if that so it is not particularly useful for our office. Several improvements are necessary for that portion of the software before being recommended to anyone. **What problems is PairSoft solving and how is that benefiting you?** The scanning of documents into a cloud-based program has been fantastic for our organization since it is retrievable from anywhere and easy to use. **Official Response from Josh Campanaro:** > Hi Nikki, Thank you for your review! We are happy to hear that you our integration with Raiser's Edge is working well for your business. That being said, we would like to know more about the recurring technical issues that you are experiencing. Please feel free to reach out to me directly at jcampanaro@pairsoft.com if you would like to discuss these issues in more detail. Thanks again! - Josh C. ### 31. Gets the job done! **Rating:** 4.5/5.0 stars **Reviewed by:** Aviana B. | Office Administrator, Enterprise (> 1000 emp.) **Reviewed Date:** April 25, 2019 **What do you like best about PairSoft?** We use for invoicing and timesheets. It’s very easy to understand and navigate. Really gets the job done! **What do you dislike about PairSoft?** It can take a while, sometimes, to add new vendors to the site in order to submit invoices **Recommendations to others considering PairSoft:** Do it. It does what it is meant to do. **What problems is PairSoft solving and how is that benefiting you?** Making sure our vendors and employees are paid quickly and efficiently ### 32. Going Paperless **Rating:** 5.0/5.0 stars **Reviewed by:** Robert M. | Director of Finance, Performing Arts, Mid-Market (51-1000 emp.) **Reviewed Date:** April 17, 2018 **What do you like best about PairSoft?** We have been using PaperSave on a very limited bases to just scan documents for the last several years. I have recently expanded our use of PaperSave to utilize the built-in capabilities of Workflow and have expanded Workflow with the added module of Auto-Entry. It has significantly reduced the amount of photo coping and manual routing of documents throughout our organization. I have implemented the use of Auto-Entry for Accounts Payable which has reduced the duplication of data entry and has assisted with the tracking of invoices. **What do you dislike about PairSoft?** Now that we have expanded the use of PaperSave into other areas of our organizations processes with the utilizing of Workflows, the application tends to be a bit of a glitch at times with no explainable reason. The workflows do not seem to move items through the system as smooth as I would expect all the time. **Recommendations to others considering PairSoft:** 1) Ensure to have current paper flow processes documented 2) Vision as to how you want paper processes to flow 3) Utilize resources of existing PaperSave clients to recommendation of best practices **What problems is PairSoft solving and how is that benefiting you?** Documentation retrieval is quicker, reduction in storing paper documents, electronically routing documents for approval and auto entry into financial accounting system. Reduction in duplication of data entry and saved the need to hire additional staff. Electronic tracking of documents, no longer a scavenger hunt to find who has what. ### 33. Always some sort of problem going on. **Rating:** 1.5/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** June 21, 2021 **What do you like best about PairSoft?** I like the system overall, it's very user-friendly and easy to figure out for a new user. I like how it incorporates with our other system that we use. **What do you dislike about PairSoft?** Almost every day I am having some sort of error popping up and we have to submit a ticket to get it sorted out. Some times after doing some googling, we are able to find other people who have had the same errors and are able to fix it. Its very frustrating when you get behind because then i fall far behind on my scanning and it takes days to catch up. And it takes the company awhile to to get back to us with the tickets. **Recommendations to others considering PairSoft:** Because of the other system we are using, we didn't have many alternatives when looking for a compatible system; I feel like we were promised a lot more than what we are receiving. **What problems is PairSoft solving and how is that benefiting you?** The system is so user-friendly when I need to find backup that I have already scanned in. I have never had a problem searching for material already stored in the system or even making notes on an item already stored. **Official Response from Josh Campanaro:** > Hi! Thank you for your review. We're glad that you find our solution user-friendly, however, we are troubled to hear that you keep running into errors. Please feel free to reach out to me directly at jcampanaro@pairsoft.com if you would like to discuss these issues in more detail. We would like to have our Dev team look into them further. Thank you again for your review! - Josh C. ### 34. Excellent ERP software to integrate in our environment **Rating:** 4.5/5.0 stars **Reviewed by:** Palash J. | Senior Data Engineer, Small-Business (50 or fewer emp.) **Reviewed Date:** December 13, 2021 **What do you like best about PairSoft?** Multi-language and Multi-currency capabilities. Role-based security/approval **What do you dislike about PairSoft?** Hard to integrate with AWS services and slow down the environment. **What problems is PairSoft solving and how is that benefiting you?** We are using it to solve ERP-based problems and use it to manage accounts for Employees. **Official Response from Ashley Lawless:** > Palash, thanks for your review! We encourage all of our users to share way we can improve. Your note on AWS integration will be shared with our development team. ### 35. Very great paperless system that integrates really well for Blackbaud Financial Edge **Rating:** 4.5/5.0 stars **Reviewed by:** Eric L. | Mid-Market (51-1000 emp.) **Reviewed Date:** November 24, 2020 **What do you like best about PairSoft?** I like the ease of attaching documents to vendor and invoice records within Blackbaud Financial Edge. This paperless system makes viewing records very easy and makes the viewing of older records even easier. I am able to pull documentation for specific invoices or vendors back as far as we have it saved. It's also easy to share this documentation with other coworkers who may need to view these items that are associated with specific files. Papersave has saved me a ton of time in not having to dig through paper files for the information I need. **What do you dislike about PairSoft?** It seems like the interface is not very sleek at the moment. I know there are steps being taken to create a more streamlined process but as of now, it's a little messy. Some times it is complicated trying to find exactly what buttons you need to push to make certain things work the way you want. The Papersave Auto-Entry feature needs to be fleshed out more and thoroughly explained how it works. **Recommendations to others considering PairSoft:** I would highly recommend Papersave to others. There are small user experience issues that I'm confident Papersave will iron out to make it easier to use. **What problems is PairSoft solving and how is that benefiting you?** The best part about this system is not having to worry about paper records stacking up. At my company, we scan and attach all invoice & vendor documentation into Papersave and never have to worry about not being about to find it again. We can eliminate the amount of paper filing we have to do. This product also works extremely well when we have files to just drag over via email. Papersave also gives you plenty of fields to add additional information to documents you have added. **Official Response from Josh Campanaro:** > Eric, Thank you for your feedback! We are glad that you have found our integration with Blackbaud FE helpful and that our solution has made life easier for you and your co-workers. We also appreciate your insight and recommendations on making the interface more user-friendly and easier to navigate. If you ever have any questions on our Auto-Entry feature or anything else regarding PaperSave, please feel free to reach out! Thanks again! - Josh C. ### 36. Document access on Demand is the only way to function in accounting! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** December 17, 2020 **What do you like best about PairSoft?** Not needing to go to a file cabinet every time I need to review an invoice. This helps with negotiating contract renewals, as well as to remember what was involved with a purchase. Additionally, I like the internal control strengths of the approval workflow when working with digital/remote/multi-location offices. **What do you dislike about PairSoft?** Uptime is really important for us. Your support is great when we need it, but I we do find ourselves needing it more often than some of our other software. I had to complain a lot when we were implementing to get service/get it done. I was highly available but the consultant did a horrible job. He is no longer with the company. Once Ana Mendoza got on board, it was a much better experience. **Recommendations to others considering PairSoft:** Papersave was the best option for us because it integrated well with Blackbaud products. If you need something and use Blackbaud, Papersave is probably your best option. **What problems is PairSoft solving and how is that benefiting you?** Before Papersave we got all approvals via email. Sometime we sent a request for approval and if we forgot to follow up, it may never have actually gotten approved, especially for urgent items that needed payment before we could get approvals from all levels of management. Now Papersave automates that follow up with reminder emails each day that someone forgets to approve an invoice, and multiple accounting associates can see what is going on at the same time, without needing to be looped into emails. This solved a control deficiency for us. Additionally, we have saved office space from file cabinet storage and the cost of shredding documents. We save time from needing to go find documents when we need to review a previous purchase. **Official Response from Josh Campanaro:** > Thank you for your review. We apologize that you've had some issues that have required support. We are happy to hear that Ana was able to enhance your experience with our support team. Please feel free to reach out if you have any questions or concerns. Thanks again! -Josh C. ### 37. Easy to Use, Learn and navigate through **Rating:** 5.0/5.0 stars **Reviewed by:** Crystal P. | Mid-Market (51-1000 emp.) **Reviewed Date:** November 18, 2020 **What do you like best about PairSoft?** The processing invoices is very simple, there are so many extra's that other invoicing systems I have worked in do not have or do not offer. It makes things so much easier to have a system that is both time saving, and also simple. **What do you dislike about PairSoft?** I do not have any dislikes with Papersave, I feel things are always working good, if we do have issues Papersave is always quick to help resolve and help when needed. **Recommendations to others considering PairSoft:** If you are looking for ways to make invoicing simple, Have a good security and approval around processing invoices, very few issues, fast response if there are ever issues then Papersave is the right system for you. **What problems is PairSoft solving and how is that benefiting you?** The ORC we have not used so I think this will be very useful to have, and the automated to send from an email address all invoices directly to papersave, this will also be time saving. **Official Response from Josh Campanaro:** > Crystal, Thank you for your review! It's great to hear that you and your team are enjoying your experience with PaperSave. Please don't hesitate to reach out if you would like to learn more about our OCR functionality or if you have any other questions. Thanks again! - Josh C. ### 38. Great implementation team **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Mid-Market (51-1000 emp.) **Reviewed Date:** April 21, 2021 **What do you like best about PairSoft?** Removes the need to print invoices, sign documents and physically store them. **What do you dislike about PairSoft?** OCR can sometimes be slow when uploading documents **Recommendations to others considering PairSoft:** Look at your process first. Do not just take a bad process and force it into this system. Use this as an opportunity to make your process better. **What problems is PairSoft solving and how is that benefiting you?** Getting invoices to our payables department while working remotely has been an issue. This has helped tremendously. **Official Response from Josh Campanaro:** > Thank you for your review! We're glad PaperSave has added value to your A/P process, and we will look into our OCR lag times. Please let us know if you have any questions! Thanks again! Josh C. ### 39. I There have been some inefficiencies and software bugs, but client services has been responsive. **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** October 26, 2020 **What do you like best about PairSoft?** The integration with NXT is efficient and user-friendly - it's a much easier way to attach and check for documentation than going through database-view of RE. **What do you dislike about PairSoft?** There are definitely some ways to improve attaching gifts in the batch - It can be a little time-consuming, but we are working to see if OCR is an option for our organization. **Recommendations to others considering PairSoft:** Ensure you schedule time every now and then to speak with a client representative to make sure your processes are up to date. **What problems is PairSoft solving and how is that benefiting you?** We are using PaperSave to attach and check for documentation for donations made to our organization. This is extremely helpful when we need to reference specifics of a donor or a gift, and it is also a huge benefit when we are being audited, as well. **Official Response from Josh Campanaro:** > Thank you for your review! We do offer OCR capability that can extract your information and enter it into databases automatically, offering more accurate, more efficient, and quicker information processing. Please let us know if you would like us to show you our OCR technology in action! Thank you again for the review! - Josh C. ### 40. Papersave is a life saver **Rating:** 4.0/5.0 stars **Reviewed by:** Leasa W. | Accounting Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 13, 2020 **What do you like best about PairSoft?** I really like being able to look at transactions and have the back up right there without having to go find it. **What do you dislike about PairSoft?** It's my own fault but I hate that when I am looking at a document and try and attach the same document to the transaction and it fails. I wished Papersave would give you a "try again" option so that you would have time to close the worksheet and still be able to attach. **What problems is PairSoft solving and how is that benefiting you?** One thing that papersave has solved for us is that now during Covid we are all working remotely. With documents being attached to the transactions you do not have to be in the office with paper files. Reviewing our transactions and preparing financials is much easier because all members of our accounting team has the information is at your finger tips and can access it from almost anywhere. Our last financial audit was done virtually, so all documents had to be sent over electronically. Having papersave made the process easy because as documents were requested all I had to do was go the the transaction and then download the documents and upload them to into box for the auditors. This had to be one of the easiest audit I have ever done. **Official Response from Josh Campanaro:** > Leasa, Thank you for your review. We're happy to hear that PaperSave has made business easier, especially as most of us continue to work from home! We would love to hear more about the issues you are having when attempting to attach a document to a specific transaction. Please feel free to reach out if you would like to discuss in more detail. Thanks again! - Josh C. ### 41. Improved invoice process, huge reduction in the use of paper, and a great Support team. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** August 06, 2020 **What do you like best about PairSoft?** We are able to keep track of every invoice in the process and know exactly what step in the process they are at (before being submitted to GP). If anyone is out of office, we require minimal handover and discussion of the workload. The lack of paper. We can't wait to get rid of our filing cabinets PaperSave has a great knowledgeable, friendly and responsive Support team. **What do you dislike about PairSoft?** Once transactions are submitted to GP, there is still a lot of editing/manipulation that is needed. The main culprit being the inability for fx intercompany transactions (hopefully temporary) The web version of PaperSave does not show the invoices as clear as the app (or desktop) version **Recommendations to others considering PairSoft:** Have a clear desired process that fits the way you work and don't be afraid to change peoples habits **What problems is PairSoft solving and how is that benefiting you?** Reduced Paper Better organisation of the Invoice approval process **Official Response from Josh Campanaro:** > Thank you for your feedback! We love knowing that PaperSave has helped your business minimize your paper trail and simplify your approval processes. We are working on optimizing our web version and will add that to our product roadmap. Thanks again! - Josh C. ### 42. AP Processor **Rating:** 5.0/5.0 stars **Reviewed by:** Alicia S. | Mid-Market (51-1000 emp.) **Reviewed Date:** November 12, 2020 **What do you like best about PairSoft?** The workflow process is very easy to navigate. **What do you dislike about PairSoft?** Sometimes the document doesn't attach to the invoice. **Recommendations to others considering PairSoft:** The system is easy to use, Technician are very knowledgeable in solving issues. **What problems is PairSoft solving and how is that benefiting you?** Sometimes documents not attaching. **Official Response from Josh Campanaro:** > Alicia, Thank you for your feedback. We apologize that you are having some issues with your documents not attaching to the appropriate invoices. Please let us know if there is anything we can do to help resolve this problem. We would be happy to create a support ticket for you. - Josh C. ### 43. Papersave is a great way to manage our accounts payable process. **Rating:** 5.0/5.0 stars **Reviewed by:** Brady M. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 14, 2020 **What do you like best about PairSoft?** The organization of the program. As the accounting manager, I can easily see where all of our invoices are. I like the clean look of the program that is easy to read and very user-friendly. **What do you dislike about PairSoft?** I wish the program was a little faster. When you click sometimes it takes a while for the invoice to load and start looking at. **Recommendations to others considering PairSoft:** If you need a centralized place for payables, papersave is the answer. **What problems is PairSoft solving and how is that benefiting you?** Items are easier to keep track of. Increased organization is the key benefit that we have realized. **Official Response from Josh Campanaro:** > Brady, Thank you for your review. We take pride in knowing that you are satisfied with our user-friendly A/P solution. We are looking into fixing the lag times that you are experiencing as you open your invoices. Please let us know if you have any questions. Thanks again! - Josh C. ### 44. Director, Data Integrity and Reporting **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.) **Reviewed Date:** August 13, 2020 **What do you like best about PairSoft?