PSI:Capture 6.0 is available now

PSI:CaptureThis latest version of PSIGEN’s advanced capture product, PSI:Capture, not only offers significant feature enhancements, but also a brand-new user interface.

The new user interface is a sleek, user-friendly upgrade that allows for a more intuitive user experience, without compromising the functionality of the program. Users are able to customize the UI to suit their needs, like choosing an application theme and deciding whether or not to display the module icons and enable certain toolbars.

The capture profile configuration has been simplified, which will help reduce the time it takes users to set up the capture workflow. A notable component of this simplification is the removal of the “next” button, which allows users to go back and forth between configuration steps as needed. The application toolbar has also been replaced with a ribbon containing easily identifiable icons and command descriptions. Selecting a tab summons the ribbon drop down for that item, and the user can choose to permanently expand the ribbon should they need to access those items frequently. A customizable quick access toolbar can be added to the interface to make any ribbon item easily accessible.

PSIcapture 6.0 is now available for existing users to upgrade. For more information on PSIcapture 6.0 or other PSIGEN products, contact Datafinity.


PSI:Capture 5.4.2 takes classification to a new level

psicaptureWe’re pleased to announce that the latest version of PSI:Capture is now available to Datafinity customers. This new release gives the user even more extensive classification capabilities and includes a total of 8 new features, and 10 enhancements. The upgrade offers a myriad of benefits, but we’ve picked out our three favourites…

Classification Form Ranking allows you to automatically re-order classification templates based on usage frequency, enabling faster and more accurate template matching.

Smart Zones can now be used to automatically detect and capture line items from an invoices making setup and editing much easier (requires Table Extraction Module)

Report on how many times a classification template has been used. For invoice processing applications this allows user to analyse the frequency of invoices from their suppliers.

We can’t wait to see our customers benefit from these new features – upgrades are free of charge to customers that are on a maintenance plan and have the relevant modules. Contact us today to take advantage of this exciting new release.

Beating the Budget Cuts: Fire & Rescue Services

SFRS document scanningAs austerity bites, public sector organisations across the country are turning to us to help them deliver a better service despite reduced funds. Fire and rescue departments are particularly feeling the effects, as they seek to continue improving their essential services with less money and fewer resources. One way they can save time, effort, and cost is by streamlining administration. With every emergency incident or fire inspection provided there is always plenty of paperwork that needs to be managed. We’ve worked with several organisations in this sector to provide document scanning and management solutions to help streamline these processes, reducing paper storage cost and providing faster access to information. Recently, we worked with Suffolk Fire and Rescue Service, implementing an affordable document capture solution that allowed them to digitize their incoming mail. You can read the full case study here. By streamlining their back end processes, public services can free up funds to focus on the frontline, where it matters the most. At Datafinity, we can help you fight the austerity battle – why not contact us to find out how?


Major Housing Association Chooses PSI:Capture

houseHOMEblogWe’re delighted to be working with one of the UK’s largest housing associations, in association with national IT specialists, TSG.

Over the coming months the organisation will see a significant reduction in time and money expended on paper management. Using PSI:Capture document capture and SharePoint 2013 document management technology they will be scanning, classifying and archiving all legal documents associated with their many thousands of properties. And they certainly have a lot of documents – 15 million of them!

How To Automate Accounts Payable

The numbers you need to know from the IOFM White paper

Accounts payable departments are among the most acutely affected by out-dated, labour-intensive, paper-based systems – they are at the frontline of the war being waged against paper by many organisations. This month, the Institute of Finance and Management (IOFM), in partnership with M-Files, released a white paper explaining how enterprise information management (EIM) systems can address the challenges faced by accounts payable departments.

The paper contains a number of interesting stats – we’ve highlighted the most important ones that you need to know and what they mean for your organisation.

  1. Paper is a problem that isn’t going away any time soon

Nearly 60% of invoices still arrive as paper documents

  1. Accounts payable automation is an all-round solution to inefficient paper-based processes.

The top 3 benefits cited in an AIIM survey are a 1) faster turnaround time to payment, 2) better monitoring of invoice status, and 3) better records for audit trail or litigation. Other benefits included fewer invoices “lost in the loop”, and a more efficient and professional approach to dealing with suppliers.

