111 results found
    1. Cin7 Core System Review

      Cin7 Core System Review

      As a leading Cin7 Core implementation and optimisation partner, we offer free Cin7 system reviews. This entails: - Reviewing the system for efficiency & integration gaps. - A review of the system and connected systems for Data Integrity Issues (e.g. Stock Values/Volumes/etc). - Areas of non-optimal use of the system that could improve the user experience of the system. What our clients receive: - A detailed report pinpointing key improvement areas. - Customised recommendations for their business. - Strategies to enhance system efficiency and data reliability.

    2. Cin7 supply chain systems implementation

      Cin7 supply chain systems implementation

      BlueHub is a certified Cin7 implementer. Our team of consultants, software experts and systems integration specialists make sure that any digital supply chain solution is expertly configured, adding value from the moment it goes live. - Seamlessly connected data, teams and processes give you better insights and smoother supply chain workflows. - Our thorough approach to planning avoids rising costs and prolonged disruption. - Extensive testing and proof of concept reduces time-to-value from the moment our clients go live.

    3. Client Maps

      Client Maps

      We all know that clients rarely understand the business structures we put in place for them and there's usually a learning gap with our team as they seek to understand new family groups they're introduced to. Utilising the client map tool we can build business structure diagrams to educate your client and your team and use them as a starting point for future restructure advice. The client mapping tool can also be used for building process maps and software maps, all vital elements when consulting with our team and clients.

    4. CloudFiler

      CloudFiler

      CloudFiler – Document Management Docusoft CloudFiler is a secure, cloud based document management system built for accountancy, legal and insolvency practices that need to manage business documents and client data in one place. From any device, users can scan, upload and file documents directly from local storage or the application they're working in, with a customisable filing structure and user level access permissions. Powerful search tools and OCR make it fast to locate documents, while a dedicated Outlook and Microsoft Office add-in lets staff file and archive emails without leaving their inbox. CloudFiler also includes a PDF form filler, file versioning, document linking and a full audit trail, so practices always know who accessed or changed a file and when. Clients benefit from a secure portal for sharing and e-signing documents, and teams can automate document workflows, review and approvals, cutting down on manual filing and chasing paperwork. With a mobile app for on the go access and integration with the wider Docusoft suite, CloudFiler gives practices one solution to store, manage and protect their documents and client data. Contact us today to book your demo.

    5. DocuEngager

      DocuEngager

      DocuEngager Docusoft Engager is an intuitive client onboarding platform designed for modern service businesses that want to onboard new clients quickly, transparently and professionally. Instead of chasing documents by email, Engager gives each client a branded, secure portal where they can upload files, respond to document requests and work through onboarding checklists at their own pace. Proposals, engagement letters and other documents can be sent for review and e-signature within the same portal, and built in notifications and reminders keep clients on track without extra chasing from your team. Files can be securely sent and exchanged in both directions, and approvals can be processed digitally, removing the need for printed paperwork or manual sign off chains. Unlike generic file sharing tools, Docusoft Engager combines structured, customisable workflows with a rich client experience, so practices get the best of both control and simplicity. The result is a faster, more professional onboarding process that reflects well on your firm from day one. Contact us today for a personalised demo and see how you can deliver client value from the very first interaction.

    6. DocuExtract

      DocuExtract

      DocuExtract DocuExtract takes the manual work out of data entry by automatically capturing key information from documents and turning it into ready to use data in seconds. It uses intelligent document processing to classify and index incoming documents, then extracts key data from PDFs, scans and digital forms, including invoices, bank statements and identification documents. DocuExtract is well suited to accounts payable and invoice processing, ID validation for KYC and AML checks, bank statement extraction and employee onboarding, replacing hours of manual keying with automated, rule based workflows. Built in validation and exception handling flag anything that needs a human eye, so your team stays in control of accuracy while still saving significant time. Fully integrated with Docusoft's document management solution, DocuExtract automates every stage of document handling, from capture through to filing, without adding extra systems for your team to learn. It's easy to deploy and simple to use, delivering instant results that reduce manual work, improve accuracy and give your team complete control over document driven processes. Contact us today to book your demo.

    7. Done Diligence

      Done Diligence

      The Done Diligence Module helps M&A advisors, investors, and corporate finance teams manage and analyze large volumes of deal documentation in a single, structured workspace. Rather than manually reviewing hundreds of files across folders, emails, and data rooms, users can upload documents and use AI to quickly extract, organize, and analyze key information. A major challenge in due diligence is dealing with scattered and unstructured information. Financial statements, contracts, presentations, legal documents, customer data, and operational reports are often spread across multiple locations, making reviews slow and increasing the risk of missing critical issues. The Due Diligence Module centralizes these documents and automatically organizes information into a clear workflow. The platform uses AI to review uploaded files, identify key findings, highlight potential risks, and surface important insights that may require further investigation. Teams can assign tasks, track progress, collaborate on findings, and maintain a complete audit trail throughout the diligence process. This helps reduce manual document review, improves consistency across teams, and ensures important risks are identified earlier. By combining document management, AI-powered analysis, risk identification, collaboration tools, and workflow management in a single platform, the Due Diligence Module helps deal teams complete diligence faster, reduce manual effort, improve transparency, and make more informed transaction decisions.