Cloud Based Management and Financial Control
Maximum control, minimum effort
Customer Transactions
From bid to payment
The system is registered legally according to Tax Authorities standards
Customer sign-in enables purchase of products / services via personal bookkeeping account
Allow your customers to order and purchase items from your existing bookkeeping system online without any special additional infrastructure
Item availability according to balance or date (rent)
Smart Algorithm for creating various types of discounts
Secure PCI standard credit payment allows users and customers to accept and receive payments in a simple and easy manner and Tokenization – Encryption of credit card numbers for chargebacks and refunds
The association mechanism allows you to define links between documents and thus finalize business processes in the organization such as sales order> tax invoice> receipt and batch documents
Supplier Transactions
Procure to pay
Each user is limited to budgeted expenditure accounts that are relevant to him
Receive invoices for payment by the supplier directly into the system without having to physically send invoices
Smart mechanism for finalizing orders by matching received invoices
Payments to suppliers using a payment file generated by the system
Process Management
Automate Business Workflows
Each entity in the system (purchase orders, customer tax invoices, tax / transaction invoice, supplier, etc.) enters an approval route so that no document is issued without the relevant approval
Automatic translation of the organizational accounting structure allows the system to automatically create the various approval routes and reports
There are three levels of user authorization:
1. Operation authorization for accessing screens and various actions in the system
2. Authorization to use relevant sections
3. Authorization to view relevant sections
Access the system from any web enabled smartphone
With accurate documentation of the name, place and time of signing
Create form templates and assign full forms to various entities in the system
Authorization mechanism allows you to define the work processes in your organization. For example: combine two bids for each order above a certain amount or fill out a specific form for a tax invoice document, etc
Projects Management
Financial control
Receiving orders from customers and working closely with them from both the revenue and expense aspects
Profitability verification – view project expenses against the sales order
A complete solution for dealing with proforma invoices and resulting tax invoices, without any duplicates or record deletion
Assigning a supplier tax invoice to the payment request / customer tax invoice for reporting and refund requests
Accounting firms
Provide your customers with the highest quality
The customer will be given access to relevant sections, screens and documents that will be predefined, enabling computerized business operations while maintaining oversight. The office may access all journal entries without any manual typing
One system for all firm clients
And of course – a free pilot
Features
Online Access
PC, tablet, or smartphone access
User Tracking
Full user history for all operations performed
File Management
Attach appendices for any entity in the system while documenting the history of the actions
Multiple Languages & Currencies
Generate documents in any language and support of any currency
Multiple Companies
A master system for an organization that runs several companies simultaneously
Tagging
Entity tagging and tag report generation
Alerts
Alerts for relevant information in your browser, smartphone, and email. Set up scheduled email reports for saved queries
Email Tracking
Report of documents (invoices etc.) sent to the customer by email that were not opened
Report Generator
Save queries and generate reports for all entities and their relations and export to Excel
Advanced Scanning
Automatically upload documents to the system directly from the scanner using barcode / OCR
Start immediately, no setup fees and no commitment, free trial period
Online Support – Chat/Email/Phone During Business hours
