Paperless transactions

Author: g | 2025-04-25

About Paperless Transactions. From Paperless Transactions: Paperless has been a pioneer and leader in check scanning and transaction processing since 2025 and we’ve integrated with Planning Center because we

Download a Transaction Checklist (for Transaction - Paperless

Features you need to manage your transactions and commissions and remain compliant.Software issuesWhen Olivia and Megan were just starting out, they tried out a popular transaction management system to see if it would help them provide excellent service to their clients. However, they quickly realized this system wouldn’t work for their needs.Next, they investigated some other solutions, but they were very expensive, especially given their limited features. The Paperless Pipeline SolutionWhen Megan and Olivia discovered Paperless Pipeline and how simple our transaction management software is to use, they knew they’d found the right solution.“Overall, it’s very seamless. It’s easy to be able to onboard our clients, and they liked it a lot better.”Megan Walz, Co-Founder, Owner, and Transaction CoordinatorHere are just some of the ways that Megan and Olivia (and their team of transaction coordinators) use Paperless Pipeline to serve their clients effectively:✔️ Easy onboarding for agents: The team at Avenue Transactions found it simple to onboard their existing clients with Paperless Pipeline. Megan makes simple Loom videos to walk agents through starting a transaction in Paperless Pipeline and provides some guidelines. She says that because the system is so straightforward to use, agents understand our software and can use it immediately.“I think we’ve made our system really simple and cohesive for agents to come in and figure it out. Paperless Pipeline has made it really simple on that front. It’s not a tedious thing, it’s just straightforward.”— Megan Walz, Co-Founder, Owner, and Transaction Coordinator✔️ Customizable checklists: They use our customizable checklists to keep agents on track and ensure transactions run smoothly from start to closing.✔️ Simple commission management: Megan uses our Commission Module to set default deductions based on various caps. Using this system, brokers automatically get their cut of the CDA, so paying agent commission is simple. “All

Paperless Transactions: The Competitive Edge

Avenue Transactions needed a streamlined system to efficiently manage transactions, assist their clients, and keep the independent brokerages they serve compliant and audit-ready.Discover how Paperless Pipeline’s real estate transaction management software enhances Avenue Transactions’ ability to deliver exceptional service and ensure hassle-free audits for its clients.Megan Walz and Olivia Roemer, the powerhouse duo behind Avenue Transactions.Avenue Transactions was founded in May 2020 by Megan Walz and Olivia Roemer, who were both previously market center administrators at Keller WIlliams.Together, they have built a transaction coordination business that offers agent services, brokerage compliance, and leadership services.They focus on two core areas:➡️ Transaction coordination: Avenue Transactions’ team of transaction coordinators helps 200 agents across 18 states leverage their time. They do this by managing listing and buyer transactions from the time the home is listed, or the buyer starts looking at homes. Avenue Transactions’ admins help their clients save time and increase their dollar-per-hour.➡️ Brokerage leverage: They provide remote office and financial management, compliance and commission disbursement authorization (CDA) services, and an in-house transaction coordination partnership. They do this for five separate independent brokerages that use Paperless Pipeline and seven different Keller Williams offices. Olivia and Megan alleviate brokerages’ workloads and aid agent retention. Before Paperless PipelineExisting problems❌ Ineffective reporting: Megan and Olivia found that the brokerages they worked with tracked agent production using spreadsheets and tried to generate reports using this method. However, they felt this was a time-consuming and inefficient process, and they knew they had to implement a more effective way.❌ Inefficient software: The team also worked with agents who were old-school and used Google Drive to manage their transactions. Megan and Olivia found this to be a disorganized and ineffective solution to transaction management. Unfortunately, relying on a storage product like Google Drive doesn’t give you the tools and

PAPERLESS TRANSACTIONS - The Economic Times

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Paperless Financial Transactions – An Opportunity That Is

