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Document Automation: invoices, statements and POs

Coming soon

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.

Nexus Customer Portal

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

Trouble signing in? support@cortexx.com