Gain Up To 294% ROI with Accounting Document Management

Ready to increase your billable hours with M-Files for Accountants? 

Reduce nonbillable hours and reduce the time your staff spends looking for the information they need with powerful accounting document management platform.

Get in touch to see how to transform how you save, edit, share and automate your documents and information.

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Enhance Your Technology with M-Files Integrations

By integrating with Microsoft 365, Salesforce, Adobe Sign, Google Workspace, SharePoint, and others, M-Files streamlines your business workflows and eliminates the frustration of duplicate records and documents. 

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Go Beyond Accounting Document Management with M-Files 

M-Files provides accounting workflow software that changes how accounting professionals, auditors, and document controllers work smarter. The platform helps with creating and managing documents, automating accounting workflows, unlocking information to reveal insights, elevate client engagement, and drive operational excellence.

  • Maintain regulatory compliancy.
  • Accumulate and re-use intellectual capital.
  • Optimize between cost and value of each client engagement.
  • Automate document retention.
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Spend less time looking for the right documents and more time delivering seamless customer experiences

Listen to the three takeaways from Valeo Financial Advisors!

Increased client satisfaction leading to growth with decreased risk.


Less time spent searching for information.


Better collaboration across the firm freeing up time to spend speaking and working with clients.

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Built by the team who has successfully empowered

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