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Automation repetitive document processes within your firm. FuseDocs connects to your existing systems to save you hours.

FuseDocs is a document automation platform. It saves accounting firms time by automating repetitive document related tasks. Examples of some of these tasks might be: preparing cover or engagement letters, compiling year end financial document packs, extracting signing pages from produced documents. It typically turns a repetitive task an accounting firm would do from 1 hour to 5 minutes.

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FuseDocs + Xero

FuseDocs connects to various data and document sources in order to perform it's document automation. In the case of XPM - Accounting firms use FuseDocs to connect to XPM and extract client details for the purposes of address details for letters and/or to get a list of entities in a given family group to produce a compilation for those entities.

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Added in 2020
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