organize & archive

Efficient and Cost Effective Electronic File Archiving.

Let PerForma Enterprise™ manage your documents, so you can focus on your business. 

What is

Performa Enterprise?

Performa Enterprise is a technology tool designed to organize, retrieve, archive and interface documents securely within your dealership. No more filing cabinets or bank boxes taking up space.

With Performa Enterprise, your documents are all in the cloud, safe, secure and accessible anytime.

A woman is looking at binders on a shelf in a library.

10+

Years of
experience

Services

Document Management & Organization:

Efficiently manage, organize, and protect your documents with easy access and secure storage. Save space and streamline your workflow by scanning, searching, and organizing files effortlessly.

  • Quickly Search Documents

    Find documents with a few clicks of your mouse. No more trips to the filing cabinets. Optical Character Reference (OCR) allows for full text searching and keyword searching such as Ship To, Bill To or Method of Payment allows you to find your electronic documents with lightning speed.

  • Organize Your Files

    By archiving your secure, centralized documents you will create a structured file environment that can be quickly retrieved from any location.

  • Scan Documents

    Scan your documents easily with the scanning module, a document imaging product that transforms the papers that your office handles daily and turns them into electronic documents accessible to your entire organization

  • Reclaim Storage Space

    With electronic document storage you no longer have to find a closet or build a shed to stash your boxes and boxes of paperwork.

  • Keep Documents Safe and Secure

    With electronic storage and back-ups you will NEVER lose your documents again. You can also manage accessibility by locking down documents so only the appropriate individual(s) have access. Plus, you will no longer have to worry about fires, floods or tornados damaging your files!

Services

Financial & Business Efficiency:

Simplify and automate your financial processes with integrated tools for statement generation and check signing. Reconcile finances quickly and proactively stay on top of your business operations.

  • Integrated with EQUIP

    This document management tool allows you to review ALL documents created from your EQUIP business system.

  • Simplify Check Signing

    AP Check verifies your check run and then places the signature(s) on the check for you. Nor more signing or stamping every check which frees up your valuable time.

  • Proactively Generate Statements

    AR Report pulls together your customers’ statement with their associated invoices then allows you to print and send via USPS or email to your tech savvy customers to save paper and time. Statements are printed in full size (8.5 x 11) and the invoices can be printed with either 2 or 4 per page.

  • Reconcile Financials Efficiently

    The Financed Invoice Report (FIN) pulls together your customers’ multi-use/JD Financial Account (Farm Plan) invoices then allows you to print and mail them to your customers. The first invoice is printed full size (8.5x11) and the remaining invoices are printed 4 per page. FIN Report provides an easy to read format that allow customers’ to reconcile their invoices with their JD Financial statements easily.

A person is taking a piece of paper out of a filing cabinet.

10+

Years of
experience

Interested in learning more?

Streamlined Document Management Process

01

Step 1: Document Capture

Easily scan and upload your documents into our system, ensuring a quick and efficient start to your document management journey.

02

Step 2: Organization

Organize your files with customizable folders and tags, making it simple to locate and manage your documents whenever you need them.

03

Step 3: Integration with EQUIP

Seamlessly integrate with EQUIP to enhance your workflow, allowing for smooth data transfer and improved operational efficiency.

What Our Clients Say

"Performa Enterprise has helped our business by making it easier to access and view our EQUIP invoices and prior A/R statements. It saves us a lot of time because it's now an automated process."

George Ortiz, Thomason Tractor

Frequently Asked Questions

We understand that choosing the right document archiving service can raise many questions. Below, we address some of the most common inquiries to help you make an informed decision.
  • What is document archiving?

    Document archiving is the process of storing documents in a secure, organized manner for long-term retention. It allows businesses to efficiently manage their files, ensuring easy access and compliance with regulations.
    Read More
  • How does Performa Enterprise ensure document security?

    We prioritize the security of your documents through advanced encryption methods, secure access controls, and regular audits. Our systems are designed to protect your sensitive information from unauthorized access.
    Discover More
  • Can I access my archived documents anytime?

    Yes! Our electronic file archiving services allow you to access your documents anytime, anywhere. With our user-friendly interface, you can quickly search and retrieve files as needed.
    Find Out More
  • What types of documents can be archived?

    We can archive a wide range of documents, including financial records, contracts, emails, and more. Our services are tailored to meet the specific needs of your business.
    Learn More
  • How does the integration with EQUIP work?

    Our document management system seamlessly integrates with EQUIP, allowing for streamlined workflows and efficient document handling. This integration enhances your overall productivity and simplifies your processes.
    Explore Integration

Schedule a Demo

We’re here to help you streamline your document management and archiving needs. If you have any questions or would like more information about our services, please fill out the form below. Our team at Performa Enterprise is ready to assist you!

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