--- title: PairSoft Reviews meta_title: 'PairSoft Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 115 reviews by the users' company size, role or industry to find out how PairSoft works for a business like yours. aggregate_rating: rating_value: 4.4 review_count: 115 scale: '5' date_modified: '2026-08-07' parent_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance --- # PairSoft Reviews **Vendor:** PairSoft **Category:** [Accounts Payable Automation Software](https://www.g2.com/categories/ap-automation) **Average Rating:** 4.4/5.0 **Total Reviews:** 115 ## 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** in PairSoft, simplifying AP automation and enhancing overall business efficiency. (5 reviews) - Users value the **enhanced efficiency** from PairSoft's seamless integration and automation features, reducing manual processes significantly. (5 reviews) - Users appreciate the **seamless integrations** of PairSoft, enhancing efficiency and simplifying access to crucial documents. (5 reviews) - Users value the **seamless accounting integration** of PairSoft, enhancing efficiency and simplifying financial operations. (4 reviews) - Users appreciate the **automation capabilities** of PairSoft, significantly enhancing efficiency and reducing time on manual tasks. (4 reviews) - Users appreciate the **easy access and integration of documents** with PairSoft, enhancing efficiency and collaboration in workflows. (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 often experience **slow performance** with PairSoft, especially when handling high loads or downloading files. (2 reviews) - Users report **slow performance** with PairSoft, especially during high loads, impacting file downloads and online backups. (2 reviews) - Users report significant **efficiency issues** with PairSoft, experiencing slow performance and difficulties during heavy usage. (1 reviews) - Users report **inefficiencies** with PairSoft, noting slow performance and issues during high load or file downloads. (1 reviews) - Users face **inefficient process management** in PairSoft, leading to slow performance and delays during high load times. (1 reviews) - Users report **inefficient search functionality** in PairSoft, leading to slow performance during high loads and file downloads. (1 reviews) - Users experience **slow performance** and inefficiencies with PairSoft, especially during high load situations. (1 reviews) ## PairSoft Reviews ### 1. Paper-Free, User-Friendly DMS with Smooth Raiser's Edge & Financial Edge Integration **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Philanthropy | Director, Database, Donor Services & Annual Giving, Small-Business (50 or fewer emp.) **Reviewed Date:** June 29, 2026 **What do you like best about PairSoft?** Pairsoft has worked well for us as an electronic document management system. It allows us to work paper-free remotely or in-office and has improved document sharing, storage and recall across the organization. It integrates well with the Raiser's Edge and Financial Edge. Our users report ease of use and responsive support. **What do you dislike about PairSoft?** We are unable to create our own custom workflows, but we understand that the backend's complexity requires developers or engineers to make those changes. **What problems is PairSoft solving and how is that benefiting you?** We introduced PairSoft a decade ago to solve our paper-based document management risk. This software securely stores our documents in an easy-to-use solution that makes document recall seamless and efficient. Audit time is now a breeze, and we can feel confident that our documents are safely stored on the cloud and no longer at risk of being physically destroyed by flood/fire/theft. **Official Response from Tanja Kannisto:** > Thank you for your thoughtful review and for being a PairSoft customer for so many years! We're thrilled to hear that PairSoft has helped your organization transition to a secure, paper-free document management process, making collaboration, audits, and document retrieval easier while integrating seamlessly with Raiser's Edge and Financial Edge. We also appreciate your feedback on workflow customization, as it helps guide our ongoing product improvements. Thank you again for your continued partnership and trust in PairSoft! ### 2. Fast, Responsive Support and Evolving AI Tools at a Great Value **Rating:** 4.5/5.0 stars **Reviewed by:** Melissa R. | Housing Certification Assistant, Mid-Market (51-1000 emp.) **Reviewed Date:** June 26, 2026 **What do you like best about PairSoft?** PairSoft is continually trying to advance the AI tools that we need. They are low-cost and their support team is very fast and responsive. **What do you dislike about PairSoft?** We've had some technical difficulties, but we are also a very complex client. Performance is good and it's a great system. Once the bugs are worked out, it's a wonderful system. **What problems is PairSoft solving and how is that benefiting you?** Time for A/P staff to enter in invoices. It is also a huge time saver with having a relationship with our ERP Blackbaud and puts our invoices into that system easily. We love that! **Official Response from Tanja Kannisto:** > Thank you, Melissa, for your thoughtful review! We're delighted to hear that you're finding value in our AI capabilities, responsive support team, and seamless integration with Blackbaud to help save your AP team time. We also appreciate your patience and feedback as we've worked through the complexities of your environment—it's invaluable in helping us continue to improve. Thank you for being a valued PairSoft customer! ### 3. Smart OCR Machine Learning with Seamless Integration **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Outsourcing/Offshoring | Small-Business (50 or fewer emp.) **Reviewed Date:** June 29, 2026 **What do you like best about PairSoft?** Integration and the machine learning of the OCR **What do you dislike about PairSoft?** The price is very high and could be reduced. It also needs the feature of managing the ERP payments as well as invoices **What problems is PairSoft solving and how is that benefiting you?** it is automating aspects of the AP process **Official Response from Tanja Kannisto:** > Thank you for taking the time to share your feedback! We're delighted to hear that you're seeing value from our OCR machine learning capabilities and seamless ERP integration. We also appreciate your candid comments about pricing and expanding payment management capabilities—feedback like yours helps shape our product roadmap and future improvements. Thanks again for being a PairSoft customer! ### 4. 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! ### 5. 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. ### 6. 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! ### 7. 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! ### 8. 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! ### 9. 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. ### 10. 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. ### 11. 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. ### 12. 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. ### 13. 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. ### 14. 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. ### 15. 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. ### 16. 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! ### 17. 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. ### 18. 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. ### 19. 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. ### 20. 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! ### 21. 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. ### 22. 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 ### 23. 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. ### 24. 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. ### 25. 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. ### 26. 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. ### 27. 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. ### 28. 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. ### 29. 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. ### 30. 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. ### 31. 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. ### 32. 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. ### 33. 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! ### 34. 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. ### 35. 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. ### 36. 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. ### 37. 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. ### 38. PaperSave is a powerful and flexible ECM Software that also has a helpful support team. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** June 17, 2020 **What do you like best about PairSoft?** From a support standpoint, I like how it integrates with Windows for a nearly seamless workflow. I am appreciative of the support team that will work in-depth you on tickets to try and achieve a solution at the earliest convenience. **What do you dislike about PairSoft?** A cloud managed version would be great but I understand that comes with storage challenges and an online SQL database. I believe that a cloud managed version would be not only easier to update, but gives a more secure and seamless interaction with users going through a web browser. **Recommendations to others considering PairSoft:** If you have any questions or want to make any changes to PaperSave's configuration, contact the support team and take notes, they are great with assisting users and guiding them. Also PaperSave, in my opinion, requires somewhat technical users so a with some guidance, practice and focus, PaperSave can be a powerful and flexible tool in your company's toolbox. When working at full steam, this ECM package is awesome. **What problems is PairSoft solving and how is that benefiting you?** Currently trying to update to the latest service pack. This is becoming a hurdle as there are compatibility issues and many changes since the original deployment of PaperSave. We realized that with the Support Package comes chances for a roll-up to the next service pack. I highly encourage anyone who is administrating this ECM to be in contact with the customer reps and take every chance to upgrade as with any Operating System roll out, there will come application roll outs as well. **Official Response from Josh Campanaro:** > Thank you for your feedback! We are happy to say that our cloud solution is fully rolled out and functional. PaperSave Cloud makes it easy for employees to work away from the office while accessing information securely. Users have access to the same great features on the on-prem version at a lower cost of ownership. If you would like to learn more, please feel free to reach out. - Josh C. ### 39. Helpful software **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Mental Health Care | Mid-Market (51-1000 emp.) **Reviewed Date:** December 09, 2020 **What do you like best about PairSoft?** reduces paper/storage requirements. Software can be navigated fairly intuitively **What do you dislike about PairSoft?** Sometimes display issues and/or server connection issues (but rare) **What problems is PairSoft solving and how is that benefiting you?** reducing paper by attaching backup documents digitally **Official Response from Josh Campanaro:** > Thank you for your review! We hope you have not experienced any connectivity issues recently, but please let us know if these issues occur in the future; we are happy to look into them. Thank you again for your review! -Josh C. ### 40. We wouldn't be as productive without Papersave **Rating:** 5.0/5.0 stars **Reviewed by:** Mary O. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 23, 2020 **What do you like best about PairSoft?** The ease of use is definitely a plus. The fact we have all our documents in one digital location and they are backed up so we won't lose them is awesome. Support is great with any questions or issues that may come up. Very responsive and always answer my issue or question quickly. **What do you dislike about PairSoft?** For a small shop, the workflow module is more work than just using the scan now or scan later feature. **Recommendations to others considering PairSoft:** It is a time-saving product that is easy to use. Excellent product! **What problems is PairSoft solving and how is that benefiting you?** We use to have a whole room dedicated to hundreds of files, now everything in digital which frees up an office. And the best, everyone can access and see documents from their office rather than having to sort through files for what they need. Time saving for sure. **Official Response from Ashley Lawless:** > Mary - thanks for your review! So happy to hear we've helped with freeing up space in your office by going paperless and giving your team back more time in their day. ### 41. Annunciation Orthodox School PaperSave Review **Rating:** 5.0/5.0 stars **Reviewed by:** Nafia W. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 28, 2020 **What do you like best about PairSoft?** I like that PaperSave gives me the option to have a paperless environment. I also like that I have access to it anywhere/anytime. **What do you dislike about PairSoft?** I don't always have access to my scanner for batches. **What problems is PairSoft solving and how is that benefiting you?** Our organization was mostly paper files before I onboarded it here. When the pandemic happened, I was able to access the documents for donors even though I was not at the office. **Official Response from Josh Campanaro:** > Hi Nafia, thank you for your review. We're glad PaperSave has helped make working from home easier for your organization! Please let us know if you ever have any questions! - Josh C. ### 42. PaperSave is a professional company with professional services. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 06, 2020 **What do you like best about PairSoft?** My interaction has been mostly with Jennifer. She has been wonderful to work with. Any questions I have, she will provide an answer, or direct me to someone with the answer. Staff is very informative and will lay down everything you need to know before you begin. **What do you dislike about PairSoft?** There is nothing i have disliked thus far. The product has met my expectations and our team has enjoyed having this added to our environment. **What problems is PairSoft solving and how is that benefiting you?** Attaching invoices to our accounting software has never been easier. It makes it convenient for our CFO to log into the software and retrieve historical information/data. Data/scans can now be retrieved from one location, rather than department shares. **Official Response from Josh Campanaro:** > Thank you for your kind words! We appreciate your feedback and are happy that your experience with the PaperSave solution and our support staff has been a positive one. Please let us know if you ever have any questions. Thanks again! - Josh C. ### 43. Accounting **Rating:** 5.0/5.0 stars **Reviewed by:** Sadie S. | Mid-Market (51-1000 emp.) **Reviewed Date:** July 15, 2020 **What do you like best about PairSoft?** How easy it is to use and how it grabs everything for me for the most part. **What do you dislike about PairSoft?