If your church processes a sizable number of paper checks every week, we have some good news for you! A company called Paperless Transactions released an integration with Planning Center Giving that helps you scan checks, remotely deposit them, and automatically import those donations into Giving. In banking this process is called “Remote Deposit Capture” and this is the first RDC solution that integrates directly with Giving.How it WorksScan Checks: Paperless software (Windows only) works with many different makes and models of check scanners. The scanner captures an image of the check and reads the donor name, amount, check number, routing number, and bank account number. In our testing the software was able to read some fairly messy handwriting!Associate and Add Donors: As you count, the software connects to Giving and identifies checks with existing donors. For first time donors, you can create new donors on the fly.Remotely Deposit Checks: Once you’re finished counting, you can transmit the entire batch of checks to your bank. The following day you can see which checks were successfully deposited.Sync with Giving: After the deposit is completed, a new batch will appear in Giving, tagged with the “Paperless Check Scanning” payment source. Voilà! With those donations successfully recorded in Giving, they’ll appear in the dashboard, donor history, and in any donor statements you issue.See a quick video demo of the software in action.Pricing and Setup We build and maintain the Planning Center API precisely so companies can come along and build integrations like this. As always, Planning Center makes $0 from 3rd party integrations. As of this writing, Paperless Transactions has provided the following pricing:Setup Fee: $0Monthly Fee: $30Per Check Fee: $0.50 per checkCheck out their integration guide (PDF) or schedule a demo, and be sure to ask about discounted rates if your volume is high. During the account setup process, they can help advise you on which check scanner to get and make sure your bank is set up for remote deposit. Here’s a list of compatible check scanners.About Paperless TransactionsFrom Paperless Transactions:Paperless has been a pioneer and leader in check scanning and transaction processing since 1998 and we’ve integrated with Planning Center because we strongly believe in helping churches, we value Planning Center’s commitment to helping churches, and we saw an area where we can help meet a need. We’re delighted to announce this one-of-a-kind offering and we hope to be able

Going Paperless With the Help of SSO and Transactional

My TCs have to do is follow my instructions and put all the info in. Then we generate the CDA for all the agents to approve.” — Megan Walz, Co-Founder, Owner, and Transaction Coordinator✔️ Easy CDAs and revisions: Megan uses message templates and our software’s ability to generate CDAs and sends them to everyone attached to the transaction so they can give feedback if there are any revisions. ✔️ Robust reporting: Megan says our reporting function is the most important Paperless Pipeline feature that helps her and the brokers she serves. No more manual spreadsheets!“The reporting has made such a massive difference for a lot of our brokers in terms of being able to generate a report per agent. That has been a very helpful tool and a huge lifesaver for us.”— Megan Walz, Co-Founder, Owner, and Transaction Coordinator✔️ Effectively review notes: Megan uses our review notes feature to keep documents up-to-date and organized, notifying agents of any missing or required changes.✔️ Suitability for all agents: Megan says Paperless Pipeline is easy and intuitive. It is the perfect solution for tech-savvy agents and those who aren’t.“They can log in and navigate, and that’s half the battle won.”— Megan Walz, Co-Founder, Owner, and Transaction Coordinator✔️ Staying audit-ready: One of the brokerages Avenue Transactions services was recently audited. The auditor said it was the cleanest, easiest audit they had ever done, thanks to Paperless Pipeline. “At this point, I’ve dealt with every single compliance system available across the country. Paperless Pipeline is the one that makes financial sense. It has the best reporting. It’s very clean, easy to use, and easy to get people onboarded onto. It takes me less than a minute to add a new agent to the system.” — Megan Walz, Co-Founder, Owner, and Transaction CoordinatorSuccess Story Provided By:Megan

Paperless Transactions: Check Deposits - Planning

Benefits at a GlanceProviding you with Account View is one way we are committed to help you pursue your financial goals. Accessed from your computer, tablet or smartphone, Account View provides your secure, convenient, 24-hour online access to your investment account information.To access Account View, visit www.myaccountviewonline.comFrom the home page, you have easy access to your account portfolio, quotes, market performance, news and the following additional highlights: Your total portfolio value and any changes in value that occurred during the day The ability to go green – mailings of statements and trade confirmations are eliminatedFinancial information you can export for further analysis or tracking A pie chart that displays how your investments are allocated A graph that presents the growth of your portfolio over a specified period of time (e.g., the current year-to-date, all available time frames, the last 12 months, previous year or custom time frame).Choose Your ExperienceAccount View offers simple navigation through accounts, positions, transactions and statements for an intuitive, clear experience. Accounts For one or all of your accounts, you can view the asset allocation, value over a set period of time, balances and margin details. Positions View all positions, their market value, gain and loss details. Select any symbol or CUSIP number to view current market data. Select the My View tab and Create Custom View to select additional details you would like displayed. Transactions The last two years of transactions are viewable and can be downloaded. Use the filter options to select specific time frames and transaction types to limit your search results. Statements View your statements, tax documents and trade confirmations. You can easily go paperless on your statements and trade confirmations. Save and Simplify by Going GreenDo you want to reduce the amount of mail you receive? Account View offers you a simple

