Case Studies

LCB Construction

LCB Construction is a multi-disciplinary contractor which specialises in the design and construction of high value buildings for national and international clients. The company needed a solution to reduce the time taken to get data from invoices into Sage Accounts and to streamline the process of approving invoices for payment. Datafinity provided a complete solution using PSI:Capture and M-Files, which was chosen by LCB because of its comprehensive features and ease of use. Read full case study.


Frontline, a major magazine distributor based in Peterborough, were seeking a new solution to the process the large number of invoices they received with minimal intervention. They chose PSI:Capture, which scans and extracts the data and exports it directly into their accounts system. With the new system, paper handling is sufficiently reduced and accounts processes executed much more quickly. Read full case study.

ISOS Housing

Isos Housing, a charitable housing provider headquartered in Newcastle upon Tyne, is responsible for the day-to-day management of 17,000 homes across the North East, from Berwick in the north down to Stockton in the south, and across to Cumbria in the west. The company adopted PSI:Capture to enable them to automate the scanning and storage of invoices and other accounting documents in their Microsoft SharePoint system. PSI:Capture reads unique barcode references created from their accounting system, Open Accounts, to index and organise documents in SharePoint for quick and easy access by staff in their four offices across Northumberland. Read full case study

Utility bill processing

Utility Partnership Limited (UPL), one of the energy industry’s most innovative companies, receives thousands of utility invoices from its clients every month for analysis. The amount of data that has to be captured from each invoice is considerable, so they turned to PSI:Capture to automate the data extraction process. UPL now achieve significant productivity gains and continue to deploy PSI:Capture on new projects where extensive manual data entry effort would have been needed before. Read full case study

PMI Health Group

PMI Health Group, the UK’s largest independent healthcare insurance broker, providing healthcare insurance services for companies and individuals, required a scanning and data capture solution to help streamline the company’s paper based processes. These include processing of invoices and other financial documents from corporate clients as well as healthcare providers. PMI is utilising PSI:Capture’s advanced OCR and integration features to automate the capture of data from over 200,000 documents a year, enabling faster access to critical information through their SharePoint, CRM and Accounting systems. Read full case study

Haulfryn Group

Haulfryn Group Ltd, an operator of holiday and residential mobile home parks across England and Wales, decided to deploy PSI:Capture Enterprise as their SharePoint 2010 Document Capture solution.  Using PSI:Capture in conjunction with Kodak document scanners, they now have an end to end capture solution that provides unmatched speed and automation, along with a simple, yet powerful user interface.  “PSI:Capture has made our whole scanning process robust,” said Stephen Lattimore, Business Process Manager for Haulfryn.  “We can now quickly reference our documents in SharePoint 2010 for audit and service.”  Along with the current scanning process, Haulfryn plans to add the processing of survey forms and other documents in the near future. Read full case study


Chiorino UK, part of a worldwide manufacturing company specialising in conveyor and process belts, needed to improve both speed of handling and access to documents, especially in the accounting department.  The company is using PSI:Capture to scan and capture data from a range of documents including supplier invoices, purchase orders, confirmation receipts, production sheets along with HR documents and wages reports. Sales invoice data is transferred from a Baan accounting system and other documents are indexed and stored in DocuWare for access by both internal users and external users via a web client. Barry Kettleborough, Finance Manager at Chiorino, said “Major savings in both time and money are gained from the ease of which we can now file and access documents. We can also feel secure that our archiving is not in boxed paper form, but safely electronically filed.”