** Sometimes it freezes out on me, sometimes it doesn't grab all the right information, and sometimes it won't take an invoice if it is too big. **Recommendations to others considering PairSoft:** That I would get it. It is very easy to use. **What problems is PairSoft solving and how is that benefiting you?** Sometimes it grabs the wrong information. The benefits are that it saves me time when it has all the correct information loaded already. **Official Response from Josh Campanaro:** > Sadie, Thank you for your feedback! We're glad that PaperSave has been an easy-to-use solution for your business. We are looking into the issue with our system freezing, as well as trying to improve our capturing feature to prevent the software from pulling the wrong information. Please let us know if you have any specific questions. Thanks again! - Josh C. ### 44. PaperSave Review **Rating:** 5.0/5.0 stars **Reviewed by:** Curtis S. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 28, 2020 **What do you like best about PairSoft?** There are a lot of features I like. The OCR functionality for Accounts Payable is extremely helpful. Also, being able to save and then recall invoices and or journal entries is extremely helpful when it comes to year end. I would say that Papersave does a great job in helping keep us organized. **What do you dislike about PairSoft?** There is not a lot that I dislike about it to be honest. **Recommendations to others considering PairSoft:** Do not wait. This is an amazing product that saves a ton of time within an organization. **What problems is PairSoft solving and how is that benefiting you?** I use PaperSave for Accounts Payable and also to help save documentation to journal entries and GL items. ### 45. How papersave has effected my daily routine **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Small-Business (50 or fewer emp.) **Reviewed Date:** September 19, 2018 **What do you like best about PairSoft?** I love that I don't have to do anymore filing of paperwork and anything I want to look at is always available. It is available to anyone in the company that has GP so they can look up whatever they need. **What do you dislike about PairSoft?** I really haven't found anything that I dislike. **Recommendations to others considering PairSoft:** I would take a good hard look at it if your looking at going paperless. I find it a very effective tool to manage your accounts payables and we also use it to scan in paperwork in other parts of it so Journal Entries have backup, Bank Reconciliations, Purchase Orders and many more things. I would recommend this product to anyone. **What problems is PairSoft solving and how is that benefiting you?** We don't have to file accounts payable invoices anymore everything is scanned in our accounting system and can be pulled up very easily. ### 46. Data Entry Associate **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** June 25, 2020 **What do you like best about PairSoft?** Being able to quickly access documents on a needed basis. **What do you dislike about PairSoft?** The price- working for a non-profit we are trying to minimize cost. **Recommendations to others considering PairSoft:** I would recommend that they price out how much they are currently spending on printing (time/paper and ink cost) and compare it to how much their PaperSave subscription would be to see if it would be a good move. When I used it- it saved so much time in finding documents and minimizing user errors. **What problems is PairSoft solving and how is that benefiting you?** We were able to not need to keep paper copies of documents which saved time and space. **Official Response from Josh Campanaro:** > Thank you for your review. We appreciate you being a customer in the non-profit space, and we are excited to show our customers the investments we are making in our product. If you would like to learn more, please feel free to contact us or reply to this message! - Josh C. ### 47. "WorkPlace Expense" that take care of all your expenses **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Internet | Enterprise (> 1000 emp.) **Reviewed Date:** June 08, 2020 **What do you like best about PairSoft?** WorkPlace Expense is an expense management software designed to serve various organisations and SMEs etc. It provides end-to-end solutions. We can do multiple tasks on the same platform like: we can manage receipt, invoices and reimbursement of the company. We can work in multiple currencies as well. We have every single details in the expense sheet. It can accessible on mobiles as well. **What do you dislike about PairSoft?** It does not provide free trial to users. **Recommendations to others considering PairSoft:** It is very easy to use and user friendly. You can try using it. **What problems is PairSoft solving and how is that benefiting you?** WorkPlace Expense has made the work much more easier, user friendly and understandable. ### 48. Very good product **Rating:** 4.5/5.0 stars **Reviewed by:** Steve D. | IT Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2020 **What do you like best about PairSoft?** The ease of which invoices are processed. **What do you dislike about PairSoft?