How to streamline work with paperless transactions.

Simply the Best Flood Platform on the Market.\nTorrent's flagship product is TorrentFlood®, the industry's only 100% real-time, 100% web-based, and 100% paperless fully integrated flood solution. It is simply the industry's most robust, flexible and user-friendly platform on the market.\nWrite Your Own (WYO) insurance companies and agents can now participate in the National Flood Insurance Program (NFIP) with the easiest-to-use, most compliance-oriented administration capabilities in the industry. Backed by Torrent's unparalleled flood industry expertise, technical innovation and support, and client-scalable service and pricing structures, TorrentFlood® and Torrent have earned the trust and respect of dozens of industry clients and partners, including the NFIP.\n"}}" id="text-92586cb73b"> Simply the Best Flood Platform on the Market.Torrent's flagship product is TorrentFlood®, the industry's only 100% real-time, 100% web-based, and 100% paperless fully integrated flood solution. It is simply the industry's most robust, flexible and user-friendly platform on the market.Write Your Own (WYO) insurance companies and agents can now participate in the National Flood Insurance Program (NFIP) with the easiest-to-use, most compliance-oriented administration capabilities in the industry. Backed by Torrent's unparalleled flood industry expertise, technical innovation and support, and client-scalable service and pricing structures, TorrentFlood® and Torrent have earned the trust and respect of dozens of industry clients and partners, including the NFIP.The Speed of Real-Time Transactions\r\nTorrentFlood® delivers the most comprehensive and fastest policy issuance, policy access and updates, and retention management in the industry.\r\nBecause TorrentFlood® is a true real-time transaction processing system, over 60% of Torrent policies can be issued instantly, requiring no manual underwriting. About Paperless Transactions. From Paperless Transactions: Paperless has been a pioneer and leader in check scanning and transaction processing since 2025 and we’ve integrated with Planning Center because we Paperless Transaction Corporation. Paperless Transaction Corporation is located at 430 N Carroll Ave 110 in Southlake, Texas . Paperless Transaction Corporation can be contacted via phone at for pricing, hours and directions.

The Evolution of Paperless Transactions - Ostra Sea

Regulations.Bank Reconciliation: Simplifies the process of matching bank statements with accounting records to ensure accuracy.Customizable Invoicing: Allows users to create and customize invoices with company branding and specific details.Budgeting Tools: Provides features to set budgets and compare them against actual financial performance.Comprehensive Reporting: Generates a wide range of financial reports, including profit and loss statements and balance sheets.Multi-User Access: Supports multiple users with different access levels, facilitating collaboration within the organization.Data Import/Export: Enables easy import and export of data to and from other software applications, enhancing integration capabilities.Customer and Supplier Management: Maintains detailed records of customers and suppliers, including contact information and transaction history.Project Costing: Tracks costs associated with specific projects, helping businesses manage project budgets effectively.Document Management: Allows users to attach documents to transactions, providing a paperless solution for record-keeping.Audit Trail: Keeps a detailed log of all changes made within the system, ensuring transparency and accountability.Flexible Chart of Accounts: Offers the ability to customize the chart of accounts to suit specific business needs.Recurring Transactions: Automates regular transactions, such as monthly subscriptions or rent, to save time and reduce errors.Secure Data Backup: Provides options for regular data backups to prevent data loss and ensure business continuity.Comprehensive Help Resources: Includes extensive documentation and support resources to assist users in navigating the software. read more... #44 among all Accounting Software #88 among all Accounting Software Find out who the leaders are Flexible Billing Options: Chargify accommodates various billing models, including subscriptions, one-time purchases, usage-based billing, and hybrid models, making it suitable for diverse business needs.Automated Recurring Billing: Chargify automates recurring billing processes, reducing manual effort and ensuring timely payments. It handles proration, discounts, and taxes, streamlining the billing cycle.Revenue Recognition: Chargify assists with revenue recognition by providing reports and tools that align with accounting standards. This helps businesses accurately track and report