** I love the wonderful customer support. No question is to small or unimportant. This group makes every effort to resolve your question/issue as quickly as possible and that is very much appreciated. Anyone you speak with makes you feel like you have a legitimate question and they strive to resolve for you. At no time do they make you feel like what you're inquiring about is insignificant or a bother. **What do you dislike about PairSoft?** It's not a dislike but more of a commentary. My organization has been using PaperSave products for many, many years. In all this time the company has certainly grown and yet the level of customer support has not changed at all. I hope this continues!! **What problems is PairSoft solving and how is that benefiting you?** We are getting ready to move the cloud version of PaperSave so no problems just rather many questions about the process and how we will function moving forward. **Official Response from Josh Campanaro:** > Thank you for your kind review! We are pleased to hear that you've had such a good experience with our customer support. As always, please feel free to reach out if you ever have any questions! - Josh C. ### 45. PaperSave after 6mo **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Retail | Mid-Market (51-1000 emp.) **Reviewed Date:** April 29, 2020 **What do you like best about PairSoft?** PaperSave has saved the day, during the Stay-at-Home order. Having a robotic AP system surely became useful where vendors emailed invoices, and PaperSave brought them into their WorkFlow, read the information on the invoice, clerk assigned who was to approve, and done! Truly like how you can sort documents with many filter options allowing for quick auditing of transactions. But the best is their online Support, with submitting a Support Case and how quick they respond back to you to resolve the issue. Looking to create additional WorkFlows for other purposes as we've seen the light! **What do you dislike about PairSoft?** Probably the main dislike is the speed of images appearing on screen when selected. It's not a major dislike, but I'm use to clicking and seeing, where this has more of a 2 second lag, but again its acceptable as all images are no longer on our server. **Recommendations to others considering PairSoft:** It really has some great features! It has provided better record keeping and reduced human errors. **What problems is PairSoft solving and how is that benefiting you?** By using PaperSave, we have removed the human research time in tracking down AP documents in the approval process as the WorkFlow shows us exactly where it is at, with just a click. The biggest benefit is all the human input errors that no longer occurs, as PaperSave reads the invoice, the clerk reviews it quickly and after approval sends to our AP system for voucher processing without any keystrokes. **Official Response from Ashley Lawless:** > Thank you for your feedback! We encourage all users to share ways we can improve. Your lag issues will be shared with our development team. We're happy to hear we've helped with human errors in your day-to-day! ### 46. PaperSave Review **Rating:** 5.0/5.0 stars **Reviewed by:** Joel R. | Mid-Market (51-1000 emp.) **Reviewed Date:** July 08, 2020 **What do you like best about PairSoft?** Cloud Based, Integrates to Dynamics GP, Easy Maintenance **What do you dislike about PairSoft?** If internet goes down you lose access, but that is the norm for all cloud based applications. **Recommendations to others considering PairSoft:** If you're looking to reduce paper this is a great product. With Workflows and approvals and OCR and Forms it's really got everything you need to be able to help you out. **What problems is PairSoft solving and how is that benefiting you?** Not having to file everything in drawers. Documents are just a search and click away. Saving paper and closet space. **Official Response from Josh Campanaro:** > Joel, Thank your for the feedback. We always appreciate hearing that our solution has been beneficial to your business processes. If you ever experience any technical difficulties beyond internet trouble, please let us know by contacting our support team and we will assist you as quickly as possible. Thanks again! - Josh C. ### 47. Good but has glitches **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** December 03, 2020 **What do you like best about PairSoft?** Automatic attachment of paperwork is great! **What do you dislike about PairSoft?** The program is glitchy, and results sometimes in having to delete and start over. **What problems is PairSoft solving and how is that benefiting you?