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Document Automation
Business documents generated, routed, and stored automatically – invoices, statements, purchase orders, delivery confirmations, and more. It keeps every record consistent and audit-ready across the systems that produce them.
What you get
Key capabilities
- Invoices, statements, POs, and confirmations generated automatically
- Consistent, branded templates across every document
- Auto-routing, e-sign, and storage, kept audit-ready
- Pulls data straight from the source system
- Email or print without leaving the workflow
How it works
The flow, end to end
Pricing
A Nexus add-on module
Document Automation reads and writes the same live data as everything else you run on Nexus, so it works in step with your other modules – no syncs, no exports. Add it on top of the platform – a flat per-company fee, no per-seat charge.
Add Document Automation to your Nexus
Book a demo and see it running on your own data – connected to the systems you already use.
Book a Demo