Category: news

Are manual invoice processes slowing your team down?

Discover how Farmward Cooperative — operating across 11 locations and processing nearly 500 invoices per month — modernized their accounts payable workflow with Square 9’s AP GlobalAutomation + AgVance integration. 

With Square 9, Farmward was able to:
✅ Automate invoice digitization & approvals
✅ Integrate seamlessly with AgVance
✅ Access documents instantly from any workstation
✅ Save time, reduce paper, and improve accuracy across departments

“You get so used to things being inefficient — seeing what Square 9 had to offer was really promising.” — Anna Petersen, AP Administrator at Farmward Cooperative

See how automation can unlock similar gains for your organization!

Struggling with paper overload or outdated document systems?

Discover how Kenney Manufacturing Company, a century-old manufacturer of home products, transformed its document workflows with Square 9’s GlobalSearch® solution. After an unpredictable storm destroyed their server room, Kenney needed more than just recovery — they needed a smarter, digital way to protect and manage critical business documents.

With GlobalSearch, Kenney was able to:
✅ Centralize and digitize document storage for easy access anytime.
✅ Eliminate paper workflows, reducing printing and physical storage costs.
✅ Save valuable employee time — about 520 hours a year previously spent on scanning and copying.
✅ Improve daily business processes like invoice handling, BOLs, and cash applications.

📌 The result? A more efficient, secure, and resilient document infrastructure ready to support growth for years to come. 

See how GlobalSearch can work for your business too.
Request a demo or learn more today!

Manufacturers are under constant pressure to move faster, reduce errors, and do more with fewer resources — and document automation is proving to be a major advantage. Here’s how manufacturers like General Tool are transforming their operations with document capture automation using GlobalCapture®.

 The Challenge:
Manual document processes were consuming valuable staff time and slowing down critical workflows — especially for large contract documentation.

 The Solution:
By implementing GlobalCapture, General Tool automated the classification, naming, and processing of hundreds of documents required for mission-critical contracts. The software integrates seamlessly with internal systems and uses advanced OCR to extract key data, reducing manual work and eliminating errors.

The Results:

• 80% time savings in document handling.
• $250,000 in estimated savings on a major contract over three years.
• One person now handles work that previously required a team — freeing up resources for higher-value tasks.

If your organization is still relying on manual document processes, this is a great example of what’s possible with the right automation platform. 

See how GlobalSearch can work for your business too. Request a demo or learn more today!

See how Toll Brothers — a Fortune 500 leader in luxury homebuilding — transformed document management and saved big with M-Files.

With M-Files, Toll Brothers:

• Centralized all project documents into one secure, searchable system
• Eliminated silos and outdated repositories
• Gained instant access to the latest versions, company-wide

The Impact:

• 30%+ reduction in licensing costs
• 2–3 hours saved per week for over 2,000 users
• Projected 28% annual savings after retiring legacy systems

M-Files gave Toll Brothers a single source of truth, streamlined collaboration, and measurable cost & time savings — enabling them to focus on delivering high-quality homes more efficiently. 

If you’re looking to streamline operations, reduce costs, and improve productivity, reach out to CP Digital Office Solutions today!

Manual email filing is draining productivity across organizations everywhere. Teams are spending countless hours sorting, tagging, and storing correspondence—time that could be spent on higher-value work.

There’s a better way. M-Files for Outlook Pro transforms how organizations manage correspondence—automating email filing while ensuring compliance and accuracy.

Watch M-Files’ on-demand webinar to see how your organization can:

• File emails with one click directly from Outlook to M-Files
• Automate filing rules for Outlook folders—no manual sorting required
• Never lose track of important emails with visual filing indicators
• Enable team collaboration with support for shared and delegated folders

No more digging through folders. No more compliance headaches. Just seamless integration between the tools your teams already use every day. The webinar includes live demonstrations of customizable metadata controls and automation rules—perfect for organizations ready to work smarter, not harder.

In highly regulated industries, compliance isn’t optional—it’s essential for trust, quality, and long-term success. Standards like **ISO 17025** and **ITAR** require organizations to maintain strict document control, enforce workflows, and protect sensitive information. The challenge? Manual processes such as email approvals or shared drives often leave room for errors,
version confusion, and audit risks. That’s where M-Files makes the difference.

As a metadata-driven document management system, M-Files:

• Ensures employees always access the correct, current version of a document
• Provides full traceability with audit trails
• Automates workflows to enforce compliance-related procedures
• Secures confidential information with robust permissions

For example, **Link Engineering** adopted M-Files to better manage ISO documentation and test control assets. By automating workflows and connecting related documents, they improved compliance,
reduced manual effort, and gained faster, more accurate document retrieval.
Get in touch with CP Digital Office Solutions to explore how you can let compliance become your asset.

Watch the video!

Healthcare providers regularly deal with voluminous documents, such as patient records, regulatory reports, medical research, and billing summaries. Some files can exceed 1,000 pages, and navigating these documents to find specific sections is both time-intensive and frustrating for staff.

