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Core Value Proposition: Documents—such as signed contracts, customer orders, project briefs, and vendor invoices—contain crucial business intelligence. Connectfy ensures that M-Files, your secure document repository, is not a silo. Connect M-Files to your ERP, CRM, and accounting tools so documents and data stay in sync — automatically. No more re-keying, no more silos.
The Problem Solved: Too often, document-driven processes require manual data entry: an invoice is scanned into M-Files, but the corresponding payment order or customer record must be manually created in the ERP. This duplication is slow, error-prone, and makes auditing difficult. Connectfy automates this entire lifecycle, turning M-Files status changes into transactional events in your financial systems.
Connectfy M-Files integrations connect your document management system to Xero, MYOB, and SAP Business One — automating invoice workflows, supplier matching, and payment reconciliation within M-Files.
Our solutions are built on specific, pre-configured connections that automate complex document and data synchronization, ensuring consistency across all platforms.
Automate the flow of financial documents from M-Files into your accounting systems, streamlining Accounts Payable (AP) and Accounts Receivable (AR) cycles.
Ensure that critical master data records are consistent across both your transactional systems and your document management system.
We provide established connections for high-value ERPs and document platforms used across the ANZ market and beyond:
Written by Hany Darwish, Director, Connectfy
Last reviewed: