organize & archive
Efficient and Cost Effective Electronic File Archiving.
Let PerForma Enterprise™ manage your documents, so you can focus on your business.
What is
Performa Enterprise?
Performa Enterprise is a technology tool designed to organize, retrieve, archive and interface documents securely within your dealership. No more filing cabinets or bank boxes taking up space.
With Performa Enterprise, your documents are all in the cloud, safe, secure and accessible anytime.

10+
Years of
experience
Services
Document Management & Organization:
Efficiently manage, organize, and protect your documents with easy access and secure storage. Save space and streamline your workflow by scanning, searching, and organizing files effortlessly.
-
Quickly Search Documents
Find documents with a few clicks of your mouse. No more trips to the filing cabinets. Optical Character Reference (OCR) allows for full text searching and keyword searching such as Ship To, Bill To or Method of Payment allows you to find your electronic documents with lightning speed.
-
Organize Your Files
By archiving your secure, centralized documents you will create a structured file environment that can be quickly retrieved from any location.
-
Scan Documents
Scan your documents easily with the scanning module, a document imaging product that transforms the papers that your office handles daily and turns them into electronic documents accessible to your entire organization
-
Reclaim Storage Space
With electronic document storage you no longer have to find a closet or build a shed to stash your boxes and boxes of paperwork.
-
Keep Documents Safe and Secure
With electronic storage and back-ups you will NEVER lose your documents again. You can also manage accessibility by locking down documents so only the appropriate individual(s) have access. Plus, you will no longer have to worry about fires, floods or tornados damaging your files!
Services
Financial & Business Efficiency:
Simplify and automate your financial processes with integrated tools for statement generation and check signing. Reconcile finances quickly and proactively stay on top of your business operations.
-
Integrated with EQUIP
This document management tool allows you to review ALL documents created from your EQUIP business system.
-
Simplify Check Signing
AP Check verifies your check run and then places the signature(s) on the check for you. Nor more signing or stamping every check which frees up your valuable time.
-
Proactively Generate Statements
AR Report pulls together your customers’ statement with their associated invoices then allows you to print and send via USPS or email to your tech savvy customers to save paper and time. Statements are printed in full size (8.5 x 11) and the invoices can be printed with either 2 or 4 per page.
-
Reconcile Financials Efficiently
The Financed Invoice Report (FIN) pulls together your customers’ multi-use/JD Financial Account (Farm Plan) invoices then allows you to print and mail them to your customers. The first invoice is printed full size (8.5x11) and the remaining invoices are printed 4 per page. FIN Report provides an easy to read format that allow customers’ to reconcile their invoices with their JD Financial statements easily.

10+
Years of
experience
Interested in learning more?
Streamlined Document Management Process
01
Step 1: Document Capture
Easily scan and upload your documents into our system, ensuring a quick and efficient start to your document management journey.
02
Step 2: Organization
Organize your files with customizable folders and tags, making it simple to locate and manage your documents whenever you need them.
03
Step 3: Integration with EQUIP
Seamlessly integrate with EQUIP to enhance your workflow, allowing for smooth data transfer and improved operational efficiency.
What Our Clients Say
"Performa Enterprise has helped our business by making it easier to access and view our EQUIP invoices and prior A/R statements. It saves us a lot of time because it's now an automated process."
George Ortiz, Thomason Tractor
Frequently Asked Questions
What is document archiving?
Document archiving is the process of storing documents in a secure, organized manner for long-term retention. It allows businesses to efficiently manage their files, ensuring easy access and compliance with regulations.Read MoreHow does Performa Enterprise ensure document security?
We prioritize the security of your documents through advanced encryption methods, secure access controls, and regular audits. Our systems are designed to protect your sensitive information from unauthorized access.Discover MoreCan I access my archived documents anytime?
Yes! Our electronic file archiving services allow you to access your documents anytime, anywhere. With our user-friendly interface, you can quickly search and retrieve files as needed.Find Out MoreWhat types of documents can be archived?
We can archive a wide range of documents, including financial records, contracts, emails, and more. Our services are tailored to meet the specific needs of your business.Learn MoreHow does the integration with EQUIP work?
Our document management system seamlessly integrates with EQUIP, allowing for streamlined workflows and efficient document handling. This integration enhances your overall productivity and simplifies your processes.Explore Integration
Schedule a Demo
We’re here to help you streamline your document management and archiving needs. If you have any questions or would like more information about our services, please fill out the form below. Our team at Performa Enterprise is ready to assist you!
Schedule a Demo - Home
Please try again later.