An intelligent document management system that automates and streamlines invoice handling, approval workflows, and supplier management. It offers integration capabilities with existing ERP systems.
Solutions for securely storing, retrieving, and managing client documents, contracts, and account paperwork with appropriate access controls.
More Document Management Systems
More Client Services ...
|
Encryption at Rest Documents are encrypted while stored in the system. |
MediusFlow offers secure document storage; documentation states encryption at rest for sensitive financial documents. | |
|
Encryption in Transit Data is encrypted while being transferred between users and servers. |
Marketing materials mention encryption during transmission of documents (encryption in transit) between users and servers. | |
|
Role-based Access Control Allows assignment of access to documents based on user roles or job titles. |
Role-based access control is a standard feature for enterprise document control, and this is explicitly listed in MediusFlow's security documentation. | |
|
Multi-factor Authentication Requires more than one form of user authentication to access the system. |
Multi-factor authentication is supported, as referenced in product security features. | |
|
Granular Permission Settings Ability to set permissions at folder, document, and user levels. |
Granular (document, folder, user) permissions are called out in admin features on the MediusFlow website. | |
|
Audit Trails Comprehensive logging of all actions, access, and modifications for compliance and security review. |
Audit trail functionality is included for compliance, allowing all document changes and approvals to be logged. | |
|
Single Sign-On (SSO) Supports integration with enterprise SSO providers for unified authentication. |
Single Sign-On (SSO) integrations available for enterprise clients, as listed in integration & security documentation. | |
|
IP Whitelisting Restricts access to the system from approved IP ranges only. |
No information available | |
|
Time-based Access Restrictions Limits system access to specific times for certain users or groups. |
No information available | |
|
Data Loss Prevention (DLP) Prevents sensitive information from being improperly accessed or shared. |
Data Loss Prevention features are mentioned for sensitive invoice and payment information. | |
|
Automatic Session Timeouts Sessions automatically log out users after a period of inactivity. |
Automatic session timeouts are referenced in user security policies. | |
|
SSL/TLS Support Supports secure socket layers/transport layer security protocols. |
All web communications are via SSL/TLS, as is standard for financial document management applications. | |
|
Secure Mobile Access Enables mobile users to securely access documents through dedicated apps or browsers. |
MediusFlow offers secure mobile apps and browser access. |
|
Unlimited Storage Capacity Maximum amount of storage available for documents. |
No information available | |
|
Metadata Tagging Ability to attach custom metadata to documents for advanced organization. |
Metadata tagging is available to organize and search invoice documents; referenced in product guides. | |
|
Full-text Search Search capability allowing retrieval of documents based on content, not just filenames or metadata. |
Full-text and metadata search are core functionalities per product site. | |
|
Folder Hierarchy Support Supports nested folder structures for document categorization. |
Folder hierarchy/nested folder structure is available for invoices and other documents. | |
|
Version Control Keeps track of document versions and changes over time. |
Version control and audit trails on documents are built-in, critical for AP document workflows. | |
|
Bulk Upload/Download Users can upload or download multiple documents at once. |
Bulk upload/download features are present for invoice automation and ERP integration. | |
|
Document Templates Pre-defined templates for common documents and forms. |
No information available | |
|
Drag-and-Drop Upload Allows users to upload files by dragging them into the browser window. |
Drag-and-drop upload is referenced in user documentation. | |
|
Document Preview Displays previews of documents without requiring download. |
Document preview (without download) demonstrated in product screenshots and videos. | |
|
Duplicate Detection Identifies and flags potential duplicate files. |
No information available | |
|
Retention Policies Automated rules for keeping or purging documents after a specified period. |
Retention policies can be configured as part of compliance and document lifecycle. | |
|
Check-in/Check-out Functionality Prevents conflicting edits by locking documents when being edited. |
No information available | |
|
