Our All-in-One Business Solution

Our All-in-One Business Solution

Our All-in-One Business Solution

The FlexFile Suite combines enhanced tools for document management, ERP, cybersecurity, and digitization into one seamless platform.

FlexFile

Enterprise Resource Planning

FlexFile

Document Management

FlexFile

Cybersecurity

FlexFile

Data Classification

FlexFile

Enterprise Data

FlexFile

Enterprise Resource Planning

FlexFile

Document Management

FlexFile

Cybersecurity

FlexFile

Data Classification

FlexFile

Enterprise Data

FlexFile

Enterprise Resource Planning

FlexFile

Document Management

FlexFile

Cybersecurity

FlexFile

Data Classification

FlexFile

Enterprise Data

What

FlexFile

brings to

Customer Portal

Customer Portal provides Project, Task and Time Sheet Management.

Financial Transactions

Integrates with Odoo to manage invoices, purchase orders, payments, and bank/credit card transaction records both via Customer Portal and Internally.

User and Role Management

Definition of Users, Teams and Roles within FlexFile are imported and applied in M-Files.

Personal and Business Accounts

Users can act on their own (Personal Accounts) or as part of an Organization (Business Accounts) and in that case can "invite" other users.

Project and Task Management

Project, Task and sub-Task Management with ability to define Time Sheets, Attachments, and with interface to ITSM System.

Forms

Adds to M-Files the ability to create and manage HTML and PDF Forms, with and without Signatures, with extraction of Form Submission data to M-Files Metadata

View Management

Adds to M-Files Views, the ability to schedule and export Views, external bulk object edit and updating of Object back to M-Files. Implemented via the View Maven facility of FlexFile.

Asset Tracking

Adds to M-Files interface to NinjaOne Asset Management System.

Advanced Accounting

Integrates to M-Files, multi-company accounting, financial consolidation, and advanced reconciliation tools.

Help Desk

Integrates to M-Files a full ITSM system including integration to Tasks and Projects.

What

FlexFile

brings to

Customer Portal

Customer Portal provides Project, Task and Time Sheet Management.

Financial Transactions

Integrates with Odoo to manage invoices, purchase orders, payments, and bank/credit card transaction records both via Customer Portal and Internally.

User and Role Management

Definition of Users, Teams and Roles within FlexFile are imported and applied in M-Files.

Personal and Business Accounts

Users can act on their own (Personal Accounts) or as part of an Organization (Business Accounts) and in that case can "invite" other users.

Project and Task Management

Project, Task and sub-Task Management with ability to define Time Sheets, Attachments, and with interface to ITSM System.

Forms

Adds to M-Files the ability to create and manage HTML and PDF Forms, with and without Signatures, with extraction of Form Submission data to M-Files Metadata

View Management

Adds to M-Files Views, the ability to schedule and export Views, external bulk object edit and updating of Object back to M-Files. Implemented via the View Maven facility of FlexFile.

Asset Tracking

Adds to M-Files interface to NinjaOne Asset Management System.

Advanced Accounting

Integrates to M-Files, multi-company accounting, financial consolidation, and advanced reconciliation tools.

Help Desk

Integrates to M-Files a full ITSM system including integration to Tasks and Projects.

Experience Smarter Business Management

Overwhelmed by scattered processes and tools? See how FlexFile brings everything together—projects, documents, transactions, and more—in one seamless platform.

Experience Smarter Business Management

Overwhelmed by scattered processes and tools? See how FlexFile brings everything together—projects, documents, transactions, and more—in one seamless platform.