** The web version crashed, and the account representative, Jennifer Muniz was very responsive. Thank you Jennifer! **Official Response from Josh Campanaro:** > Hi! Thank you for your honest review. We apologize that you have experienced technical issues with our solution! But we're glad Jennifer was able to help get them resolved. Please don't hesitate to reach out if you would like to discuss these issues in more detail. Thank you again for your review! - Josh C. ### 48. Eliminate unnecessary time searching for documents **Rating:** 5.0/5.0 stars **Reviewed by:** Celia D. | Mid-Market (51-1000 emp.) **Reviewed Date:** July 06, 2020 **What do you like best about PairSoft?** As the ERP support, what I like the most is not needing to support it, Papersave is an easy to use application **What do you dislike about PairSoft?** I can't think of anything negative about Papersave. The users love it and therefore I love it **What problems is PairSoft solving and how is that benefiting you?** During year end audits, it's when Papersave shines. Running a simple report in Smartlist to find documents, it is a timesaver. No more copying documents, documents are extracted and emailed to the auditors **Official Response from Josh Campanaro:** > Celia, Thank you for your review! We're happy to hear that your business has had such a positive experience with PaperSave. If you ever have any questions or need technical support, please feel free to reach out. Thanks again! - Josh C. ### 49. PaperSave has been fantastic for our company! **Rating:** 5.0/5.0 stars **Reviewed by:** Thomas N. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 15, 2020 **What do you like best about PairSoft?** PaperSave Invoice Automation and Approval workflow has saved us hundreds of hours on manual data entry. The approval process allows our treasurer, manager, and managers approve invoices electronically keeping the timestamp and record of the transaction for auditing purposes. Once setup, the process is simple and effective. The integration with Financial Edge NXT was a huge piece that our staff were looking for. They can retrieve, save, or print invoices, contracts, or other records immediately without needing to interrupt or bother our Finance Manager. **What do you dislike about PairSoft?** The setup of the Invoice Automation can be a bit complicated and time consuming at first. The good part is that once the setup is complete, you should no longer need to touch the configuration again. **Recommendations to others considering PairSoft:** Make sure you have both an IT and finance person involved in the entire process. Both viewpoints and knowledge levels WILL be required in order to successfully complete the implementation. **What problems is PairSoft solving and how is that benefiting you?** PaperSave has saved hundreds of hours in manual data entry. Invoice entry that used to take 3 days has now been reduced to a couple hours. PaperSave has also allowed us to make sure all invoices are approved by our board treasurer before they are released for payment. Previously, we could issue payments before the approval process had taken place or was completed. This has tightened up our internal controls drastically. A full record of the approval process is kept for auditing purposes. PaperSave has also allowed our staff to access records that were previously not easy to get a hold of. Past invoices, contracts, or other vendor documentation was not easily accessible as it was in a locked filing cabinet. Staff are now able to retrieve these documents at their desire without having to go to our Finance Manager directly. ### 50. PaperSave **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Mental Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** November 30, 2020 **What do you like best about PairSoft?** I appreciate the swift customer service. **What do you dislike about PairSoft?** Web access setup documentation is outdated. **What problems is PairSoft solving and how is that benefiting you?** We use it to reduce the amount of paper documents that need to be retained and to standardize processes through workflows. **Official Response from Josh Campanaro:** > Thank you for your review! We're happy that PaperSave has been able to help standardize your business processes and that our customer service reps have been fast acting with your needs. We will look into updating our setup documentation to be more beneficial going forward. Thanks again for sharing! - Josh C. ## PairSoft Discussions - [What are best practices for AP automation?](https://www.g2.com/discussions/what-are-best-practices-for-ap-automation) - 1 comment, 1 upvote - [How does security work? Do you have to create user names and passwords in PaperSave or does it Work with Active Directory?](https://www.g2.com/discussions/security-61d80b39-6612-4679-8ff2-26a0317f33e7) - 1 comment, 1 upvote - [I am looking for a solution which allows users to approve, add and retrieve documents from tablets and mobile devices. What does PaperSave