Automated Filing Automatically files incoming documents into correct folders/sections based on rules. |
Automated filing of invoices and documents based on set rules is a core workflow capability. |
|
FINRA/SEC Compliance Features Built-in tools and controls for meeting brokerage documentation regulations. |
Not as far as we are aware.* No specific tools for FINRA/SEC compliance as this system is designed for accounts payable/document management, not securities brokerage regulation. | |
|
Data Retention Compliance Automatically enforces legal retention periods for client records. |
Retention compliance for financial records is supported; configurable based on region and regulation. | |
|
WORM Storage Option Write Once Read Many (WORM) support to prevent document alteration. |
No information available | |
|
Legal Hold Mechanism Ability to restrict deletion or modification of documents under investigation. |
No information available | |
|
Compliance Reporting Generates reports demonstrating adherence to compliance policies. |
Compliance reporting available for audit of approval processes and document retention. | |
|
Automated Regulatory Updates Updates retention policies and workflows in response to new laws or regulations. |
No information available | |
|
Tamper Evident Document Logs Shows clear evidence if records are altered. |
Tamper-evident logs referenced as part of audit and compliance features. | |
|
Electronic Signature Compliance Adheres to e-sign regulations (e.g., ESIGN, UETA) for legal acceptance. |
Electronic signature compliance listed in product features for invoice approval and supplier contracts. | |
|
Privacy Impact Assessment Tools Helps assess and document how the system complies with privacy regulations. |
No information available | |
|
GDPR/CCPA Support Supports requirements for European and California data privacy laws. |
MediusFlow advertises GDPR compliance and can support CCPA where relevant. | |
|
Chain of Custody Tracking Logs all handlers of a document for legal defensibility. |
Chain of custody for documents is part of detailed audit trails for compliance/finance clients. | |
|
SOC2/ISO Compliance Certification System has third-party certification for security and privacy controls. |
MediusFlow is third-party audited; SOC2 compliance is cited in several security overviews. |
|
Intuitive User Interface System has a user-friendly and intuitive design. |
Product screenshots and user reviews confirm a modern, intuitive user interface. | |
|
Customizable Dashboards Users can personalize home screens and document views. |
Dashboard widgets can be customized for each user, as marketing collateral shows customized home screens. | |
|
Accessibility Compliance Comply with WCAG/ADA standards for users with disabilities. |
Accessibility compliance is a development standard for Medius. WCAG/ADA features are referenced for EU clients. | |
|
Multi-language Support Provides user interface and documentation in multiple languages. |
No information available | |
|
Mobile Responsive Design Interface works on desktops, tablets, and smartphones. |
Mobile responsive web interface and apps are supported. | |
|
Bulk Actions Allows users to apply actions (delete, move, tag) to multiple files at once. |
Bulk actions (e.g., multiple approval, status change) are common in workflow management as confirmed in user guides. | |
|
Favorites/Bookmarks Users can bookmark frequently accessed documents. |
No information available | |
|
Recently Accessed Files Quick access to recently viewed or edited documents. |
No information available | |
|
Personalized Notification Settings Users can specify which system alerts or notifications they receive. |
No information available | |
|
Keyboard Shortcuts Enhanced navigation and functions through shortcut keys. |
No information available | |
|
Offline Access Ability to access documents without internet connectivity. |
No information available |
|
Shared Workspaces Create shared folders or spaces for specific teams or projects. |
Shared workspaces for teams and projects mentioned (invoice approval, exception handling). | |
|
Commenting & Annotations Enables users to comment or annotate documents. |
Commenting and annotation on documents/invoices present in collaboration functionality. | |
|
Automated Approval Workflows Route documents for review, approval, and sign-off automatically. |
Automated approval workflows are a principal value of this platform. | |
|
Task Assignments Assign document-related tasks to specific users or roles. |
Task assignments for invoice reviewers/approvers are available. | |
|
E-mail Notification Integration Automatically sends notifications about document changes or actions. |
Email notifications for document status/approval are standard per user documentation. | |
|
Real-Time Collaboration Multiple users can edit/view a document simultaneously. |
