Finance Automation Toolkit
Why your business needs Finance Automation Toolkit?
It allows you to optimize your company's internal processes by automating your financial workflows in a way that's perfectly suited not just to a specific activity, but to your organization. All service adjustments we make based on the client's requirements, taking into account the intricacies of their business processes.
Payments
In the list of payments you can display the table so that only current or e.g. overdue documents can be seen. It is possible to import bank statements; add recurring payment patterns, receipts and debits.
Customer information
The client card not only shows basic legal information about the client, but also detailed information about the payments and financial results of each agreement.
Agreements
The list of contracts contains information on the status of all transactions and problems, if any. Contracts can be categorised by activity type. The statuses help to prevent late payments, to request work certificates on time, to see documents in the process of approval and other nuances of document flow.
It is possible to view and download contract registers with a visual display of their statuses, as well as a detailed itemised calculation of the financial result of each contract.