  1. Organisations quickly recoup their costs

Automation can reduce the average cost of processing an invoice by approximately one third. 22% of organisations achieved a return on investment in 6 months or under, and 63% in 12 months or under.

  1. Companies are prioritising accounts payable as an area for investment and automation

63% of those surveyed say that accounts payable is a priority for improvement in 2015, and nearly two thirds reported that accounts payable will receive additional investment for process improvement projects this year.

We’ve seen these stats in reality, as more and more businesses come to us seeking to automate invoice processing. You can read about some of them here. Clearly the implementation of document capture and management solutions is a priority for finance departments.

You can read the full white paper here. Do these statistics reflect your experiences?

PSIGEN releases PSI:Capture 5.3

PSIGEN recently announced the release of PSI:Capture 5.3, the latest version of their fully featured document and data capture solution. This new version builds on the product’s ability to process Microsoft Office 2010/2013 file formats (Word .docx, Excel .xlsx, and PowerPoint .pptx files) as well as Adobe PDF files.

Now Office files can not only be processed through PSI:Capture, using file name, folder name, and file attributes for metadata, but the file content can also be searched for keywords to classify and index documents. This capability is perfect for companies that want to handle scanned paper documents and electronic documents through one process to populate backend Document Management systems such as SharePoint, FileBound, M-Files and over 50 other systems. Existing customers can contact us to obtain the upgrade to 5.3 by emailing

PSIGEN Announces Master Agreement with Dell to Deliver PSI:Capture Solutions to SharePoint Customers

PSI:Capture SharePoint ScanningOnce again PSIGEN’s PSI:Capture product has proven to be the best in class for SharePoint. Following the announcement last year that Microsoft’s US legal department chose PSI:Capture over many other capture solutions, to scan legal files into SharePoint, PSIGEN recently announced that it has been chosen by Dell’s SharePoint Consulting practice as their document capture partner. This formal agreement follows on from a number of successful projects together and will allow Dell to focus on document capture and scanning for delivery of joint SharePoint solutions.

“Dell’s expertise in the SharePoint space is well known, and we have already worked together on delivering several SharePoint scanning solutions,” said Bruce Hensley, PSIGEN’s President. “This Master Agreement formalizes our partnership, and sets the foundation for driving future business together.”

For SharePoint users, the PSI:Capture product is particularly interesting in that it enables users to capture information from almost any type of document and automatically migrate it into SharePoint, including SharePoint 2013 and Office 365. PSI:Capture can also be used to migrate documents and information into more than 60 other enterprise systems.

For more information contact Datafinity, PSIGEN’s UK distributor.

Microsoft Legal Department Streamlines Paper Processes with PSI:Capture

Microsoft’s Legal and Corporate Affairs (LCA) division needed an efficient system to process its huge volume of existing and incoming paper records into SharePoint. The solution was PSIGEN’s PSI:Capture along with Canon scanning hardware. To find out more read the Case Study here.

New PSI:Capture Demo Videos

We have just refreshed our PSI:Capture demo videos. There are three covering different applications – Invoice processing, Forms processing and SharePoint scanning. Here are the links..

Invoice processing

Forms processing  –

SharePoint scanning

We have also added a new demo video explaining the benefits of the latest Extended File Format (EFF) module for PSI:Capture:

Automate Accounts Payable at an Affordable Price with FileBound

FileBound for account payable
Automated accounts payable processes are no longer just for large companies; technologies are now available so that small and medium sized businesses can automate their accounts payable processes at an affordable price.

One of those technologies, FileBound, provides an interface between invoice scanning systems and accounting systems. FileBound offers seamless integration with invoice data capture solutions such as PSI:Capture at the front end of the process and built in export modules for both accounting systems and SharePoint and at the back-end of the process; this allows the automated input of data to accounting systems and the storage of invoice PDF images in SharePoint.

The easy to configure workflow tool, an option for FileBound, allows invoice workflows to be created quickly to help automate the invoice approval process.

To learn more, click here:  FileBound

To contact Datafinity: Contact Information