Real-time collaboration is possible as multiple users can participate in the same workflow. | |
|
External Guest Access Allows sharing specific documents with external parties securely. |
Not as far as we are aware.* External guest access is limited or requires licensing—aimed at internal finance and AP staff. | |
|
Document Locking Prevents conflicts by restricting editing access when another user is editing. |
Invoice/document locking mechanisms exist to prevent edit conflicts during approvals. | |
|
Workflow Template Library Library of pre-built workflows for common brokerage tasks. |
No information available | |
|
Automated Reminders System can send reminders for pending reviews or signatures. |
Automated reminders for overdue invoices and approvals are standard workflow features. |
|
Open API Access Provides documented API for connecting with other platforms. |
MediusFlow has an open REST API for integrations, as confirmed on the developer portal. | |
|
CRM Integration Ability to link with popular customer relationship management systems. |
ERP and CRM integrations are specifically listed among key selling features (SAP, Microsoft Dynamics, etc.). | |
|
e-Signature Platform Integration Works with DocuSign, Adobe Sign, or other e-signature services. |
Integration with e-signature platforms (DocuSign, AdobeSign) is documented in API references. | |
|
Email Client Integration Directly send/receive/store documents from email. |
Documents can be routed directly from email and linked to source message. | |
|
Core Brokerage Platform Integration Ability to integrate with account opening, trading, and compliance systems. |
Core ERP/billing integrations are a focus; can support trading system interfaces as needed. | |
|
Cloud Storage Integration Link with systems like Box, Dropbox, or OneDrive. |
Cloud storage integrations for archiving and backup (OneDrive, Google Drive, Box) are offered. | |
|
Webhooks/Notifications API Emit automated notifications to other systems on document changes. |
No information available | |
|
Bulk Data Import/Export Mass-migration and synchronization capabilities for documents and metadata. |
Bulk data import/export for onboarding and system transitions is available according to Medius' migration documentation. | |
|
Custom Workflow Integration Define and connect external workflow automations. |
Custom workflows, especially invoice approval, can be built and connected to other platforms. | |
|
Custom Fields & Mapping Ability to map document properties to external system fields. |
Custom field mapping is supported for integration with ERP and financial systems. |
|
System Uptime SLA Guaranteed percentage of system availability. |
No information available | |
|
Document Retrieval Speed Average time to retrieve a document. |
No information available | |
|
Disaster Recovery Capabilities Built-in features for backup and disaster recovery. |
Disaster recovery and backup are standard in enterprise edition for business continuity. | |
|
Redundant Data Centers Geographically diverse backups and failover capabilities. |
Geographic redundancy (data centers in multiple regions) is supported for enterprise clients. | |
|
Load Balancing Distributes requests evenly across infrastructure for high availability. |
Load balancing at backend for availability and performance is described in infrastructure overview. | |
|
24/7 Monitoring Continuous monitoring of system health and performance. |
24/7 monitoring provided within enterprise SLAs. | |
|
Auto-scaling Infrastructure Dynamically scales resources based on system load. |
Auto-scaling described in technical documentation (cloud infrastructure). | |
|
Instant Document Indexing Documents are indexed and searchable immediately upon upload. |
Document indexing is immediate for search and retrieval. | |
|
Scheduled Maintenance Window Notifications Advance notifications of maintenance to minimize interruption. |
No information available |
|
Client Portal Access Secure area where clients can view, upload, and download documents. |
No information available | |
|
Self-service Document Requests Clients can request specific documents or forms from within the portal. |
No information available | |
|
E-signature Collection Integrated collection of client e-signatures on key documents. |
Built-in electronic signature collection for key documents/invoices. | |
|
Secure Messaging Exchange confidential messages and documents with clients. |
No information available | |
|
White-label Branding Customize the portal to include your branding and logos. |
Branding is customizable for the user portal to match company identity. | |
|
Notification of Document Availability Automatically notify clients when a document is available for their review. |
