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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

How Document Automation works
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

Nexus Customer Portal

Sign in to view your project, progress, documents, and invoices.

Trouble signing in? support@cortexx.com