---
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: '2026-07-12'
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&#39;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&#39;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&#39;s document management solutions eliminate 30% of time spent filing, searching, and retrieving documents. Procurement: Empower your entire team with PairSoft&#39;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&#39;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 value the **seamless integrations** of PairSoft, enhancing performance and streamlining various business processes effectively. (5 reviews)
- Users appreciate the **seamless accounting integration** of PairSoft, enhancing efficiency and consistency across financial operations. (4 reviews)
- Users value the **automation features** of PairSoft, significantly reducing manual processes and enhancing operational efficiency. (4 reviews)
- Users commend PairSoft for its **seamless document management** , enhancing efficiency and accessibility in business operations. (4 reviews)
- Users value the **ease of use** of PairSoft, appreciating seamless integration and straightforward automation for efficiency. (4 reviews)
- Users value the **easy integrations** of PairSoft, enhancing financial operations and streamlining document management processes. (4 reviews)
- Users appreciate the **increased efficiency** offered by PairSoft, significantly reducing time spent on manual processes and tasks. (4 reviews)
- Users value the **easy management of workflows** with PairSoft, enhancing productivity and integration across systems. (3 reviews)
- Process Automation (3 reviews)
- Receipt Management (3 reviews)

**What users dislike:**

- Users often face **efficiency issues** with PairSoft, experiencing slow performance and inefficiencies during high loads and downloads. (1 reviews)
- Users experience **high inefficiencies** with PairSoft, especially during downloads and when the system is under heavy load. (1 reviews)
- Users often face **inefficient process management** with PairSoft, leading to slow performance and overwhelmed systems. (1 reviews)
- Users report **inefficient search functionality** in PairSoft, leading to slow performance and difficulties with file downloads. (1 reviews)
- Users find **performance issues** with PairSoft, noting slow speeds and inefficiencies, especially during high loads. (1 reviews)
- Users experience **slow loading** times in PairSoft, leading to inefficiencies and frustration during file access. (1 reviews)
- Users report **slow performance** in PairSoft, especially under heavy loads, impacting efficiency during file handling. (1 reviews)

## PairSoft Reviews
  ### 1. 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.

  ### 2. 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.

  ### 3. 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.

  ### 4. 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.

  ### 5. 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. 

  ### 6. Document management cloud solution that works well with larger ERP/CRM solutions as add-on.

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Airlines/Aviation | Small-Business (50 or fewer emp.)

**Reviewed Date:** June 18, 2020

**What do you like best about PairSoft?**

It comes pre-configured to work with Microsoft Dynamics 365 that helps to get it up and runner without much IT resources. In addition, it works very well to automate some of the financial management tasks such as PO and invoicing through automated metadata search within the content management system build into Dynamics 365.

**What do you dislike about PairSoft?**

Although it is customized for some of the vertical industries (healthcare, education, et al.), it is doesn't come rebuild to work across multiple geographies outside US/North America, for example APAC and Europe.

**Recommendations to others considering PairSoft:**

Have a clear view on what is the want - a quick, off the shelf document management solution (eg. PaperSave) as an add-on vs. a full ERP solution (for example Oracle ERP, Microsoft Dynamics). PaperSave does the invoice/pricing/checks and related document search features well.

**What problems is PairSoft solving and how is that benefiting you?**

Automating and digitizing the various processes that include but not limited to purchasing, invoicing, account payables, quotations and checks without manual intervention by IT and HR staff.

**Official Response from Josh Campanaro:**

> Thank you for your feedback. We are pleased to hear that our integration with Microsoft Dynamics 365 has worked well for your business. We are looking into expanding where we offer and support our solution, and we would be happy to speak with you about those efforts! Thanks again!
- Josh C. 

  ### 7. 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.

  ### 8. 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.

  ### 9. 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.

  ### 10. 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.

  ### 11. 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.

  ### 12. 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.

  ### 13. 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.

  ### 14. 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.

  ### 15. Works w Blackbaud some of the time

**Rating:** 1.0/5.0 stars

**Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 09, 2018

**What do you like best about PairSoft?**

When it works with Blackbaud, it is easy to add documents to records, see any additional documents. For most users, Papersave works for them.

**What do you dislike about PairSoft?**

The version of Papersave that we are on does not play well with newer operating systems. It still requires an old version of SQL server and an EOL (end of life) version of Microsoft Server, specifically MS Server 2008 R2. This is a huge security concern. Also, there is no way to administer Papersave from an IT standpoint. We must always contact Papersave support to fix anything. Lastly, we had to update Blackbaud’s RE to a new security patch, for PCI compliance, and Papersave broke in RE. I have been told that I have to pay for an upgrade to Papersave to make Papersave integrate again with RE. That is not cool.