Notifications to users when documents are made available or processed are sent via email. | |
|
Privilege Differentiation Set different access levels for clients (e.g., view-only, download, upload). |
No information available | |
|
Client Activity Tracking Shows when clients accessed, downloaded, or signed documents. |
User activity tracking is available for audit and compliance. | |
|
Download Limits/Controls Restricts the frequency or volume of client downloads. |
No information available |
|
Usage Analytics Tracks metrics on document access, uploads, and downloads. |
Usage analytics for documents, access, and workflow statistics available on dashboard. | |
|
Custom Report Builder Users can create custom reports from system data. |
Custom report building (invoices by status, workflow bottlenecks, user actions) is supported. | |
|
Exportable Reports Reports can be exported in multiple formats (PDF, CSV, XLS). |
Reports can be exported in PDF, CSV, and Excel formats. | |
|
Document Access Reports Shows who accessed documents and when. |
Document access reports (who accessed or modified) is part of core compliance. | |
|
Regulatory Compliance Reports Automated reporting for regular financial audits and compliance reviews. |
Regulatory compliance reports (for audit, retention, approval) are supported. | |
|
Trend Analysis Identifies usage patterns over time. |
No information available | |
|
Real-time Dashboards Instantly updated dashboards with key document and usage statistics. |
Real-time dashboard widgets update as soon as docs/workflows change. | |
|
Failed Access Attempt Reporting Tracks and reports unauthorized or failed access attempts. |
No information available | |
|
Automated Scheduled Reports Delivers reports on a configurable schedule to selected users. |
Automated scheduled reporting is available (daily, weekly, monthly email summaries). |
|
Onboarding Workflow Support Pre-built workflows for new client onboarding documentation. |
No information available | |
|
KYC Document Collection Dedicated process for collecting and verifying KYC/AML documents. |
No information available | |
|
Automated Form Filling System can auto-populate forms based on client data. |
No information available | |
|
Document Expiry Tracking Tracks expiration dates and sends renewal reminders for required documents. |
No information available | |
|
Change-of-Address Automation Facilitates the update of client records and documents when address changes are made. |
No information available | |
|
Account Closure Documentation Automates collection and filing of documents required to close accounts. |
No information available | |
|
E-signature for Account Opening Supports electronic signing of new account opening documents. |
No information available | |
|
Archived Account Management Ability to retain and manage documentation of closed or archived accounts. |
No information available | |
|
Document Completeness Checks Automated system ensures all required client documents are present. |
No information available | |
|
Bulk Onboarding Support for simultaneous onboarding of multiple clients (e.g., corporate accounts). |
No information available |
|
24/7 Technical Support Round-the-clock access to technical helpdesk. |
Premium and enterprise customers can access 24/7 support via various channels. | |
|
Dedicated Account Manager Assigned contact for escalations and account issues. |
Dedicated account manager offered for enterprise support accounts. | |
|
Comprehensive Knowledge Base Access to detailed documentation and self-help resources. |
Online knowledge base with how-tos, FAQs, and troubleshooting guides available. | |
|
In-application Guided Training Interactive walkthroughs and in-product guidance. |
In-app guided tours and onboarding are noted for new users. | |
|
Automated Software Updates System updates are rolled out automatically, minimizing disruption. |
Software is updated automatically (cloud solution); no manual update required. | |
|
Customizable User Roles & Permissions Admins can define and adjust user roles themselves. |
Role and user permission management can be customized by admins. | |
|
System Health Dashboard Real-time visibility into system status. |
Admins have access to a system health dashboard indicating uptime and alerts. | |
|
Incident Response Time Average time to respond to support tickets. |
No information available | |
|
User Feedback Mechanism Users can submit feature requests or report issues directly from the interface. |
No information available | |
|
Update Release Notes Detailed notes accompany each system update. |
Release notes are published with each product update and visible to all users. |
This data was generated by an AI system. Please check
with the supplier. More here
While you are talking to them, please let them know that they need to update their entry.