** The technical side is very complicated. Engineers don't seem to be confident when something goes wrong. **Recommendations to others considering PairSoft:** Good product, technical side is a little light. **What problems is PairSoft solving and how is that benefiting you?** Not dealing with actual paper. Documents are stored electronically. Very convenient. ### 49. Blackbaud RE and FE gift entry and back-up solution **Rating:** 4.5/5.0 stars **Reviewed by:** Tim B. | Associate Director, Analytics, Small-Business (50 or fewer emp.) **Reviewed Date:** January 21, 2020 **What do you like best about PairSoft?** Our OCR workflow has increased our data entry accuracy and enables us to complete 98% of our gift entry for our House Direct Mail. Accessible back-up data has pleased our auditors and cut look-up time to almost nothing. **What do you dislike about PairSoft?** We had some internal firewall issues that slowed everything down for a week previously but eventually resolved. **Recommendations to others considering PairSoft:** Work with their team to maximize the impact. **What problems is PairSoft solving and how is that benefiting you?** Gift Entry Workflow with OCR has increased accuracy of gift entry and decreased adjustments. Always available back-up has freed up hours of time used previously to find back-up. ### 50. Great cloud based solution as well as great account management support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** November 15, 2019 **What do you like best about PairSoft?** From an admin's perspective, I love the fact that I don't have to support an onsite application. Also, working with my account manager Jennifer Muniz has been wonderful. Jennifer has showed us lots of care and made the process smooth in getting the contract setup and pricing worked out. We are not the biggest client, but Jennifer still showed us lots of care! **What do you dislike about PairSoft?** The local environment was more intensive to manage than the new cloud environment. The management of the cloud environment that we migrated to is great. **Recommendations to others considering PairSoft:** Go with the cloud product, it works well. Jennifer Muniz is a great account manager. I am sure the other reps are great, but get Jennifer if you can! **What problems is PairSoft solving and how is that benefiting you?** Digitizing paperwork for our finance dept. Also, automating the approval workflow for invoices & accounts payable. Also, it's very nice to be able to reference invoices and documentation while finance team is in a vendor's Financial Edge, directly from the record itself. Saves time. ## 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?filters%5Bnps_score%5D=5§ion=pricing&secure%5Bexpires_at%5D=2026-08-10+10%3A19%3A31+-0500&secure%5Bsession_id%5D=488881e6-f009-40ff-a174-9c502dc8825a&secure%5Btoken%5D=30831e2e254b49726cae54d1c35076e216fa059cd9884db2250fbe22f7db99f5&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) - [BlackLine Financial Close Management](https://www.g2.com/products/blackline-blackline-financial-close-management/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/oracle-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 **Additional Functionality** - Third-Party Integrations - To-Do List - @mentions - Single Sign On - File Management - Activity Dashboard - Drag & Drop - Alerts/Notifications - Prioritization - Access Controls/Permissions - Screen Sharing - Content Management - Brainstorming - AI Copilot - File Transfer - Calendar Management - Status Tracking - Real-Time Notifications - Version Control - Task Management - Activity Tracking - Real Time Editing - Communication Management - Chat/Messaging - Tagging - Generative AI - Assignment Management - Task Scheduling - Project Management - Collaboration Tools - Workflow Management - Secure Data Storage - File Sharing - Document Storage - Task Progress Tracking - Discussions/Forums - Commenting/Notes - Reporting & Statistics - Contact Management - Video Conferencing - Progress Tracking - Mobile Access - API - Document Management - Customizable Branding **Additional Functionality** - AI Copilot - Generative AI - Search/Filter - Corrective and Preventive Actions (CAPA) - Document Lifecycle Management - Reminders - Reporting & Statistics - Customizable Templates - Compliance Management - For Medical Purposes - For Legal Professionals - Real-Time Notifications - Risk Assessment - Drag & Drop - Collaboration Tools - Workflow Management - Activity Dashboard - Quality Control - Archiving & Retention - Approval Process Control - Secure Data Storage - Mobile Access - Version Control - Task Management - Indexing - Alerts/Notifications - Activity Tracking - Disaster Recovery - Multiple Format Support - Change Management - File Management - File Sharing - Document Management - Document Automation - Third-Party Integrations - Access Controls/Permissions - Data Import/Export - Audit Trail - Role-Based Permissions - Audit Management - API - Rules-Based Workflow - Electronic Signature - Document Review - Full Text Search - Revision History - Real-Time Reporting - Forms Management - Document Generation - SSL Security - Content Management - Access