Previously, users had to manually scroll, search, or annotate PDFs, often spending hours locating key information. This slowed down workflows related to patient care, compliance, and internal audits.

Our Solution

CP Digital Solutions developed an AI-driven document analysis tool tailored to the needs of healthcare professionals working with large files.

Using a powerful natural language processing (NLP) engine, our solution:

• Analyzes the entire document for structure and context,
• Identifies important sections (e.g., diagnoses, lab results, billing details),
• Creates intelligent navigation links so users can instantly jump to relevant content.

The tool also supports custom keywords or topics, allowing users to tag or search for specific content they reference frequently.

The Results

• 90% Reduction in Document Navigation Time Users now spend minutes — not hours — finding critical information.
• Improved Workflow Efficiency Doctors, administrators, and billing teams can move faster with fewer distractions and delays.
• Enhanced Document Usability Intelligent linking and contextual highlighting help users understand complex documents more quickly.
• Scalable Across Teams The solution is adaptable to any department, from compliance and billing to clinical review.

By partnering with CP Digital Solutions, this healthcare provider now benefits from AI-powered document intelligence that makes large files easier to use and faster to navigate. Our tool eliminates the bottlenecks caused by manual searching and annotation, enhancing productivity and accuracy across the organization.

Want to simplify complex document workflows? Get in touch with CP Digital Solutions to explore our AI-driven solutions.

To speak with a CP Digital Solutions Representative immediately about our solutions and how it can reduce your overhead costs, contact us at info@cpdos.com or call 610.446.3550.

Our client, a leading food distributor, manages a high volume of Certificates of Analysis (CoAs) for incoming product batches. These CoAs often arrive in large, scanned bundles and include handwritten data critical to downstream processes.

Traditionally, the client’s team manually:

• Searched for individual CoAs within a larger scanned document,
• Read handwritten entries such as batch numbers and dates,
• Created new invoice batches by interpreting and entering this data into their invoicing system.

This manual process was time-consuming, error-prone, and limited the team’s ability to scale operations efficiently.

The Solution:

CP Digital Solutions partnered with the distributor to design and implement a custom AI-powered automation solution. Leveraging an industry-leading AI engine for document understanding and handwriting recognition, we delivered a system that automates the end-to-end workflow.

Key features of the solution:

1. Automated Document Separation The AI model identifies and splits individual CoAs from large, scanned multi-document files.

2. Handwriting Recognition & Data Extraction Using advanced handwriting OCR, the system accurately extracts key handwritten fields, such as batch numbers and dates.

3. Automated Invoice Generation Extracted data is used to generate and merge invoice batches, eliminating manual entry and reducing human error.

After Using our Solution:

• 80%+ Reduction in Manual Processing Time Tasks that previously took hours are now completed in minutes.
• Near 100% Accuracy High-accuracy extraction of handwritten information reduced rework and invoicing errors.
• Improved Scalability & Staff Efficiency Team members can now focus on higher-value tasks instead of data entry.
• Faster Time-to-Invoice Accelerated invoice creation has improved cash flow and vendor relations.

CP Digital Solutions’ AI-based automation platform transformed a critical but manual process into an efficient, scalable workflow. By combining AI handwriting recognition with intelligent document processing, we’ve enabled our client to meet growing demands with greater speed, accuracy, and confidence.

Interested in transforming your operations with AI? Contact CP Digital Solutions today to learn more.

Contact Us

To speak with a CP Digital Solutions Representative immediately about our solutions and how it can reduce your overhead costs, contact us at info@cpdos.com or call 610.446.3550.

An educational institution was operating under an equipment agreement with 12 months remaining before renewal. While the current devices were functional, the client was concerned about upcoming tariff changes and anticipated pricing increases projected across the technology and hardware sectors. This created uncertainty around future budget planning and potential impacts on their technology infrastructure. They lacked a strategy to avoid future cost escalation while still needing to plan for a refresh of their current equipment.

Challenge

• Upcoming tariffs were expected to increase hardware costs by up to 30%.
• Equipment refresh was on the horizon, but installation was not needed immediately.
• The school needed to secure budget predictability and avoid last-minute cost spikes.

Solution (After Partnering with CP Digital Solutions)

CP Digital Solutions proposed a proactive strategy: take advantage of flexible equipment terms by signing renewal documentation ahead of schedule, even though installation would occur later in the year. This approach enabled the institution to:

• Lock in current pricing, avoiding the 30% increase tied to upcoming tariffs.
• Keep monthly spend cost-neutral, meaning their financial outlay remained consistent with no unexpected budget impact.
• Guarantee all existing equipment, allowing for as-needed replacements ahead of the new install—adding peace of mind and operational continuity.

Results & Benefits

• 30% savings from anticipated pricing increases
• Cost predictability with neutral monthly spend
• Protection from all pricing fluctuations, even as market conditions shifted
• Guaranteed support on all current devices until the new ones arrive
• Seamless transition to new equipment later in the year without financial disruption

Ready to stay ahead of rising costs and protect your technology investment? Contact us today to see how we can help you achieve your goals!