Bottomline

Bottomline Transform: financial automation of key documents

Drive financial automation with Bottomline Transform: reduce costs, improve document control and ensure regulatory compliance

Business Management Solutions

Jul 21, 2025

Financial automation has gone from being an operational improvement to a differentiating factor for finance teams. Tools such as Bottomline Transform make it possible to digitize and control the entire document lifecycle - from issuance to archiving - with accuracy, security, and full traceability.

This modular solution integrates easily with leading ERPs, reducing costs, manual errors, and management time, while strengthening regulatory compliance.

IMG RRSS (ING) - BLOG - Unikal - BMS

What is Bottomline Transform?

Bottomline Transform is a leading modular platform for managing, automating, and customizing transactional documents generated by ERPs, such as invoices, purchase orders, or statements. Designed to offer:

Dynamic composition.
Multi-channel delivery (email, web, mobile).
Intelligent archiving, retrieval, and search (full text).
Traceability with annotations, auditing, and secure access control.

A scalable solution that reduces costs, eliminates manual processes, improves user experience, and enhances regulatory compliance.

Request a Bottomline Transform demo

Why is it key for CFOs and CFOs?

Operational Efficiency

Eliminates bottlenecks in the generation and distribution of financial documents, streamlining reprints, mass mailings and flows without manual intervention.

Control and security

Log every action with auditing, managing permissions through active directory or other identity systems.

Tangible savings

Automation reduces paper, personnel and time, transforming document management into a competitive advantage.

Regulatory compliance

Securely preserve and retrieve documents, making it easier to respond to audits, regulations and internal processes with agility.

Latest release: Transform 8.3

Here are the highlights of this release:

Browser independent plugin: more compatibility and reliability (bulk send, print, OCR).

HSM integration and removal of .NET3.5 SP1: increased security and stability.

SQLServer2022support: improved performance and data analysis.

Preparation for future upgrades2: cleanup of obsolete objects to facilitate adoption of the upcoming 9.0 version.

Bottomline Transform 8.3 technology

Typical use cases with Bottomline Transform

Automation of distribution of invoices, delivery notes, receipts.

Customer services with web access to documentation.

Business-to-business (B2B) processes: visibility and document self-management.

On-demand reprinting: elimination of traditional archiving processes.

Connectivity with ERPs for parametric integration without development.

Why trust UNIKAL Tech Partners?

Neteris, as part of the Unikal Tech Partners group, is recognized as a strategic partner of reference in Spain for the implementation of Bottomline Transform:

Certified and with proven experience in national and international projects.

Team specialized in financial IT consulting.

End-to-end approach: analysis, implementation, training and continuous support.

Proven methodology: clear objectives, measurable ROI and scalability.

With Unikal, financial organizations transform their document processes without friction, with governance and ROI.

Conclusion: Looking for a competitive advantage in document management?

Bottomline Transform, powered by Unikal, offers an unmatched combination of modular technology, adaptability, security, and efficiency:

Designed for robust financial governance models with full traceability.

Multi-environment and scalable, without costly ERP changes.

Facilitates intelligent and audited document distribution.

Combines automation and document intelligence, improving experience and compliance.