Templates

Smart solutions for complex problems

Our pre-built templates and systems operate on Google and MS Office Suite since every company can access them.

The templates allow easy management of various pre- and post-accounting and other finance functions tasks.

The data flow is optimized to the maximum. No waste - just speed and results.

No long-term commitments, you can quit whenever you wish. So far no one has.

Financial reporting

Booking-level data is imported to create standard and customized financial statements, visualizations, and comparisons.

Drilldown to account-, supplier- or booking-level data makes the monthly review more efficient.

Spot missing invoices or incorrect journal entries with ease.

Operates with Datev and any other accounting software.

Business Case

Allows creating annual budgets, long-term business plans, and short-term forecasts in various scenarios and across all financial statements (PL/CC, BS, CF).

Connected with accounting information allows comparison with actual results.

Includes dynamic dashboards and summary reporting tables for better visibility and analytics.

Consolidation

Consolidation of all group financial statements across different currencies.

Pulls in automatic FX rates via API from ECB.

Can be integrated with Business Case to compare the budget with actuals.

Allows choosing between group or single entity results.

Requires more setup and ongoing support than the other systems.

consolidation2

Incoming Invoices

A system for organizing incoming invoices data, approving them, and creating batch payment files.

It also helps to spot missing invoices and send reminders to responsible persons.

Accelerates monthly closing process.

Outgoing invoices & AR

A system of issuing and sending out single or bulk invoices.

AR management is connected with banks and other payment providers. It allows matching invoices with incoming payments.

Automatic payment reminders can be sent for overdue invoices.

The system can also be used to import revenue data into the accounting system.

Bank & PSP mapping

Auto-categorization template for banks, credit cards, and other payment providers (for example Paypal, Concardis, AMEX).

It is integrated with Incoming invoices and AR management systems.

It allows uploading prebooked transactional data into the accounting system.

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