Paperless Transactions (eSignature Software) - Maplewave

Transaction history for each ledger, providing valuable insights into your financial situation.4. Customizable Ledger Names and Categories: Personalize ledger names and categories to match your business requirements, ensuring accurate and meaningful record-keeping.5. Streamlined Record Maintenance: Simplify bill book maintenance for customers and suppliers. Easily record credit and debit transactions, keeping track of all financial interactions effortlessly.CREDIT ACCOUNTING MANAGER EXCITING FEATURES• Ledger Account Management Tools: Easily track business transactions with advanced ledger account management tools.• Multiple Business Profiles: Manage multiple business profiles in the app to effectively organize and separate financial data.• Cash Flow Tracker: Keep tabs on cash flow from both customers and suppliers.• Ledger Book Reports: Generate ledger book reports for all types of Khata to gain valuable financial insights.• Customized Reports: Customize Khata Tracker reports by filtering them daily, monthly, or yearly for a clear snapshot of financial progress.• Export Data: Streamline bookkeeping by exporting data in PDF format and ensuring data safety and accessibility through cloud backup sync.BUSINESS ACCOUNT EXPENSE MANAGER ADDITIONAL FEATURES• Spending Tracker Ledger Manager: Efficiently manage your spending with our dedicated ledger manager, allowing you to track expenses with ease.• Khata Ledger Manager: Keep a close eye on your Khata ledger and manage your financial interactions, ensuring accurate record keeping.• Ledger Cash Book Udhar Khatha: Simplify your cash management with our ledger cash book feature.- Simple features manage your payments, business ledgers, business invoices, stock & bills- Get paperless business loans for your business with easy repayment options- Secure all your business data with. About Paperless Transactions. From Paperless Transactions: Paperless has been a pioneer and leader in check scanning and transaction processing since 2025 and we’ve integrated with Planning Center because we

Paperless Transactions – View All Features

Consultants and more with our free Candidate Search.AXSourceAXOQCS™ combines with Dynamics to provide an ERP solution specially formulated to cater to the complex requirements of life science organizations. AXOQCS™ improves functionalities and adds industry-specific functions, such as sample management and environmental monitoring. It also provides design elements required by life science companies, streamlining production and quality management to ensure compliance with global GxP regulations.Technologies: GP, AX, SL, NAVImageTagKwikTag for Dynamics platforms is a document management system that can produce ninety percent lower document-processing costs, in just five days’ implementation time. Offering simpler payables transactions and record-keeping, KwikTag enables instant access to scanned and electronic files, which can be tagged with keywords for easier searching. Non-Dynamics users can also access files from KwikTag online, allowing streamlined collaboration whenever you need it.Technologies: GP, NAV, SL, AXClarity Ventures 365Clarity Connect specializes in securely pushing customer transactions such as orders and payments, quote requests, and account contact information updates from the public facing storefront into an SSL secured Dynamics system. Clarity eCommerce integrates with Microsoft Dynamics CRM and ERP solutions to perform supply chain and inventory management, order and billing management, shipping and fulfillment, revenue recognition management, and financial planning.Technologies: AX, NAV, GP, SL, CRMRoseASPRoseASP provides flexible cloud hosting for all Microsoft Dynamics solutions, allowing customers to scale and customize their solutions to their industry-specific needs from a reliable Microsoft Azure private cloud. RoseASP specializes in FDA, SOX, and HIPAA cloud compliancy, so your business can be sure that their data is stored securely and meets regulated standards.Technologies: NAV, CRM, GP, SL, AXMetafile Information SystemsMetaViewer combines with AX, GP, SL and NAV to create a fully paperless ERP solution. Improve overall cost-effectiveness and improve workflow in your financial and HR departments with MetaViewer’s automated document capture, intelligent workflow and end-to-end document management.Technologies: AX, GP,