**What problems is PairSoft solving and how is that benefiting you?**

Because Blackbaud’s FE and RE do not natively support adding documents to records, Papersave is the system that integrates with both systems to add documents to each individual record in both databases. We are also using Papersave for invoice processing and approvals.

  ### 16. 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.

  ### 17. "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.

  ### 18. 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.

  ### 19. 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.

  ### 20. 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.

  ### 21. WorkPlace Expense - Best Spend Management

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Banking | Enterprise (> 1000 emp.)

**Reviewed Date:** June 12, 2020

**What do you like best about PairSoft?**

WorkPlace Expense is a spend or expense management platform that helps to manage each and every single transaction and expense of the company. It helps in managing bills, statements, receipts, accounts, invoices of the customers etc. It is very beneficial to the company and user-friendly.

**What do you dislike about PairSoft?**

WorkPlace Expense is a best expense management platform,

**Recommendations to others considering PairSoft:**

It was very nice using this product.

**What problems is PairSoft solving and how is that benefiting you?**

This platform reduces the manual work and man power of the particular company.

  ### 22. Easy to use but not easy to fix previously made errors

**Rating:** 2.5/5.0 stars

**Reviewed by:** Verified User in Primary/Secondary Education | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 14, 2020

**What do you like best about PairSoft?**

The ease of process and ability to create workflow and process. The functionality of the program is easy.

**What do you dislike about PairSoft?**

If there are Previously made errors, these are very hard to go back and rectify, or amend. I also have concerns and issues over data security as storage for the data is not held within the country of origin.

**What problems is PairSoft solving and how is that benefiting you?**

The ability to be able to identify multiple Vanders, as Wellers processes to allow for requisition of products from multiple Vanders within the same accounts is a positive experience with this program

  ### 23. PaperSave 

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Museums and Institutions | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 22, 2019

**What do you like best about PairSoft?**

The efficiency this software brings to a team does not go unnoticed. It is easy to use which means training for large teams is doable. The time savings for not having to run paperwork back and forth and to keep all approvals in one quick location is extremely convenient to have!

**What do you dislike about PairSoft?**

I would think it would be beneficial to allow managers to be able to review past approvals within the system. Currently the only process is for them to save the approval every time they have one. It would make it much easier for the accounting team to have this feature added. 

**Recommendations to others considering PairSoft:**

I recommend trying this software out as you will see how quickly it will save on time and resources. 

**What problems is PairSoft solving and how is that benefiting you?**

Papersave ends up saving time and resources for the entire team not just the accounting team. Approvals are all done electronically for invoices or even contracts. The approvals also are stamped with time and who did it. Each approval or decline of an invoice allows for comments to be saved to the document. 

  ### 24. Papersave Review

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Farming | Mid-Market (51-1000 emp.)

**Reviewed Date:** September 12, 2018

**What do you like best about PairSoft?**

Streamlines the process of approving/rejecting invoices and ideally saves on paper.

**What do you dislike about PairSoft?**

There are some errors during the workflow processes. The support team will help you resolve them. 

**What problems is PairSoft solving and how is that benefiting you?**

InIt integrates with the current accounting system and helps with reporting.

  ### 25. PaperSave & Support has improved in 2019!!!

**Rating:** 4.0/5.0 stars

**Reviewed by:** Lisa L. | Accounts Payable Manager, Enterprise (> 1000 emp.)

**Reviewed Date:** September 11, 2018

**What do you like best about PairSoft?**

The ability to review invoices with just a click...also seeing the history of a document, and the way it integrates with our accounting platform (very user friendly)

**What do you dislike about PairSoft?**

*slowness of the program - as of 5/1/19, this is being researched.  Could be a bandwidth issue
*unexpected crashes - as of 5/1/19, this is monitored very closely by our PS support team 
*closing the loop on follow-up with tickets submitted to support ----- in 2019 NO LONGER AN ISSUE! :)
*the fields in the document profile metadata are placed out of order if you were an AP person - slows down efficiency

**Recommendations to others considering PairSoft:**

I recommend knowing who the players are first. Buy the product if it fits your company's needs, but test it first before rolling it out.

**What problems is PairSoft solving and how is that benefiting you?**

*system crashing ------- CORRECTED IN 2019
*cloud server issues - RESEARCHED AND CORRECTED!!! 
*hardly any communication ahead of time for maintenance - DRAMATICALLY IMPROVED IN 2019

**Official Response from Holly Condon:**

> We are constantly looking at improving performance. If you are an on-premise customer, then please use our on-premise deployment whitepaper to understand how to properly “right-size” the infrastructure that supports your PaperSave deployment to maximize performance based on your usage.  

