Latest PSI:Capture release now available

PSI:Capture 6.0.3 is now available.  This latest release includes 5 new features and over 25 feature enhancements.

The majority of enhancements in this release are additional tools to assist in initial set-up. However, existing users will benefit from:

  • easier searching and editing of templates while processing documents, and
  • the ability to import and export individual classification or OCR zone templates. This makes it easier to move them from one capture profile to another. 

We will contact any existing customers who we feel will benefit from an immediate upgrade. 

For more information on PSI:Capture or to upgrade to PSI:Capture 6.0.3, contact Datafinity.

Has Brexit affected your business?


If Brexit has adversely affected your business, now is a good time to look at reducing costs by improving business process efficiency. For example, the construction industry has seen activity drop to its lowest level since 2009*. We have a number of clients that have reduced costs by using Datafinity’s invoice processing solution. Read how LCB Construction did just that….

* according to recent market data from Markit / CIPS Index


Easier Access to your Documents with M-Files

img_whatvswhere02If you are considering ways to improve security and access to your documents, then you should consider M-Files. This low cost, easy to implement solution can be up and running in days making your life easier and your organisation more efficient.

We’ve just added an overview video to our web site which will give you a taste of what M-Files can do for you – watch video.

Contact us if you’d like a one to one demonstration.

PSI:Capture 6.0 is available now

PSI:CaptureThis latest version of PSIGEN’s advanced capture product, PSI:Capture, not only offers significant feature enhancements, but also a brand-new user interface.

The new user interface is a sleek, user-friendly upgrade that allows for a more intuitive user experience, without compromising the functionality of the program. Users are able to customize the UI to suit their needs, like choosing an application theme and deciding whether or not to display the module icons and enable certain toolbars.

The capture profile configuration has been simplified, which will help reduce the time it takes users to set up the capture workflow. A notable component of this simplification is the removal of the “next” button, which allows users to go back and forth between configuration steps as needed. The application toolbar has also been replaced with a ribbon containing easily identifiable icons and command descriptions. Selecting a tab summons the ribbon drop down for that item, and the user can choose to permanently expand the ribbon should they need to access those items frequently. A customizable quick access toolbar can be added to the interface to make any ribbon item easily accessible.

PSIcapture 6.0 is now available for existing users to upgrade. For more information on PSIcapture 6.0 or other PSIGEN products, contact Datafinity.


The latest release of M-Files is now available


The latest release of M-Files is now available. There are many new enhancements in the areas of collaboration and mobile usage, the most exciting six are shown below:

  1. Files with External Users – Boost collaboration by sharing files from M-Files to external users
  2. MS Office Online Integration – M-Files Web users can now modify Word, Excel, and PowerPoint files directly in a browser window without having to install the Desktop apps for Office
  3. Smart Document Templates – Smart metadata fields in Word and Excel templates are automatically filled and updated when creating and editing files via M-Files Web or the mobile apps
  4. Universal App for Windows 10 – The new M-Files Universal App is now available in the Windows Store! It supports all Windows 10 devices and is optimised for tablets and phones
  5. Edit Objects in Offline Mode – Offline sync now supports editing objects in offline mode on Android and iOS devices
  6. Pre-filled Metadata Cards – e Android and iOS apps now support metadata card configuration, such as tooltips, descriptions, default values and property groups

If you’d like to see a demonstration on M-Files please contact us today

M-Files – One simple way to access and manage information

PSI:Capture 5.4.2 takes classification to a new level

psicaptureWe’re pleased to announce that the latest version of PSI:Capture is now available to Datafinity customers. This new release gives the user even more extensive classification capabilities and includes a total of 8 new features, and 10 enhancements. The upgrade offers a myriad of benefits, but we’ve picked out our three favourites…

Classification Form Ranking allows you to automatically re-order classification templates based on usage frequency, enabling faster and more accurate template matching.

Smart Zones can now be used to automatically detect and capture line items from an invoices making setup and editing much easier (requires Table Extraction Module)

Report on how many times a classification template has been used. For invoice processing applications this allows user to analyse the frequency of invoices from their suppliers.

We can’t wait to see our customers benefit from these new features – upgrades are free of charge to customers that are on a maintenance plan and have the relevant modules. Contact us today to take advantage of this exciting new release.

