Why choose IA Remittance

Easy-to-use, automated services for scanning, recognition, endorsing, data/image extraction, archiving and retrieval. The most efficient way to process paper-based financial transaction. Connect to your CRM for real-time posting and add IA Exchange to make an electronic check/cheque deposit to your bank.

Remittance

ImageArchive’s remittance solution improves operational efficiency, fund availability and reduces costs. Convert paper receivables, online integration with client CRM’s and financial applications. Add IA Exchange to make an electronic check/cheque deposit to your bank.

Our remittance software uses advanced tools to capture, recognize, archive and extract legacy paper processes to fully electronic payment systems.

  • Batch profiles and types can be setup for transactions the include remittance and checks/cheques, multiple payments (remittance/invoice/statement) and /or checks/cheques, check/cheque only, exceptions or post-dated items.
Image Archive Batch profile
  • Process Control graphically displays the status of batches in progress. All stages of the application; Scanning, Recognition, Edit/Verify, Batch Listing and File Extract are initiated and monitored from here.
Process Control
  • The Scan module supports any qualified Image/MICR scanner (Cannon CR190i, left) captures front and back images and MICR line data.
    Cheque scanners provide high-speed scanning with MICR reading and endorsing in a single pass. Payments and cheques are automatically sorted into separate pockets. A page Scan module for large page documents, attachment and checks/cheques is also available.
  • Once a batch is scanned, Background Intelligent Recognition (OCR/Barcode/Zonal and Courtesy/Legal Amount) is performed and the results are stored. Optional check digit routines can also be performed to verify the validity of the captured information.
Scanner
  • Edit/Verify allows the user to visually verify the image quality of the scanned items and to manually enter key information not captured by MICR, OCR lines or Barcode. Zooming and image rotation allow for full viewing of information on the back and front of items.
  • A Direct Connect Lookup Module is available to connect other application data for additional validation or posting.
  • Batch Listings can be printed that list all items and a total for each batch.
  • Extract files are created with cheque and Payments Information, which can be exported to other applications.
  • Archived information is indexed by the data captured from the MICR, OCR lines, and Barcodes as well as information added during the capture and validation process. Items are retrievable using any or all of the indexed payment fields. Selected Retrieved Items can be emailed, printed or faxed, and includes images of the front and/or back of the retrieved Payments and cheque, as well as indexing information and retrieval date. Optional information can also be added to the report, including institution name, address, contact name, and logo.

Features & Benefits

  • Flexible Security Options: Add users, set passwords, define security levels and permissions for all processes.
  • Online Integration: Client or 3rd party payment systems can be integrated into the payment process to provide additional validation, updates and transaction posting.
  • File Extract: Posting files (data/image) automatically prepared for clients A/R applications or other 3rd party legacy applications.
  • USD & CDN Exchange:This optional module provides US Check21 and Canadian Image Capture Payment (ICP) X9 and Image Quality compliance for electronic clearing with Processors and Banks.
  • Direct Connect CRM Integrations: Real-time processing/posting of gits/donations for Non-Profits including; Blackbaud, Salesforce, Donor Perfect, Bloomerang and Virtuous CRM systems.
  • Full Document Page Module: Provides full page capture of Payments (invoices/statements) and attachments.
  • Compliance Module: Account information encryption plus masking of data and redaction of documents.
  • ScanStation Module: Provides for remote anywhere scanning of payments for importing into central application. Ideal add-on for remote mail extraction and scan only workstations.
  • Batch Type & Profile Wizard: Used to setup and maintain batch settings and parameters.
  • Audit Log: Records all actions per user; can sort and filter records, export file for importation into other applications.
  • Global Settings: Add institution information for reports, set retention periods for viewing and storing information.
  • Flexible Configuration: Can be used on a stand-alone PC, or networked for multiple-user access.
  • OCR, Barcode, Zonal and Cheque Courtesy/Legal Amount Recognition:  Capture with a high degree of accuracy  minimizing key entry requirements.
  • RecoWizard: Expands recognition to other fields such as payor, payee, date or memo to minimize data entry.
  • Secure Validation:  User access to batches for edit/validation and re-key validation.
  • MICR Matching: Stores MICR transit and account information by client payment account to minimize data entry.
  • Suspect Cheque Detection: Maintain table of suspect cheque items for payment warning and validation.
  • Duplicate Cheque Detection: Secure controls to enable and identify duplicates cheques.