PaperSaveCloud customers benefit from our constant monitoring of performance and adjustment of resources to ensure that every tenant’s instance is on infrastructure that is always “right-sized”.  Please contact PaperSave Support if you continue to experience lags and are a PaperSaveCloud customer or have “right-sized” based on our recommendations if you are an on-premise customer.  

Please contact your Customer Account Manager and request a meeting with our Customer Support leadership to go over your concerns with our support process and to provide suggestions on how we can better serve you.


PaperSave provides the ability to re-order fields in the profile panel.  This information can be found in the user guide under workflow field or document type field configuration section.  If you still have trouble doing so then please create a support case so that a support team member can walk you through this.


  ### 26. Implementing PaperSave was very simple.  We were able to use on day one.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.)

**Reviewed Date:** September 04, 2019

**What do you like best about PairSoft?**

I have a small scanner at my desk, so I don't need to leave my desk to scan a document or to look for documents.  It is easy to use and there are multiple ways to find documents.

**What do you dislike about PairSoft?**

I had an overall great experience. No dislikes to report.

**What problems is PairSoft solving and how is that benefiting you?**

We no longer need to file and store documents.  PaperSave saves time and money.

  ### 27. This is a very user friendly great program.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kerri H. | Payroll/HR/Accountant , Mid-Market (51-1000 emp.)

**Reviewed Date:** September 11, 2018

**What do you like best about PairSoft?**

I love that I have everything I need in my accounting system at my fingertips. 

**What do you dislike about PairSoft?**

I can't add items on the fly in every window in GP


**Recommendations to others considering PairSoft:**

If you are doubting which product to use.  Don't doubt this one.  It exceeds our companies expectations. 

**What problems is PairSoft solving and how is that benefiting you?**

We have solved a lot of issues with our auditors.  We give them access to our system and they can print off what they need.  It has saved time on our end and theirs.

  ### 28. AP program with lots of options - needs some work on the implantation side

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 08, 2019

**What do you like best about PairSoft?**

I like the navigation of the program, it’s easy to use from an admin side. 

**What do you dislike about PairSoft?**

I don’t like that our upgrade was poorly made with workplace employees. Our old version of workplace did more then the upgrade. 

**Recommendations to others considering PairSoft:**

Workplace can manage and record vendor payments. It can also be used to make the payments but we use an accounting software for that.

**What problems is PairSoft solving and how is that benefiting you?**

We use workplace for all our AP needs and it’s benefits us by keeping it organized in one place efficiently. 

  ### 29. PaperSave is a wonderful tool to have.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.)

**Reviewed Date:** September 12, 2018

**What do you like best about PairSoft?**

We like the fact that everything is at your fingertips and just a few clicks away.  We love not having to go to filing cabinets and dig through papers to find what you are looking for.  It is such a time saver.  

**What do you dislike about PairSoft?**

I have no complaints about this system at all.  

**Recommendations to others considering PairSoft:**

Go for it.  It is an amazing system.  

**What problems is PairSoft solving and how is that benefiting you?**

This is a system that we can save all paper documents in one location.  You can easily run a query to find a document that you may need.  We are also eliminating the need for file cabinets, since everything is scanned and stored in PaperSave.  It allows you to be much more efficient in your job duties. When someone needs a document, it is just a few clicks away.  Also, there is no need to print anything.  You can just open the document, save, and email it.      

  ### 30. A good product for Dynamics GP Users

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.)

**Reviewed Date:** January 15, 2019

**What do you like best about PairSoft?**

PaperSave integrates seamlessly with Dynamics GP, allowing us to attach electronic document(s) to any GP transaction.  We now have immediate access to any document(s) directly associated with or interrelated to the transaction(s) we are viewing, and there is no time wasted searching through filing cabinets.   

The PaperSave Workflow application allows us to electronically route invoices throughout our organization, and it has fully automated our entire a/p function.  This workflow solution has radically improved our a/p processing:  invoices do not get lost in inter-office mail; departments do not have to make copies of invoices before sending them to corporate; OCR technology extracts data from our invoices; accounting can track the status of any invoice/receipt in the approval process; and a permanent audit trail is created.  

PaperSave allows non Dynamics GP users to view copies of electronic invoices/payables transactions via a product called PaperSave Web.  With this solution, department managers have real-time access to the invoice transactions (and related invoice images) that are hitting their department’s budgets.  

PaperSave is continually improving and updating their products.  As a PaperSave cloud user, we receive updates on a regular basis.  

PaperSave’s support team is very helpful.  We have never had an issue that was not resolved promptly.  

**What do you dislike about PairSoft?**

The Workflow software can be “glitchy” at times (I tell my workflow users to treat it with kid gloves), and many PaperSave products can suffer from long load times.  

If you use any web-based PaperSave product, you are pretty much married to Internet Explorer.  

PaperSave will tell you that you can build your own workflows, and you can.  However, some common features you may want built into your workflows (e.g. a look-up to see if an invoice is a duplicate, or a warning that a g/l distribution does not agree to an invoice amount), takes knowledge of scripting.  Thus, unless you have an individual at your organization that can write the scripts for you, you will be dependent upon PaperSave to build such features into your workflows.   Also, some advanced configurations of PaperSave products may require the assistance of PaperSave personnel, and this assistance may come with an additional charge.  

We utilize PaperSave Cloud, and the software has to be re-booted and/or re-synced on occasion.  Example:  We configured our workflow to only show temporary and active vendors.  At times, inactive vendors will start to appear again.  PaperSave will then have to run a back-end sync to get everything working as it should.  



**Recommendations to others considering PairSoft:**

Before starting your implementation, be sure to have a good idea of what you want in an electronic document management system and workflow approval software.  Also, map out your current a/p process.  I would highly recommend speaking with other companies who have used PaperSave or other document management systems to get their ideas and/or insights into the software before you start your implementation.  

Be sure to consider and/or ask about all of PaperSave’s features before you implement.  If you are looking for AP automation, ask about the functionality of Auto Entry, Auto Entry Wizard, and Workflow Entry Viewer.  

If you will be purchasing the workflow software, know that the implementation process can be time consuming for any individual(s) who are the primary points of contact with the PaperSave implementation team.  Our implementation took twice the amount of time we were initially told.  


**What problems is PairSoft solving and how is that benefiting you?**

As mentioned above, the workflow software has dramatically changed our a/p process.  Invoices use to take days or weeks to obtain approval, or they would get lost in interoffice mail.  Now, approvals can take minutes, everything can be tracked electronically, and a permanent audit trail is created.  

The functionality to view invoice images (and related check images) direct from GP has been a significant time saver.  If a vendor calls asking where their payment is, we can access invoice and check images within minutes – no more searching through filing cabinets and stacks of check copies.  We are currently looking into expanding the use of PaperSave to other GP transactions, including sales/invoicing.    

We utilize an application called PaperSave Web, and this tool allows our departmental managers to not only view the payables transactions booked to their departments but also view the invoice images associated with the payables transactions.  I have had numerous managers state how much they appreciate PaperSave Web – it allows them to track their expenses/invoices in real time, and they do not have any surprises when they get their monthly budget-to-actual reports.  Also with this solution, departments no longer have to make a copy of their invoices before they send them to corporate/accounting.  This has saved our employees considerable time (and some paper too).

  ### 31. PaperSave for Raiser's Edge

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 09, 2019

**What do you like best about PairSoft?**

This is a great intergrated solution that seamlessly speaks to the CRM and has wonderful support.

**What do you dislike about PairSoft?**

The only thing that limits PaperSave is what Blackbaud has allowed them to customize and integrate.

**What problems is PairSoft solving and how is that benefiting you?**

I have had no business problems - and have realized great efficiency and direct view to paper documentation 

  ### 32. PaperSave great for document management and workflow

**Rating:** 5.0/5.0 stars

**Reviewed by:** Thomas M. | Director of HRIS, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 06, 2019

**What do you like best about PairSoft?**

Easy document management solution with multiple "drop points" via email, scanner, file folders, etc. Workflow capabilities are great for invoice approvals or similar workflow needs.

**What do you dislike about PairSoft?**

There are some browser dependencies in the current version, (must install via Internet Explorer, SilverLight, etc.). These dependencies will be removed in an upcoming release in Q3 of 2019 which will move to full HTML5 / browser independent solution.

**What problems is PairSoft solving and how is that benefiting you?**

Reduced email and sneakernet approvals due to workflow capabilities. Dependable document storage, management and retention policies.

  ### 33. The PaperSave Solution for Streamlining A/P Workflow

**Rating:** 5.0/5.0 stars

**Reviewed by:** Wade G. | Enterprise (> 1000 emp.)

**Reviewed Date:** September 18, 2018

**What do you like best about PairSoft?**

 The PaperSave system eliminates the use of hard copy invoices that can easily be misplaced in a high-volume fast-paced office. PaperSave also mitigates the need for tedious manual data entry by allowing invoice data to be scanned as opposed to being manually keyed into the Accounting system. In addition, the various approvals to process and pay the invoices is efficiently tracked in PaperSave with a clear audit-trail.

