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DTIIntegrated Business Solutions

Get the information out of your documents and into the work

We help organizations get out from under paper and manual work. For most of our clients, that means scanning years of records into files they can search, or automating accounts payable from the invoice to the vendor payment.

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  • Greensboro, NC
  • Since 1984
  • Document management, scanning and AP automation
Advisor walking a client through a process on a computer screen

One place for every document your business runs on

If your records are still on paper, we scan and index them so anyone on your team can pull one up from their desk. If invoices still get keyed, routed and chased by hand, we automate that, from the inbox to the vendor payment. Either way, everything ends up in one document system your team can search.

Operator checking scanned records at a workstation

Document scanning

Boxes, file rooms and oversized drawings turned into files your team can search.

Scanning projects
Colleagues reviewing documents on a screen

Document management

One searchable home for your files, with control over who sees what and how long it's kept.

Platforms we support
Accounts payable specialist working at two monitors

AP automation

Invoices captured, approved and posted to your ERP, with vendors paid by ACH, virtual card or check.

From invoice to payment

Practical AI for the work your team does every day

In each of these, the technology handles the repetitive part and your team still makes the decisions.

Reading and sorting incoming documents

Invoices and documents are identified as they arrive, key details are pulled out, and each one is sent to the right place, so nobody sorts the inbox by hand.

Invoice processing

Checking invoices before anyone touches them

Invoice details are compared with purchase orders and vendor records. Only the mismatches go to a person.

AP automation

Catching problems before payment

For construction AP, cost overruns and tax errors are flagged during review instead of after the check clears.

AP automation for Penta customers

Making decades of paper searchable

Text recognition and consistent indexing turn boxes of records into files you can search by name, date or number.

Document scanning

Answering questions from your own documents

When records are organized and current, AI tools pull answers from the approved version of a document instead of an old copy.

Document management

Keeping records on schedule

Retention rules are applied as records come in, and records are flagged when they're due for destruction.

Document management
Document assistant Illustrative example
Review our records and flag anything that looks out of compliance.

I reviewed 4,218 documents across Accounts Payable, Contracts and HR. 37 need attention:

14 Vendor files with an expired certificate of insurance Accounts Payable
9 Contracts missing a countersignature Contracts
8 Employee records past their retention date, ready for destruction review HR
6 Invoices approved above the approver's limit Accounts Payable
Each item links to the source document. Nothing changes until someone on your team reviews it and acts.
Illustration with fictional data.

Integrated with the platforms you rely on

Approved invoices post to your ERP, payment status comes back to accounting, and scanned records are filed in your document platform. That means less manual effort at every handoff.

ERP and project systems

Penta
JD Edwards
Oracle
Sage 300 CRE
Acumatica
SedonaOffice
Procore

Technology works better when someone understands your business

AI and automation take on the repetitive work, but every project starts with a conversation about how your team actually works. When you need help, you talk with people who know your system, not a ticket queue.

About DTI

What customers say

"DTI provided truly top-notch service. The team members assigned to do the work were very knowledgeable and the project was completed on-time and under budget."

Julie

"DTI takes the time-consuming work of sorting our AP inbox and preparing invoices off our team's plate. We can focus on accounting instead of chasing portal links and splitting PDFs."

Jenny

Common questions

Have a question that isn't here? Ask us.

How much does it cost to scan boxes of documents?

Most scanning projects are priced by the page or by the box. A standard records box typically holds between 2,250 and 2,500 pages. The bigger cost drivers are usually preparation (staples, folders, fragile or bound pages), how detailed the indexing needs to be, whether you need searchable text, and your deadline. Our Scanning Scope Worksheet gives you a planning range based on your own box counts.

Do we need a document management system, or is a shared drive enough?

A shared drive can work for a small team with simple files. It usually starts to break down when people can't tell which version is current, when some documents need restricted access, or when records have to be kept for a set period and then destroyed.

A document management system stores documents in one place, indexed so people can search by a name, date, account or project number, with controls over who sees what and how long each record is kept.

How much does AP automation cost?

Most of our AP automation is priced by annual invoice volume, in tiers, plus a one-time implementation fee. Where you land depends mostly on how many invoices you process in a year, how many approval paths and exceptions your process has, which ERP it connects to, and whether you want software only or software plus services such as invoice processing.

If you also automate vendor payments, card rebates can offset part of the cost, depending on how many of your vendors accept card. Tell us roughly how many invoices you process in a year, and we'll give you a range in the first conversation.

What is AP automation, and how does it work?

AP automation handles the routine steps between receiving an invoice and paying it: capturing invoice data, checking it against purchase orders and vendor records, routing it for coding and approval, posting it to your ERP and paying the vendor. Your team still makes the decisions and handles the exceptions. The software and services take on the typing, chasing and handoffs.

Once a document is scanned, can I shred the original?

Often, yes. Many business records can be kept digitally if the scans are complete, legible and stored reliably, and the IRS accepts electronic records that meet its requirements. Some legal, government and regulated records may need to be kept in original form for a set period, so confirm with your records officer or legal counsel before you destroy anything. DTI can hold your originals until you've reviewed the scans, then shred them securely.

Planning tools

Scanning Scope Worksheet

Estimate volume from your box counts, decide how records need to be found, and get a planning range.

Scope your project

AP Assessment

Five questions about how invoices move today. You get the areas to look at first and a checklist for your team.

Assess your AP process

Referral partners

If your clients need document conversion or AP help, we'd like to be the people you call. We work with records storage providers, IT firms, ERP consultants and accounting firms whose clients need work they don't do themselves. Partnership agreements are available.

Partners and referrals

Not sure where to start? That's what the first call is for.

Tell us what you're dealing with. We'll give you a straight answer on where to start, even if the answer is that you don't need us.

Walk through your process with us