M-Files Integration: Closing the Document-to-Data Gap
Core Value Proposition: Documents—such as signed contracts, customer orders, project briefs, and vendor invoices—contain crucial business intelligence. Connectfy ensures that M-Files, your secure document repository, is not a silo. We establish seamless, bi-directional synchronization between your M-Files vault and your ERP, CRM, and accounting platforms to create a single, unified source of truth for all business records.
The Problem Solved: Too often, document-driven processes require manual data entry: an invoice is scanned into M-Files, but the corresponding payment order or customer record must be manually created in the ERP. This duplication is slow, error-prone, and makes auditing difficult. Connectfy automates this entire lifecycle, turning M-Files status changes into transactional events in your financial systems. 1
Key Connector Capabilities: Data Synchronization and Process Automation
Our solutions are built on specific, pre-configured connections that automate complex document and data synchronization, ensuring consistency across all platforms.
Financial Document Automation (Invoicing and AP/AR)
Automate the flow of financial documents from M-Files into your accounting systems, streamlining Accounts Payable (AP) and Accounts Receivable (AR) cycles.
Invoice Processing: Automatically push validated invoice data residing in M-Files directly into accounting platforms such as Xero, MYOB, Accredo, and Microsoft Dynamics BC365. This ensures invoices are processed smoothly and reconciliation is accurate.
ERP/DMS Linkage: Establish direct links between financial transactions in the ERP and their corresponding source documents in M-Files, dramatically improving audit trails and compliance.
Master Data Synchronization (ERP to M-Files)
Ensure that critical master data records are consistent across both your transactional systems and your document management system.
Enterprise Integration Reach
We provide established connections for high-value ERPs and document platforms used across the ANZ market and beyond:
Microsoft Dynamics BC365
Xero
MYOB
Accredo
Acumatica
Benefits for Your Enterprise
By leveraging Connectfy for M-Files integration, your organization gains:
Improved Compliance and Auditing: Every transaction is instantly linked to its source document, creating a clear, traceable audit trail for all system activities.
Elimination of Manual Redundancy: Stop manually managing documents and copying data. Our synchronization tools eliminate the need for redundant data entry tasks.
Accelerated Workflows: Initiate ERP workflows automatically based on document status changes in M-Files, allowing teams to move from "document received" to "payment processed" faster
Real-time Data Reliability: Proactively monitor and track all system connections with real-time dashboards to minimize downtime and ensure continuous operation.