**What do you dislike about PairSoft?**

I don't dislike anything about PaperSave, though I should point out that the implementation process of any solution (including Papersave) requires significant time and planning.

**Recommendations to others considering PairSoft:**

If your company has high volume of data entry from hard copy invoices, you should look into PaperSave.

**What problems is PairSoft solving and how is that benefiting you?**

We are about to go live with Papersave. We are currently in the testing stage. Once we go live, we will benefit by reducing high volumes of manual data entry and elimination of time spent filing A/P invoices.

  ### 34. Implementation and Consultant Review

**Rating:** 5.0/5.0 stars

**Reviewed by:** Joel R. | Mid-Market (51-1000 emp.)

**Reviewed Date:** September 11, 2018

**What do you like best about PairSoft?**

Honestly it's hard to pick out just one feature that I like best as the program as a whole is just extremely well built.  I would say the integration with GP and CRM and other ERP systems helps a lot, along with being able to build custom workflows to suit your organizational needs is great.

**What do you dislike about PairSoft?**

In all honesty I don't have anything that I really don't dislike, again it is a really well rounded product that provides ROI in so many different ways.

**Recommendations to others considering PairSoft:**

If you are looking for a solution that allows you to keep documents at your finger tips and streamline document control in our organization this I would highly recommend PS as a first step to get there.

**What problems is PairSoft solving and how is that benefiting you?**

File space, who wants file cabinents around the office anymore, we all want the info at our finger tips and with PS one can do that.  Auto entry, not having to retype in data multiple times and having PS integrate directly with your host application.  Mobility is also key these days as well.

  ### 35. The name says it all

**Rating:** 4.0/5.0 stars

**Reviewed by:** Amanda R. | Mid-Market (51-1000 emp.)

**Reviewed Date:** September 11, 2018

**What do you like best about PairSoft?**

I don't have to: file papers, look for papers at different locations, get out of my cubicle to get signatures, ask to borrow a file from anyone, or wonder where an item is at in the approval process. It's all at your fingertips!

**What do you dislike about PairSoft?**

The system lags at times, not good when trying to get things done during crunch time. Have to reset PaperSave applications when this happens, takes about 10-15 minutes to get going again. 

**Recommendations to others considering PairSoft:**

If you're looking to save space from file cabinets, don't want to go looking through files to find one piece of paper, or asking around the office on who has that particular item you are needing, then this is they system you want!

**What problems is PairSoft solving and how is that benefiting you?**

Approval process took several attempts to get it just they way we want/need it to go, but we finally got it down and it runs smooth. For most, takes a good 2 months to get use to. Others that are less tech savvy take a few months longer...from company experience. 

  ### 36. Great product

**Rating:** 5.0/5.0 stars

**Reviewed by:** Devan C. | Business Analyst, Religious Institutions, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 01, 2019

**What do you like best about PairSoft?**

Love the integrations (RE) but also the flexibility to use without an integration to a system.  We are also heavy workflow users.  We have some pretty robust conditional workflows for routing work within our Operations department.

**What do you dislike about PairSoft?**

Reporting capabilities.  Can't get to everything we want & had a bad experience having PS write a report for us

**What problems is PairSoft solving and how is that benefiting you?**

digital approvals (fewer emails between people asking for approvals), automation in work routing, automation breeds consistency

  ### 37. PaperSave 7 Preview Webinar was awesome

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Hospital & Health Care | Enterprise (> 1000 emp.)

**Reviewed Date:** January 25, 2019

**What do you like best about PairSoft?**

I like how it adapts to look like the application you are using

**What do you dislike about PairSoft?**

Currently, we are on version 5 and are waiting for our contract completion to upgrade to 6. We are so far behind and cant wait to start using the updated platform.

**Recommendations to others considering PairSoft:**

I would definitely recommend PaperSave to other users who are looking to clear up clutter in their office. It's easy to use and you can access your documents easily. We are moving towards being paper light and using PaperSave has helped our organization to achieve that effort tremendously. 

**What problems is PairSoft solving and how is that benefiting you?**

PaperSave is helping our organization to streamline our documentation process, which frees up desk space, file cabinets, etc.

  ### 38. Reduction of reliance on printed documents

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Retail | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 01, 2019

**What do you like best about PairSoft?**

Drag and drop feature straight from Outlook (emails and attachments at the same time with one click)

**What do you dislike about PairSoft?**

Additional server space needed for storing high volume document storage

**Recommendations to others considering PairSoft:**

Easy document storage, ease of accessing those records, automatic audit trails,  easy access and retrieval of sales and support records for customer service team. 

