M-Files Brings Simple, Intelligent Information Management to QuickBooks

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M-Files Partners with seidr to Provide Flexible Access to Content and Data in QuickBooks Independent of the Transaction, With Seamless Access to Documents and Data.

M-Files Corporation, the intelligent information management company, today announced the availability of a connector to QuickBooks Online and QuickBooks Desktop Enterprise for its industry-leading intelligent information management solution. Using the new open architecture in M-Files 2018 and the new Intelligent Metadata Layer (IML), seidr, a member of the growing ecosystem of M-Files partners, developed the QuickBooks connector to deliver a dramatically more efficient way for business users to work with documents and other information critical for financial and accounting processes.

Over 2.2 million users of QuickBooks Online globally and more than 120,000 QuickBooks ProAdvisors deliver services using the QuickBooks accounting software, especially prevalent in small to mid-size businesses. Along with standard financial transactions and records, a variety of documents are stored in QuickBooks, including invoices, receipts, quotes, etc. Traditionally, they are attached to individual transactions and not easily accessible for all business users, especially from outside of QuickBooks. By delivering access to content and data stored in QuickBooks through M-Files, QuickBooks users can access important business documents in a way that is most relevant for them – by vendor, date range, office/location, customer, product, or essentially any other context important to the business. QuickBooks data is retrieved and presented alongside other business data and content, empowering the user with all corporate information, not just one isolated data silo.

“In our work with businesses that use QuickBooks, we realized that documents and other content are siloed, locked up in a single transaction, and not accessible across the organization,” said Matthew Skinner, President at seidr. “We quickly saw that M-Files and the new Intelligent Metadata Layer with M-Files 2018 provided a unique and incredibly powerful way to eliminate this challenge. Not only is it now possible to directly access any document in QuickBooks independent of transaction, attached documents can be accessed and managed from M-Files.”

The connectors for QuickBooks Online and QuickBooks Enterprise join a growing roster of business systems accessible via M-Files 2018, including network file shares, Microsoft SharePoint, Box, Dropbox, OpenText, Documentum, eDocs, iManage, Laserfiche, IBM FileNet and many others. The result is an incredibly powerful, single source of truth for business information based on the context in which it is needed, regardless of where it’s stored.

“Businesses struggle to effectively manage their ever-growing stores of content and data, with users spending excessive amounts of time searching for the right versions of documents – if they can even locate them in the first place,” said Mika Javanainen, VP of product management at M-Files. “By adding QuickBooks to growing list of systems supported with M-Files 2018, organizations can immediately gain access to their financial and accounting documents and other information without disrupting existing processes, and in essentially any business context in which it is needed.”

To learn more about M-Files 2018 and the Intelligent Metadata Layer, please visit the following page: A Visionary Approach to Information Management

About M-Files Corporation
M-Files provides a next generation intelligent information management platform that improves business performance by helping people find and use information more effectively. Unlike traditional enterprise content management (ECM) systems or content services platforms, M-Files unifies systems, data and content across the organization without disturbing existing systems and processes or requiring data migration. With the Intelligent Metadata Layer, M-Files breaks down silos by delivering an in-context experience for accessing and leveraging information that resides in any system and repository, including network folders, SharePoint, file sharing services, ECM systems, CRM, ERP and other business systems and repositories. Thousands of organizations in over 100 countries use M-Files for managing their business information and processes, including NBC Universal, Rovio and SAS. For more information, visit https://www.m-files.com/.

About seidr
seidr is a global, US-based, software solutions product and services firm comprised of industry experts who focus on helping clients achieve their process improvement goals and initiatives. Organizations with a desire to simplify content, streamline processes, and integrate systems partner with the seidr team to help guide them through the rigors of actualization and implementation of software solution options. seidr's solutions process helps deliver clients on-time solutions that meet or exceed their cost justification criteria. For more information, visit https://seidr.com.

M-Files is a registered trademark of M-Files Corporation. All other registered trademarks belong to their respective owners.

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Caitlin Haskins