CUSTODIAN

Smart Apps for ERP

Elevate your ERP platform by layering smart apps that streamline financial workflows, surface real-time insights and adapt effortlessly as needs evolve.

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Modernise your ERP platform without Disruption
Custodian Smart Apps enhance your current ERP through packaged automation that streamline finance operations, harmonise data with upstream systems, and adapt to regulatory change without touching core code or disrupting users.
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Key Benefits

Smart Digital Invoicing

Automates invoice workflows for PDFs and Nordic e-invoices, boosting speed, accuracy, and compliance without changing ERP processes.

Smart LEDES Invoicing

Automatically converts firm invoices to LEDES format, enabling compliant e-billing, fewer rejections, and faster billing cycles with full audit trails.

Smart Exchange Rates

Automatically updates ERP with daily exchange rates, ensuring accurate billing and transactions while eliminating manual entry and currency errors.

Smart Debt Collection

Two-way ERP–Settl integration automates overdue invoice handling with real-time updates, boosting collections and cash-flow control without manual work.

REGULATORY CONFIDENCE
Smart Provisioning
Central portal leveraging Azure AD synchronises user provisioning and access rights across iManage, ERP and other systems, enforcing least-privilege security, speeding onboarding and offboarding and removing error-prone, fully automated, repetitive administration tasks.
FINANCIAL VELOCITY
Operational accuracy
Automation accelerates invoicing, collections and journal updates, meaningfully shortening cash cycles and materially improving working capital without adding headcount or complexity.

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Accelerate client and matter intake while meeting AML requirements with automated and auditable workflows integrated across your systems.

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