**What problems is PairSoft solving and how is that benefiting you?**

Reduced business cost associated with paper, printers, copiers, ink and toner cartridges. Reducing physical office filing and filing storage space

  ### 39. Papersave is very easy to use .

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Oil & Energy | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 26, 2019

**What do you like best about PairSoft?**

The ease in finding documents and no more filing invoices.

**What do you dislike about PairSoft?**

There isn't anything that I dislike about it.

**Recommendations to others considering PairSoft:**

I think you will find that it will most needs that you would have.

**What problems is PairSoft solving and how is that benefiting you?**

All of our invoice are now scanned and saved online so no more filing cabinets full of paperwork.

  ### 40. Papersave worth the investment

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Railroad Manufacture | Small-Business (50 or fewer emp.)

**Reviewed Date:** September 20, 2018

**What do you like best about PairSoft?**

Workflow shuffles documents to reviewers and approvers without shuffling paper. Instant recall of documents attached within our accounting system. Easy access to email or print documents when required. The ability to put notes next to or on the documents is excellent for traceability. All in All great workplace application, not to mention a reduction in paper and paper cost, but this is a hindsight advantage.

**What do you dislike about PairSoft?**

Printing through Citrix and Papersave can be undependable sometimes, but should you be printing? That does not save paper. Recalling documents from our accounting system can be a little sluggish. (Could also be dependent on our system bottlenecks).

**Recommendations to others considering PairSoft:**

I do not have any. I like this product I like the staff who support us. I suggest if you want to reduce storage space and increase efficency, this is a perfect product.

**What problems is PairSoft solving and how is that benefiting you?**

Ease of use. Ease of pulling old documents up to view. Awesome for financial audits and providing information to the auditors. Traceability and accountability for managers to review processes and employees.  

**Official Response from Holly Condon:**

> Based on the response it appears as if you might be running an old version of PaperSave from within Blackbaud’s classic hosted.  Moving to PaperSaveCloud changes the PaperSave experience such that all PaperSave user interfaces run on your workstation and not within the Blackbaud Citrix environment. This means that printing is local, fast, and more dependable. Please contact your Customer Account Manager for more information on how to move to PaperSaveCloud.

  ### 41. Self-reliance for other users and more space

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Primary/Secondary Education | Mid-Market (51-1000 emp.)

**Reviewed Date:** September 18, 2018

**What do you like best about PairSoft?**

PaperSave has increased the self-reliance of other users - my team no longer has to look through hard files for audit or research requests and then no longer have to "re-file" the hard copies.  (No more paper or folder cuts, either!)  We have also regained expensive footprint space by getting rid of five triple drawer cabinets that used to house our hard copy donor files.  Every couple of years we would spend valuable time purging inactive files and the process to recall them from storage was no picnic, either.  We are a small shop so likely don't use the workflow process as well as other users, but scanning backup during gift entry is a huge plus.

**What do you dislike about PairSoft?**

There is no easy way to review scans - something as simple as running a list of records that a particular user has touched.  We have a growing number of legacy families and occasionally use temp help to do basic scans - it is time-consuming to repeat the steps to review and ensure that they have scanned appeal letters to the correct record (verifying a new user's entry or implementing a review procedure). 

**Recommendations to others considering PairSoft:**

Be sure all partners (PS, Blackbaud, etc) are on the same page when implementing - do not assume that they are talking to one another about project timelines.   Be sure that you have multiple users trained - end users, admin users and your IT/Tech support. 

**What problems is PairSoft solving and how is that benefiting you?**

Saves manpower on time spent on lookup requests and re-filing any pulled backup.  Requestors (Accounting, auditors, gift officers, etc.) are not waiting on us to pull backup - they have it available when they log in.)

**Official Response from Holly Condon:**

> Thanks for your review of PaperSave!  I wanted to let you know some good news.  PaperSave has an advanced search feature since PaperSave 5.  If you have PaperSave 5+ then you can use an advanced search query to find all documents that were recently added.  The results list shows you the record that the document was related to and you can even slide show through all the documents in the search results.  Using this functionality, you should be able to review all the documents added within a specific timeframe to ensure that they were added to the correct record.  Please contact your Customer Account Manager or PaperSave support for more information on how to use this functionality.

