Collecting payments, paying vendors, and financial forecasting require tens of thousands of small transactions to happen reliably and consistently. Outsourcing your financial and accounting records scanning and data extraction means faster, more accurate information flowing through your system and staff time freed up. Accounts receivable lockbox, accounts payable invoice capture, and printing and mailing statements are the time-intensive tasks that trigger the biggest savings when outsourced. Faster turnaround for lockbox and invoice capture, trained staff for peaks and valleys in volume, and higher security and accuracy than in-house.
Finance runs on documents that arrive on paper, on someone else’s schedule.
Payments wait in a tray until someone gets to them, and cash flow waits with them.
Different offices, different people, no single view of what is outstanding.
Matching what arrived against what posted is a job nobody wants and everybody redoes.
Do you struggle with:
What changes once ILM handles incoming checks and invoices.
Scanned, endorsed, and deposited the day they land, following your deposit rules.
Indexed with key fields extracted, delivered into your ERP or accounting system.
Deposits matched to remittances before they reach you.
Every piece tracked end to end, which your auditors will appreciate.
Receivables, payables, and statements handled by one team under SOC 2 and PCI controls.
Each business day we collect, scan, and route your mail, deposit checks through electronic lockbox, and print and mail statements and notices. SOC 2, HIPAA, and PCI compliant with CASS certified presort.
Scanning of active or legacy financial records, plus capture of critical data fields from invoices, remittances, claims, and applications for direct import into your accounting system.
Secure SaaS to store, search, and manage financial records from anywhere. Indexed and metadata search, full audit logs, records retention management, user access controls.
Invoices and payments routed to the right approver, role, or department, with escalation so nothing misses a discount window.
Which accounts, which thresholds, which exceptions come back to you.
Scanned items come to you for review and routing where you want them.
Deposits, remittances, and invoices searchable, with a full activity log for the auditors.
We plug into your receivables and payables as an extension of the finance team. Within a few weeks we understand your deposit rules and approval chain, begin capturing, and set up exception handling so month end stops depending on who opened the mail.
We review your payment mix, remittance formats, invoice sources, and accounting system before we propose a capture and deposit process.
A dedicated team configures deposit rules, field extraction, and the ERP or accounting integration, then validates against a month of real transactions.
Your dedicated Project Manager reports deposits, capture accuracy, and exceptions, and your auditors get the trail they ask for.
Checks, remittances, and invoices carry account data and card data. These are the controls behind our lockbox, scanning, and data extraction services, audited every year.
Attested controls
Quality management
Compliant handling
Payment card security
Their accuracy, timeliness, and price cannot be beat. If there is a concern, ILM addresses it immediately and is very easy to work with.
State of Alaska
We process over 2,000 mail pieces monthly across multiple locations. ILM’s digital mailroom gave our distributed team instant access to mail and eliminated lost documents entirely. The check depositing service has improved our cash flow significantly.
Green America
ee whether ILM is the right fit for your volume and requirements. A 20-minute call, no pressure. Or call 540-898-1406.
