KwikTag Software


KwikTag is a hybrid content management (CMS) solution that features expense management, forms, sales and workflow automation capabilities. The solution is designed to serve different set of industries such as healthcare, automobile, electronics and more

Accounting process automation feature helps to assist and manage financial processes. Kwik accounts payable solution helps to automate data routing, transaction data entry and reporting of invoice and payments. The expense management and reporting features help to manage coding receipts and allows users to generate expense reports in Excel format.

Sales automation feature allows users to manage sales orders which includes contract approval, materials receiving and more.

Other features include vendor management, contract management, corporate forms and more. The solution integrates with Microsoft Dynamics ERP.

Support is available via phone and ticket.


KwikTag - Case management
  • KwikTag - Case management
    Case management
  • KwikTag - Reports and audits
    Reports and audits
  • KwikTag - Document share
    Document share
  • KwikTag - Document retrieval
    Document retrieval
  • KwikTag - Document library
    Document library
  • KwikTag - Approval center
    Approval center
Supported Operating System(s):
Windows 7, Windows Vista, Windows XP, Mac OS, Linux, HP-UX, AIX, Solaris, Unix, IBM OS/400, Web browser (OS agnostic), Windows 2000, Windows 8, Windows 10

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Michael from Keiter
Specialty: Accounting / CPA
Number of employees: 201-500 employees Employees number: 201-500 employees

September 2017

September 2017

Great Workflow Tool for Payables



Product Quality

Customer Support

Value for Money


Allows for a complete documentation of the review and approval process all the way through posting to the general ledger. Having the invoice image attached to the transaction is invaluable in communicating with budget managers and reporting of results.
Cuts research time dramatically and there are virtually no lost or misfiled invoices. Strengthens the documentation of our expenses and increases the accuracy of month end and year end accruals. Cuts research time significantly.


Users need to be specific in the wording of approvals and rejection notices. Some customization needed to make the process use more visual cues to distinguish next steps and issues delaying approval.

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