offer?](https://www.g2.com/discussions/mobile-app-8fe93268-f5bd-429d-9861-e1552cd73acc) - 1 comment, 1 upvote - [Is PaperSave integrated with Blackbaud's NXT environment?](https://www.g2.com/discussions/papersave-and-blackbaud-s-nxt) - 1 comment, 1 upvote - [Does PaperSaveCloud integration with OnPremises environment?](https://www.g2.com/discussions/does-papersavecloud-integration-with-onpremises-environment) - 1 comment, 1 upvote - [View PairSoft pricing details and edition comparison](https://www.g2.com/products/pairsoft/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-14+05%3A11%3A01+-0500&secure%5Bsession_id%5D=f67b74b7-df39-4155-8bce-0717306f758d&secure%5Btoken%5D=f72d2627224c2801c44e1e5884b628011ddbe54ba89009d3895cce81ed5b58bb&format=llm_user) ## PairSoft Integrations - [Acumatica](https://www.g2.com/products/acumatica/reviews) - [Blackbaud Enterprise Fundraising CRM](https://www.g2.com/products/blackbaud-enterprise-fundraising-crm/reviews) - [Blackbaud Financial Edge NXT](https://www.g2.com/products/blackbaud-financial-edge-nxt/reviews) - [Blackbaud Raiser's Edge NXT](https://www.g2.com/products/blackbaud-raiser-s-edge-nxt/reviews) - [DM Valid](https://www.g2.com/products/dm-valid/reviews) - [Dynamics 365 Finance](https://www.g2.com/products/dynamics-365-finance/reviews) - [NetSuite](https://www.g2.com/products/netsuite/reviews) - [Oracle EBS Financials](https://www.g2.com/products/oracle-ebs-financials/reviews) - [Oracle Fusion Cloud Financials](https://www.g2.com/products/oracle-fusion-cloud-financials/reviews) - [Sage Intacct](https://www.g2.com/products/sage-intacct/reviews) ## PairSoft Features **Payment Options** - Coupons, Discounts, Promotions, and Gift Cards - Recurring Billing - Instant Payment - Accepted Credit Cards and Debit Cards - ACH Payments and eCheck Processing - Split Payments - Real-Time Payments - Multi-Currency - Online payment portal **Edit** - File Type - Color - Crop - Size **Planning** - Processes - Contracts - Content - Requisition **Invoice Management** - Capture - Supplier Portal - Repository **Invoice Generation** - Templates - Digital Invoices - Recurring Invoices **Automation Building** - Visual Editor - Workflow Recording - Pre-Built Templates - Custom Automation - Collaboration - Ease of Bot Creation **Management** - Approval - Communication - Documents - Receipt of Goods **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Administration** - Reporting/Dashboards - User, Role, and Access Management - Payout Time - Manual Payment Entry - Dispute Resolution - Omnichannel - Levels 1 & 2 - Level 3 **Logistics** - Upload - Email Attachment - Direct Send - Document Management - Search **Execution** - Sourcing - Purchasing - Invoicing **Invoice Processing** - Matching - Payments - Workflows - Tax Compliance **Invoice Processing** - Approvals - Batch Processing - Consolidation - Match Invoices **Bot Management & Execution** - Bot Scheduling - Attended Automation - Unattended Automation - Bot Performance Analytics - Data and Product Security - Scalability **Planning** - Processses - Contracts - Content - Requisition **Security** - PCI Compliance - Fraud Protection Tools - Data Tokenization - Two-Factor Authentication - POS Verification **Analytics** - Visibility - Performance - Spend **Analytics** - Due Dates - Benchmarking - KPIs **Analytics** - Due Dates - Cashflow - KPIs - Payment Tracking **Invoice Management** - Capture - Supplier Portal - Repository **Development** - Customization (Fields, Objects, and Layouts) - APIs - Accounting Software Integration - E-Commerce Software Integration **Integration** - Accounting - Payment Integration - ERP **Integration** - Accounting - Payments - ERP - Account Sync **Supplier Management** - Evaluation - Selection - Risk Management **Intelligent Automation** - OCR - Machine Learning - NLP **Agentic AI - Procure to Pay** - Multi-step Planning **Platform** - Performance and Reliability - Internationalization - Currency/Language - Internationalization - Operating Country - API / Integrations - PCI Regulation Compliance - Supplemental Technology - Accounting integration - E-commerce Integration **Execution** - Sourcing - Purchasing - Invoicing **Agentic AI - Robotic Process Automation (RPA)** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Invoice Management** - Cross-system Integration - Adaptive Learning - Proactive Assistance **Invoice Processing** - Matching - Payments - Workflows - Tax Compliance - Submittal **Agentic AI - Payment Gateways** - Autonomous Task Execution - Cross-system Integration - Decision Making **Supplier Information** - Profiles - Qualifications - History **Analytics** - Visibility - Performance - Spend - Due Dates - KPIs **Integration** - Accounting - Payments - ERP - Procurement **Agentic AI - Purchasing** - Proactive Assistance - Decision Making **Risk** - Analysis - Identification - Scoring **Recovery** - Recoup - Reporting **Audit** - Filters - Post Audits - Overpayments - 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