  ### 42. Director of Advancement Services

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Higher Education | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 08, 2019

**What do you like best about PairSoft?**

Integration with RE:NXT and the ease of finding and filing documents

**What do you dislike about PairSoft?**

Customer service when down - hard to communicate our issues with them

**What problems is PairSoft solving and how is that benefiting you?**

Paperless filing and ease of finding documents related to donors and prospects with team in a variety of locations

  ### 43. PaperSave

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.)

**Reviewed Date:** September 11, 2018

**What do you like best about PairSoft?**

The Click once install
Approval and rejection
Document display
Use of ribbon functions, Actions Navigation's and Annotation.


**What do you dislike about PairSoft?**

Way too complicated with a lot of code behind, should be more simpler and utilize less code so that people can use it more efficiently.
Should be email Invoice approval.
Having trouble opening files in the web workflow
Security not good enough, cannot tie it down as security is more important
Department routing should be very flexible, Once the user is deleted it should delete all the traces of that user rather then going and deleting each thing separate.

**Recommendations to others considering PairSoft:**

Still not practical on how the A/p Department works, need to look at the department functions and then design.

**What problems is PairSoft solving and how is that benefiting you?**

Still in a process, after each Implementation you guys should send a PaperSave Personnel to evaluate the implementation and make the customer happy, which is not the case. After a partner implements the solution you should check to see if all is implemented good according to the norms on how the application should work.

**Official Response from Holly Condon:**

> Thank you for your candid response.  We appreciate your feedback and hear you loud and clear.  We acknowledge that the robustness of PaperSave workflow does come with a workflow designer that at times can appear to be complicated to use. We are looking at a complete revamp of our workflow module with workflow 3.0.   This revamp will come with a fully redesigned, intuitive, and simple designer that will reduce the scenarios where scripting and formula-based configuration is required. Our goal is to maintain power and robustness while not sacrificing intuitive user experience. We project starting work on this design in late 2019 and expect to release it in 2020.

  ### 44. Love the product and the people behind it!

**Rating:** 4.0/5.0 stars

**Reviewed by:** Milly W. | Database Administrator, Hospital & Health Care, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 05, 2018

**What do you like best about PairSoft?**

It is extremely useful and timesaving to have the gift backup available to all 24/7.

**What do you dislike about PairSoft?**

It's been a long time since we set up our workflows and hope setting them up in PS Cloud is simpler.

**Recommendations to others considering PairSoft:**

Don't skimp on the number of scanners you purchase and be sure to purchase the recommended scanners.

**What problems is PairSoft solving and how is that benefiting you?**

Freeing up cabinet space to be used for...ok, so we can get rid of some cabinets.  ha!

  ### 45. Helpful program

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.)

**Reviewed Date:** September 14, 2018

**What do you like best about PairSoft?**

I like having backup at my fingertips and not having to save paper copies.  You can set it to prompt you on transactions. Workflow makes it quick to attach documents to charges and credits.

**What do you dislike about PairSoft?**

I wish I could default my saved view in document explorer.  I don't need all the columns and I have to apply each time to quickly glance at the files.

**Recommendations to others considering PairSoft:**

This is a great program if you want to reduce paper copies and storage space.  Convenient for having everything in one place.  You can organize document explorer to fit your needs.  Scan and workflow saves time when entering data.

**What problems is PairSoft solving and how is that benefiting you?**

Reduce paper copies and file cabinet use.  Going back years to view backup documents.  Having to scan attachments multiple times when doing charges.

**Official Response from Holly Condon:**

> Thank you for your feedback.  We are always evaluating our customer suggestions for our product roadmap.  PaperSave 7, which will be available in mid to late 2019, remembers every change you made to document list views.  Changes to document lists including adding fields, removing fields, and sorting are saved automatically for you.  Please contact your Customer Account Manager to understand how you can prepare and or preview PaperSave 7 today.

  ### 46. Purchased PaperSave to work with Blackbaud FE

**Rating:** 4.5/5.0 stars

**Reviewed by:** Michael L. | CFO, Mid-Market (51-1000 emp.)

**Reviewed Date:** January 16, 2019

**What do you like best about PairSoft?**

Cost saving from looking up records for audits

**What do you dislike about PairSoft?**

I dislike the Green Bay Packers, the Bears and the Wisconsin Badgers.

**What problems is PairSoft solving and how is that benefiting you?**

Looking up back-up without leaving your computer

  ### 47. Excellent Imaging Software

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.)

**Reviewed Date:** September 20, 2018

**What do you like best about PairSoft?**

We really like the integration with are CRM, The Raiser's Edge.

**What do you dislike about PairSoft?**

Having to use multiple workflow applications; one for RE related entries (Workflow Entry Viewer) and one for non RE related entries (Workflow).

