Electronic Document Management
for Sage 200

Spindle Document Management is a suite of intelligent and flexible tools to offer total control of documents coming into and out of Sage. Helping to streamline processes and improve efficiencies, Spindle Document Management is an essential solution for growing businesses.

From distributing your outbound documents and automating many of your workflow processes, to capturing incoming documents for instant access in Sage 200, Spindle Document Management provides you with a complete document management solution for your business.


  • Reduce human error in processing, sending, receiving and filing documents
  • Save time with a quicker document delivery and file retrieval
  • Benefit from HMRC compliance with digital delivery and storage
  • Eliminate paper storage costs
  • Reduce manual admin
  • Remove risk of missing or lost documents
  • Streamline integration with other products in the Document Management Suite, including Spindle Document Recognition and Spindle Self Serve
  • Go paperless by scanning, barcoding, importing and drag and dropping incoming documents to store them electronically
      Book a demo       Download brochure

Spindle Document Management features include...

  • Batch document delivery

    Distribute outgoing documents

    Send documents in batches, or individually, via email to where they need to go, while archiving them against the transaction they relate to in Sage. Alternatively, send to print for sending by post

  • Batch document scanning

    Capture incoming documents

    Scan and import documents straight into Sage 200

  • Paythem

    Invoice payments

    Get paid faster with 'Pay now' buttons added to invoices, pro forma invoices, statements and chasing letters using Opayo or World Pay. Supports multi-currency payments.

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  • Invoice recognition

    Purchase Invoice Recognition

    Uses template-free OCR technology to automate the invoice process into Sage 200 at line-item level.

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  • Spindle Self Serve

    Online Portal

    Online portal allowing customers and staff access to Sage 200 data and documents, beyond the finance department.

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  • Mobile Capture

    Mobile capture

    Capture documents on the go with your mobile device, available for iOS and Android devices.

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  • Search

    Document Viewing

    Documents are linked to accounts/transactions in Sage 200

See Spindle Document Management in Action

 Book a demo 

credit control

Credit Hound

Online portal
for account query

Spindle Self Serve