Why Datahaven?
Datahaven weaves documents and email directly into the fabric of your ERP, CRM, and other business applications
Most traditional document management systems simply store documents with some metadata outside the ERP or CRM system. Others attach documents to individual transactions, but those files remain trapped inside a single record—disconnected from upstream and downstream activities, related transactions, and the workflows that actually depend on them.
These approaches break down the moment real work begins. They make it difficult and time consuming to surface documents across purchasing, receiving, invoicing, fulfillment, service, and financial posting. Users are forced to dig through attachments, search across applications and application modules, or guess where a document might live just to find the information needed to complete a task.
Teams stop trying to maintain structure, and documents, emails, and electronic files end up abandoned in inboxes, shared drives, and personal folders, where they provide zero value to the organization.
A Patented Approach to Document Visibility Across ERP and CRM Systems
Datahaven 365 takes a fundamentally different (and patented) approach that weaves documents and email directly into the fabric of your business operations and the systems that make them run. To accomplish this, we engineered a patented architecture that redefines how documents behave inside business applications.
Virtual Folder Structures
A patented system that mirrors business data. Folders automatically update as records change, giving every user a consistent, predictable structure across AP, sales, procurement, operations, and finance.
Deep Data Linking
A breakthrough method that automatically connects each document to every record, transaction, and lifecycle stage it relates to. A single invoice becomes visible on the vendor, PO, receipt, posted invoice, and ledger entry without manual navigation.
The Results
Invoices, orders, receipts, contracts, and any other type of document appear automatically wherever they are needed—whether it’s in AP, sales, procurement, operations, finance, or customer-facing teams. In other words, Datahaven contextualizes every document and email so this unstructured content appears instantly (and seemingly magically) wherever it’s needed with little to no manual effort.
Datahaven 365 magically displays only what an employee is permitted to see according to our security matrix. This protects our customers’ information and avoids disclosure of sensitive information that could create internal conflicts or violate our obligations under Sarbanes-Oxley.
TAKE THE NEXT STEP
Datahaven gives every team clear visibility, intelligent automation, and the confidence that every document is in the right place at the right time.