**Recommendations to others considering PairSoft:**

PaperSave is a great product.  The integrations with various systems is very helpful.  There are numerous ways to get documentation into PaperSave.  The various workflow configurations are extrememly helpful.  We are able to design and customize our document types and workflows to meet our business needs.

**What problems is PairSoft solving and how is that benefiting you?**

Having documentation associated with constituent records.  By having immediate access to the documentation related to the constituent, we are albe to conduct research in a more efficient manner.

  ### 48. Invoice Automation- workflow

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.)

**Reviewed Date:** September 11, 2018

**What do you like best about PairSoft?**

The ability to store and route invoices for approvals being automated is great. Much simpler than scanning invoices, emailing them out for approvals and repeatedly having to follow up on them for approvals. 

**What do you dislike about PairSoft?**

The Enter/Match side for po invoices isn't as clean cut as the regular invoice workflow and entry. This isn't due to PaperSave, it's just the way it accesses our PO system information- and then doesn't show a total due for the entry screen. 

**What problems is PairSoft solving and how is that benefiting you?**

AP Invoice workflow automation, Contract storage with the ability to sort and view by terms, ending dates, etc. GL account reconciliation routing for review and approvals on monthly, quarterly and annual basis. 

**Official Response from Holly Condon:**

> We appreciate your feedback and would love to understand your concerns better to see how we can better improve your experience. Please send your suggestions to productfeedback@papersave.com  or contact your Customer Account Manager to set up a meeting with the PaperSave Product Management team.

  ### 49. Excellent Compliment to GP

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** September 18, 2018

**What do you like best about PairSoft?**

The system is efficient and stable. It does not have issues on a regular basis. It is very intuitive in the setup of workflows and permissions. 

**What do you dislike about PairSoft?**

Resource usage could be optimized. Our system is set up in a two tier environment. If it could use a built in database for SBS environments it would be a plus.

**Recommendations to others considering PairSoft:**

Use VMs instead of physical servers

**What problems is PairSoft solving and how is that benefiting you?**

Provides agility to the accounting team and takes a lot of errors out of the picture through the use of workflows.

**Official Response from Holly Condon:**

> Thank you for your feedback.  Our on-premise deployment whitepaper can be used to understand how to properly “size” the infrastructure that supports your PaperSave deployment to maximize performance based on your usage.  

Our PaperSaveCloud customers  benefit from our cloud infrastructure and constant monitoring of performance and adjustment of resources to ensure that every tenant’s instance is on infrastructure that is always “right-sized”.  

Please contact PaperSave Support if you continue to experience lags.  Please contact your Customer Account Manager for more information on how to move to PaperSaveCloud to permanently eliminate system optimization and sizing concerns.

  ### 50. Efficient but room for improvement

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.)

**Reviewed Date:** September 19, 2018

**What do you like best about PairSoft?**

Integration with our general ledger platform to ensure data completeness

**What do you dislike about PairSoft?**

Application does not provide a way for us to reject the submitted item back to the submitter

**What problems is PairSoft solving and how is that benefiting you?**

We are using Papersave to improve our AP system from a manual, paper based system to an electronic system. We have improved our AP processing time from 3-4 days to 1-2 days, as we are able to approve things remotely when executives or signers are not in the building. 

**Official Response from Holly Condon:**

> Good news!  PaperSave Workflows are very robust and highly configurable.  Any workflow step can be configured to have any actions including rejecting an item back to a submitter.  The submitted would have to be known and your workflow can be configured to capture this information.  Please contact your Customer Account Manager for more information on how to receive training for how to modify your workflows or for how to contract our services to do it for you.


## 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&#39;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?page=2&section=pricing&secure%5Bexpires_at%5D=2026-07-13+03%3A17%3A04+-0500&secure%5Bsession_id%5D=9cabed52-0905-4f85-824d-849155f99956&secure%5Btoken%5D=eca43621a45c1a913ec18c7dc372f0ecf6752765bf66749a932894255ce4ee4e&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&#39;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
**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
- Duplicates

**Fraud**
- Vendor Checks
- Data Generation
- Monitoring

**Agentic AI - AP Automation**
- Autonomous Task Execution
- Proactive Assistance
- Decision Making

## Top PairSoft Alternatives
  - [Stampli](https://www.g2.com/products/stampli/reviews) - 4.6/5.0 (1,951 reviews)
  - [BILL AP/AR](https://www.g2.com/products/bill-ap-ar/reviews) - 4.4/5.0 (1,781 reviews)
  - [Laserfiche](https://www.g2.com/products/laserfiche/reviews) - 4.7/5.0 (1,206 reviews)