Expiration Management - Optical Character Recognition - Document Classification - Metadata Extraction - Commenting/Notes - Document Editing - File Recovery - Offline Access - Annotations - Compliance Tracking - Email Management - Customizable Branding - Document Capture - File Conversion - Document Storage - Tagging - Automated Scheduling - Metadata Management - Document Templates - Autosave - For Engineering Documents - Training Management - Version Rollback - Digital Signature - Status Tracking - Version Comparison - Document Check-in/Check-out **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 - Self Service 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 - Document Automation - Business Process Automation - Configurable Workflow - Rules-Based Workflow **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 - Procurement Management - Order Management **Invoice Processing** - Matching - Payments - Workflows - Tax Compliance - Recurring Payments **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 - Predictive Analytics - Real-Time Analytics - Real-Time Data **Planning** - Processses - Contracts - Content - Requisition - Customizable Templates **Security** - PCI Compliance - Fraud Protection Tools - Data Tokenization - Two-Factor Authentication - POS Verification **Analytics** - Visibility - Performance - Spend - Financial Reporting **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 - ERP integration **Integration** - Accounting - Payments - ERP - Account Sync **Supplier Management** - Evaluation - Selection - Risk Management - Inventory Management - Vendor Management - Workflow Management - Compliance Management - Purchase Order Management - Requisition Management - Bid Management - Auction Management - Sourcing Management - Returns Management - Fixed Asset Management - Contract/License Management - Supplier Management - Spend Management - Order Management - Shipping Management - Warehouse Management - User Management - Catalog Management - Receipt Management **Intelligent Automation** - OCR - Machine Learning - NLP **Agentic AI - Procure to Pay** - Multi-step Planning - Autonomous Task Execution - Proactive Assistance **Additional Functionality** - Generative AI - Integration Management - Vendor Management - Contract Lifecycle Management - Budgeting/Forecasting - Compliance Management - AI Copilot - Inventory Management **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 - Third-Party Integrations - Multi-Language **Agentic AI - Invoice Management** - Cross-system Integration - Adaptive Learning - Proactive Assistance **Additional Functionality** - Document Management - Audit Trail - AI Copilot - Real-Time Updates - Real-Time Monitoring - Multiple Data Sources - Reporting & Statistics - Email Address Extraction - Forms Management - Data Extraction - Drag & Drop - Workflow Management - Access Controls/Permissions - API - Optical Character Recognition - Role-Based Permissions - Data Import/Export - Process Builder - Generative AI - Customer Experience Management - Search/Filter - Data Capture and Transfer - Compliance Management - Approval Process Control - Secure Data Storage - Process Control - Code-free Development - Ad hoc Analysis - Image Recognition - Data Storage Management - Performance Metrics - Activity Dashboard - Task Management - Monitoring - Customizable Reports - Version Control - Integration into Third Party Applications **Invoice Processing** - Matching - Payments - Workflows - Tax Compliance - Submittal - Configurable Workflow **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 - Budgeting/Forecasting **Additional Functionality** - Approval Process Control - Collaboration Tools - Reporting & Statistics - Generative AI - API - Access Controls/Permissions - Order Tracking - Inventory Control - AI Copilot - Real-Time Analytics - Spend Analysis - Multi-Currency - Audit Trail - Real-Time Reporting - Activity Tracking - Search/Filter - Spend Control - Data Import/Export - Alerts/Notifications - Invoice Processing - Receiving - Document Storage - Quotes/Estimates - Accounting Integration - Third-Party Integrations - Multi-Location - Expense Tracking - Purchasing Reports - Activity Dashboard - Customizable Reports - Real-Time Data **Risk** - Analysis - Identification - Scoring **Recovery** - Recoup - Reporting **Audit** - Filters - Post Audits - Overpayments - Duplicates **Fraud** - Vendor Checks - Data Generation - Monitoring **Agentic AI - AP Automation** - Autonomous Task Execution - Proactive Assistance - Decision Making **Additional Functionality** - Data Import/Export - Invoice Management - Online Banking - 1099 Preparation - Generative AI - Receipt Management - AI Copilot - Fraud Detection - Duplicate Payment Alert - Document Management - Compliance Management - Inventory Management - Check Writing - Mobile Access - Audit Trail - Reporting/Analytics - Multi-Currency - Status Tracking - Activity Dashboard - Cash Management - Alerts/Notifications - Billing & Invoicing - Vendor Management - Anomaly Detection - API - ACH Payment Processing - Invoice Processing - Aging Tracking - Supplier Management - General Ledger - 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