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

Overview

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.

Reviews & ratings

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CB
Christine Broughton
Posted
5 out of 5 stars

FuseDocs Review

We started using FuseDocs over 3 years ago and we highly recommend this product. It has not only created efficiencies and time savings, but ensures we produce professional and consistent documentation for our clients every time. It has automated professional document packs with cover pages, indexes, bookmarks, stickers and signing packs through an easy to use app which connects to our practice management and document management systems. It is always a pleasure to work with the FuseWorks team. They are professional, approachable and work in partnership with us to get the best outcome for our specific requirements and preferences. We would encourage you to have a chat with the FuseWorks team and check out how this product can assist your business.

Additional info

App details

Added in 2020
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