Accounts payable automation
ProductRead vendor, invoice number, date, and total off any layout, validate against your vendor master, and export straight into your accounting system.
Give every transaction an electronic paper trail
Statements, loan files, KYC documents, and payables: captured, checked, and filed the same way every time, at every branch. BSA / AML · KYC · Retention.
A statement, a loan application, and an invoice all arrive the same way, on paper or as a PDF, from someone outside your organization, in a layout you don't control. Multiply that by every branch and every vendor, and manual entry stops being a staffing problem and becomes a compliance one: the gap between what a form says and what got typed is exactly where an audit finding lives.
What SimpleIndex does here
Five configurations cover most of what a bank, credit union, or lender needs from document capture. Each is the same engine, aimed at a different part of the transaction.
AP into QuickBooks
ConfigurationRPA drives QuickBooks the way a clerk would (opening the bill, entering the fields, attaching the scan) for the accounting package with no bulk import worth using.
KYC & account-opening file audits
ConfigurationDefine what a complete account-opening file looks like (ID, proof of address, signature card), and every batch gets checked against it as it comes in.
Loan file assembly
ProductSplit a delivered loan package into its component documents, name each to the investor's stacking order, and flag what's missing before the file ships.
Remote & branch capture
ConfigurationBranch offices scan into one central pipeline instead of couriering paper to a home office, processed under the same rules everywhere.
Compliance & records fit
The regulations that actually govern a case file today, and where this software sits against each one.
Bank Secrecy Act / AML
KYC file audits catch a missing ID or signature card at intake, not at exam time.
Sarbanes-Oxley
Consistent, logged capture rules mean the same document produces the same extracted data every time, auditable by design.
Retention requirements
Structured digital files with an index database replace a filing cabinet as the system of record, with a disaster-recovery copy that isn't a box in a basement.
what_if_yours_is_different
None of these is quite your workflow?
That's the normal case. Everything above is the same software configured differently for a particular kind of chart or claim.
Send us a handful of de-identified charts or claims forms and we'll build a working job from them - before the call, on your own documents.
We ask what you're processing because the answer changes what we'd show you.
How it goes
You tell us what you're processing
A short form. Document types, volume, where it needs to end up
We get in touch
Email or a call, whichever you prefer
We talk it through
What you need, and whether SimpleIndex is the right tool. Sometimes it isn't, and we'll say so
You send sample documents
A batch of statements or loan documents, real ones
We build a working job
On your files, and run it with you
What it costs
Nothing unless you buy. If you do, the setup is billed at the consulting rate
Try it on your own documents.
Buy SimpleIndex Now!
Try it on our sample files, or send us yours and we'll set up a real job — you only pay for that setup if you buy.