Beating the Budget Cuts: Fire & Rescue Services

SFRS document scanningAs austerity bites, public sector organisations across the country are turning to us to help them deliver a better service despite reduced funds. Fire and rescue departments are particularly feeling the effects, as they seek to continue improving their essential services with less money and fewer resources. One way they can save time, effort, and cost is by streamlining administration. With every emergency incident or fire inspection provided there is always plenty of paperwork that needs to be managed. We’ve worked with several organisations in this sector to provide document scanning and management solutions to help streamline these processes, reducing paper storage cost and providing faster access to information. Recently, we worked with Suffolk Fire and Rescue Service, implementing an affordable document capture solution that allowed them to digitize their incoming mail. You can read the full case study here. By streamlining their back end processes, public services can free up funds to focus on the frontline, where it matters the most. At Datafinity, we can help you fight the austerity battle – why not contact us to find out how?


E-Forms: The Possibilities

JetTrac E-forms

Tech-savvy organisations are increasingly taking advantage of mobile devices to help their workforce stay connected when on the move. Imagine if your mobile workforce, be they sales people, maintenance engineers, claims adjusters or market researchers, could quickly and easily access and return forms back to head office whilst out in the field. No paper or time-consuming data entry necessary. E-form solutions like JetTrac have made this a reality, with businesses able to capture and process forms-based data far more efficiently – and stay ahead of the competition.

Take the example of a maintenance engineer who is out doing customer visits…

  1. Customer Services receives call from a customer that needs a maintenance engineer to visit
  2. Data is entered into company ERP/CRM system
  3. ERP/CRM system pre-populates an e-form and sends it to the engineer’s tablet mobile device
  4. Maintenance engineer completes the form, takes a photo and asks the customer to sign the form
  5. E-form is sent back to JetTrac BYOD
  6. A copy of the e-form is sent to a document management system which triggers a workflow
  7. The workflow ensures relevant approvals are completed
  8. Data is extracted from the e-form and populates an invoice, which is automatically emailed to the customer
  9. A confirmation email is sent to the maintenance engineer
  10. Data is updated, or added to company accounting/ERP system

If you’ve got a mobile workforce, this technology could transform the way you do business. Get in touch to find out how it could work for you.

Major Housing Association Chooses PSI:Capture

houseHOMEblogWe’re delighted to be working with one of the UK’s largest housing associations, in association with national IT specialists, TSG.

Over the coming months the organisation will see a significant reduction in time and money expended on paper management. Using PSI:Capture document capture and SharePoint 2013 document management technology they will be scanning, classifying and archiving all legal documents associated with their many thousands of properties. And they certainly have a lot of documents – 15 million of them!

How To Automate Accounts Payable

The numbers you need to know from the IOFM White paper

Accounts payable departments are among the most acutely affected by out-dated, labour-intensive, paper-based systems – they are at the frontline of the war being waged against paper by many organisations. This month, the Institute of Finance and Management (IOFM), in partnership with M-Files, released a white paper explaining how enterprise information management (EIM) systems can address the challenges faced by accounts payable departments.

The paper contains a number of interesting stats – we’ve highlighted the most important ones that you need to know and what they mean for your organisation.

  1. Paper is a problem that isn’t going away any time soon

Nearly 60% of invoices still arrive as paper documents

  1. Accounts payable automation is an all-round solution to inefficient paper-based processes.

The top 3 benefits cited in an AIIM survey are a 1) faster turnaround time to payment, 2) better monitoring of invoice status, and 3) better records for audit trail or litigation. Other benefits included fewer invoices “lost in the loop”, and a more efficient and professional approach to dealing with suppliers.

  1. Organisations quickly recoup their costs

Automation can reduce the average cost of processing an invoice by approximately one third. 22% of organisations achieved a return on investment in 6 months or under, and 63% in 12 months or under.

  1. Companies are prioritising accounts payable as an area for investment and automation

63% of those surveyed say that accounts payable is a priority for improvement in 2015, and nearly two thirds reported that accounts payable will receive additional investment for process improvement projects this year.

We’ve seen these stats in reality, as more and more businesses come to us seeking to automate invoice processing. You can read about some of them here. Clearly the implementation of document capture and management solutions is a priority for finance departments.

You can read the full white paper here. Do these statistics reflect your experiences?